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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
TCM
4251
TVR Capital Management
Stamford,
Connecticut
| USD 113 M | -USD 161 M | -59% | 10.5% | – | 49 | 83.67% | 0.2 |
|
| 4252 |
4252
Bain Capital Credit
Boston,
Massachusetts
| USD 113 M | +USD 18.6 M | +20% | 13.4% | 14.4% | 13 | 30.77% | 0.8 |
|
| 4253 |
RCM
4253
Red Cedar Management
Park City,
Utah
| USD 113 M | – | – | 7.67% | – | 15 | – | 0 |
|
| 4254 |
4254
AWH Capital
Dallas,
Texas
| USD 113 M | – | – | 5.17% | 183% | 17 | – | 0 |
|
| 4255 |
4255
Brightline Capital Management
Miami,
Florida
| USD 113 M | – | – | 28.9% | 810% | 18 | – | 0 |
|
| 4256 |
4256
Centerpoint Advisors
Needham,
Massachusetts
| USD 113 M | – | – | 5.41% | 74.2% | 206 | – | 0 |
|
| 4257 |
4257
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 113 M | -USD 8.13 M | -7% | 4.17% | 66.3% | 112 | 6.25% | 3.5 |
|
| 4258 |
4258
Atlas Venture Associates IX
Boston,
Massachusetts
| USD 113 M | -USD 28.7 M | -20% | 24.7% | 89.8% | 4 | 25% | 0.4 |
|
| 4259 |
4259
Cassaday & Co
Mclean,
Virginia
| USD 113 M | +USD 15.9 M | +16% | 2.03% | 62.7% | 36 | 19.44% | 2 |
|
| 4260 |
4260
Sagard Capital Partners Management
New York
| USD 113 M | -USD 56.8 M | -33% | 16.1% | 37.4% | 3 | 33.33% | 3 |
|
| 4261 |
4261
Dragon Financial & Investment Group
San Mateo,
California
| USD 113 M | – | – | 4.38% | – | 30 | – | 0 |
|
| 4262 |
4262
Kendall Capital Management
Rockville,
Maryland
| USD 113 M | – | – | 4.09% | 130% | 105 | – | 0 |
|
| 4263 |
4263
Northstar Wealth Partners
West Hartford,
Connecticut
| USD 113 M | +USD 10.2 M | +10% | 5.68% | 36.2% | 134 | 10.45% | 0.6 |
|
| 4264 |
HIC
4264
Harbor Island Capital
Topsfield,
Massachusetts
| USD 113 M | – | – | 10.6% | 218% | 17 | – | 0 |
|
| 4265 |
4265
Orser Capital Management
Southlake,
Texas
| USD 112 M | – | – | 6.26% | 128% | 100 | – | 0 |
|
| 4266 |
SCA
4266
Sander Capital Advisors
Seattle,
Washington
| USD 112 M | – | – | 10.9% | 113% | 22 | – | 0 |
|
| 4267 |
4267
Tortoise Index Solutions
Overland Park,
Kansas
| USD 112 M | – | – | 0.56% | 52.2% | 107 | – | 1.6 |
|
| 4268 |
4268
Norwest Venture Partners X
Palo Alto,
California
| USD 112 M | -USD 24 M | -18% | 14.1% | 11.3% | 4 | 0% | 1.7 |
|
| 4269 |
HPC
4269
Hobart Private Capital
Charlotte,
North Carolina
| USD 112 M | – | – | 3.33% | 60% | 110 | – | 0 |
|
| 4270 |
TCM
4270
TAM Capital Management
Stamford,
Connecticut
| USD 112 M | +USD 43.8 M | +64% | 3.42% | 4.15% | 14 | 71.43% | 0.1 |
|
| 4271 |
4271
Avalon Capital Management
Port Of Redwood City,
California
| USD 112 M | -USD 32.5 M | -22% | 6.52% | 151% | 112 | 57.14% | 0.8 |
|
| 4272 |
EWG
4272
Executive Wealth Group
Kirkland,
Washington
| USD 112 M | – | – | 6.49% | 14.9% | 35 | – | 0 |
|
| 4273 |
4273
TTP Investments
San Jose,
California
| USD 112 M | – | – | 6.41% | 197% | 21 | – | 0 |
|
| 4274 |
4274
Ridgewood Investments
Springfield,
New Jersey
| USD 112 M | +USD 6.99 M | +7% | 6.57% | – | 149 | 8.72% | 0.9 |
|
| 4275 |
4275
LDR Capital Management
New York
| USD 112 M | – | – | 2.38% | 28.4% | 24 | – | 0 |
|