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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 |
3901
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 375 M | -USD 22.9 M | -6% | 0.89% | 85.6% | 196 | 6.63% | 3.8 |
|
| 3902 |
3902
Semmax Financial Advisors
Winston Salem,
North Carolina
| USD 375 M | +USD 10.8 M | +3% | 0.53% | – | 396 | 13.13% | 3.6 |
|
| 3903 |
SC
3903
Saybrook Capital
Winston Salem,
North Carolina
| USD 374 M | +USD 20.4 M | +6% | 5.13% | 72.5% | 45 | 8.89% | 7.8 |
|
| 3904 |
3904
Riggs Asset Management
Dallas,
Pennsylvania
| USD 374 M | +USD 8.53 M | +2% | 7.02% | 219% | 702 | 18.38% | 2.3 |
|
| 3905 |
3905
Rockline Wealth Management
Plainview,
New York
| USD 374 M | +USD 19.9 M | +6% | 4.73% | 176% | 104 | 6.73% | 0.9 |
|
| 3906 |
3906
GWN Securities
Palm Beach Gardens,
Florida
| USD 374 M | – | – | 2.49% | – | 357 | – | 0 |
|
| 3907 |
3907
Multicoin Capital Management
Austin,
Texas
| USD 374 M | +USD 110 M | +41% | 41.5% | – | 3 | 0% | 0.7 |
|
| 3908 |
3908
JSF Financial
Los Angeles,
California
| USD 374 M | +USD 31.2 M | +9% | 2.46% | 91% | 137 | 26.28% | 2.4 |
|
| 3909 |
3909
Tiger Pacific Capital
New York
| USD 374 M | -USD 151 M | -29% | 2.33% | 84.5% | 21 | 57.14% | 1.5 |
|
| 3910 |
3910
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 374 M | -USD 2.13 M | -0.6% | 1.44% | 43.4% | 86 | 9.3% | 5.1 |
|
| 3911 |
3911
Redwood Investments
Boston,
Massachusetts
| USD 373 M | +USD 37.2 M | +11% | 2.18% | 74.1% | 124 | 18.55% | 2.6 |
|
| 3912 |
3912
Whitford Management
New York
| USD 373 M | +USD 197 M | +112% | 3.95% | 76.2% | 29 | 55.17% | 0.7 |
|
| 3913 |
MAM
3913
Mystic Asset Management
Warwick,
Rhode Island
| USD 373 M | +USD 108 M | +41% | 2.11% | 114% | 226 | 23.01% | 1.9 |
|
| 3914 |
3914
First Sabrepoint Capital Management
Dallas,
Texas
| USD 373 M | +USD 28.3 M | +8% | 2.41% | 218% | 68 | 45.59% | 0.7 |
|
| 3915 |
3915
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 373 M | +USD 34.1 M | +10% | 0.85% | 73.7% | 147 | 12.24% | 2.9 |
|
| 3916 |
3916
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 373 M | -USD 2.61 M | -0.7% | 1.5% | 86.1% | 208 | 6.25% | 6.7 |
|
| 3917 |
3917
Marcho Partners
London,
United Kingdom
| USD 372 M | -USD 2.57 M | -0.7% | 6.91% | 115% | 13 | 15.38% | 2.1 |
|
| 3918 |
3918
Paradiem
Covington,
Louisiana
| USD 372 M | -USD 51.3 M | -12% | 0.51% | 107% | 59 | 16.95% | 2.5 |
|
| 3919 |
3919
GFG Capital
Miami,
Florida
| USD 372 M | +USD 113 M | +44% | 4.62% | 152% | 129 | 29.46% | 2.4 |
|
| 3920 |
3920
Altrius Capital Management
New Bern,
North Carolina
| USD 372 M | -USD 27.2 M | -7% | 5.09% | 43.1% | 87 | 4.6% | 2.1 |
|
| 3921 |
3921
Chan Zuckerberg Initiative
Redwood City,
California
| USD 372 M | -USD 37.7 M | -9% | 9.11% | 59% | 3 | 0% | 0.9 |
|
| 3922 |
3922
Kinsale Capital Group
Richmond,
Virginia
| USD 372 M | +USD 32.6 M | +10% | 1.3% | 75.2% | 37 | 5.41% | 1.6 |
|
| 3923 |
3923
Evelyn Partners Asset Management
London,
| USD 371 M | – | – | 0.24% | – | 245 | – | 0 |
|
| 3924 |
3924
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 371 M | +USD 812 k | +0.2% | 0.6% | 64.9% | 48 | 14.58% | 1.6 |
|
| 3925 |
3925
Second Line Capital
Metairie,
Louisiana
| USD 371 M | +USD 3.99 M | +1% | 2.66% | – | 148 | 19.59% | 0.7 |
|