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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Element Wealth
Ridgeland,
Mississippi
| USD 97.6 M | – | – | 7.06% | 59.6% | 114 | – | 0 |
|
| 5127 |
5127
J. Safra Asset Management
New York
| USD 97.4 M | – | – | 5.75% | 93.8% | 13 | – | 1.7 |
|
| 5128 |
KL
5128
Kam Lawrence
| USD 97.4 M | – | – | 69% | – | 7 | – | 0 |
|
| 5129 |
SFI
5129
Sonic Fund II
Honolulu,
Hawaii
| USD 97.4 M | – | – | 69% | 119% | 7 | – | 0 |
|
| 5130 |
5130
Kessler Investment Group
Columbus,
Indiana
| USD 97.2 M | +USD 7.66 M | +9% | 10.7% | 251% | 130 | 31.54% | 1.7 |
|
| 5131 |
5131
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 97.2 M | +USD 801 k | +0.8% | 6.31% | 82.6% | 69 | 5.8% | 4.1 |
|
| 5132 |
5132
Aufman Associates
Sewickley,
Pennsylvania
| USD 97.1 M | – | – | 8.46% | 141% | 42 | – | 0 |
|
| 5133 |
5133
Springowl Associates
New York
| USD 97.1 M | +USD 20.4 M | +27% | 52.4% | 101% | 27 | 29.63% | 1.5 |
|
| 5134 |
5134
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 97.1 M | +USD 394 k | +0.4% | 3.54% | 2.88% | 5 | 40% | 4.9 |
|
| 5135 |
5135
Sustainable Insight Capital Management
New York
| USD 97 M | +USD 9.6 M | +11% | 8.92% | 150% | 66 | 31.82% | 0.9 |
|
| 5136 |
5136
TRV GP II
Boston,
Massachusetts
| USD 96.9 M | +USD 51.9 M | +115% | 147% | 20.8% | 2 | 0% | 2 |
|
| 5137 |
5137
HC Advisors
Sandy Springs,
Georgia
| USD 96.9 M | – | – | 6.38% | 63.5% | 44 | – | 0 |
|
| 5138 |
WA
5138
WP Advisors
San Francisco,
California
| USD 96.9 M | +USD 9.6 M | +11% | 12.1% | 113% | 63 | 7.94% | 2.3 |
|
| 5139 |
5139
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 96.8 M | -USD 298 k | -0.3% | 4.23% | 81.3% | 59 | 6.78% | 1.5 |
|
| 5140 |
MCM
5140
Maxim Capital Management
San Francisco,
California
| USD 96.8 M | -USD 14 M | -13% | 4.11% | – | 30 | 23.33% | 0.9 |
|
| 5141 |
CA
5141
Crumly & Associates
Springfield,
Illinois
| USD 96.5 M | – | – | 7.22% | 58.1% | 51 | – | 0 |
|
| 5142 |
BRC
5142
BHF RG Capital
Scottsdale,
Arizona
| USD 96.5 M | – | – | 6.12% | – | 25 | – | 0 |
|
| 5143 |
5143
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 96.4 M | – | – | 5.43% | – | 56 | – | 0 |
|
| 5144 |
5144
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 96.4 M | – | – | 5.03% | 58.3% | 29 | – | 0 |
|
| 5145 |
5145
Euclidean Technologies Management
Seattle,
Washington
| USD 96.4 M | -USD 10.2 M | -10% | 11.1% | 124% | 72 | 26.39% | 1.7 |
|
| 5146 |
5146
Private Wealth Group
Tampa,
Florida
| USD 96.1 M | -USD 15.5 M | -14% | 6.54% | 52.9% | 37 | 32.43% | 1.1 |
|
| 5147 |
5147
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| USD 96.1 M | +USD 87.7 M | +1,044% | 9.28% | 15.7% | 53 | 30.19% | 2.5 |
|
| 5148 |
5148
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 96 M | – | – | 9.09% | 24.6% | 93 | – | 0 |
|
| 5149 |
5149
Powell Investment Advisors
Miami,
Florida
| USD 95.9 M | – | – | 6.27% | 82.4% | 117 | – | 0 |
|
| 5150 |
5150
KPCB DGF Associates
Menlo Park,
California
| USD 95.9 M | -USD 58.5 M | -38% | 2.4% | – | 2 | 50% | 0.5 |
|