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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
GJCM
3776
Grand Jean Capital Management
San Francisco,
California
| USD 335 M | +USD 12.7 M | +4% | 13.4% | 61.4% | 46 | 13.04% | 5.3 |
|
| 3777 |
3777
Light Street Capital Management
Palo Alto,
California
| USD 334 M | -USD 5.86 M | -2% | 24.3% | 377% | 28 | 42.86% | 1.1 |
|
| 3778 |
3778
Haverford Financial Services
Radnor,
Pennsylvania
| USD 334 M | +USD 23.6 M | +8% | 9.58% | 57.9% | 40 | 2.5% | 6.1 |
|
| 3779 |
3779
NVWM LLC
Yardley,
Pennsylvania
| USD 334 M | +USD 27.6 M | +9% | 12.3% | 119% | 476 | 20.38% | 3 |
|
| 3780 |
VCM
3780
Vivaldi Capital Management
Chicago,
Illinois
| USD 333 M | +USD 27.6 M | +9% | 10.7% | 69.2% | 227 | 18.5% | 3.1 |
|
| 3781 |
3781
Encompass Wealth Advisors
Portland,
Oregon
| USD 333 M | +USD 32.8 M | +11% | 7.7% | 68.7% | 329 | 28.27% | 1.9 |
|
| 3782 |
3782
PBMares Wealth Management
Williamsburg,
Virginia
| USD 333 M | +USD 55.9 M | +20% | 9.42% | 67.7% | 175 | 8% | 2.7 |
|
| 3783 |
KDA
3783
Kraft Davis & Associates
St. Louis,
Missouri
| USD 333 M | +USD 67.1 M | +25% | 10.1% | 81.8% | 141 | 31.91% | 0.7 |
|
| 3784 |
3784
Black Swift Group
Boulder,
Colorado
| USD 333 M | +USD 26.8 M | +9% | 13.4% | 139% | 119 | 57.98% | 0.8 |
|
| 3785 |
3785
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 333 M | +USD 29.4 M | +10% | 9.39% | 62.3% | 131 | 11.45% | 4.3 |
|
| 3786 |
MWM
3786
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 333 M | +USD 12.9 M | +4% | 7.98% | 43.7% | 515 | 11.65% | 2.5 |
|
| 3787 |
3787
York Capital Management Global Advisors
New York
| USD 333 M | -USD 27.1 M | -8% | 4.92% | 74.1% | 8 | 50% | 3.3 |
|
| 3788 |
3788
Cypress Asset Management
Houston,
Texas
| USD 332 M | +USD 33.4 M | +11% | 12.7% | 141% | 118 | 8.47% | 6.2 |
|
| 3789 |
3789
Optas LLC
Austin,
Texas
| USD 332 M | +USD 32.2 M | +11% | 13.1% | 118% | 210 | 19.52% | 2.2 |
|
| 3790 |
3790
Moerus Capital Management
New York
| USD 332 M | +USD 29.2 M | +10% | 11% | 220% | 17 | 0% | 3.7 |
|
| 3791 |
HCM
3791
Horrell Capital Management
Little Rock,
Arkansas
| USD 332 M | +USD 31.6 M | +11% | 13.1% | 55.6% | 222 | 4.95% | 5.8 |
|
| 3792 |
3792
Northwest Wealth Management
Spencer,
Iowa
| USD 332 M | +USD 54.3 M | +20% | 8.98% | 68.2% | 169 | 16.57% | 3.2 |
|
| 3793 |
CH
3793
Canton Hathaway
Providence,
Rhode Island
| USD 332 M | +USD 16.3 M | +5% | 7.07% | 87.8% | 256 | 18.75% | 2.7 |
|
| 3794 |
3794
Nebula Research & Development
New York
| USD 332 M | +USD 142 M | +75% | 8.94% | – | 913 | 80.39% | 0.1 |
|
| 3795 |
3795
Elequin Capital
New York
| USD 331 M | -USD 184 M | -36% | 9.15% | 52.4% | 531 | 56.5% | 0.3 |
|
| 3796 |
3796
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| USD 331 M | – | – | 15.9% | 93.1% | 165 | – | 0 |
|
| 3797 |
3797
Chemistry Wealth Management
New York
| USD 331 M | +USD 28.5 M | +9% | 8.52% | 77.1% | 158 | 10.76% | 1.5 |
|
| 3798 |
3798
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 331 M | +USD 26.5 M | +9% | 9.91% | 82.6% | 192 | 21.35% | 5.2 |
|
| 3799 |
3799
United Capital Management of KS
Salina,
Kansas
| USD 331 M | +USD 37 M | +13% | 12.3% | 272% | 80 | 13.75% | 2.9 |
|
| 3800 |
MCG
3800
McCollum Christoferson Group
Amherst,
New York
| USD 331 M | +USD 5.22 M | +2% | 9.2% | 59.4% | 69 | 7.25% | 3.9 |
|