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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
7676
Kaufman Rossin Wealth
Miami,
Florida
| USD 97.2 M | – | – | 2.7% | – | 37 | – | 0 |
|
| 7677 |
AA
7677
Alpha Advisors
Richmond,
Virginia
| USD 97.1 M | – | – | 0.27% | – | 41 | – | 0 |
|
| 7678 |
7678
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| USD 97.1 M | – | – | 20.1% | – | 1 | – | 0 |
|
| 7679 |
QGA
7679
Q Global Advisors
Fort Worth,
Texas
| USD 97 M | -USD 16.7 M | -15% | 1.27% | 79% | 83 | 56.63% | 1.5 |
|
| 7680 |
7680
Fjell Capital
Fargo,
North Dakota
| USD 96.8 M | – | – | 0.55% | – | 54 | – | 0 |
|
| 7681 |
7681
10Elms LLP
Tulsa,
Oklahoma
| USD 96.8 M | – | – | 1.59% | – | 519 | – | 0 |
|
| 7682 |
7682
Freestate Advisors
Overland Park,
Kansas
| USD 96.7 M | +USD 636 k | +0.7% | 2.4% | – | 39 | 12.82% | 0.6 |
|
| 7683 |
7683
Northeast Planning Associates NH
Bedford,
New Hampshire
| USD 96.6 M | – | – | 3.74% | – | 46 | – | 0 |
|
| 7684 |
7684
Tiptree Advisors
New York
| USD 96.5 M | – | – | 4.79% | – | 20 | – | 0 |
|
| 7685 |
7685
Cooper Capital Advisors
Encinitas,
California
| USD 96.4 M | – | – | 3.88% | – | 35 | – | 0 |
|
| 7686 |
7686
KDK Private Wealth Management
Houston,
Texas
| USD 96.3 M | – | – | 1.59% | – | 55 | – | 0 |
|
| 7687 |
7687
Florin Court Capital
London,
United Kingdom
| USD 96.3 M | -USD 28 M | -23% | 1.63% | 129% | 33 | 24.24% | 1.1 |
|
| 7688 |
7688
Vista Cima Wealth Management
Surprise,
Arizona
| USD 96.2 M | – | – | 3.16% | – | 49 | – | 0 |
|
| 7689 |
7689
Midwest Financial Network
Tinley Park,
Illinois
| USD 96.2 M | – | – | 0.93% | – | 57 | – | 0 |
|
| 7690 |
7690
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| USD 96.2 M | -USD 24.8 M | -21% | 10.8% | 34.5% | 27 | 14.81% | 3.1 |
|
| 7691 |
7691
Texas County & District Retirement System
Austin,
Texas
| USD 96.1 M | +USD 3.6 M | +4% | 3.89% | 27.9% | 1 | 0% | 2 |
|
| 7692 |
7692
Ampfield Management
New York
| USD 96.1 M | +USD 142 k | +0.1% | 2.96% | 56.9% | 4 | 0% | 2.2 |
|
| 7693 |
7693
Armor Advisors
New York
| USD 96 M | -USD 59.5 M | -38% | 10.6% | 78.5% | 16 | 37.5% | 1.6 |
|
| 7694 |
IFO
7694
Intrepid Family Office
Sarasota,
Florida
| USD 96 M | – | – | 1.15% | – | 35 | – | 1.3 |
|
| 7695 |
OR
7695
Olympiad Research
Stamford,
Connecticut
| USD 96 M | -USD 57.8 M | -38% | 6.68% | 187% | 452 | 76.77% | 0.3 |
|
| 7696 |
7696
AlpInvest Partners
Amsterdam,
Netherlands
| USD 95.9 M | -USD 73.2 M | -43% | 1.87% | 178% | 15 | 40% | 1.5 |
|
| 7697 |
7697
James Reed Financial Services
Cleveland,
Ohio
| USD 95.8 M | – | – | 1.59% | – | 18 | – | 1.7 |
|
| 7698 |
7698
Measured Risk Portfolios
San Diego,
California
| USD 95.8 M | – | – | 1.88% | – | 319 | – | 0 |
|
| 7699 |
7699
Grizzlyrock Capital
Chicago,
Illinois
| USD 95.8 M | -USD 20.2 M | -17% | 4.21% | – | 21 | 33.33% | 0.7 |
|
| 7700 |
7700
Allostery Investments
Stamford,
Connecticut
| USD 95.7 M | – | – | 14.1% | – | 40 | – | 0 |
|