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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Bessemer Securities
New York
| USD 255 M | +USD 18.7 M | +8% | 9.33% | 45% | 126 | 7.14% | 1.4 |
|
| 4127 |
4127
Ferris Capital
Marlborough,
Massachusetts
| USD 255 M | -USD 146 M | -36% | 4.39% | 67% | 216 | 92.59% | 1.1 |
|
| 4128 |
4128
Total Wealth Planning
Cincinnati,
Ohio
| USD 255 M | +USD 19.2 M | +8% | 4.39% | 37.2% | 46 | 13.04% | 1.8 |
|
| 4129 |
4129
Kestrel Investment Management
San Mateo,
California
| USD 255 M | +USD 16 M | +7% | 9.21% | 89.2% | 45 | 17.78% | 1.5 |
|
| 4130 |
4130
Atlas Principals
Charlotte,
North Carolina
| USD 254 M | -USD 26 M | -9% | 8.91% | – | 63 | 79.37% | 0.4 |
|
| 4131 |
4131
Foresite Capital Management V
Larkspur,
California
| USD 254 M | -USD 86 M | -25% | 21.5% | 401% | 22 | 31.82% | 0.3 |
|
| 4132 |
4132
Piershale Financial Group
Barrington,
Illinois
| USD 254 M | +USD 22.9 M | +10% | 5.85% | 82% | 36 | 38.89% | 1.1 |
|
| 4133 |
SAM
4133
Security Asset Management
New York
| USD 254 M | +USD 10.8 M | +4% | 9.91% | 67.4% | 91 | 7.69% | 4.2 |
|
| 4134 |
4134
West Oak Capital
Westlake Village,
California
| USD 254 M | +USD 19.8 M | +8% | 5.91% | 110% | 389 | 11.83% | 3.8 |
|
| 4135 |
4135
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 254 M | -USD 58 M | -19% | 11% | 667% | 9 | 11.11% | 0.5 |
|
| 4136 |
4136
Gainplan
Bloomfield Hills,
Michigan
| USD 254 M | +USD 27.9 M | +12% | 8.47% | 103% | 98 | 52.04% | 0.7 |
|
| 4137 |
4137
Archer Investment Corporation
Carmel,
Indiana
| USD 254 M | +USD 11.1 M | +5% | 6% | 68.2% | 795 | 31.57% | 1.6 |
|
| 4138 |
OFCM
4138
One Fin Capital Management
San Francisco,
California
| USD 253 M | -USD 6.89 M | -3% | 8.91% | 92% | 33 | 45.45% | 0.5 |
|
| 4139 |
4139
Enterprise Bank & Trust
Lowell,
Massachusetts
| USD 253 M | +USD 16 M | +7% | 8.58% | 65.9% | 103 | 17.48% | 1.6 |
|
| 4140 |
4140
Investment Security Group
Denver,
Colorado
| USD 253 M | +USD 50.1 M | +25% | 5.52% | – | 18 | 22.22% | 0.7 |
|
| 4141 |
4141
Manchester Financial
Westlake Village,
California
| USD 253 M | +USD 37.1 M | +17% | 7.91% | 73% | 755 | 89.27% | 1.7 |
|
| 4142 |
4142
Invesco Senior Secured Management
New York
| USD 253 M | +USD 29.4 M | +13% | 25.6% | 18.1% | 16 | 6.25% | 2.4 |
|
| 4143 |
4143
Sourcerock Group
Denver,
Colorado
| USD 253 M | +USD 59 M | +30% | 30.5% | 59.1% | 19 | 47.37% | 0.2 |
|
| 4144 |
4144
Tobias Financial Advisors
Plantation,
Florida
| USD 253 M | +USD 16.8 M | +7% | 4.15% | 44.5% | 68 | 2.94% | 1.3 |
|
| 4145 |
4145
S.R. Schill & Associates
Mercer Island,
Washington
| USD 253 M | +USD 25.4 M | +11% | 10.8% | 42.7% | 96 | 18.75% | 2.6 |
|
| 4146 |
4146
AMI Investment Management
Kendallville,
Indiana
| USD 253 M | +USD 14.2 M | +6% | 7.11% | 47.9% | 78 | 10.26% | 3.9 |
|
| 4147 |
4147
Summit Rock Advisors
New York
| USD 252 M | -USD 42.1 M | -14% | 4.18% | – | 8 | 62.5% | 0.5 |
|
| 4148 |
4148
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 252 M | +USD 17.5 M | +7% | 4.84% | 50.9% | 71 | 11.27% | 2.1 |
|
| 4149 |
QCI
4149
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 252 M | +USD 5.59 M | +2% | 0.72% | 107% | 25 | 16% | 2.9 |
|
| 4150 |
4150
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 252 M | +USD 10.2 M | +4% | 4.77% | 81% | 96 | 5.21% | 4.5 |
|