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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Wells Trecaso Financial Group
Akron,
Ohio
| USD 102 M | – | – | 6.21% | 108% | 65 | – | 0 |
|
| 4402 |
4402
Crewe Advisors
Salt Lake City,
Utah
| USD 102 M | – | – | 5.01% | 96.1% | 279 | – | 0 |
|
| 4403 |
4403
Axel Capital Management
New York
| USD 102 M | -USD 50.2 M | -33% | 12.8% | 194% | 25 | 56% | 2.3 |
|
| 4404 |
SCA
4404
Strategic Capital Advisers
Denver,
Colorado
| USD 102 M | – | – | 6.32% | 51.4% | 62 | – | 0 |
|
| 4405 |
4405
Euclidean Technologies Management
Seattle,
Washington
| USD 102 M | -USD 2.89 M | -3% | 7.87% | 124% | 63 | 14.29% | 1.6 |
|
| 4406 |
OPWM
4406
Oak Point Wealth Management
Portage,
Michigan
| USD 101 M | – | – | 4.24% | – | 210 | – | 0 |
|
| 4407 |
SSCM
4407
Summit Street Capital Management
New York
| USD 101 M | +USD 13.9 M | +16% | 9.6% | 217% | 31 | 12.9% | 1.5 |
|
| 4408 |
BLA
4408
Balter Liquid Alternatives
Boston,
Massachusetts
| USD 101 M | +USD 11.4 M | +13% | 9.56% | 76.7% | 225 | 59.56% | 0.3 |
|
| 4409 |
4409
Meritech Capital Associates III
Palo Alto,
California
| USD 101 M | -USD 23.6 M | -19% | 6% | 135% | 3 | 0% | 2.5 |
|
| 4410 |
4410
Appleton Group
Appleton,
Wisconsin
| USD 101 M | +USD 7.73 M | +8% | 3.46% | 58.3% | 37 | 16.22% | 1.5 |
|
| 4411 |
4411
Ballew Advisors
Jackson,
Mississippi
| USD 101 M | – | – | 2.07% | 68% | 101 | – | 0 |
|
| 4412 |
4412
venBio Partners
San Francisco,
California
| USD 101 M | – | – | 5.74% | 564% | 3 | – | 0 |
|
| 4413 |
4413
Florence Capital Advisors
New York
| USD 101 M | +USD 8.58 M | +9% | 8.55% | – | 87 | 22.99% | 0.8 |
|
| 4414 |
4414
BigSur Wealth Management
Miami,
Florida
| USD 101 M | +USD 1.12 M | +1% | 5.65% | 94.8% | 100 | 15% | 0.8 |
|
| 4415 |
4415
Clarus Ventures
Cambridge,
Massachusetts
| USD 100 M | -USD 22.4 M | -18% | 28% | 70.3% | 6 | 16.67% | 2.4 |
|
| 4416 |
BIA
4416
Bigelow Investment Advisors
Portland,
Maine
| USD 100 M | – | – | 4.28% | 75.7% | 96 | – | 0 |
|
| 4417 |
4417
Yorktown Energy Partners XI
New York
| USD 100 M | -USD 3.26 M | -3% | 2.83% | 105% | 2 | 0% | 0.9 |
|
| 4418 |
PAM
4418
Pegasus Asset Management
Montebello,
New York
| USD 100 M | – | – | 6.27% | 89% | 68 | – | 0 |
|
| 4419 |
4419
Battery Partners IX
Boston,
Massachusetts
| USD 100 M | +USD 21.4 M | +27% | 35.9% | 322% | 3 | 0% | 2.2 |
|
| 4420 |
4420
Chessman Wealth Strategies RIA
Dallas,
Texas
| USD 100 M | – | – | 2.99% | – | 29 | – | 0 |
|
| 4421 |
4421
Washington Capital Management
Seattle,
Washington
| USD 100 M | +USD 5.81 M | +6% | 4.54% | 81.8% | 111 | 18.92% | 1.9 |
|
| 4422 |
4422
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 100 M | -USD 9.28 M | -9% | 1.78% | 109% | 70 | 14.29% | 2.7 |
|
| 4423 |
4423
SC XII Management
Menlo Park,
California
| USD 100 M | -USD 28.7 M | -22% | 19.5% | 73.4% | 2 | 0% | 2.9 |
|
| 4424 |
SWM
4424
Strategic Wealth Management
Kirkland,
Washington
| USD 100 M | +USD 27.5 M | +38% | 2.06% | 52.8% | 20 | 25% | 1.1 |
|
| 4425 |
4425
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 99.3 M | +USD 11.2 M | +13% | 12.3% | – | 505 | 32.67% | 0.7 |
|