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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Malaga Cove Capital
Pv Estates,
California
| USD 164 M | +USD 42 M | +34% | 31.7% | 97.3% | 164 | 23.78% | 1.5 |
|
| 4027 |
4027
Denver PWM
Denver,
Colorado
| USD 164 M | +USD 27.6 M | +20% | 15.5% | 48.6% | 84 | 27.38% | 1.4 |
|
| 4028 |
4028
Makena Capital Management
Menlo Park,
California
| USD 164 M | +USD 60.5 M | +59% | 21.5% | 78.7% | 69 | 39.13% | 1.2 |
|
| 4029 |
4029
Institutional Venture Management XIV
Menlo Park,
California
| USD 163 M | +USD 17.3 M | +12% | 24% | 18.1% | 4 | 0% | 1.8 |
|
| 4030 |
4030
Neumann Capital Management
Foster City,
California
| USD 163 M | +USD 26 M | +19% | 18.8% | 89.9% | 71 | 4.23% | 4.8 |
|
| 4031 |
4031
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 163 M | +USD 34.4 M | +27% | 19.1% | 72.7% | 138 | 23.19% | 1.8 |
|
| 4032 |
4032
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 163 M | +USD 37.9 M | +30% | 11.2% | 50.9% | 148 | 67.57% | 1.8 |
|
| 4033 |
4033
Greenspring Associates
Owings Mills,
Maryland
| USD 163 M | -USD 78.6 M | -33% | 65.1% | – | 13 | 46.15% | 0.8 |
|
| 4034 |
4034
Fluent Financial
Dallas,
Texas
| USD 163 M | +USD 24.5 M | +18% | 17.3% | 46.9% | 64 | 23.44% | 1.3 |
|
| 4035 |
4035
WealthOne
Albany,
New York
| USD 163 M | +USD 32.4 M | +25% | 17.4% | 23.4% | 103 | 22.33% | 1 |
|
| 4036 |
4036
Packer & Co
Cottesloe,
Australia
| USD 163 M | -USD 118 M | -42% | 32.5% | – | 8 | 50% | 3.6 |
|
| 4037 |
4037
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 163 M | +USD 27 M | +20% | 18% | 109% | 122 | 22.13% | 1 |
|
| 4038 |
4038
Medicxi Ventures Management
St. Helier,
Jersey
| USD 163 M | +USD 86.2 M | +113% | 32.6% | 505% | 4 | 25% | 0.4 |
|
| 4039 |
BCP
4039
Berylson Capital Partners
Boston,
Massachusetts
| USD 163 M | +USD 125 M | +338% | 64.9% | 57.7% | 38 | 86.84% | 0.1 |
|
| 4040 |
4040
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 162 M | +USD 29.1 M | +22% | 19.9% | 62.2% | 65 | 18.46% | 2.1 |
|
| 4041 |
4041
Berkeley Capital Partners
Milton,
Georgia
| USD 162 M | +USD 15.1 M | +10% | 15.2% | 62.8% | 118 | 18.64% | 2.7 |
|
| 4042 |
CCC
4042
Chelsea Counsel Company
Los Angeles,
California
| USD 162 M | +USD 34.7 M | +27% | 18.5% | 106% | 88 | 31.82% | 3.4 |
|
| 4043 |
ARG
4043
Advisory Resource Group
Tulsa,
Oklahoma
| USD 162 M | +USD 31.4 M | +24% | 21.7% | 72% | 99 | 32.32% | 0.9 |
|
| 4044 |
4044
HGI Capital Management
New York
| USD 162 M | +USD 56.6 M | +54% | 12.3% | 47% | 71 | 54.93% | 0.8 |
|
| 4045 |
4045
Northern Right Capital Management
Darien,
Connecticut
| USD 162 M | +USD 92.8 M | +134% | 96.2% | 187% | 36 | 63.89% | 0.9 |
|
| 4046 |
4046
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 162 M | +USD 18 M | +12% | 21.7% | 67.4% | 76 | 26.32% | 3.9 |
|
| 4047 |
4047
Miramar Capital
Northbrook,
Illinois
| USD 162 M | +USD 52.3 M | +48% | 16.9% | 47.3% | 48 | 10.42% | 1.2 |
|
| 4048 |
4048
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 162 M | +USD 12.8 M | +9% | 13.6% | 98.3% | 122 | 5.74% | 5.4 |
|
| 4049 |
SAM
4049
Security Asset Management
New York
| USD 162 M | +USD 20.9 M | +15% | 22.9% | 67.4% | 83 | 13.25% | 4.1 |
|
| 4050 |
4050
Gleason Group
Prospect,
Kentucky
| USD 162 M | +USD 35.3 M | +28% | 20.7% | 69.1% | 189 | 4.76% | 0.5 |
|