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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Farley Capital
New York
| USD 117 M | +USD 3.95 M | +3% | 6.01% | 105% | 17 | 0% | 4.9 |
|
| 7227 |
7227
Legacy Advisory Services
Exton,
Pennsylvania
| USD 117 M | +USD 900 k | +0.8% | 0.2% | 59.4% | 52 | 7.69% | 0.9 |
|
| 7228 |
7228
Elm3 Financial Group
Alpharetta,
Georgia
| USD 117 M | – | – | 2.32% | – | 90 | – | 0 |
|
| 7229 |
7229
Prodigy Asset Management
Omaha,
Nebraska
| USD 117 M | – | – | 0.26% | – | 23 | – | 0 |
|
| 7230 |
7230
Yorktown Energy Partners XI
New York
| USD 117 M | +USD 1.77 M | +2% | 4.58% | 105% | 3 | 0% | 4.3 |
|
| 7231 |
7231
Integras Partners
Alpharetta,
Georgia
| USD 117 M | – | – | 1% | – | 62 | – | 0 |
|
| 7232 |
7232
Revolution Growth Management Company
Washington,
District of Columbia
| USD 117 M | -USD 90.1 M | -44% | 40.4% | 23.5% | 1 | 0% | 0.5 |
|
| 7233 |
7233
Ipsen Advisor Group
Little Rock,
Arkansas
| USD 117 M | – | – | 1.38% | – | 93 | – | 1.6 |
|
| 7234 |
7234
Clear Point Advisors
Melville,
New York
| USD 117 M | -USD 12.4 M | -10% | 1.59% | 56.7% | 574 | 82.06% | 1 |
|
| 7235 |
7235
Upper Left Wealth Management
Tampa,
Florida
| USD 117 M | +USD 2.54 M | +2% | 2.36% | 52.7% | 60 | 5% | 2.4 |
|
| 7236 |
7236
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| USD 117 M | +USD 850 k | +0.7% | 4.35% | 281% | 41 | 21.95% | 1.8 |
|
| 7237 |
7237
TRV GP VI
Boston,
Massachusetts
| USD 117 M | – | – | 2.98% | – | 4 | – | 0 |
|
| 7238 |
7238
Alethea Capital Management
Mercer Island,
Washington
| USD 117 M | -USD 21.6 M | -16% | 9.61% | 275% | 51 | 82.35% | 1.4 |
|
| 7239 |
SWM
7239
SpringVest Wealth Management
Dallas,
Texas
| USD 117 M | – | – | 1.75% | – | 53 | – | 0 |
|
| 7240 |
7240
Generation Capital Management
Pittsford,
New York
| USD 117 M | – | – | 4.07% | – | 77 | – | 0 |
|
| 7241 |
7241
Two West Capital Advisors
Overland Park,
Kansas
| USD 117 M | -USD 6.74 M | -5% | 0.81% | – | 77 | 16.88% | 0.4 |
|
| 7242 |
7242
Ally Bridge Group
New York
| USD 117 M | -USD 70.2 M | -38% | 6.6% | 844% | 38 | 44.74% | 0.6 |
|
| 7243 |
7243
Argyle Capital Partners
Los Angeles,
California
| USD 117 M | – | – | 0.95% | – | 141 | – | 0 |
|
| 7244 |
7244
Barden Capital Management
Austin,
Texas
| USD 117 M | +USD 2.81 M | +2% | 0.55% | 80.1% | 66 | 19.7% | 2.2 |
|
| 7245 |
QAM
7245
QSM Asset Management
London,
United Kingdom
| USD 116 M | – | – | 3.96% | – | 17 | – | 0 |
|
| 7246 |
7246
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 116 M | -USD 1.34 M | -1% | 0.75% | 96.8% | 350 | 2.86% | 3.3 |
|
| 7247 |
7247
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| USD 116 M | – | – | 0.98% | – | 105 | – | 0 |
|
| 7248 |
7248
Brucke Financial
Indianapolis,
Indiana
| USD 116 M | – | – | 1.47% | – | 138 | – | 0 |
|
| 7249 |
7249
Circumference Group
Little Rock,
Arkansas
| USD 116 M | +USD 19.7 M | +20% | 15.8% | – | 30 | 16.67% | 0.7 |
|
| 7250 |
7250
Vitruvian Partners
London,
United Kingdom
| USD 116 M | -USD 141 M | -55% | 13.5% | 96.9% | 7 | 28.57% | 2.6 |
|