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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
7776
Foresite Capital Management V
Larkspur,
California
| USD 80.7 M | -USD 6.89 M | -8% | 3.72% | 401% | 6 | 0% | 2 |
|
| 7777 |
7777
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 80.6 M | -USD 23.5 M | -23% | 6.39% | – | 498 | 9.24% | 0.2 |
|
| 7778 |
7778
Riverview Trust Company
Vancouver,
Washington
| USD 80.3 M | -USD 21 M | -21% | 7.73% | 87.6% | 603 | 64.34% | 2.7 |
|
| 7779 |
7779
Ursa Fund Management
Danville,
California
| USD 80.2 M | +USD 41.2 M | +106% | 12.2% | 93.5% | 46 | 86.96% | 0.1 |
|
| 7780 |
7780
Elser Financial Planning
Indianapolis,
Indiana
| USD 80.2 M | +USD 7.93 M | +11% | 4.11% | – | 69 | 5.8% | 0.9 |
|
| 7781 |
7781
Teachers Insurance & Annuity Association of America
New York
| USD 80.1 M | +USD 5.13 M | +7% | 6.84% | – | 79 | 20.25% | 0.7 |
|
| 7782 |
7782
BG Investment Services
Hagatna,
Guam
| USD 80 M | -USD 12.8 M | -14% | 10.2% | – | 42 | 19.05% | 1.1 |
|
| 7783 |
7783
Indus Capital Partners
New York
| USD 79.9 M | -USD 26 M | -25% | 9.78% | 117% | 6 | 50% | 2.4 |
|
| 7784 |
7784
Quaero Capital
Geneve,
Switzerland
| USD 79.8 M | +USD 9.6 M | +14% | 9.8% | 62.4% | 71 | 23.94% | 0.9 |
|
| 7785 |
TTA
7785
Thor Trading Advisors
Greensburg,
Pennsylvania
| USD 79.8 M | -USD 168 M | -68% | 7.96% | – | 16 | 81.25% | 0.1 |
|
| 7786 |
7786
Fortress Financial Solutions
Tucson,
Arizona
| USD 79.7 M | +USD 10.6 M | +15% | 10.4% | – | 64 | 12.5% | 0.4 |
|
| 7787 |
7787
Irth Capital Management
New York
| USD 79.7 M | +USD 12.8 M | +19% | 19.1% | – | 1 | 0% | 0.5 |
|
| 7788 |
7788
Clear Investment Research
Alpharetta,
Georgia
| USD 79.3 M | +USD 4.41 M | +6% | 5.16% | 48.5% | 231 | 2.6% | 4.3 |
|
| 7789 |
7789
Mallini Complete Financial Planning
Gainesville,
Florida
| USD 79.1 M | -USD 25.6 M | -24% | 3.6% | – | 62 | 4.84% | 0.5 |
|
| 7790 |
7790
Corre Partners Management
New York
| USD 78.9 M | -USD 9.38 M | -11% | 3.01% | 109% | 4 | 0% | 2.4 |
|
| 7791 |
7791
Siemens Pension Trust
Munich Germany,
Germany
| USD 78.9 M | +USD 21.9 M | +38% | 38.4% | 25.4% | 1 | 0% | 2.5 |
|
| 7792 |
LL
7792
LMDAGG LLC
San Francisco,
California
| USD 78.8 M | +USD 49.2 M | +166% | 209% | – | 2 | 50% | 1.4 |
|
| 7793 |
7793
Miller Financial Services
Marshall,
Michigan
| USD 78.4 M | +USD 8.85 M | +13% | 11.4% | – | 111 | 16.22% | 0.4 |
|
| 7794 |
CC
7794
CF Capital
Cohasset,
Massachusetts
| USD 78.4 M | -USD 19.9 M | -20% | 0.31% | – | 44 | 18.18% | 0.4 |
|
| 7795 |
7795
Virtus Family Office
El Paso,
Texas
| USD 78.1 M | +USD 168 k | +0.2% | 5.82% | 48.4% | 51 | 37.25% | 1.4 |
|
| 7796 |
7796
FSR Wealth Management
Elmhurst,
Illinois
| USD 77.9 M | +USD 2.1 M | +3% | 6.49% | – | 44 | 31.82% | 0.4 |
|
| 7797 |
7797
Chan Zuckerberg Initiative
Redwood City,
California
| USD 77.7 M | -USD 40.7 M | -34% | 7.67% | 59% | 2 | 0% | 1.8 |
|
| 7798 |
OWMIAS
7798
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| USD 77.6 M | +USD 17.2 M | +29% | 18.5% | – | 49 | 6.12% | 1.3 |
|
| 7799 |
7799
Tepp RIA
Westfield,
New Jersey
| USD 77.5 M | +USD 3.84 M | +5% | 9.27% | – | 31 | 25.81% | 0.4 |
|
| 7800 |
7800
LDR Capital Management
New York
| USD 77.3 M | -USD 5.58 M | -7% | 1.44% | 28.4% | 35 | 34.29% | 1.5 |
|