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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
ACT Advisors
Asheville,
North Carolina
| USD 184 M | -USD 1.51 M | -0.8% | 1.65% | 75.4% | 69 | 33.33% | 1.5 |
|
| 5802 |
5802
Roehl & Yi Investment Advisors
Eugene,
Oregon
| USD 184 M | +USD 2.6 M | +1% | 1.2% | – | 170 | 20.59% | 0.2 |
|
| 5803 |
SCM
5803
Sage Capital Management
Stockton,
New Jersey
| USD 184 M | -USD 13.7 M | -7% | 3.08% | 94.3% | 159 | 5.66% | 1.2 |
|
| 5804 |
5804
GeoSphere Capital Management
Miami Beach,
Florida
| USD 184 M | -USD 29.3 M | -14% | 3.8% | 446% | 48 | 66.67% | 0.3 |
|
| 5805 |
5805
Powers Capital
San Francisco,
California
| USD 184 M | -USD 6.52 M | -3% | 4.67% | – | 2 | 0% | 0.3 |
|
| 5806 |
5806
Endeavor Private Wealth
Topeka,
Kansas
| USD 184 M | +USD 78.9 M | +75% | 1.01% | – | 219 | 54.79% | 0.2 |
|
| 5807 |
5807
Semanteon Capital Management
Newton,
Massachusetts
| USD 184 M | -USD 2.27 M | -1% | 6.24% | – | 377 | 77.45% | 0.2 |
|
| 5808 |
5808
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 184 M | -USD 42.3 M | -19% | 1.92% | 151% | 130 | 28.46% | 1.8 |
|
| 5809 |
RIS
5809
Richmond Investment Services
Mequon,
Wisconsin
| USD 184 M | +USD 5.95 M | +3% | 2.82% | – | 117 | 14.53% | 0.2 |
|
| 5810 |
DRD
5810
Dennis R. Delaney
| USD 184 M | -USD 6.02 M | -3% | 1.18% | 84.3% | 50 | 14% | 6.1 |
|
| 5811 |
CCC
5811
Chelsea Counsel Company
Los Angeles,
California
| USD 184 M | -USD 9.8 M | -5% | 1.61% | 106% | 207 | 8.7% | 3.4 |
|
| 5812 |
5812
Pinnacle Family Advisors
Springfield,
Missouri
| USD 184 M | -USD 22.7 M | -11% | 3.65% | 85.8% | 131 | 29.77% | 2.3 |
|
| 5813 |
5813
Shelton Wealth Management
Fort Worth,
Texas
| USD 184 M | -USD 9.44 M | -5% | 2.54% | 89.4% | 157 | 23.57% | 1.4 |
|
| 5814 |
HCA
5814
Hyperion Capital Advisors
New York
| USD 184 M | -USD 10.9 M | -6% | 0.19% | 86.1% | 99 | 37.37% | 3.1 |
|
| 5815 |
5815
SVF Sponsor III
Menlo Park,
California
| USD 184 M | -USD 31.8 M | -15% | 14.8% | 133% | 1 | 0% | 2.3 |
|
| 5816 |
5816
One Plus One Wealth Management
Jupiter,
Florida
| USD 184 M | +USD 13.3 M | +8% | 5.47% | 71.9% | 97 | 12.37% | 2.4 |
|
| 5817 |
5817
Vienna Insurance Group
Warsaw,
Poland
| USD 184 M | +USD 12.1 M | +7% | 1% | 230% | 94 | 10.64% | 1.9 |
|
| 5818 |
5818
Bull Oak Capital
San Diego,
California
| USD 183 M | +USD 3.62 M | +2% | 1.9% | 62.1% | 29 | 31.03% | 0.9 |
|
| 5819 |
5819
Merk Investments
Menlo Park,
California
| USD 183 M | +USD 86 M | +88% | 50.7% | 303% | 10 | 0% | 4 |
|
| 5820 |
5820
Nalanda India Fund
Moka,
Mauritius
| USD 183 M | +USD 39.1 M | +27% | 29.8% | 15.3% | 1 | 0% | 6.3 |
|
| 5821 |
5821
Ironwood Investment Management
Boston,
Massachusetts
| USD 183 M | -USD 17.5 M | -9% | 4.74% | 164% | 173 | 8.09% | 6.6 |
|
| 5822 |
5822
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 183 M | +USD 3.12 M | +2% | 0.27% | 48.4% | 45 | 17.78% | 1 |
|
| 5823 |
5823
Bellevue Asset Management
Bellevue,
Washington
| USD 183 M | -USD 10.4 M | -5% | 4.61% | 56.7% | 510 | 10.59% | 3.9 |
|
| 5824 |
5824
Westhampton Capital
Winston-Salem,
North Carolina
| USD 183 M | -USD 12.5 M | -6% | 2.7% | 105% | 122 | 9.02% | 4.3 |
|
| 5825 |
5825
Harold Davidson & Associates
Los Angeles,
California
| USD 183 M | -USD 25.8 M | -12% | 3.39% | – | 65 | 10.77% | 0.2 |
|