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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
CMANY
5151
Capital Management Associates (New York)
New York
| USD 71 M | +USD 15.6 M | +28% | 27.2% | 205% | 87 | 31.03% | 1.8 |
|
| 5152 |
5152
Spectrum Wealth Advisory Group
Granite Bay,
California
| USD 70.8 M | +USD 24.6 M | +53% | 19.6% | 67.9% | 37 | 37.84% | 0.7 |
|
| 5153 |
5153
Cary Street Partners Investment Advisory
Richmond,
Virginia
| USD 70.5 M | +USD 27.7 M | +65% | 17.2% | 84.1% | 120 | 48.33% | 0.6 |
|
| 5154 |
5154
Guild Investment Management
Los Angeles,
California
| USD 70.5 M | +USD 24.4 M | +53% | 23.3% | 101% | 50 | 36% | 0.9 |
|
| 5155 |
5155
Avondale Wealth Management
West Lake Hills,
Texas
| USD 70.4 M | +USD 7.06 M | +11% | 21.6% | 83.8% | 101 | 10.89% | 2.1 |
|
| 5156 |
5156
National Investment Services of America
Milwaukee,
Wisconsin
| USD 70.2 M | +USD 7.37 M | +12% | 26.8% | – | 86 | 19.77% | 0.4 |
|
| 5157 |
5157
Empirical Capital Management
Hendersonville,
Tennessee
| USD 70.1 M | +USD 7.97 M | +13% | 35.5% | – | 26 | 46.15% | 1.8 |
|
| 5158 |
5158
Game Plan Financial Advisors
Westlake,
Ohio
| USD 69.8 M | -USD 15.2 M | -18% | 28.6% | – | 103 | 53.4% | 0.4 |
|
| 5159 |
5159
Tatro Capital
Lexington,
Kentucky
| USD 69.7 M | +USD 13.8 M | +25% | 18.7% | – | 79 | 54.43% | 0.3 |
|
| 5160 |
HWC
5160
Hill Winds Capital
High Falls,
New York
| USD 69.6 M | +USD 56.6 M | +433% | 16.5% | 8.52% | 37 | 83.78% | 0.1 |
|
| 5161 |
5161
Zebra Capital Management
Stamford,
Connecticut
| USD 69.3 M | +USD 7.46 M | +12% | 25.9% | 142% | 255 | 26.27% | 1.4 |
|
| 5162 |
5162
Florin Court Capital
London,
United Kingdom
| USD 69.3 M | +USD 63.9 M | +1,194% | 14.8% | 108% | 16 | 68.75% | 0.6 |
|
| 5163 |
JC
5163
JCSD Capital
Walnut Creek,
California
| USD 69.1 M | -USD 17.5 M | -20% | 6.08% | – | 41 | 21.95% | 2 |
|
| 5164 |
5164
University of Maryland Foundation
Adelphi,
Maryland
| USD 68.9 M | -USD 34.3 M | -33% | 15.7% | 51.2% | 8 | 50% | 0.4 |
|
| 5165 |
GBA
5165
Garrison Bradford & Associates
New York
| USD 68.9 M | +USD 10.4 M | +18% | 22.9% | 63.5% | 55 | 9.09% | 3.6 |
|
| 5166 |
5166
Norwest Venture Partners XI
Palo Alto,
California
| USD 68.6 M | +USD 7.1 M | +12% | 11.5% | – | 1 | 0% | 0.5 |
|
| 5167 |
5167
Lancaster Investment Management
London,
United Kingdom
| USD 68.1 M | -USD 73.8 M | -52% | 33.1% | 0.78% | 16 | 31.25% | 0.7 |
|
| 5168 |
SNN
5168
Shen Neil Nanpeng
| USD 68 M | +USD 20 M | +41% | 41.6% | 50.3% | 5 | 20% | 0.8 |
|
| 5169 |
5169
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| USD 68 M | +USD 23.2 M | +52% | 25.8% | 35.7% | 10 | 70% | 0.4 |
|
| 5170 |
5170
Texas Capital Bancshares
Dallas,
Texas
| USD 67.4 M | +USD 10.6 M | +19% | 22.3% | 175% | 45 | 17.78% | 2.2 |
|
| 5171 |
5171
Coe Capital Management
Highland Park,
Illinois
| USD 67.3 M | +USD 7.43 M | +12% | 20.8% | 84.4% | 77 | 27.27% | 3.2 |
|
| 5172 |
5172
DWM Financial Group
Palatine,
Illinois
| USD 67.1 M | +USD 21.6 M | +47% | 10.4% | – | 37 | 81.08% | 0.2 |
|
| 5173 |
5173
Tempus Wealth Planning
Irvine,
California
| USD 67 M | +USD 6.02 M | +10% | 9.31% | 95% | 72 | 20.83% | 0.4 |
|
| 5174 |
HA
5174
Havens Advisors
New York
| USD 67 M | -USD 35.6 M | -35% | 14% | 460% | 37 | 64.86% | 0.4 |
|
| 5175 |
BCM
5175
Bratton Capital Management
Fort Worth,
Texas
| USD 66.7 M | +USD 24.9 M | +59% | 108% | 152% | 2 | 0% | 1.5 |
|