¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
7551
Katamaran Capital
London,
United Kingdom
| USD 110 M | +USD 1.95 M | +2% | 7.73% | – | 36 | 52.78% | 0.3 |
|
| 7552 |
7552
Blue Water Life Science Advisors
Larkspur,
California
| USD 110 M | -USD 16.7 M | -13% | 10.8% | 503% | 9 | 33.33% | 2.1 |
|
| 7553 |
S2L
7553
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| USD 109 M | -USD 7.33 M | -6% | 0.16% | 86% | 5 | 20% | 0.8 |
|
| 7554 |
7554
Surience Private Wealth
Yakima,
Washington
| USD 109 M | +USD 2.93 M | +3% | 13.8% | 169% | 44 | 65.91% | 0.4 |
|
| 7555 |
7555
CenturyLink Investment Management
Denver,
Colorado
| USD 109 M | +USD 7.9 M | +8% | 7.8% | – | 1 | 0% | 3.8 |
|
| 7556 |
BCM
7556
BML Capital Management
Zionsville,
Indiana
| USD 109 M | -USD 23 M | -17% | 23.2% | 349% | 28 | 42.86% | 1.3 |
|
| 7557 |
7557
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| USD 109 M | +USD 13.5 M | +14% | 3.45% | – | 55 | 10.91% | 0.6 |
|
| 7558 |
7558
Compass Planning Associates
Greenfield,
Massachusetts
| USD 109 M | +USD 96.5 k | +0.1% | 4.77% | – | 124 | 76.61% | 0.8 |
|
| 7559 |
7559
Connective Capital Management
Palo Alto,
California
| USD 109 M | +USD 1.96 M | +2% | 9.7% | 188% | 91 | 64.84% | 0.6 |
|
| 7560 |
7560
Aldebaran Capital
Carmel,
Indiana
| USD 109 M | +USD 7.53 M | +7% | 10.9% | 80.4% | 35 | 8.57% | 2.2 |
|
| 7561 |
7561
Foresite Capital Management V
Larkspur,
California
| USD 109 M | +USD 28 M | +35% | 42.1% | 401% | 6 | 0% | 2.2 |
|
| 7562 |
7562
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| USD 108 M | +USD 5.74 M | +6% | 7% | – | 921 | 19.87% | 0.6 |
|
| 7563 |
7563
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 108 M | +USD 16.3 M | +18% | 41.2% | 161% | 190 | 14.74% | 4 |
|
| 7564 |
7564
Roxbury Financial
Mount Arlington,
New Jersey
| USD 108 M | +USD 5.65 M | +6% | 7.17% | – | 375 | 5.6% | 0.7 |
|
| 7565 |
7565
Variant Private Wealth
Tysons,
Virginia
| USD 108 M | +USD 11.9 M | +12% | 13.4% | – | 38 | 2.63% | 0.7 |
|
| 7566 |
7566
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 108 M | +USD 5.75 M | +6% | 5.71% | – | 85 | 11.76% | 0.6 |
|
| 7567 |
7567
Northstar Financial Companies
Conshohocken,
Pennsylvania
| USD 108 M | +USD 11.9 M | +12% | 8.32% | – | 112 | 21.43% | 0.6 |
|
| 7568 |
7568
Delphi Management
Brookline,
Massachusetts
| USD 108 M | +USD 4.3 M | +4% | 7.49% | 111% | 85 | 10.59% | 3.5 |
|
| 7569 |
7569
Divco West Real Estate Services
San Francisco,
California
| USD 108 M | +USD 12.5 M | +13% | 13.8% | 22.3% | 4 | 0% | 2.8 |
|
| 7570 |
7570
Yorktown Energy Partners X
New York
| USD 107 M | +USD 52.1 M | +94% | 132% | 95.9% | 3 | 0% | 4.9 |
|
| 7571 |
7571
Raffles Associates
New York
| USD 107 M | +USD 11.4 M | +12% | 17.7% | 50% | 55 | 23.64% | 2.9 |
|
| 7572 |
7572
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 107 M | -USD 4.52 M | -4% | 8.05% | – | 88 | 6.82% | 1.3 |
|
| 7573 |
7573
Measured Risk Portfolios
San Diego,
California
| USD 107 M | +USD 3.77 M | +4% | 0.82% | – | 69 | 17.39% | 0.6 |
|
| 7574 |
SHC
7574
SALT Holding Corp
Wilmington,
Delaware
| USD 107 M | +USD 41.9 M | +64% | 4.74% | – | 18 | 66.67% | 0.2 |
|
| 7575 |
NVIM
7575
New Vernon Investment Management
Highland Park,
Illinois
| USD 107 M | +USD 21.2 M | +25% | 3.94% | 83.1% | 42 | 21.43% | 4 |
|