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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
Delta Investment Management
San Francisco,
California
| USD 106 M | – | – | 14.1% | 65.8% | 35 | – | 0 |
|
| 4402 |
4402
Cheyne Capital Management (UK)
London,
United Kingdom
| USD 106 M | -USD 62.5 M | -37% | 4.27% | 35.6% | 39 | 17.95% | 0.8 |
|
| 4403 |
4403
Birchview Capital
Burlington,
Vermont
| USD 106 M | -USD 49.2 M | -32% | 29.4% | 327% | 60 | 23.33% | 1.9 |
|
| 4404 |
4404
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 106 M | – | – | 8.28% | – | 43 | – | 0 |
|
| 4405 |
RCA
4405
Rex Capital Advisors
Providence,
Rhode Island
| USD 106 M | -USD 14.1 M | -12% | 15.2% | 7.31% | 18 | 16.67% | 3.2 |
|
| 4406 |
4406
AH Equity Partners III
Menlo Park,
California
| USD 106 M | – | – | 12.4% | 42.6% | 2 | – | 2 |
|
| 4407 |
MFGP
4407
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 106 M | – | – | 12.7% | 65.5% | 51 | – | 0 |
|
| 4408 |
PCM
4408
Proxima Capital Management
New York
| USD 106 M | -USD 44.6 M | -30% | 30.6% | 20.7% | 39 | 28.21% | 1.4 |
|
| 4409 |
MI
4409
Moneywise Inc
Forest,
Virginia
| USD 105 M | -USD 12.8 M | -11% | 11.3% | 60.8% | 39 | 7.69% | 1.9 |
|
| 4410 |
4410
Centerpoint Advisors
Needham,
Massachusetts
| USD 105 M | -USD 20.9 M | -17% | 14.8% | 74.2% | 282 | 15.6% | 0.8 |
|
| 4411 |
4411
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 105 M | -USD 19.1 M | -15% | 10.1% | 61.6% | 89 | 8.99% | 3.7 |
|
| 4412 |
4412
Billings Capital Management
Arlington,
Virginia
| USD 105 M | -USD 28.8 M | -21% | 20.6% | – | 13 | 46.15% | 0.7 |
|
| 4413 |
AMAL
4413
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 105 M | -USD 12.9 M | -11% | 12.8% | 125% | 27 | 22.22% | 3.4 |
|
| 4414 |
4414
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 105 M | -USD 15.4 M | -13% | 12.2% | – | 370 | 12.97% | 2.9 |
|
| 4415 |
CRA
4415
Circle Road Advisors
New York
| USD 105 M | -USD 4.96 M | -5% | 12.2% | – | 26 | 46.15% | 0.4 |
|
| 4416 |
4416
Lodbrok Capital
London,
United Kingdom
| USD 105 M | – | – | 0% | 25.9% | 1 | – | 0 |
|
| 4417 |
4417
Reston Wealth Management
Reston,
Virginia
| USD 105 M | – | – | 12% | 66.4% | 45 | – | 0 |
|
| 4418 |
4418
Defender Capital
Charlotte,
North Carolina
| USD 105 M | – | – | 16% | 101% | 15 | – | 0 |
|
| 4419 |
4419
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 105 M | – | – | 11.8% | 97.4% | 89 | – | 3.5 |
|
| 4420 |
4420
Wells Trecaso Financial Group
Akron,
Ohio
| USD 105 M | -USD 15.9 M | -13% | 13.8% | 108% | 78 | 19.23% | 0.9 |
|
| 4421 |
4421
Capital Asset Advisory Services
Williamston,
Michigan
| USD 105 M | -USD 14 M | -12% | 10.1% | 51% | 115 | 21.74% | 1.8 |
|
| 4422 |
4422
USA Mutuals Advisors
Dallas,
Texas
| USD 105 M | -USD 42.3 M | -29% | 17% | 14.1% | 26 | 11.54% | 4.2 |
|
| 4423 |
4423
Samsara BioCapital
Palo Alto,
California
| USD 104 M | – | – | 15.9% | 1,580% | 17 | – | 0 |
|
| 4424 |
SWMG
4424
Strategic Wealth Management Group
Fulton,
Maryland
| USD 104 M | – | – | 12.6% | – | 78 | – | 0 |
|
| 4425 |
4425
Squar Milner Financial Services
Irvine,
California
| USD 104 M | -USD 7.07 M | -6% | 12.8% | – | 808 | 11.76% | 0.6 |
|