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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Seven Post Investment Office
San Francisco,
California
| USD 262 M | +USD 586 k | +0.2% | 0.91% | 44.4% | 33 | 0% | 4.5 |
|
| 4752 |
4752
Global Financial Private Client
Sarasota,
Florida
| USD 262 M | -USD 4.91 M | -2% | 0.66% | 100% | 1,711 | 5.2% | 1.7 |
|
| 4753 |
4753
Joseph Group Capital Management
Columbus,
Ohio
| USD 262 M | +USD 7.85 M | +3% | 1.5% | 64.3% | 97 | 11.34% | 2 |
|
| 4754 |
HCM
4754
Harspring Capital Management
New York
| USD 262 M | -USD 90.3 M | -26% | 8.86% | 70.6% | 17 | 5.88% | 3.1 |
|
| 4755 |
4755
Capital Impact Advisors
Boston,
Massachusetts
| USD 261 M | – | – | 10% | – | 30 | – | 0 |
|
| 4756 |
LCM
4756
Lonestar Capital Management
San Francisco,
California
| USD 261 M | -USD 13 M | -5% | 2.78% | 260% | 26 | 46.15% | 0.7 |
|
| 4757 |
4757
Unio Capital
Princeton,
New Jersey
| USD 261 M | -USD 18.9 M | -7% | 2.53% | 97.8% | 28 | 21.43% | 4.4 |
|
| 4758 |
4758
Cache Advisors
San Francisco,
California
| USD 261 M | +USD 20.8 M | +9% | 11.2% | – | 86 | 15.12% | 0.2 |
|
| 4759 |
4759
Your Advocates Ltd
Houston,
Texas
| USD 261 M | +USD 8.97 M | +4% | 1.36% | 53.6% | 216 | 5.09% | 2.7 |
|
| 4760 |
4760
Core Wealth Management
Jupiter,
Florida
| USD 261 M | +USD 4.71 M | +2% | 0.21% | 44.5% | 32 | 12.5% | 1.5 |
|
| 4761 |
4761
Selkirk Management
Chatham,
New Jersey
| USD 261 M | -USD 18 M | -6% | 5.3% | 245% | 16 | 12.5% | 5.8 |
|
| 4762 |
4762
Omega Financial Group
Santa Barbara,
California
| USD 261 M | -USD 3.72 M | -1% | 1.47% | 47% | 82 | 4.88% | 4.4 |
|
| 4763 |
4763
Stiles Financial Services
Edina,
Minnesota
| USD 261 M | -USD 15.7 M | -6% | 2.49% | 144% | 186 | 10.22% | 2.5 |
|
| 4764 |
4764
Thames Capital Management
Roseland,
New Jersey
| USD 260 M | -USD 108 M | -29% | 3.29% | 1,177% | 42 | 45.24% | 2.4 |
|
| 4765 |
OCM
4765
Ogborne Capital Management
San Francisco,
California
| USD 260 M | -USD 366 M | -58% | 5.28% | 251% | 18 | 55.56% | 0.9 |
|
| 4766 |
4766
Washington State Investment Board
Olympia,
Washington
| USD 260 M | -USD 123 M | -32% | 25.9% | 567% | 2 | 0% | 3.6 |
|
| 4767 |
4767
Front Row Advisors
Tiburon,
California
| USD 260 M | -USD 29.3 M | -10% | 6.01% | 142% | 520 | 5.38% | 5.1 |
|
| 4768 |
4768
Bare Financial Services
Gap,
Pennsylvania
| USD 260 M | +USD 11.5 M | +5% | 0.97% | 53.6% | 941 | 85.12% | 0.2 |
|
| 4769 |
4769
Aragon Global Management
Miami,
Florida
| USD 260 M | -USD 9.6 M | -4% | 5.31% | – | 26 | 34.62% | 0.7 |
|
| 4770 |
4770
Main Street Group
Glen Allen,
Virginia
| USD 260 M | -USD 10 M | -4% | 6.27% | 98.3% | 871 | 12.63% | 1 |
|
| 4771 |
4771
HighVista Strategies
Boston,
Massachusetts
| USD 260 M | -USD 9.28 M | -3% | 4.54% | 622% | 172 | 34.3% | 1 |
|
| 4772 |
4772
Townsend Asset Management
Raleigh,
North Carolina
| USD 259 M | -USD 14.3 M | -5% | 2.85% | 88.5% | 193 | 13.99% | 4.1 |
|
| 4773 |
4773
Tejara Capital
London,
United Kingdom
| USD 259 M | +USD 107 M | +70% | 11.8% | 17.3% | 85 | 47.06% | 0.7 |
|
| 4774 |
4774
My Legacy Advisors
Bend,
Oregon
| USD 259 M | +USD 1.49 M | +0.6% | 0.17% | 49.1% | 210 | 8.57% | 2.1 |
|
| 4775 |
4775
Creative Capital Management Investments
San Diego,
California
| USD 259 M | +USD 19.9 M | +8% | 0.35% | 53.6% | 280 | 18.21% | 1.5 |
|