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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Seelaus Asset Management
Chatham,
New Jersey
| USD 108 M | +USD 14.3 M | +15% | 16.3% | 134% | 183 | 24.04% | 0.9 |
|
| 4552 |
4552
Mork Capital Management
Healdsburg,
California
| USD 108 M | +USD 378 k | +0.4% | 15.2% | 61.9% | 118 | 17.8% | 1.6 |
|
| 4553 |
4553
PRW Wealth Management
Quincy,
Massachusetts
| USD 108 M | +USD 27.1 M | +34% | 15.6% | 42.3% | 854 | 11.24% | 0.2 |
|
| 4554 |
4554
NovaQuest Capital Management
Raleigh,
North Carolina
| USD 108 M | +USD 19.1 M | +22% | 30.1% | 45.1% | 2 | 0% | 1.3 |
|
| 4555 |
4555
Protective Life
Birmingham,
Alabama
| USD 107 M | -USD 1.62 M | -1% | 5.17% | 38.4% | 12 | 0% | 0.5 |
|
| 4556 |
LFGH
4556
Lee Financial Group Hawaii
Honolulu,
Hawaii
| USD 107 M | +USD 14.3 M | +15% | 11.9% | 12.9% | 34 | 17.65% | 0.8 |
|
| 4557 |
CFG
4557
CMC Financial Group
Atlanta,
Georgia
| USD 107 M | +USD 9.02 M | +9% | 9.22% | 102% | 45 | 51.11% | 0.1 |
|
| 4558 |
4558
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 107 M | +USD 13.9 M | +15% | 12.8% | 92.7% | 90 | 7.78% | 2.8 |
|
| 4559 |
MCM
4559
Maxim Capital Management
San Francisco,
California
| USD 107 M | +USD 10.6 M | +11% | 7.77% | – | 30 | 20% | 0.2 |
|
| 4560 |
4560
Cheyne Capital Management (UK)
London,
United Kingdom
| USD 107 M | +USD 1.2 M | +1% | 9.42% | 35.6% | 37 | 10.81% | 0.9 |
|
| 4561 |
4561
SkyTop Capital Management
Rutherford,
New Jersey
| USD 107 M | +USD 32.6 M | +44% | 18.1% | 50.2% | 21 | 47.62% | 1.1 |
|
| 4562 |
HIC
4562
Harbor Island Capital
Topsfield,
Massachusetts
| USD 107 M | +USD 9.6 M | +10% | 16.6% | 218% | 18 | 5.56% | 1.2 |
|
| 4563 |
4563
UBP Investment Advisors
Geneva,
Switzerland
| USD 107 M | +USD 12.2 M | +13% | 6.01% | 11.2% | 48 | 14.58% | 0.8 |
|
| 4564 |
4564
Founders Capital Management (Texas)
Houston,
Texas
| USD 107 M | +USD 13 M | +14% | 11.9% | 131% | 355 | 10.99% | 1.6 |
|
| 4565 |
4565
Wilshire Advisors
Santa Monica,
California
| USD 107 M | +USD 11.8 M | +12% | 8.22% | 118% | 27 | 7.41% | 2.3 |
|
| 4566 |
4566
Van Leeuwen & Company
Princeton,
New Jersey
| USD 107 M | +USD 6.59 M | +7% | 14.1% | 75.4% | 86 | 25.58% | 0.4 |
|
| 4567 |
4567
Atlas Venture Associates IX
Boston,
Massachusetts
| USD 106 M | +USD 19.6 M | +23% | 30.2% | 89.8% | 7 | 0% | 1.3 |
|
| 4568 |
SC
4568
Spindletop Capital
Chappaqua,
New York
| USD 106 M | -USD 3.86 M | -3% | 13.1% | – | 11 | 36.36% | 2.9 |
|
| 4569 |
4569
Providence Wealth Advisors
Frankfort,
Illinois
| USD 106 M | +USD 16.2 M | +18% | 10.5% | 112% | 89 | 15.73% | 0.8 |
|
| 4570 |
SCM
4570
Sanoor Capital Management
Greenwich,
Connecticut
| USD 106 M | -USD 50.6 M | -32% | 18.9% | – | 18 | 55.56% | 0.3 |
|
| 4571 |
FP
4571
Factorial Partners
Mt. Kisco,
New York
| USD 106 M | +USD 10.8 M | +11% | 12.9% | 88.7% | 149 | 33.56% | 0.7 |
|
| 4572 |
4572
Prosperity Capital Management
Camana Bay,
Cayman Islands
| USD 106 M | – | – | 8.45% | – | 2 | – | 5.5 |
|
| 4573 |
4573
Cowbird Capital
New York
| USD 106 M | +USD 16.9 M | +19% | 31.1% | 21.3% | 17 | 52.94% | 0.2 |
|
| 4574 |
4574
Global Strategic Management
San Juan,
Puerto Rico
| USD 106 M | +USD 3.68 M | +4% | 9.32% | – | 32 | 15.63% | 0.2 |
|
| 4575 |
4575
Excalibur Management
Waltham,
Massachusetts
| USD 106 M | +USD 7.06 M | +7% | 10.8% | 81.7% | 62 | 6.45% | 4.2 |
|