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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 |
5376
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 292 M | +USD 23.5 M | +9% | 11.3% | 89.9% | 82 | 14.63% | 5.3 |
|
| 5377 |
SM
5377
Salzhauer Michael
| USD 292 M | +USD 80.3 M | +38% | 16.5% | 98% | 94 | 25.53% | 4.2 |
|
| 5378 |
5378
Marathon Wealth Advisors
Boston,
Massachusetts
| USD 292 M | +USD 48.6 M | +20% | 26.6% | – | 77 | 6.49% | 0.5 |
|
| 5379 |
5379
PineBridge Investments Asia
Hong Kong,
| USD 292 M | +USD 3.11 M | +1% | 3.65% | – | 8 | 25% | 0.4 |
|
| 5380 |
5380
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 292 M | +USD 17.2 M | +6% | 2.77% | 73.6% | 30 | 10% | 5.4 |
|
| 5381 |
5381
Shore Point Advisors
Brielle,
New Jersey
| USD 292 M | +USD 39.1 M | +15% | 11% | 54.6% | 81 | 11.11% | 2.7 |
|
| 5382 |
5382
Advisortrust Partners
Raleigh,
North Carolina
| USD 292 M | +USD 51.9 M | +22% | 14.5% | – | 286 | 41.26% | 0.4 |
|
| 5383 |
5383
Freshford Capital Management
Rye Brook,
New York
| USD 292 M | +USD 92.1 M | +46% | 31% | 97.3% | 25 | 36% | 0.7 |
|
| 5384 |
5384
Swan Capital
Pensacola,
Florida
| USD 292 M | +USD 20.2 M | +7% | 7.17% | 47.9% | 637 | 21.82% | 1.2 |
|
| 5385 |
5385
Solstein Capital
Menlo Park,
California
| USD 292 M | +USD 48.4 M | +20% | 10.4% | 102% | 457 | 8.53% | 3 |
|
| 5386 |
5386
Matthews International Capital Management
San Francisco,
California
| USD 292 M | +USD 45.2 M | +18% | 67.6% | 227% | 38 | 18.42% | 2.9 |
|
| 5387 |
5387
Buckhead Capital Management
Atlanta,
Georgia
| USD 292 M | +USD 26.2 M | +10% | 14.5% | 76.1% | 152 | 4.61% | 5 |
|
| 5388 |
5388
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 291 M | +USD 42 M | +17% | 10.1% | 59.6% | 121 | 15.7% | 2.2 |
|
| 5389 |
5389
Spear Advisors
East Hampton,
New York
| USD 291 M | +USD 157 M | +117% | 108% | – | 30 | 20% | 0.4 |
|
| 5390 |
5390
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 291 M | +USD 28.5 M | +11% | 10.1% | 62.2% | 51 | 11.76% | 2 |
|
| 5391 |
5391
Yiheng Capital Management
San Francisco,
California
| USD 291 M | +USD 60.6 M | +26% | 5.03% | 82% | 29 | 20.69% | 2.9 |
|
| 5392 |
NTIC
5392
Napean Trading & Investment Company
Singapore
| USD 291 M | +USD 58.2 M | +25% | 59.2% | – | 16 | 0% | 1.5 |
|
| 5393 |
5393
HS Management Partners
New York
| USD 291 M | +USD 5.28 M | +2% | 5.19% | 27.7% | 24 | 0% | 3.8 |
|
| 5394 |
5394
Iridian Asset Management
Westport,
Connecticut
| USD 291 M | +USD 44.4 M | +18% | 31.2% | 88.4% | 44 | 11.36% | 4.3 |
|
| 5395 |
MPPHD
5395
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
| USD 291 M | – | – | 13.8% | – | 147 | – | 0 |
|
| 5396 |
5396
Tranquility Partners
Brentwood,
Tennessee
| USD 291 M | +USD 25.9 M | +10% | 13% | 77.3% | 243 | 11.52% | 3.9 |
|
| 5397 |
5397
Arch Capital Group
Pembroke,
Bermuda
| USD 291 M | +USD 567 k | +0.2% | 0.2% | 3.08% | 4 | 0% | 3.8 |
|
| 5398 |
5398
Power Wealth Management
Alpharetta,
Georgia
| USD 291 M | +USD 22.2 M | +8% | 6.99% | 41.8% | 125 | 28.8% | 1.4 |
|
| 5399 |
AC
5399
AMS Capital
Sao Paulo,
Brazil
| USD 291 M | +USD 33.4 M | +13% | 13.8% | 63.1% | 17 | 29.41% | 1.5 |
|
| 5400 |
5400
Shared Vision Wealth Group
Carlsbad,
United States
| USD 291 M | +USD 45.7 M | +19% | 11.5% | – | 118 | 22.88% | 1.5 |
|