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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
ETH
4701
Exos TFP Holdings
New York
| USD 203 M | -USD 194 M | -49% | 3.08% | – | 496 | 60.28% | 0.4 |
|
| 4702 |
4702
Phraction Management
Colchester,
Connecticut
| USD 203 M | +USD 28.2 M | +16% | 7.63% | 106% | 48 | 10.42% | 1.2 |
|
| 4703 |
4703
Addison Advisors
Middlebury,
Vermont
| USD 202 M | +USD 23.8 M | +13% | 4.52% | 50.2% | 666 | 10.96% | 1.8 |
|
| 4704 |
UID
4704
Union Investments & Development
Tel Aviv,
Israel
| USD 202 M | +USD 28.7 M | +17% | 12.2% | 17% | 55 | 20% | 1 |
|
| 4705 |
4705
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 202 M | -USD 16.3 M | -7% | 3.94% | 108% | 38 | 13.16% | 3.5 |
|
| 4706 |
SST
4706
S Squared Technology
New York
| USD 202 M | +USD 33.7 M | +20% | 15.8% | 223% | 38 | 21.05% | 2.9 |
|
| 4707 |
KA
4707
Kooman & Associates
Altoona,
Pennsylvania
| USD 202 M | +USD 17 M | +9% | 4.4% | 66% | 44 | 11.36% | 0.5 |
|
| 4708 |
4708
Sterling Financial Planning
Sparta,
New Jersey
| USD 202 M | +USD 17.6 M | +10% | 3.37% | 55.5% | 98 | 3.06% | 2 |
|
| 4709 |
4709
Watchman Group
Plano,
Texas
| USD 202 M | +USD 10.1 M | +5% | 6.62% | 54% | 71 | 15.49% | 2.3 |
|
| 4710 |
4710
Meros Investment Management
Dallas,
Texas
| USD 202 M | +USD 25.8 M | +15% | 5.22% | 102% | 40 | 17.5% | 1.2 |
|
| 4711 |
4711
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 201 M | +USD 17.3 M | +9% | 4.63% | 73.2% | 233 | 33.48% | 1.3 |
|
| 4712 |
4712
Soviero Asset Management
New York
| USD 201 M | +USD 4.34 M | +2% | 7.17% | 676% | 54 | 59.26% | 0.6 |
|
| 4713 |
4713
Snow Phipps Group
New York
| USD 201 M | +USD 32.4 M | +19% | 20.3% | 58% | 2 | 0% | 3.3 |
|
| 4714 |
4714
Stiles Financial Services
Edina,
Minnesota
| USD 201 M | +USD 15.1 M | +8% | 7.82% | 133% | 196 | 9.18% | 1.2 |
|
| 4715 |
DI
4715
DAGCO Inc
Westlake,
Ohio
| USD 201 M | +USD 14.8 M | +8% | 6.5% | 75% | 84 | 7.14% | 3.6 |
|
| 4716 |
4716
Spectrum Asset Management (California)
Newport Beach,
California
| USD 201 M | -USD 1.04 M | -0.5% | 3.04% | 68.3% | 97 | 16.49% | 3.3 |
|
| 4717 |
4717
Truvestments Capital
Sarasota,
Florida
| USD 201 M | +USD 13.3 M | +7% | 7.38% | 131% | 712 | 8.43% | 1.5 |
|
| 4718 |
4718
Hartree Partners
New York
| USD 201 M | +USD 45.3 M | +29% | 5.24% | 138% | 80 | 68.75% | 0.4 |
|
| 4719 |
4719
DGS Capital Management
Jersey City,
New Jersey
| USD 201 M | +USD 21.2 M | +12% | 7.46% | 177% | 259 | 22.39% | 1 |
|
| 4720 |
4720
Kize Capital
New York
| USD 201 M | -USD 28 M | -12% | 9.18% | 34.7% | 6 | 0% | 2 |
|
| 4721 |
4721
Seneca House Advisors
Richmond,
Virginia
| USD 201 M | +USD 8.03 M | +4% | 4.89% | 58.2% | 84 | 5.95% | 3.5 |
|
| 4722 |
4722
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 201 M | -USD 673 k | -0.3% | 6.44% | 28.2% | 112 | 12.5% | 2.9 |
|
| 4723 |
4723
Raleigh Capital Management
Cary,
North Carolina
| USD 201 M | -USD 1.7 M | -0.8% | 2.02% | 71.8% | 944 | 22.25% | 0.9 |
|
| 4724 |
4724
Corundum Group
Colorado Springs,
Colorado
| USD 200 M | -USD 10.9 M | -5% | 6.36% | 80.5% | 116 | 13.79% | 3.3 |
|
| 4725 |
4725
Opal Wealth Advisors
Jericho,
New York
| USD 200 M | +USD 29.2 M | +17% | 5.14% | 62.3% | 151 | 28.48% | 1.1 |
|