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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Pring Turner Capital Group
Alamo,
California
| USD 113 M | – | – | 11.5% | 70.8% | 58 | – | 2.9 |
|
| 6302 |
6302
Prince Street Capital Management
New York
| USD 113 M | -USD 47.8 M | -30% | 4.84% | 302% | 17 | 29.41% | 1.3 |
|
| 6303 |
APS
6303
American Planning Services
Sun City Center,
Florida
| USD 113 M | – | – | 9.52% | 23.8% | 25 | – | 0 |
|
| 6304 |
NCM
6304
NCM Capital Management
Ramsey,
New Jersey
| USD 113 M | – | – | 10.7% | 105% | 143 | – | 0 |
|
| 6305 |
6305
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 113 M | – | – | 8.43% | 104% | 108 | – | 0 |
|
| 6306 |
7IH
6306
72 Investment Holdings
Stamford,
Connecticut
| USD 113 M | +USD 32.6 M | +41% | 38.4% | 1,556% | 6 | 33.33% | 0.4 |
|
| 6307 |
6307
WorthPointe
La Jolla,
California
| USD 113 M | – | – | 7.97% | 59.7% | 45 | – | 0 |
|
| 6308 |
6308
Riverwater Partners
Milwaukee,
Wisconsin
| USD 113 M | – | – | 10.9% | 112% | 211 | – | 0 |
|
| 6309 |
6309
SFG Wealth Management
Towson,
Maryland
| USD 112 M | – | – | 7.76% | 86.3% | 97 | – | 0 |
|
| 6310 |
BG
6310
BRX Global
New York
| USD 112 M | -USD 12.8 M | -10% | 1.08% | 65.8% | 9 | 11.11% | 0.9 |
|
| 6311 |
6311
AH Equity Partners LSV III
Menlo Park,
California
| USD 112 M | – | – | 13.8% | – | 1 | – | 0 |
|
| 6312 |
6312
Spectrum Wealth Advisory Group
Granite Bay,
California
| USD 112 M | +USD 11 M | +11% | 7.82% | 76.1% | 50 | 18% | 1.5 |
|
| 6313 |
6313
Index Venture Life Associates VI
St. Helier,
Jersey
| USD 112 M | – | – | 32.6% | – | 1 | – | 0 |
|
| 6314 |
6314
Apricus Wealth
Beaufort,
South Carolina
| USD 112 M | – | – | 8.18% | 80.6% | 84 | – | 0 |
|
| 6315 |
6315
Foresite Capital Management I
Larkspur,
California
| USD 112 M | -USD 15.7 M | -12% | 2.15% | 40.7% | 4 | 50% | 1.8 |
|
| 6316 |
6316
Laraway Financial Advisors
Saint Cloud,
Minnesota
| USD 112 M | – | – | 9.75% | 92.3% | 102 | – | 0 |
|
| 6317 |
6317
TI-Trust
Quincy,
Illinois
| USD 112 M | – | – | 7.04% | 88.8% | 109 | – | 1.8 |
|
| 6318 |
6318
Greenhouse Wealth Management
Westport,
Connecticut
| USD 112 M | +USD 6.5 M | +6% | 9.37% | 87.2% | 53 | 9.43% | 0.9 |
|
| 6319 |
6319
Farley Capital
New York
| USD 112 M | +USD 9.28 M | +9% | 0.8% | 105% | 19 | 26.32% | 3.5 |
|
| 6320 |
CSI
6320
Cross Staff Investments
Pittsford,
New York
| USD 112 M | – | – | 9.77% | 80.3% | 126 | – | 0 |
|
| 6321 |
6321
VELT Partners Investimentos
Sao Paolo,
Brazil
| USD 112 M | -USD 72.8 M | -39% | 32.8% | 19.4% | 6 | 33.33% | 1 |
|
| 6322 |
TM
6322
Titan Managers
Scottsdale,
Arizona
| USD 112 M | +USD 148 k | +0.1% | 5.09% | 2.57% | 31 | 54.84% | 0.4 |
|
| 6323 |
6323
Sightline Wealth Advisors
Groton,
Connecticut
| USD 112 M | -USD 8.43 M | -7% | 3.44% | 48.5% | 61 | 22.95% | 0.8 |
|
| 6324 |
6324
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 112 M | – | – | 4.78% | 89.8% | 93 | – | 0 |
|
| 6325 |
6325
Tenret Company
Tampa,
Florida
| USD 112 M | +USD 5.28 M | +5% | 3.96% | – | 27 | 7.41% | 0.5 |
|