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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Spectrum Asset Management (California)
Newport Beach,
California
| USD 216 M | -USD 17 M | -7% | 0.81% | 68.3% | 112 | 25% | 3.3 |
|
| 5077 |
5077
Boothe Investment Group
Dover,
Delaware
| USD 216 M | +USD 17.6 M | +9% | 0.85% | 75.6% | 44 | 25% | 1.8 |
|
| 5078 |
5078
Greenhaven Road Investment Management
Greenwich,
Connecticut
| USD 216 M | -USD 20.3 M | -9% | 1.06% | 70.2% | 20 | 15% | 2 |
|
| 5079 |
5079
Richmond Hill Investments
New York
| USD 216 M | +USD 4.11 M | +2% | 1.19% | 55.2% | 4 | 0% | 6.3 |
|
| 5080 |
5080
X-Square Capital
Guaynabo,
Puerto Rico
| USD 216 M | +USD 4.63 M | +2% | 1.22% | 158% | 167 | 14.37% | 2.7 |
|
| 5081 |
5081
Doma Perpetual Capital Management
Miami,
Florida
| USD 216 M | +USD 65.3 M | +43% | 6.76% | – | 10 | 20% | 0.4 |
|
| 5082 |
5082
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 216 M | +USD 15.9 M | +8% | 0.47% | 75.5% | 497 | 2.82% | 2.8 |
|
| 5083 |
5083
Axis Capital Holdings
Pembroke,
| USD 216 M | +USD 8.04 M | +4% | 3.88% | 67% | 3 | 0% | 7.6 |
|
| 5084 |
5084
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 215 M | -USD 13 M | -6% | 7.26% | 282% | 44 | 43.18% | 1.3 |
|
| 5085 |
5085
Patient Square Capital
Menlo Park,
California
| USD 215 M | -USD 19.4 M | -8% | 7.29% | 329% | 2 | 0% | 0.9 |
|
| 5086 |
5086
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 215 M | -USD 169 k | -0.1% | 0.05% | 98.4% | 86 | 4.65% | 3.5 |
|
| 5087 |
5087
Moseley Investment Management
Bradenton,
Florida
| USD 215 M | +USD 14 M | +7% | 7.07% | 96.6% | 155 | 11.61% | 3.5 |
|
| 5088 |
5088
Canopy Partners
Cincinnati,
Ohio
| USD 215 M | +USD 10.7 M | +5% | 4.03% | – | 209 | 9.57% | 0.4 |
|
| 5089 |
5089
EntryPoint Capital
New York
| USD 215 M | +USD 104 M | +93% | 4.98% | – | 1,960 | 60.05% | 0.2 |
|
| 5090 |
5090
Crescent Park Management
East Palo Alto,
California
| USD 215 M | -USD 41.9 M | -16% | 7.91% | 87% | 32 | 21.88% | 2.1 |
|
| 5091 |
5091
Solitude Financial Services
Charlottesville,
Virginia
| USD 215 M | -USD 1.98 M | -0.9% | 0.52% | 62.4% | 38 | 13.16% | 2.4 |
|
| 5092 |
5092
WealthCare Investment Partners
Portsmouth,
Rhode Island
| USD 215 M | +USD 8.28 M | +4% | 1.01% | 62.6% | 138 | 7.25% | 1.7 |
|
| 5093 |
5093
Hoxton Planning & Management
Shepherdstown,
West Virginia
| USD 215 M | +USD 6.03 M | +3% | 4.12% | 77.8% | 170 | 10.59% | 1.1 |
|
| 5094 |
IWN
5094
Independent Wealth Network
Urbandale,
Iowa
| USD 215 M | +USD 1.46 M | +0.7% | 1.61% | 78.2% | 233 | 12.45% | 2 |
|
| 5095 |
5095
Emergence GP Partners
San Francisco,
California
| USD 215 M | -USD 51.6 M | -19% | 18.8% | – | 3 | 0% | 2 |
|
| 5096 |
5096
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 215 M | +USD 2.5 M | +1% | 0.17% | 44.9% | 58 | 24.14% | 1.7 |
|
| 5097 |
5097
IMS Capital Management
Portland,
Oregon
| USD 215 M | -USD 475 k | -0.2% | 2.02% | 119% | 151 | 12.58% | 4.8 |
|
| 5098 |
5098
Wela Strategies
Atlanta,
Georgia
| USD 215 M | +USD 3.08 M | +1% | 0.46% | 51.3% | 51 | 3.92% | 3.3 |
|
| 5099 |
5099
Leisure Capital Management
Costa Mesa,
California
| USD 215 M | +USD 15.2 M | +8% | 4.02% | 98% | 144 | 14.58% | 4.9 |
|
| 5100 |
5100
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 214 M | +USD 3.95 M | +2% | 2.79% | 86.2% | 83 | 4.82% | 3.7 |
|