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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Empirical Capital Management
Hendersonville,
Tennessee
| USD 101 M | +USD 6.1 M | +6% | 6.38% | 205% | 24 | 29.17% | 1.8 |
|
| 6502 |
6502
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| USD 101 M | – | – | 6.99% | – | 60 | – | 0 |
|
| 6503 |
6503
Commons Capital
Needham,
Massachusetts
| USD 101 M | – | – | 11.5% | 166% | 200 | – | 0 |
|
| 6504 |
6504
Guerra Pan Advisors
Montclair,
New Jersey
| USD 101 M | – | – | 7.72% | 149% | 109 | – | 0 |
|
| 6505 |
6505
Unconventional Investor
Portsmouth,
New Hampshire
| USD 101 M | – | – | 7.45% | 62.7% | 34 | – | 0 |
|
| 6506 |
HCVG
6506
H Capital V GP
Grand Cayman,
Cayman Islands
| USD 101 M | – | – | 9.3% | – | 2 | – | 0 |
|
| 6507 |
CCFP
6507
Charles Carroll Financial Partners
Kingston,
Massachusetts
| USD 101 M | – | – | 6.9% | – | 40 | – | 0 |
|
| 6508 |
6508
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
| USD 101 M | – | – | 10.4% | – | 102 | – | 0 |
|
| 6509 |
PCMN
6509
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 101 M | – | – | 7.1% | – | 49 | – | 0 |
|
| 6510 |
HC
6510
Hoese & Co
Glencoe,
Minnesota
| USD 101 M | +USD 8.14 M | +9% | 8.32% | 51% | 226 | 19.03% | 0.5 |
|
| 6511 |
PM
6511
Parametrica Management
Wanchai,
Hong Kong
| USD 101 M | -USD 33.2 M | -25% | 0.79% | 543% | 93 | 58.06% | 0.6 |
|
| 6512 |
6512
EDMP Inc
Lutz,
Florida
| USD 101 M | +USD 6.1 M | +6% | 11.3% | 78% | 53 | 1.89% | 3.8 |
|
| 6513 |
LSC
6513
Lyon Street Capital
Sausalito,
California
| USD 100 M | – | – | 11.8% | – | 92 | – | 0.6 |
|
| 6514 |
6514
Logan Stone Capital
Chicago,
Illinois
| USD 100 M | – | – | 36% | 43.9% | 90 | – | 0 |
|
| 6515 |
6515
Columbia Advisory Partners
Spokane,
Washington
| USD 100 M | – | – | 7.29% | 69.7% | 53 | – | 0 |
|
| 6516 |
6516
Upper Left Wealth Management
Tampa,
Florida
| USD 100 M | – | – | 0.11% | 52.7% | 50 | – | 0 |
|
| 6517 |
6517
Barington Capital Group
New York
| USD 100 M | +USD 3.77 M | +4% | 9.34% | 71.1% | 16 | 43.75% | 1.5 |
|
| 6518 |
6518
United Community Bank
Greenville,
South Carolina
| USD 100 M | – | – | 9.71% | 72.7% | 237 | – | 0 |
|
| 6519 |
AOG
6519
Alpha Omega Group
Reston,
Virginia
| USD 100 M | +USD 6.58 M | +7% | 4.65% | 16.1% | 33 | 15.15% | 0.8 |
|
| 6520 |
6520
Park Avenue Institutional Advisers
New York
| USD 100 M | -USD 175 k | -0.2% | 0.5% | – | 9 | 33.33% | 0.9 |
|
| 6521 |
6521
Avaii Wealth Management
Appleton,
Wisconsin
| USD 100 M | – | – | 6.68% | 100% | 97 | – | 0 |
|
| 6522 |
6522
Appleton Group
Appleton,
Wisconsin
| USD 100 M | -USD 16.5 M | -14% | 8.9% | 58.3% | 60 | 45% | 1.5 |
|
| 6523 |
6523
Mantle Ridge LP
New York
| USD 100 M | +USD 10.8 M | +12% | 12.1% | 44.2% | 2 | 50% | 1.1 |
|
| 6524 |
6524
Lesa Sroufe & Co
Seattle,
Washington
| USD 100 M | +USD 5.69 M | +6% | 6.59% | – | 76 | 11.84% | 3.6 |
|
| 6525 |
6525
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 100 M | +USD 39.8 M | +66% | 4.73% | 106% | 202 | 78.22% | 0.3 |
|