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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Point72 Europe
London,
United Kingdom
| USD 87.1 M | +USD 29.5 M | +51% | 22.6% | 95.4% | 25 | 64% | 0.1 |
|
| 5027 |
SCM
5027
Stormborn Capital Management
Greenwich,
Connecticut
| USD 86.9 M | +USD 81 M | +1,390% | 56.9% | 256% | 25 | 96% | 0 |
|
| 5028 |
5028
Charter Research & Investment Group
Southport,
Connecticut
| USD 86.7 M | +USD 10.8 M | +14% | 18.1% | 82.3% | 76 | 6.58% | 4.2 |
|
| 5029 |
5029
LifeSteps Financial
Claremont,
California
| USD 86.6 M | -USD 258 k | -0.3% | 19.4% | 98.4% | 86 | 27.91% | 0.4 |
|
| 5030 |
5030
NovaQuest Capital Management
Raleigh,
North Carolina
| USD 86.3 M | +USD 51.2 M | +146% | 155% | 45.1% | 2 | 0% | 2.5 |
|
| 5031 |
5031
Essex Private Wealth Management
Topsfield,
Massachusetts
| USD 86.2 M | +USD 9.6 M | +12% | 16.6% | 29.3% | 60 | 15% | 0.4 |
|
| 5032 |
5032
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 86.2 M | +USD 6.6 M | +8% | 20.5% | 108% | 35 | 34.29% | 3.2 |
|
| 5033 |
5033
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 86.1 M | +USD 22.2 M | +35% | 14.9% | 52.3% | 22 | 31.82% | 1.8 |
|
| 5034 |
5034
Norwest Venture Partners XII
Palo Alto,
California
| USD 86 M | +USD 16.2 M | +23% | 31.3% | – | 2 | 0% | 0.4 |
|
| 5035 |
5035
Islay Capital Management
Lubbock,
Texas
| USD 86 M | +USD 9.6 M | +13% | 17.6% | 72% | 325 | 42.77% | 0.4 |
|
| 5036 |
5036
West Bancorporation
West Des Moines,
Iowa
| USD 86 M | +USD 14 M | +19% | 20.3% | 64.4% | 313 | 16.61% | 0.4 |
|
| 5037 |
5037
Stringer Asset Management
Memphis,
Tennessee
| USD 85.9 M | +USD 26 M | +43% | 16.2% | 16.4% | 40 | 60% | 0.8 |
|
| 5038 |
5038
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 85.7 M | – | – | 35% | 234% | 118 | – | 1.5 |
|
| 5039 |
5039
Dean Capital Management
Overland Park,
Kansas
| USD 85.7 M | +USD 18.4 M | +27% | 23.9% | 89.7% | 167 | 43.71% | 0.7 |
|
| 5040 |
5040
RHS Financial
San Francisco,
California
| USD 85.5 M | +USD 10.9 M | +15% | 11.4% | 65.6% | 64 | 14.06% | 1.2 |
|
| 5041 |
5041
Endicott Management
New York
| USD 85.5 M | +USD 14 M | +20% | 22.9% | 229% | 14 | 100% | 0 |
|
| 5042 |
5042
LDR Capital Management
New York
| USD 85.5 M | +USD 27.8 M | +48% | 16.8% | 28.4% | 16 | 31.25% | 1 |
|
| 5043 |
EFEM
5043
Eos Focused Equity Management
New York
| USD 85.5 M | +USD 18.4 M | +27% | 29.1% | 55.7% | 39 | 51.28% | 0.7 |
|
| 5044 |
5044
Mork Capital Management
Healdsburg,
California
| USD 85.1 M | +USD 12.1 M | +17% | 28.9% | 61.9% | 99 | 15.15% | 2.2 |
|
| 5045 |
5045
Aldebaran Financial
| USD 85.1 M | -USD 17.3 M | -17% | 20.7% | 89.7% | 89 | 13.48% | 4.4 |
|
| 5046 |
5046
Cynosure Group
Salt Lake City,
Utah
| USD 85 M | -USD 54.8 M | -39% | 14.4% | 56.8% | 68 | 79.41% | 1.1 |
|
| 5047 |
5047
Spinnaker Capital
Boston,
Massachusetts
| USD 84.7 M | +USD 21.5 M | +34% | 34.1% | 12.4% | 2 | 0% | 2.5 |
|
| 5048 |
5048
Legacy Wealth Planning
Reno,
Nevada
| USD 84 M | +USD 21.5 M | +34% | 16.6% | 14.6% | 85 | 24.71% | 0.4 |
|
| 5049 |
5049
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 83.9 M | -USD 28.2 M | -25% | 18% | 87.2% | 108 | 57.41% | 1 |
|
| 5050 |
WGA
5050
Weather Gauge Advisory
Williamsburg,
Virginia
| USD 83.8 M | +USD 1.06 M | +1% | 15.6% | 39.9% | 81 | 6.17% | 1.4 |
|