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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Marshall & Sullivan
Seattle,
Washington
| USD 125 M | +USD 17 M | +16% | 4.62% | 82% | 42 | 4.76% | 3.5 |
|
| 4077 |
4077
Starfire Investment Advisers
Southfield,
Michigan
| USD 125 M | -USD 39.9 M | -24% | 2% | 19.2% | 237 | 87.76% | 0.4 |
|
| 4078 |
4078
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 125 M | -USD 10.7 M | -8% | 2% | 62.6% | 159 | 11.32% | 1 |
|
| 4079 |
GECH
4079
Garnet Equity Capital Holdings
New York
| USD 125 M | – | – | 11.7% | 302% | 26 | – | 1.3 |
|
| 4080 |
4080
Caldera Capital
Dallas,
Texas
| USD 125 M | +USD 4.05 M | +3% | 10% | 84.5% | 24 | 58.33% | 0.4 |
|
| 4081 |
4081
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 125 M | – | – | 5.15% | 131% | 85 | – | 2.1 |
|
| 4082 |
LIC
4082
Laurus Investment Counsel
Toronto,
Canada
| USD 124 M | – | – | 11.1% | 14.1% | 29 | – | 0 |
|
| 4083 |
4083
Yorktown Energy Partners VI
New York
| USD 124 M | – | – | 4.36% | 7.3% | 5 | – | 0 |
|
| 4084 |
4084
Harbourvest Partners
Boston,
Massachusetts
| USD 124 M | -USD 27.4 M | -18% | 11.3% | 8.96% | 28 | 50% | 0.9 |
|
| 4085 |
4085
Franklin Square Holdings
Philadelphia,
Pennsylvania
| USD 124 M | +USD 6.15 M | +5% | 0.44% | – | 33 | 12.12% | 0.6 |
|
| 4086 |
BI
4086
Bredin Investment
Wilmington,
Delaware
| USD 124 M | – | – | 6.58% | – | 78 | – | 0 |
|
| 4087 |
4087
Financial Life Advisors
San Antonio,
Texas
| USD 124 M | – | – | 3.06% | 47% | 50 | – | 0 |
|
| 4088 |
4088
Bellecapital
Zurich,
Switzerland
| USD 124 M | +USD 38.9 M | +46% | 5.63% | 152% | 82 | 20.73% | 1.5 |
|
| 4089 |
4089
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 124 M | +USD 6.7 M | +6% | 5.86% | 30.5% | 98 | 3.06% | 3.2 |
|
| 4090 |
SBA
4090
Secrest Blakey & Associates
Raleigh,
North Carolina
| USD 124 M | – | – | 4.73% | 19.4% | 100 | – | 0 |
|
| 4091 |
KLC
4091
Knowledge Leaders Capital
Denver,
Colorado
| USD 123 M | -USD 82 M | -40% | 7.72% | 51.6% | 62 | 38.71% | 0.8 |
|
| 4092 |
4092
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 123 M | +USD 26.2 M | +27% | 6.22% | 336% | 103 | 25.24% | 0.9 |
|
| 4093 |
4093
Seven Bridges Advisors
New York
| USD 123 M | +USD 4.2 M | +4% | 8.51% | – | 140 | 20% | 1.4 |
|
| 4094 |
AA
4094
Antipodean Advisors
New York
| USD 123 M | +USD 4.66 M | +4% | 4.76% | 67.8% | 16 | 31.25% | 0.6 |
|
| 4095 |
4095
William Marsh Rice University
Houston,
Texas
| USD 123 M | +USD 4.31 M | +4% | 3.92% | 4.44% | 4 | 25% | 0.8 |
|
| 4096 |
4096
One Wealth Advisors
San Francisco,
California
| USD 123 M | – | – | 6.88% | 66% | 575 | – | 0 |
|
| 4097 |
4097
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 123 M | +USD 6.78 M | +6% | 4.17% | 13% | 34 | 11.76% | 2.2 |
|
| 4098 |
4098
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 123 M | -USD 617 k | -0.5% | 4.39% | 97.4% | 102 | 6.86% | 2.6 |
|
| 4099 |
4099
Wedgewood Investors
Erie,
Pennsylvania
| USD 123 M | +USD 4.36 M | +4% | 3.49% | – | 137 | 5.11% | 3.5 |
|
| 4100 |
BOIA
4100
Bush ODonnell Investment Advisors
St Louis,
Missouri
| USD 123 M | -USD 8.15 M | -6% | 6.28% | 45.9% | 49 | 8.16% | 3.6 |
|