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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
7476
Quantedge Capital
Singapore
| USD 109 M | -USD 207 M | -65% | 0.94% | 110% | 122 | 59.84% | 1.6 |
|
| 7477 |
7477
Sherwood Financial Partners
Westlake Village,
California
| USD 109 M | +USD 6.1 M | +6% | 7.03% | – | 10 | 40% | 0.3 |
|
| 7478 |
D
7478
Drystone
Ivy,
Virginia
| USD 109 M | +USD 9.24 M | +9% | 11.9% | – | 18 | 0% | 3.2 |
|
| 7479 |
7479
R.H. Investment Group
Scottsdale,
Arizona
| USD 109 M | +USD 5.13 M | +5% | 0.14% | – | 31 | 3.23% | 0.5 |
|
| 7480 |
7480
North Berkeley Wealth Management
Berkeley,
California
| USD 109 M | +USD 13 M | +13% | 7.89% | – | 70 | 21.43% | 0.4 |
|
| 7481 |
JCM
7481
JS Capital Management
New York
| USD 109 M | -USD 56.5 M | -34% | 34.1% | 52.4% | 1 | 0% | 6 |
|
| 7482 |
7482
Compass Planning Associates
Greenfield,
Massachusetts
| USD 109 M | +USD 10 M | +10% | 6.51% | – | 131 | 5.34% | 0.5 |
|
| 7483 |
7483
Lesa Sroufe & Co
Seattle,
Washington
| USD 109 M | +USD 8.66 M | +9% | 11.8% | – | 74 | 10.81% | 5.1 |
|
| 7484 |
7484
Stadium Capital Management
New Canaan,
Connecticut
| USD 109 M | -USD 521 k | -0.5% | 1.82% | 10.9% | 10 | 40% | 1.8 |
|
| 7485 |
7485
Northeast Planning Associates NH
Bedford,
New Hampshire
| USD 109 M | -USD 11.9 M | -10% | 5.48% | – | 51 | 17.65% | 0.4 |
|
| 7486 |
QAM
7486
QSM Asset Management
London,
United Kingdom
| USD 109 M | -USD 24.6 M | -18% | 3.64% | – | 21 | 33.33% | 0.4 |
|
| 7487 |
7487
Runnymede Capital Advisors
Dublin,
Ohio
| USD 109 M | +USD 4.26 M | +4% | 21.1% | – | 299 | 77.93% | 0.5 |
|
| 7488 |
7488
M Wealth Management LLC
San Diego,
California
| USD 108 M | +USD 1.1 M | +1% | 5.03% | – | 49 | 12.24% | 0.4 |
|
| 7489 |
7489
American Asset Management
Boca Raton,
Florida
| USD 108 M | +USD 7.88 M | +8% | 6.6% | 42.5% | 29 | 27.59% | 1.9 |
|
| 7490 |
7490
Lionshead Wealth Management
New York
| USD 108 M | +USD 12.1 M | +13% | 10% | – | 99 | 18.18% | 0.4 |
|
| 7491 |
7491
Mustico Financial Group
Elmira,
New York
| USD 108 M | – | – | 6.73% | – | 32 | – | 0 |
|
| 7492 |
FFG
7492
Floyd Financial Group
Springfield,
Missouri
| USD 108 M | -USD 2.35 M | -2% | 21.5% | – | 62 | 29.03% | 0.4 |
|
| 7493 |
7493
Jordan Park Trust
Portsmouth,
New Hampshire
| USD 108 M | +USD 2.29 M | +2% | 4.46% | – | 13 | 15.38% | 0.4 |
|
| 7494 |
7494
Praetorian PR
Rincon,
Puerto Rico
| USD 108 M | -USD 123 M | -53% | 26% | 80.3% | 27 | 70.37% | 1.3 |
|
| 7495 |
7495
Traub Capital Management
Needham,
Massachusetts
| USD 108 M | – | – | 6.15% | – | 550 | – | 0 |
|
| 7496 |
7496
Accel Growth Fund V Associates
Palo Alto,
California
| USD 108 M | +USD 38.4 M | +55% | 55.1% | 1.17% | 2 | 0% | 4.1 |
|
| 7497 |
PCM
7497
Park Capital Management
Madison,
Wisconsin
| USD 108 M | +USD 22.4 M | +26% | 15.6% | – | 79 | 30.38% | 0.3 |
|
| 7498 |
7498
Fjell Capital
Fargo,
North Dakota
| USD 108 M | +USD 9.24 M | +9% | 11.4% | – | 55 | 10.91% | 0.4 |
|
| 7499 |
SNPAM
7499
St. Nicholas Private Asset Management
Jacksonville,
Florida
| USD 108 M | +USD 2.32 M | +2% | 5.1% | – | 38 | 5.26% | 0.5 |
|
| 7500 |
7500
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| USD 108 M | +USD 10.2 M | +11% | 9.18% | – | 12 | 25% | 0.4 |
|