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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
NovaPoint Capital
Atlanta,
Georgia
| USD 252 M | -USD 16.4 M | -6% | 3.38% | 94% | 143 | 12.59% | 2.5 |
|
| 4102 |
4102
Hill Island Financial
Grand Rapids,
Michigan
| USD 252 M | -USD 12.3 M | -5% | 4.16% | 78.3% | 58 | 10.34% | 1.4 |
|
| 4103 |
4103
272 Capital
Dallas,
Texas
| USD 252 M | -USD 20.7 M | -8% | 5.11% | 222% | 93 | 52.69% | 0.5 |
|
| 4104 |
4104
Lantz Financial
Naperville,
Illinois
| USD 251 M | -USD 4.07 M | -2% | 2.72% | 74.3% | 194 | 6.19% | 2.7 |
|
| 4105 |
4105
Weybosset Research & Management
Province,
Rhode Island
| USD 251 M | -USD 21.9 M | -8% | 6.04% | 74.8% | 47 | 17.02% | 4.6 |
|
| 4106 |
4106
EnCap Energy Capital Fund X
Houston,
Texas
| USD 251 M | -USD 129 M | -34% | 25% | – | 1 | 0% | 0.3 |
|
| 4107 |
4107
Scott Capital Advisors
Portland,
Oregon
| USD 251 M | +USD 18.6 M | +8% | 3.71% | 50.9% | 48 | 10.42% | 1.3 |
|
| 4108 |
4108
Ballast Inc
Lexington,
Kentucky
| USD 251 M | -USD 10.3 M | -4% | 3.52% | 71.3% | 120 | 8.33% | 3.8 |
|
| 4109 |
HCM
4109
Hudson Capital Management
Ramsey,
New Jersey
| USD 251 M | -USD 9.18 M | -4% | 2.06% | 66.8% | 71 | 12.68% | 3.3 |
|
| 4110 |
4110
Hartree Partners
New York
| USD 251 M | +USD 49.9 M | +25% | 9.76% | 138% | 73 | 58.9% | 0.4 |
|
| 4111 |
4111
Knuff & Co
Foster City,
California
| USD 251 M | -USD 16 M | -6% | 6.04% | 85.8% | 125 | 4.8% | 3.6 |
|
| 4112 |
4112
Fairhaven Wealth Management
Oak Brook,
Illinois
| USD 251 M | -USD 10.8 M | -4% | 4.32% | – | 127 | 11.81% | 2.8 |
|
| 4113 |
4113
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 251 M | -USD 19.7 M | -7% | 3.35% | 101% | 152 | 11.84% | 5.1 |
|
| 4114 |
4114
Ballast Advisors
Woodbury,
Minnesota
| USD 251 M | -USD 14.8 M | -6% | 3% | 66.7% | 193 | 14.51% | 3 |
|
| 4115 |
4115
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 251 M | -USD 66.7 M | -21% | 17.3% | 39.8% | 5 | 0% | 6.1 |
|
| 4116 |
4116
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 251 M | -USD 52.6 M | -17% | 19% | 667% | 13 | 15.38% | 1.9 |
|
| 4117 |
4117
Empower Annuity Insurance Company
Hartford,
Connecticut
| USD 251 M | -USD 15 M | -6% | 5.66% | 0.86% | 1 | 0% | 0.8 |
|
| 4118 |
4118
Birinyi Associates
Westport,
Connecticut
| USD 251 M | -USD 23.3 M | -9% | 2.88% | 133% | 57 | 14.04% | 6.4 |
|
| 4119 |
4119
Kaydan Wealth Management
Fenton,
Michigan
| USD 251 M | +USD 11.9 M | +5% | 0.66% | 58% | 98 | 13.27% | 1.5 |
|
| 4120 |
4120
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| USD 250 M | +USD 18.7 M | +8% | 3.55% | 41.2% | 97 | 12.37% | 1.2 |
|
| 4121 |
4121
Brown University
Providence,
Rhode Island
| USD 250 M | -USD 19.2 M | -7% | 5.31% | 37.9% | 7 | 14.29% | 1.5 |
|
| 4122 |
4122
PL Capital Advisors
Naples,
Florida
| USD 250 M | -USD 564 k | -0.2% | 1.84% | 100% | 35 | 5.71% | 4.2 |
|
| 4123 |
4123
Semmax Financial Advisors
Winston Salem,
North Carolina
| USD 250 M | – | – | 3.24% | – | 368 | – | 2.8 |
|
| 4124 |
4124
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 250 M | -USD 11 M | -4% | 3.7% | 113% | 152 | 8.55% | 4 |
|
| 4125 |
4125
High Net Worth Advisory Group
Naples,
Florida
| USD 250 M | -USD 8.2 M | -3% | 2.85% | 75.7% | 202 | 9.41% | 1.6 |
|