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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
CAM
4726
Coltrane Asset Management
New York
| USD 83.3 M | – | – | 33% | 50.3% | 3 | – | 0 |
|
| 4727 |
4727
Norwest Venture Partners X
Palo Alto,
California
| USD 83.2 M | -USD 37.1 M | -31% | 23.6% | 11.3% | 3 | 0% | 3.1 |
|
| 4728 |
4728
Independence Wealth Advisors
Mclean,
Virginia
| USD 83.2 M | -USD 15.5 M | -16% | 9.87% | 34.1% | 19 | 0% | 1 |
|
| 4729 |
FFG
4729
Fortem Financial Group
Palm Desert,
California
| USD 83 M | – | – | 14.5% | 183% | 127 | – | 0 |
|
| 4730 |
RG
4730
Riverstone Group
Richmond,
Virginia
| USD 82.9 M | -USD 19.5 M | -19% | 19% | 305% | 2 | 0% | 0.5 |
|
| 4731 |
4731
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 82.9 M | – | – | 12.2% | 55.8% | 89 | – | 0 |
|
| 4732 |
RCA
4732
Reitz Capital Advisors
Freeland,
Michigan
| USD 82.7 M | – | – | 10.1% | 11% | 41 | – | 0 |
|
| 4733 |
4733
Fairfield University
Fairfield,
Connecticut
| USD 82.6 M | -USD 42.2 M | -34% | 11.5% | 61.9% | 5 | 20% | 1.6 |
|
| 4734 |
4734
Radin Capital Partners
Toronto,
Ontario, Canada
| USD 82.5 M | -USD 24.8 M | -23% | 11.8% | – | 11 | 0% | 0.3 |
|
| 4735 |
4735
Advisors Preferred
Rockville,
Maryland
| USD 82.5 M | -USD 141 M | -63% | 3.25% | 102% | 259 | 82.63% | 0.5 |
|
| 4736 |
4736
Caxton Corporation
Princeton,
New Jersey
| USD 82.4 M | -USD 25.7 M | -24% | 21.5% | 512% | 33 | 36.36% | 1 |
|
| 4737 |
4737
William Marsh Rice University
Houston,
Texas
| USD 82.4 M | -USD 40.1 M | -33% | 17.4% | 4.44% | 5 | 40% | 1.1 |
|
| 4738 |
4738
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 82.3 M | +USD 23.2 M | +39% | 11.9% | 261% | 63 | 77.78% | 0.2 |
|
| 4739 |
PM
4739
Parametrica Management
Wanchai,
Hong Kong
| USD 81.9 M | +USD 36.3 M | +79% | 16.3% | 584% | 376 | 89.89% | 0 |
|
| 4740 |
4740
Kimmeridge Energy Management
New York
| USD 81.9 M | +USD 3.05 M | +4% | 23.4% | 19.7% | 1 | 0% | 1 |
|
| 4741 |
4741
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 81.8 M | -USD 2.86 M | -3% | 10% | 72.7% | 64 | 12.5% | 4.3 |
|
| 4742 |
4742
Xcel Wealth Management
Holly Hill,
Florida
| USD 81.8 M | – | – | 14.8% | 93.7% | 64 | – | 0 |
|
| 4743 |
4743
Coe Capital Management
Highland Park,
Illinois
| USD 81.5 M | -USD 19.8 M | -20% | 12.4% | 84.4% | 94 | 29.79% | 3 |
|
| 4744 |
GIM
4744
Greenwich Investment Management
Norwalk,
Connecticut
| USD 81.3 M | -USD 12.7 M | -13% | 10.6% | – | 70 | 22.86% | 2 |
|
| 4745 |
4745
Canaan Partners VIII
Westport,
Connecticut
| USD 81.2 M | – | – | 32.3% | – | 2 | – | 0 |
|
| 4746 |
4746
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 81 M | -USD 14.6 M | -15% | 9.33% | 85.6% | 95 | 9.47% | 3.6 |
|
| 4747 |
4747
Garrison Point Advisors
Walnut Creek,
California
| USD 81 M | – | – | 13% | 81.5% | 120 | – | 0 |
|
| 4748 |
4748
Planning Directions
Glen Mills,
Pennsylvania
| USD 80.9 M | -USD 26.7 M | -25% | 7.99% | 46.3% | 59 | 20.34% | 0.7 |
|
| 4749 |
4749
Legacy Bridge
West Des Moines,
Iowa
| USD 80.8 M | – | – | 13.9% | 225% | 220 | – | 0 |
|
| 4750 |
4750
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 80.7 M | +USD 230 k | +0.3% | 15.4% | 81.6% | 32 | 65.63% | 0.1 |
|