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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
SC
5376
Solstein Capital
Menlo Park,
California
| USD 292 M | +USD 48.4 M | +20% | 10.4% | 91.4% | 457 | 8.53% | 3 |
|
| 5377 |
MICM
5377
Matthews International Capital Management
San Francisco,
California
| USD 292 M | +USD 45.2 M | +18% | 67.6% | 227% | 38 | 18.42% | 2.9 |
|
| 5378 |
BCM
5378
Buckhead Capital Management
Atlanta,
Georgia
| USD 292 M | +USD 26.2 M | +10% | 14.5% | 67.6% | 152 | 4.61% | 5 |
|
| 5379 |
FDDB
5379
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 291 M | +USD 42 M | +17% | 10.1% | 59.6% | 121 | 15.7% | 2.2 |
|
| 5380 |
SA
5380
Spear Advisors
East Hampton,
New York
| USD 291 M | +USD 157 M | +117% | 108% | – | 30 | 20% | 0.4 |
|
| 5381 |
TWA
5381
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 291 M | +USD 28.5 M | +11% | 10.1% | 57.2% | 51 | 11.76% | 2 |
|
| 5382 |
YCM
5382
Yiheng Capital Management
San Francisco,
California
| USD 291 M | +USD 60.6 M | +26% | 5.03% | 82% | 29 | 20.69% | 2.9 |
|
| 5383 |
NTIC
5383
Napean Trading & Investment Company
Singapore
| USD 291 M | +USD 58.2 M | +25% | 59.2% | – | 16 | 0% | 1.5 |
|
| 5384 |
HMP
5384
HS Management Partners
New York
| USD 291 M | +USD 5.28 M | +2% | 5.19% | 27.7% | 24 | 0% | 3.8 |
|
| 5385 |
IAM
5385
Iridian Asset Management
Westport,
Connecticut
| USD 291 M | +USD 44.4 M | +18% | 31.2% | 82.5% | 44 | 11.36% | 4.3 |
|
| 5386 |
MPPHD
5386
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
| USD 291 M | – | – | 13.8% | – | 147 | – | 0 |
|
| 5387 |
TP
5387
Tranquility Partners
Brentwood,
Tennessee
| USD 291 M | +USD 25.9 M | +10% | 13% | 67.4% | 243 | 11.52% | 3.9 |
|
| 5388 |
ACG
5388
Arch Capital Group
Pembroke,
Bermuda
| USD 291 M | +USD 567 k | +0.2% | 0.2% | 3.08% | 4 | 0% | 3.8 |
|
| 5389 |
PWM
5389
Power Wealth Management
Alpharetta,
Georgia
| USD 291 M | +USD 22.2 M | +8% | 6.99% | – | 125 | 28.8% | 1.4 |
|
| 5390 |
AC
5390
AMS Capital
Sao Paulo,
Brazil
| USD 291 M | +USD 33.4 M | +13% | 13.8% | 63.1% | 17 | 29.41% | 1.5 |
|
| 5391 |
SVWG
5391
Shared Vision Wealth Group
Carlsbad,
United States
| USD 291 M | +USD 45.7 M | +19% | 11.5% | – | 118 | 22.88% | 1.5 |
|
| 5392 |
SIM
5392
Strategic Investment Management
Arlington,
Virginia
| USD 291 M | +USD 51.1 M | +21% | 7.79% | 53.3% | 17 | 23.53% | 4.8 |
|
| 5393 |
LIA
5393
LifePlan Investment Advisors
Raleigh,
North Carolina
| USD 291 M | +USD 36 M | +14% | 16.9% | 60.9% | 133 | 9.77% | 1.9 |
|
| 5394 |
VG
5394
Visualize Group
New York
| USD 291 M | +USD 47.6 M | +20% | 11.3% | – | 13 | 38.46% | 0.4 |
|
| 5395 |
NC
5395
Nokomis Capital
Dallas,
Texas
| USD 290 M | -USD 58.3 M | -17% | 1.34% | 145% | 61 | 19.67% | 1.5 |
|
| 5396 |
BCP
5396
Bayberry Capital Partners
New York
| USD 290 M | -USD 33 M | -10% | 15.6% | 99.7% | 37 | 45.95% | 0.8 |
|
| 5397 |
NWP
5397
NerdWallet Wealth Partners
New York
| USD 290 M | +USD 61 M | +27% | 10.9% | – | 70 | 17.14% | 0.5 |
|
| 5398 |
FCMI
5398
Foresite Capital Management IV
Larkspur,
California
| USD 290 M | +USD 53.1 M | +22% | 28.2% | 151% | 9 | 44.44% | 1.5 |
|
| 5399 |
KLCMU
5399
Kite Lake Capital Management (UK)
London,
United Kingdom
| USD 290 M | +USD 165 M | +133% | 19.8% | 337% | 11 | 18.18% | 0.6 |
|
| 5400 |
SIA
5400
SGL Investment Advisors
Missoula,
Montana
| USD 290 M | +USD 23.4 M | +9% | 17.8% | – | 143 | 20.28% | 1.3 |
|