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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
GC
3901
Gobi Capital
San Francisco,
California
| USD 109 M | – | – | 7.78% | 93.7% | 9 | – | 0 |
|
| 3902 |
BCVI
3902
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 109 M | -USD 49.2 M | -31% | 31% | 34.2% | 1 | 0% | 1.3 |
|
| 3903 |
PIM
3903
Progressive Investment Management
Lake Oswego,
Oregon
| USD 109 M | +USD 1.58 M | +1% | 0.2% | 126% | 58 | 12.07% | 2 |
|
| 3904 |
NSRI
3904
New Silk Road Investment
Singapore
| USD 109 M | – | – | 16.1% | 21.2% | 6 | – | 0 |
|
| 3905 |
PP
3905
Pension Partners
New York
| USD 109 M | +USD 14.7 M | +16% | 7.2% | – | 23 | 82.61% | 0.3 |
|
| 3906 |
AWM
3906
AllSquare Wealth Management
Albany,
New York
| USD 109 M | +USD 5.02 M | +5% | 0.8% | 62.4% | 377 | 20.16% | 1.5 |
|
| 3907 |
SF
3907
Schooner Foundation
Boston,
Massachusetts
| USD 109 M | -USD 16.9 M | -13% | 13.5% | 13.8% | 1 | 0% | 2.3 |
|
| 3908 |
ETM
3908
Euclidean Technologies Management
Seattle,
Washington
| USD 109 M | +USD 11.5 M | +12% | 12.9% | 124% | 60 | 11.67% | 1.3 |
|
| 3909 |
WI
3909
Wedgewood Investors
Erie,
Pennsylvania
| USD 109 M | +USD 1.67 M | +2% | 2.24% | – | 131 | 3.05% | 2.9 |
|
| 3910 |
HP
3910
HealthInvest Partners
Stockholm,
Sweden
| USD 109 M | -USD 25.8 M | -19% | 5.06% | – | 19 | 42.11% | 1.2 |
|
| 3911 |
GBA
3911
Garrison Bradford & Associates
New York
| USD 109 M | +USD 2.31 M | +2% | 5.26% | 63.5% | 92 | 5.43% | 2.2 |
|
| 3912 |
TCM
3912
Tegean Capital Management
New York
| USD 108 M | +USD 17.1 M | +19% | 17.7% | – | 20 | 50% | 0.9 |
|
| 3913 |
3913
Oxford Financial Group
Carmel,
Indiana
| USD 108 M | – | – | 2.05% | 77.2% | 21 | – | 0 |
|
| 3914 |
BCFS
3914
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 108 M | +USD 4.59 M | +4% | 3.35% | 81% | 130 | 1.54% | 1.6 |
|
| 3915 |
3915
MAK Capital One
New York
| USD 108 M | -USD 47.9 M | -31% | 1.96% | 200% | 7 | 42.86% | 1.5 |
|
| 3916 |
SAM
3916
Security Asset Management
New York
| USD 108 M | +USD 1.47 M | +1% | 2.56% | 67.4% | 76 | 9.21% | 1.7 |
|
| 3917 |
LFPWM
3917
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 108 M | – | – | 2.62% | 46.3% | 30 | – | 0 |
|
| 3918 |
FCAG
3918
First Capital Advisors Group
Little Silver,
New Jersey
| USD 108 M | – | – | 2.92% | – | 104 | – | 0 |
|
| 3919 |
WA1
3919
Wimmer Associates 1
Pasadena,
California
| USD 108 M | -USD 3.17 M | -3% | 2.82% | 78.9% | 114 | 7.89% | 0.9 |
|
| 3920 |
EECFVCI
3920
EnCap Energy Capital Fund VIII Co-Investors
Houston,
Texas
| USD 108 M | – | – | 18.8% | 64.7% | 1 | – | 0 |
|
| 3921 |
BWM
3921
Biltmore Wealth Management
Tempe,
Arizona
| USD 108 M | -USD 4.79 M | -4% | 0.55% | 59.8% | 27 | 3.7% | 1.4 |
|
| 3922 |
3922
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 108 M | – | – | 1.1% | 42.8% | 54 | – | 0 |
|
| 3923 |
3923
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 108 M | +USD 21 M | +24% | 12.6% | 56.6% | 33 | 24.24% | 1.3 |
|
| 3924 |
BF
3924
Blankinship & Foster
Solana Beach,
California
| USD 107 M | – | – | 1.83% | 67.1% | 27 | – | 0 |
|
| 3925 |
SCP
3925
Syntal Capital Partners
Midland,
Texas
| USD 107 M | -USD 58.7 M | -35% | 2.44% | 102% | 134 | 65.67% | 0.7 |
|