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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
G2 Investment Partners Management
New York
| USD 495 M | +USD 38.4 M | +8% | 22.3% | 1,145% | 80 | 38.75% | 0.9 |
|
| 3577 |
3577
Vickerman Investment Advisors
Spokane,
Washington
| USD 494 M | +USD 29.1 M | +6% | 4.39% | 47.3% | 81 | 3.7% | 2.9 |
|
| 3578 |
3578
Cypress Point Wealth Management
Dallas,
Texas
| USD 494 M | +USD 83.4 M | +20% | 18.9% | 255% | 87 | 14.94% | 1.9 |
|
| 3579 |
SEP
3579
Southland Equity Partners
Wildwood,
Missouri
| USD 494 M | +USD 38.1 M | +8% | 6.88% | 66.1% | 257 | 13.62% | 2.8 |
|
| 3580 |
3580
Activest Wealth Management
Aventure,
Florida
| USD 494 M | +USD 79.1 M | +19% | 9.33% | 117% | 1,202 | 18.14% | 1 |
|
| 3581 |
3581
Renaissance Investment Group
Lenox,
Massachusetts
| USD 494 M | +USD 32.8 M | +7% | 10.5% | 110% | 80 | 5% | 7.4 |
|
| 3582 |
3582
New Harbor Financial Group
Worcester,
Massachusetts
| USD 493 M | +USD 57.5 M | +13% | 13% | 94.6% | 56 | 14.29% | 2.1 |
|
| 3583 |
AGM
3583
Alpine Global Management
New York
| USD 493 M | +USD 49.7 M | +11% | 1.4% | 149% | 329 | 80.85% | 0.3 |
|
| 3584 |
3584
DSC Meridian Capital
New York
| USD 493 M | +USD 305 M | +162% | 9.35% | – | 19 | 52.63% | 0.5 |
|
| 3585 |
3585
Single Point Partners
Boston,
Massachusetts
| USD 493 M | +USD 35.4 M | +8% | 6.34% | 56.4% | 90 | 3.33% | 1.5 |
|
| 3586 |
3586
Whalerock Point Partners
Providence,
Rhode Island
| USD 493 M | +USD 30 M | +6% | 10.4% | 103% | 202 | 15.35% | 5.7 |
|
| 3587 |
3587
WESPAC Advisors SoCal
Pasadena,
California
| USD 492 M | +USD 44.3 M | +10% | 9.38% | 135% | 117 | 21.37% | 2.6 |
|
| 3588 |
3588
Arch Venture Management
Chicago,
Illinois
| USD 492 M | +USD 193 M | +65% | 88% | 228% | 11 | 18.18% | 1.4 |
|
| 3589 |
3589
M. Kulyk & Associates
Decatur,
Georgia
| USD 492 M | +USD 31.9 M | +7% | 7.13% | 63.3% | 115 | 15.65% | 2.9 |
|
| 3590 |
SA
3590
SoftVest Advisors
Abilene,
Texas
| USD 492 M | -USD 303 M | -38% | 2.08% | 178% | 6 | 50% | 4.1 |
|
| 3591 |
MCM
3591
Mason Capital Management
New York
| USD 491 M | -USD 20.2 M | -4% | 15% | 18.5% | 7 | 57.14% | 1.7 |
|
| 3592 |
LCM
3592
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 491 M | +USD 145 M | +42% | 54.9% | 883% | 17 | 29.41% | 1.5 |
|
| 3593 |
3593
Rockport Wealth
Fairview Park,
Ohio
| USD 491 M | +USD 59.6 M | +14% | 7.93% | – | 100 | 24% | 0.6 |
|
| 3594 |
3594
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 491 M | +USD 71 M | +17% | 5.49% | 45.3% | 664 | 80.57% | 0.4 |
|
| 3595 |
3595
SVF Sponsor III
Menlo Park,
California
| USD 490 M | +USD 137 M | +39% | 38.7% | 133% | 1 | 0% | 2.8 |
|
| 3596 |
3596
Holderness Investments Company
Greensboro,
North Carolina
| USD 490 M | +USD 25 M | +5% | 10.3% | 144% | 262 | 8.78% | 5.5 |
|
| 3597 |
BCM
3597
Bayesian Capital Management
Brooklyn,
New York
| USD 490 M | -USD 143 M | -23% | 8.82% | 107% | 855 | 81.64% | 0.1 |
|
| 3598 |
3598
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 489 M | +USD 14.2 M | +3% | 12.7% | 168% | 319 | 23.2% | 3.1 |
|
| 3599 |
YRHAM
3599
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| USD 488 M | +USD 73.7 M | +18% | 203% | 2,310% | 32 | 78.13% | 0.3 |
|
| 3600 |
3600
Waterfront Wealth
Overland Park,
Kansas
| USD 488 M | +USD 42.3 M | +9% | 7.64% | 77.2% | 284 | 13.38% | 3.1 |
|