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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
BCFD
5401
Boit C.F. David
| USD 140 M | +USD 17.3 M | +14% | 15.3% | 84.2% | 109 | 1.83% | 1.4 |
|
| 5402 |
5402
Albert D. Mason Inc
Boston,
Massachusetts
| USD 140 M | +USD 15.4 M | +12% | 10.6% | 83.4% | 161 | 10.56% | 4.9 |
|
| 5403 |
5403
Zoom Communications
San Jose,
California
| USD 140 M | +USD 10.1 M | +8% | 8.04% | 10.7% | 3 | 0% | 0.8 |
|
| 5404 |
5404
Pinnacle Family Advisors
Springfield,
Missouri
| USD 140 M | +USD 24.5 M | +21% | 4.16% | 85.8% | 97 | 24.74% | 1.6 |
|
| 5405 |
5405
Keyframe Capital Partners
New York
| USD 140 M | +USD 39.1 M | +39% | 7.8% | 6.45% | 8 | 0% | 0.2 |
|
| 5406 |
5406
Ferguson Shapiro
Decatur,
Georgia
| USD 140 M | -USD 26.6 M | -16% | 1.66% | 42.7% | 50 | 34% | 0.9 |
|
| 5407 |
5407
Safeguard Financial
Minocqua,
Wisconsin
| USD 140 M | +USD 31.7 M | +29% | 7.87% | 21.9% | 68 | 29.41% | 0.4 |
|
| 5408 |
5408
Beacon Financial Advisory
Cleveland,
Ohio
| USD 140 M | -USD 636 k | -0.5% | 8.66% | 76.8% | 209 | 16.75% | 2.1 |
|
| 5409 |
5409
Yorktown Energy Partners VIII
New York
| USD 140 M | -USD 29.4 M | -17% | 0.84% | 15.2% | 2 | 0% | 4.1 |
|
| 5410 |
5410
Brooklyn FI
New York
| USD 140 M | +USD 22.3 M | +19% | 7.83% | 54.7% | 42 | 9.52% | 0.9 |
|
| 5411 |
5411
Moseley Investment Management
Bradenton,
Florida
| USD 140 M | +USD 3.41 M | +3% | 6.85% | 96.6% | 150 | 10.67% | 2.5 |
|
| 5412 |
5412
Macellum Advisors
New York
| USD 139 M | -USD 7.55 M | -5% | 1.17% | – | 5 | 40% | 0.6 |
|
| 5413 |
5413
AllGen Financial Advisors
Orlando,
Florida
| USD 139 M | +USD 11 M | +9% | 7.04% | 39.7% | 45 | 35.56% | 1.3 |
|
| 5414 |
5414
1776 Wealth
Atlanta,
Georgia
| USD 139 M | +USD 7.55 M | +6% | 3.72% | 90.4% | 124 | 12.9% | 2.1 |
|
| 5415 |
WHGC
5415
Wealth High Governance Capital
Sao Paulo,
Brazil
| USD 139 M | – | – | 10.8% | 622% | 10 | – | 0 |
|
| 5416 |
5416
NorthLanding Financial Partners
Rochester,
New York
| USD 139 M | +USD 12.6 M | +10% | 9.2% | 54.7% | 66 | 9.09% | 0.2 |
|
| 5417 |
5417
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 139 M | +USD 14.4 M | +12% | 1.52% | 0.74% | 7 | 14.29% | 3.9 |
|
| 5418 |
5418
Clark Asset Management
Stratham,
New Hampshire
| USD 139 M | – | – | 6.6% | 51.8% | 59 | – | 0 |
|
| 5419 |
5419
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 139 M | +USD 12.1 M | +10% | 14.7% | – | 75 | 10.67% | 1.9 |
|
| 5420 |
5420
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 139 M | +USD 22.7 M | +20% | 14.3% | 51.9% | 30 | 16.67% | 1.8 |
|
| 5421 |
5421
Exor N.V.
Amsterdam,
Netherlands
| USD 139 M | – | – | 11.2% | 8.34% | 1 | – | 0 |
|
| 5422 |
5422
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 139 M | +USD 15.7 M | +13% | 8.41% | 44.6% | 12 | 16.67% | 1.5 |
|
| 5423 |
5423
Benchmark Wealth Management
Old Lyme,
Connecticut
| USD 139 M | +USD 11.4 M | +9% | 7.45% | 42.7% | 55 | 16.36% | 2.2 |
|
| 5424 |
BM
5424
Bislett Management
Palo Alto,
California
| USD 139 M | -USD 6.88 M | -5% | 8.06% | 19.8% | 15 | 13.33% | 5.6 |
|
| 5425 |
5425
Decatur Capital Management
Decatur,
Georgia
| USD 139 M | +USD 6.65 M | +5% | 5.44% | 135% | 61 | 13.11% | 2.9 |
|