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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 |
CVA
4726
Central Valley Advisors
Sacramento,
California
| USD 264 M | +USD 43.9 M | +20% | 2.18% | 77.8% | 148 | 24.32% | 0.9 |
|
| 4727 |
SCI
4727
Silver Coast Investments
San Diego,
United States
| USD 264 M | -USD 842 k | -0.3% | 1.25% | – | 106 | 9.43% | 1 |
|
| 4728 |
4728
Oldfather Financial Services
Kearney,
Nebraska
| USD 263 M | +USD 974 k | +0.4% | 2.97% | 60.8% | 82 | 9.76% | 3.6 |
|
| 4729 |
4729
Ovata Capital Management
Hong Kong
| USD 263 M | +USD 1.52 M | +0.6% | 2.11% | 69.1% | 53 | 64.15% | 0.6 |
|
| 4730 |
4730
Sykon Capital
Harrison,
New York
| USD 263 M | -USD 27 M | -9% | 1.6% | 63.7% | 83 | 46.99% | 0.9 |
|
| 4731 |
4731
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 263 M | -USD 9.2 M | -3% | 5.76% | 200% | 125 | 8.8% | 1.9 |
|
| 4732 |
4732
Yakira Capital Management
Westport,
Connecticut
| USD 263 M | -USD 12.5 M | -5% | 5.44% | 74.1% | 286 | 43.71% | 1.1 |
|
| 4733 |
4733
Ceeto Capital Group
Coral Gables,
Florida
| USD 263 M | -USD 8.55 M | -3% | 3.42% | 94.4% | 186 | 8.6% | 4.4 |
|
| 4734 |
PH
4734
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 263 M | -USD 1.82 M | -0.7% | 0.11% | 79.6% | 260 | 17.69% | 4.8 |
|
| 4735 |
4735
Hobbs Group Advisors
Columbia,
South Carolina
| USD 263 M | -USD 2.9 M | -1% | 0.06% | – | 161 | 19.88% | 1 |
|
| 4736 |
4736
Westend Capital Management
Sausalito,
California
| USD 263 M | -USD 73.9 M | -22% | 1.34% | – | 264 | 26.89% | 1.7 |
|
| 4737 |
4737
Independence Financial Advisors
Franklin,
New Hampshire
| USD 263 M | – | – | 2.25% | – | 47 | – | 0 |
|
| 4738 |
4738
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| USD 263 M | +USD 40.6 M | +18% | 18.6% | 407% | 1 | 0% | 3.3 |
|
| 4739 |
4739
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 263 M | -USD 4.99 M | -2% | 1.67% | 73.8% | 99 | 12.12% | 2 |
|
| 4740 |
4740
Robertson Opportunity Capital
Dallas,
Texas
| USD 263 M | -USD 9.7 M | -4% | 0.82% | 93.4% | 29 | 6.9% | 6.4 |
|
| 4741 |
4741
True Wealth Design
Akron,
Ohio
| USD 263 M | +USD 4.82 M | +2% | 0.13% | 57% | 2,695 | 51.24% | 0.6 |
|
| 4742 |
BCM
4742
BluePointe Capital Management
Menlo Park,
California
| USD 262 M | +USD 87.7 M | +50% | 4.1% | – | 134 | 34.33% | 0.8 |
|
| 4743 |
4743
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 262 M | +USD 14.3 M | +6% | 1.27% | 108% | 87 | 14.94% | 3.7 |
|
| 4744 |
4744
Keystone Financial Services (Colorado)
Loveland,
Colorado
| USD 262 M | +USD 1.19 M | +0.5% | 0.81% | 66% | 112 | 19.64% | 2 |
|
| 4745 |
4745
Gator Capital Management
Tampa,
Florida
| USD 262 M | -USD 3.43 M | -1% | 4.25% | 245% | 71 | 5.63% | 2.9 |
|
| 4746 |
4746
Tekne Capital Management
New York
| USD 262 M | -USD 20.3 M | -7% | 12.8% | 516% | 7 | 14.29% | 2.2 |
|
| 4747 |
4747
Greenfield Seitz Capital Management
Dallas,
Texas
| USD 262 M | -USD 534 k | -0.2% | 0.32% | 88.5% | 114 | 14.04% | 1 |
|
| 4748 |
4748
Hoxton Planning & Management
Shepherdstown,
West Virginia
| USD 262 M | +USD 504 k | +0.2% | 1.95% | 77.8% | 221 | 16.29% | 1.5 |
|
| 4749 |
4749
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| USD 262 M | -USD 12 M | -4% | 2.52% | – | 156 | 7.05% | 0.2 |
|
| 4750 |
CAGAS
4750
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 262 M | -USD 16.6 M | -6% | 0.34% | 54.8% | 184 | 11.41% | 2.3 |
|