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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7701 |
7701
Pathway Capital Management
Irvine,
California
| USD 91.3 M | +USD 74 M | +426% | 34.7% | 629% | 12 | 75% | 0.2 |
|
| 7702 |
7702
Clarion Wealth Managment Partners
Fairfax,
Virginia
| USD 91.3 M | – | – | 9.36% | – | 81 | – | 0 |
|
| 7703 |
7703
Harbourvest Partners
Boston,
Massachusetts
| USD 91.3 M | -USD 62.5 M | -41% | 39.1% | 8.96% | 18 | 27.78% | 3 |
|
| 7704 |
AM
7704
Account Management
Boxford,
Massachusetts
| USD 91.1 M | +USD 246 k | +0.3% | 2.87% | 87.4% | 25 | 4% | 4.5 |
|
| 7705 |
7705
Lattice Capital Management
Kirkland,
Washington
| USD 90.8 M | -USD 6.42 M | -7% | 31% | 187% | 25 | 24% | 1.6 |
|
| 7706 |
7706
Kore Advisors
Boynton Beach,
Florida
| USD 90.7 M | -USD 24.9 M | -22% | 7.25% | – | 19 | 47.37% | 0.6 |
|
| 7707 |
7707
Sapphire Ventures
Austin,
Texas
| USD 90.5 M | -USD 14.6 M | -14% | 10.9% | 27.9% | 6 | 16.67% | 3.1 |
|
| 7708 |
WEO
7708
William E. Oberndorf
| USD 90.5 M | +USD 12.6 M | +16% | 19.5% | 36.2% | 10 | 40% | 1.6 |
|
| 7709 |
7709
V.M. Manning & Co
Greenville,
South Carolina
| USD 90.5 M | – | – | 28.1% | – | 47 | – | 0 |
|
| 7710 |
7710
Drum Hill Capital
Westport,
Connecticut
| USD 90.5 M | +USD 4 M | +5% | 6.33% | – | 51 | 13.73% | 0.4 |
|
| 7711 |
7711
Orchard Capital Management
Chicago,
Illinois
| USD 90.4 M | -USD 55.8 M | -38% | 12.7% | 140% | 43 | 16.28% | 2.8 |
|
| 7712 |
7712
Aldebaran Financial
| USD 90.4 M | +USD 8.53 M | +10% | 9.35% | 89.7% | 73 | 4.11% | 5.8 |
|
| 7713 |
GBA
7713
Garrison Bradford & Associates
New York
| USD 90.3 M | -USD 595 k | -0.7% | 6.85% | 63.5% | 61 | 6.56% | 3.8 |
|
| 7714 |
7714
Red Mountain Financial
Fort Collins,
Colorado
| USD 90.1 M | +USD 8.03 M | +10% | 6.29% | – | 71 | 11.27% | 1.2 |
|
| 7715 |
7715
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| USD 90 M | -USD 3.45 M | -4% | 0.86% | 45.3% | 75 | 16% | 1.1 |
|
| 7716 |
7716
Ecofi Investissements
Nanterre,
France
| USD 90 M | -USD 67.3 M | -43% | 13.5% | – | 43 | 51.16% | 0.9 |
|
| 7717 |
PIA
7717
Prakash Investment Advisors
Andover,
Massachusetts
| USD 89.6 M | -USD 747 k | -0.8% | 28% | – | 53 | 0% | 0.5 |
|
| 7718 |
7718
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 89.5 M | +USD 2.59 M | +3% | 8.32% | 50.9% | 52 | 30.77% | 4 |
|
| 7719 |
7719
University of Wisconsin Foundation
Madison,
Wisconsin
| USD 89.4 M | -USD 28.5 M | -24% | 15.3% | 142% | 8 | 37.5% | 1.7 |
|
| 7720 |
7720
Crescent Sterling
Metairie,
Louisiana
| USD 89.4 M | -USD 8.15 M | -8% | 3.49% | 68.6% | 80 | 16.25% | 2 |
|
| 7721 |
7721
Hutchinson Financial Advisors
Glen Allen,
Virginia
| USD 89.3 M | – | – | 10.5% | – | 58 | – | 0 |
|
| 7722 |
7722
Summerhill Capital Management
Toronto,
Ontario, Canada
| USD 89.1 M | +USD 14.5 M | +20% | 26.3% | – | 23 | 26.09% | 1 |
|
| 7723 |
7723
Objective Capital Management
Pepper Pike,
Ohio
| USD 89 M | +USD 10.6 M | +14% | 10.3% | – | 90 | 21.11% | 2.2 |
|
| 7724 |
7724
B. Riley Financial
Los Angeles,
California
| USD 89 M | +USD 9.41 M | +12% | 16.7% | 682% | 46 | 65.22% | 0.6 |
|
| 7725 |
7725
Valued Retirements
Houston,
Texas
| USD 88.6 M | +USD 12.5 M | +16% | 10.1% | – | 96 | 21.88% | 1 |
|