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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Moment Partners
San Francisco,
California
| USD 486 M | -USD 79.4 M | -14% | 2.06% | – | 128 | 25.78% | 0.9 |
|
| 3702 |
3702
Stordahl Capital Management
Greenwood Village,
Colorado
| USD 486 M | +USD 9.7 M | +2% | 2.31% | 54% | 64 | 3.13% | 5 |
|
| 3703 |
3703
Stenger Family Office
Naperville,
Illinois
| USD 484 M | -USD 3.63 M | -0.7% | 2.24% | – | 114 | 17.54% | 0.8 |
|
| 3704 |
3704
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 484 M | +USD 12.4 M | +3% | 3.93% | 74% | 173 | 8.09% | 4.1 |
|
| 3705 |
3705
Scopia Capital Management
New York
| USD 484 M | -USD 311 M | -39% | 2.76% | 58.7% | 38 | 42.11% | 1.3 |
|
| 3706 |
3706
Prosight Management
Dallas,
Texas
| USD 484 M | +USD 55.1 M | +13% | 4.78% | 39.5% | 53 | 49.06% | 1.1 |
|
| 3707 |
WCMN
3707
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 484 M | +USD 18.6 M | +4% | 5.14% | 121% | 43 | 0% | 8.4 |
|
| 3708 |
3708
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 484 M | +USD 10 M | +2% | 1.66% | 45.6% | 74 | 4.05% | 5.1 |
|
| 3709 |
3709
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
| USD 483 M | – | – | 2.3% | – | 286 | – | 0 |
|
| 3710 |
3710
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 483 M | +USD 50.7 M | +12% | 7.62% | 60.3% | 48 | 2.08% | 6.4 |
|
| 3711 |
MHR
3711
Matthew Hamilton Rosenberg
| USD 483 M | +USD 20.2 M | +4% | 1.97% | 52% | 828 | 6.04% | 4 |
|
| 3712 |
3712
JSF Financial
Los Angeles,
California
| USD 482 M | +USD 31.6 M | +7% | 3.39% | 91% | 146 | 21.92% | 2.8 |
|
| 3713 |
3713
Lightrock Netherlands
Utrecht,
Netherlands
| USD 482 M | +USD 100 M | +26% | 7.62% | – | 41 | 9.76% | 0.9 |
|
| 3714 |
3714
West Wealth Group
Irvine,
California
| USD 482 M | +USD 38.4 M | +9% | 2.06% | 79.8% | 128 | 4.69% | 1.8 |
|
| 3715 |
3715
Bender Robert & Associates
Pasadena,
California
| USD 481 M | +USD 18.7 M | +4% | 8.33% | 146% | 46 | 15.22% | 1.2 |
|
| 3716 |
AIS
3716
AM Investment Strategies
Chattanooga,
Tennessee
| USD 481 M | +USD 20.5 M | +4% | 4.5% | 135% | 121 | 13.22% | 2.8 |
|
| 3717 |
3717
Headwater Capital
Hong Kong,
China
| USD 481 M | +USD 72.1 M | +18% | 17% | – | 21 | 38.1% | 0.4 |
|
| 3718 |
3718
Park Place Capital
Homewood,
Alabama
| USD 480 M | +USD 6.87 M | +1% | 1.58% | 60% | 849 | 14.96% | 2.3 |
|
| 3719 |
LFC
3719
LCC Family Corp
Toronto,
| USD 480 M | -USD 148 M | -24% | 15.1% | – | 1 | 0% | 0.5 |
|
| 3720 |
3720
Pinpoint Asset Management (Singapore)
Singapore,
| USD 480 M | -USD 81.1 M | -14% | 0.28% | – | 179 | 55.31% | 0.2 |
|
| 3721 |
3721
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 480 M | +USD 16.8 M | +4% | 3.62% | 82.6% | 192 | 8.33% | 5.9 |
|
| 3722 |
DA
3722
Dash Acquisitions
Woodland Hills,
California
| USD 480 M | -USD 24.2 M | -5% | 2.34% | 52% | 76 | 14.47% | 2.6 |
|
| 3723 |
MLCM
3723
M & L Capital Management
London,
United Kingdom
| USD 480 M | -USD 22.1 M | -4% | 4.4% | – | 32 | 43.75% | 0.5 |
|
| 3724 |
3724
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 479 M | +USD 20.7 M | +5% | 1.62% | 75.2% | 132 | 25% | 1.6 |
|
| 3725 |
3725
Aisling Capital Management
New York
| USD 479 M | +USD 22.5 M | +5% | 47.6% | 793% | 15 | 20% | 3.5 |
|