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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Yarra Square Partners
New York
| USD 96.7 M | +USD 15.3 M | +19% | 7.82% | 55.9% | 20 | 10% | 1.2 |
|
| 6427 |
6427
Blodgett Wealth Advisors
Concord,
California
| USD 96.6 M | +USD 10.1 M | +12% | 13.6% | 150% | 68 | 13.24% | 1.2 |
|
| 6428 |
6428
Motive Wealth Advisors
Birmingham,
Michigan
| USD 96.6 M | +USD 5.16 M | +6% | 6.2% | 66% | 56 | 10.71% | 1.4 |
|
| 6429 |
6429
AH Equity Partners LSV II
Menlo Park,
California
| USD 96.4 M | +USD 3.21 M | +3% | 4.03% | – | 4 | 0% | 1.5 |
|
| 6430 |
6430
Tinicum
New York
| USD 96.4 M | +USD 2.75 M | +3% | 2.94% | 21.1% | 1 | 0% | 8.3 |
|
| 6431 |
6431
Oppenheimer & Close
New York
| USD 96.3 M | -USD 4.75 M | -5% | 3.87% | 149% | 62 | 17.74% | 4.4 |
|
| 6432 |
6432
Delphi Management
Brookline,
Massachusetts
| USD 96.2 M | – | – | 6.44% | 111% | 82 | – | 2.3 |
|
| 6433 |
6433
National Wealth Management Group
Cincinnati,
Ohio
| USD 96.2 M | +USD 8.71 M | +10% | 8.6% | 123% | 180 | 56.11% | 0.7 |
|
| 6434 |
6434
Agincourt Capital Management
Richmond,
Virginia
| USD 95.9 M | -USD 26.7 M | -22% | 2.96% | 0.36% | 4 | 0% | 1.5 |
|
| 6435 |
SM
6435
Salzhauer Michael
| USD 95.9 M | -USD 17.4 M | -15% | 3.66% | 107% | 108 | 27.78% | 3.8 |
|
| 6436 |
6436
Waycross Investment Management
Bellingham,
Washington
| USD 95.9 M | -USD 4.06 M | -4% | 4.04% | 49.6% | 52 | 7.69% | 0.5 |
|
| 6437 |
6437
American Asset Management
Boca Raton,
Florida
| USD 95.8 M | +USD 2.27 M | +2% | 2.22% | 42.5% | 15 | 6.67% | 2.6 |
|
| 6438 |
6438
In-Depth Partners
Miami,
Florida
| USD 95.6 M | +USD 13.4 M | +16% | 12.1% | 157% | 13 | 0% | 1.5 |
|
| 6439 |
6439
Barrier Capital Management
San Francisco,
California
| USD 95.6 M | +USD 10.8 M | +13% | 12.5% | 216% | 19 | 36.84% | 0.5 |
|
| 6440 |
6440
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 95.5 M | +USD 9.8 M | +11% | 17.1% | 113% | 69 | 44.93% | 1.1 |
|
| 6441 |
6441
CVI Holdings
Wilmington,
Delaware
| USD 95.2 M | -USD 170 M | -64% | 16.8% | 25.8% | 436 | 41.28% | 1.2 |
|
| 6442 |
6442
Qiming U.S. Ventures Management
Bellevue,
Washington
| USD 95.2 M | +USD 12.5 M | +15% | 27.5% | 1,484% | 7 | 0% | 1.4 |
|
| 6443 |
6443
Owen LaRue
Elizabethtown,
Kentucky
| USD 95.1 M | +USD 2.62 M | +3% | 10.6% | 126% | 94 | 45.74% | 0.3 |
|
| 6444 |
6444
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 95 M | +USD 4.24 M | +5% | 5.46% | 65.2% | 123 | 21.95% | 1.7 |
|
| 6445 |
6445
DB Fitzpatrick & Co
Boise,
Idaho
| USD 94.8 M | +USD 2.49 M | +3% | 2.05% | 42.7% | 69 | 8.7% | 1.3 |
|
| 6446 |
6446
Ativo Capital Management
Chicago,
Illinois
| USD 94.8 M | +USD 13 M | +16% | 2.98% | 63.8% | 61 | 21.31% | 1.9 |
|
| 6447 |
6447
HFG Advisors
Cincinatti,
Ohio
| USD 94.7 M | +USD 6.93 M | +8% | 6.09% | 69.7% | 97 | 13.4% | 1.1 |
|
| 6448 |
6448
LWM Advisory Services
Plantation,
Florida
| USD 94.7 M | +USD 1.02 M | +1% | 6.76% | 64.9% | 85 | 17.65% | 1.1 |
|
| 6449 |
GC
6449
Gratia Capital
Los Angeles,
California
| USD 94.7 M | +USD 34.1 M | +56% | 12.6% | 42.4% | 35 | 57.14% | 0.6 |
|
| 6450 |
UAML
6450
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 94.6 M | -USD 3.26 M | -3% | 9.9% | – | 242 | 49.59% | 1.7 |
|