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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
IFS
6001
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 188 M | -USD 3.24 M | -2% | 0.32% | 63.5% | 89 | 12.36% | 2.8 |
|
| 6002 |
6002
Citrine Capital
San Francisco,
California
| USD 188 M | +USD 28.5 M | +18% | 14.6% | – | 40 | 7.5% | 0.5 |
|
| 6003 |
6003
Gullane Capital
Memphis,
Tennessee
| USD 188 M | +USD 108 M | +136% | 141% | – | 5 | 20% | 0.4 |
|
| 6004 |
SP
6004
Saranac Partners
London,
| USD 188 M | +USD 12.4 M | +7% | 15.1% | 69% | 82 | 26.83% | 0.8 |
|
| 6005 |
6005
4Thought Financial Group
Syosset,
New York
| USD 188 M | +USD 26.4 M | +16% | 6.74% | 37.6% | 90 | 1.11% | 3.6 |
|
| 6006 |
6006
Nierenberg Investment Management Company
Camas,
Washington
| USD 188 M | +USD 4.99 M | +3% | 15.3% | 135% | 60 | 23.33% | 1.4 |
|
| 6007 |
6007
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 188 M | +USD 20.1 M | +12% | 17.7% | 152% | 91 | 2.2% | 4.6 |
|
| 6008 |
6008
Private Wealth Group
Tampa,
Florida
| USD 188 M | +USD 17.9 M | +11% | 6.81% | 52.9% | 65 | 13.85% | 3 |
|
| 6009 |
6009
DSC Meridian Capital
New York
| USD 188 M | -USD 46.4 M | -20% | 42% | – | 17 | 52.94% | 0.4 |
|
| 6010 |
6010
ADE LLC
Baltimore,
Maryland
| USD 188 M | +USD 14.4 M | +8% | 7.9% | 52.2% | 80 | 6.25% | 3.4 |
|
| 6011 |
6011
Asset Planning Corporation
Knoxville,
Tennessee
| USD 188 M | +USD 18.2 M | +11% | 3.57% | 44.5% | 46 | 13.04% | 2.8 |
|
| 6012 |
BIO
6012
Blue Investment Opportunities
Miami Beach,
Florida
| USD 188 M | +USD 69.8 M | +59% | 59.1% | – | 1 | 0% | 0.3 |
|
| 6013 |
6013
Glass Wealth Management
San Antonio,
Texas
| USD 188 M | +USD 21.1 M | +13% | 18.8% | – | 59 | 5.08% | 1.2 |
|
| 6014 |
6014
EnCap Energy Capital Fund X
Houston,
Texas
| USD 188 M | -USD 33 M | -15% | 14.9% | – | 1 | 0% | 0.8 |
|
| 6015 |
DCM
6015
Dilation Capital Management
New York
| USD 188 M | +USD 105 M | +128% | 42.2% | – | 23 | 47.83% | 0.3 |
|
| 6016 |
6016
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 188 M | +USD 6.24 M | +3% | 13.1% | 92.4% | 533 | 20.45% | 4.7 |
|
| 6017 |
6017
HRC Wealth Management
Moscow,
Idaho
| USD 188 M | +USD 26.4 M | +16% | 11.2% | 82.2% | 54 | 9.26% | 1.1 |
|
| 6018 |
6018
Capital Square
Chattanooga,
Tennessee
| USD 188 M | +USD 17.3 M | +10% | 5.33% | 62.5% | 210 | 13.33% | 2.2 |
|
| 6019 |
6019
Fogel Capital Management
Stuart,
Florida
| USD 188 M | +USD 1.61 M | +0.9% | 12.7% | – | 53 | 16.98% | 0.9 |
|
| 6020 |
6020
Westbourne Investments
Alexandria,
Virginia
| USD 188 M | +USD 21.7 M | +13% | 19.1% | – | 167 | 34.73% | 0.4 |
|
| 6021 |
6021
Diametric Capital
Boston,
Massachusetts
| USD 187 M | +USD 103 M | +123% | 12.6% | 175% | 414 | 73.67% | 0.4 |
|
| 6022 |
6022
Wynn Capital
Augusta,
Georgia
| USD 187 M | +USD 19 M | +11% | 12.8% | 115% | 113 | 7.08% | 1.3 |
|
| 6023 |
6023
International City Management Association Retirement Corp
Washington,
District of Columbia
| USD 187 M | +USD 10.7 M | +6% | 6.19% | 48.1% | 6 | 0% | 1.6 |
|
| 6024 |
6024
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 187 M | +USD 18.3 M | +11% | 8.47% | 100% | 166 | 15.06% | 7.2 |
|
| 6025 |
PI
6025
PJT Investments
Toronto,
| USD 187 M | – | – | 10.8% | – | 6 | – | 0 |
|