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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
CTA
7501
Camelot Technology Advisors
San Francisco,
California
| USD 149 M | +USD 10.8 M | +8% | 10.9% | 71% | 62 | 6.45% | 2 |
|
| 7502 |
7502
Sage Investment Advisers
Wappingers Falls,
New York
| USD 149 M | +USD 13.6 M | +10% | 7.89% | – | 100 | 13% | 2.5 |
|
| 7503 |
FTEA
7503
Forty-three Eighteen Advisors
Bentonville,
Arkansas
| USD 149 M | +USD 15.8 M | +12% | 24.5% | – | 95 | 43.16% | 0.3 |
|
| 7504 |
7504
Fiduciary Advisors Inc
St. Louis,
Missouri
| USD 149 M | +USD 15.5 M | +12% | 10.2% | – | 157 | 24.2% | 0.9 |
|
| 7505 |
7505
Stewardship Concepts Financial Services
Spokane,
Washington
| USD 149 M | +USD 21 M | +16% | 9.68% | – | 72 | 16.67% | 0.4 |
|
| 7506 |
7506
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 149 M | +USD 8.64 M | +6% | 9.11% | 167% | 23 | 52.17% | 1.7 |
|
| 7507 |
7507
Whipplewood Advisors
Littleton,
Colorado
| USD 149 M | -USD 44.1 M | -23% | 7.96% | – | 1,070 | 41.03% | 0.7 |
|
| 7508 |
7508
swisspartners Advisors
Zurich,
Switzerland
| USD 148 M | -USD 10.7 M | -7% | 1.2% | 73.2% | 24 | 4.17% | 3.6 |
|
| 7509 |
7509
Northstar Financial Companies
Conshohocken,
Pennsylvania
| USD 148 M | +USD 22.7 M | +18% | 16.7% | – | 125 | 16.8% | 1.1 |
|
| 7510 |
7510
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| USD 148 M | -USD 2.97 M | -2% | 8.35% | – | 16 | 50% | 0.3 |
|
| 7511 |
7511
Tuttle Capital Management
Riverside,
Connecticut
| USD 148 M | +USD 87.6 M | +144% | 54.2% | 115% | 200 | 80% | 0.4 |
|
| 7512 |
7512
Monetta Financial Services
Wheaton,
Illinois
| USD 148 M | +USD 19.4 M | +15% | 44.2% | 275% | 80 | 53.75% | 2.1 |
|
| 7513 |
IUC
7513
Ivory Union Consulting
Road Town,
| USD 148 M | +USD 20.8 M | +16% | 17.7% | – | 3 | 0% | 0.5 |
|
| 7514 |
PAYA
7514
Phil A. Younker & Associates
Fairbanks,
Alaska
| USD 148 M | -USD 1.57 M | -1% | 6.13% | – | 37 | 24.32% | 1.2 |
|
| 7515 |
7515
Accordant Advisory Group
Annapolis,
Maryland
| USD 148 M | -USD 13.1 M | -8% | 10.6% | – | 252 | 9.52% | 1.1 |
|
| 7516 |
7516
Perissos Private Wealth Management
Bethany,
Oklahoma
| USD 148 M | +USD 33 M | +29% | 11.9% | – | 85 | 22.35% | 1.5 |
|
| 7517 |
7517
Sacks & Associates
Warren,
New Jersey
| USD 148 M | +USD 13.7 M | +10% | 15.5% | – | 84 | 11.9% | 0.5 |
|
| 7518 |
VIS
7518
Vertex Investment Solutions
Chiyoda-Ku,
| USD 148 M | +USD 61.7 M | +71% | 3.73% | – | 29 | 24.14% | 0.4 |
|
| 7519 |
7519
Peapod Lane Capital
Bedford Hills,
New York
| USD 148 M | +USD 26.3 M | +22% | 27.7% | – | 69 | 21.74% | 1 |
|
| 7520 |
NCM
7520
Nitor Capital Management
Englewood Cliffs,
New Jersey
| USD 148 M | +USD 18.3 M | +14% | 3.7% | – | 26 | 15.38% | 0.5 |
|
| 7521 |
7521
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 148 M | +USD 5.82 M | +4% | 16.4% | 96.8% | 431 | 7.89% | 3.8 |
|
| 7522 |
7522
9823 Capital
Dallas,
Texas
| USD 148 M | +USD 15.6 M | +12% | 13.7% | – | 64 | 78.13% | 0.2 |
|
| 7523 |
7523
Moon Capital Management
New York
| USD 148 M | -USD 17.6 M | -11% | 12.2% | 76.3% | 15 | 20% | 3.4 |
|
| 7524 |
7524
Harbour Wealth Management Group
Daniel Island,
South Carolina
| USD 148 M | +USD 15.1 M | +11% | 16.3% | – | 91 | 4.4% | 0.5 |
|
| 7525 |
7525
Partnership Wealth Management
Towson,
Maryland
| USD 148 M | +USD 16.8 M | +13% | 15.6% | 67.6% | 68 | 4.41% | 2.3 |
|