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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Garrison Point Capital
Walnut Creek,
California
| USD 296 M | +USD 57.4 M | +24% | 3.89% | – | 21 | 0% | 0.9 |
|
| 3827 |
3827
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 296 M | +USD 19.1 M | +7% | 8.17% | 83.6% | 176 | 5.11% | 4.4 |
|
| 3828 |
3828
Johanson Financial Advisors
Campbell,
California
| USD 296 M | +USD 21.4 M | +8% | 7.04% | 101% | 123 | 8.94% | 2.7 |
|
| 3829 |
3829
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 295 M | +USD 17.2 M | +6% | 8.24% | 101% | 147 | 15.65% | 4.2 |
|
| 3830 |
3830
American Money Management
Rancho Santa Fe,
California
| USD 295 M | +USD 26.8 M | +10% | 7.44% | 65% | 91 | 8.79% | 3.8 |
|
| 3831 |
3831
Wall Capital Group
Phoenix,
Arizona
| USD 295 M | +USD 20.2 M | +7% | 7.2% | – | 27 | 11.11% | 2.2 |
|
| 3832 |
3832
Affinity Capital Advisors
Berkeley,
California
| USD 295 M | +USD 22.2 M | +8% | 7.2% | 72.7% | 127 | 7.09% | 1.1 |
|
| 3833 |
3833
ArchPoint Investors
Coral Gables,
Florida
| USD 295 M | -USD 58.3 M | -17% | 10.9% | 111% | 128 | 64.84% | 3.7 |
|
| 3834 |
DI
3834
Diligent Investors
Redlands,
California
| USD 295 M | +USD 20.4 M | +7% | 6.65% | 82.2% | 253 | 11.46% | 3.2 |
|
| 3835 |
3835
Krensavage Asset Management
New York
| USD 295 M | +USD 5.64 M | +2% | 7.52% | 124% | 14 | 21.43% | 2.9 |
|
| 3836 |
3836
Venator Capital Management
Toronto,
Ontario, Canada
| USD 294 M | +USD 45 k | +0% | 8.27% | 154% | 80 | 27.5% | 0.4 |
|
| 3837 |
3837
Peak Financial Management
Wellesley,
Massachusetts
| USD 294 M | +USD 18.5 M | +7% | 5.9% | 58.2% | 74 | 5.41% | 2.7 |
|
| 3838 |
3838
Cowbird Capital
New York
| USD 294 M | +USD 65.6 M | +29% | 22.8% | 21.3% | 14 | 42.86% | 0.8 |
|
| 3839 |
3839
Clean Yield Group
Norwich,
Vermont
| USD 294 M | +USD 28.4 M | +11% | 6.12% | 65% | 461 | 68.33% | 1.5 |
|
| 3840 |
3840
SRN Advisors
Huntingdon Valley,
Pennsylvania
| USD 294 M | +USD 14.8 M | +5% | 4.2% | 146% | 97 | 8.25% | 0.5 |
|
| 3841 |
SF
3841
Symphony Financial
Houston,
Texas
| USD 294 M | -USD 84.5 M | -22% | 6.69% | 95.7% | 210 | 30.95% | 0.8 |
|
| 3842 |
3842
Bridge City Capital
Lake Oswego,
Oregon
| USD 293 M | -USD 8.37 M | -3% | 5.39% | 120% | 97 | 7.22% | 2.9 |
|
| 3843 |
3843
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 293 M | -USD 12.1 M | -4% | 6.28% | 16.6% | 16 | 12.5% | 2.2 |
|
| 3844 |
3844
Founders Fund V Management
San Francisco,
California
| USD 293 M | -USD 1604 M | -85% | 6.34% | 860% | 7 | 57.14% | 0.3 |
|
| 3845 |
3845
TFC Financial Management
Boston,
Massachusetts
| USD 293 M | +USD 39.6 M | +16% | 5.27% | 66.9% | 615 | 10.08% | 0.7 |
|
| 3846 |
3846
Susquehanna International Group (Ireland)
Dublin,
Ireland
| USD 293 M | +USD 46 M | +19% | 2.9% | 5.26% | 138 | 73.19% | 0.3 |
|
| 3847 |
3847
Scholtz & Company
Stamford,
Connecticut
| USD 292 M | +USD 29.2 M | +11% | 9.87% | 89.2% | 80 | 25% | 1.6 |
|
| 3848 |
3848
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 292 M | +USD 2.1 M | +0.7% | 6.61% | 60.8% | 100 | 6% | 2.2 |
|
| 3849 |
3849
Swiss Re
Zurich,
Switzerland
| USD 292 M | +USD 116 M | +66% | 8.09% | – | 4 | 25% | 2.2 |
|
| 3850 |
3850
Pasadena Private Wealth
Pasadena,
California
| USD 292 M | +USD 15.9 M | +6% | 5.17% | 53% | 104 | 23.08% | 1.3 |
|