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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Palliser Capital (UK)
London,
United Kingdom
| USD 118 M | – | – | 13.4% | 57% | 8 | – | 0 |
|
| 6202 |
6202
Cross Creek Advisors
Salt Lake City,
Utah
| USD 118 M | – | – | 31.8% | – | 10 | – | 0 |
|
| 6203 |
6203
Covalent Partners
Concord,
Massachusetts
| USD 118 M | +USD 57.8 M | +96% | 3.87% | 36.6% | 67 | 19.4% | 0.6 |
|
| 6204 |
6204
Flynn Zito Capital Management
Garden City,
New York
| USD 118 M | – | – | 8.98% | 109% | 84 | – | 0 |
|
| 6205 |
6205
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 118 M | +USD 7.66 M | +7% | 9.68% | 97.9% | 119 | 14.29% | 0.9 |
|
| 6206 |
6206
Greycroft
New York
| USD 118 M | – | – | 29.5% | 20% | 6 | – | 0 |
|
| 6207 |
6207
Barrier Capital Management
San Francisco,
California
| USD 118 M | – | – | 9.63% | 216% | 12 | – | 0 |
|
| 6208 |
6208
AH Equity Partners IV (Parallel)
Menlo Park,
California
| USD 118 M | -USD 41.5 M | -26% | 38.8% | – | 2 | 50% | 0.6 |
|
| 6209 |
6209
Alethea Capital Management
Mercer Island,
Washington
| USD 118 M | +USD 4.24 M | +4% | 5.54% | 275% | 121 | 61.98% | 1.9 |
|
| 6210 |
6210
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 118 M | +USD 7.08 M | +6% | 12.2% | – | 107 | 9.35% | 4.2 |
|
| 6211 |
6211
Sippican Capital Advisors
Boston,
Massachusetts
| USD 118 M | +USD 2.28 M | +2% | 8.23% | 81.1% | 116 | 10.34% | 4.3 |
|
| 6212 |
6212
SC Israel IV Genpar
Herzelia,
Israel
| USD 118 M | – | – | 32.9% | – | 1 | – | 0 |
|
| 6213 |
6213
Obvious Management Services
San Francisco,
California
| USD 118 M | – | – | 26.8% | – | 3 | – | 0 |
|
| 6214 |
6214
Penobscot Wealth Management
Portland,
Maine
| USD 118 M | +USD 9.48 M | +9% | 5.58% | 56.7% | 58 | 15.52% | 0.4 |
|
| 6215 |
6215
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 117 M | +USD 7.51 M | +7% | 6.22% | 54.2% | 35 | 5.71% | 0.5 |
|
| 6216 |
6216
ADE LLC
Baltimore,
Maryland
| USD 117 M | +USD 8.13 M | +7% | 6.18% | 59.8% | 249 | 69.48% | 0.9 |
|
| 6217 |
6217
Wealthstream Advisors
New York
| USD 117 M | – | – | 8.46% | 88.2% | 67 | – | 0 |
|
| 6218 |
6218
Northland Capital Management
Virginia,
Minnesota
| USD 117 M | – | – | 1.93% | 37.5% | 20 | – | 0 |
|
| 6219 |
6219
Platt Investment Counsel
Lake Mary,
Florida
| USD 117 M | +USD 4.57 M | +4% | 5.03% | 62.9% | 17 | 17.65% | 0.9 |
|
| 6220 |
6220
Kids Capital Management
Los Angeles,
California
| USD 117 M | – | – | 4.98% | – | 11 | – | 0 |
|
| 6221 |
6221
XXEC Inc
Tulsa,
Oklahoma
| USD 117 M | -USD 14.3 M | -11% | 9.57% | 30.1% | 28 | 25% | 1 |
|
| 6222 |
6222
Paragon Capital Management (Utah)
Provo,
Utah
| USD 117 M | – | – | 6.96% | 72.3% | 66 | – | 0 |
|
| 6223 |
6223
Asset Planning Corporation
Knoxville,
Tennessee
| USD 117 M | +USD 8.86 M | +8% | 3.8% | 44.5% | 35 | 11.43% | 0.8 |
|
| 6224 |
PWM
6224
Pinnacle Wealth Management
Roseville,
California
| USD 117 M | – | – | 6.31% | 194% | 43 | – | 0 |
|
| 6225 |
6225
Boyu Capital Investment Management Company
Hong Kong
| USD 117 M | -USD 40.3 M | -26% | 2.57% | – | 5 | 20% | 1 |
|