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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7951 |
PGDP
7951
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 127 M | -USD 62.7 M | -33% | 16.4% | 75.2% | 20 | 30% | 1.8 |
|
| 7952 |
FF
7952
Frankly Finances
Winter Park,
Florida
| USD 127 M | +USD 16 M | +14% | 8.76% | – | 93 | 34.41% | 0.3 |
|
| 7953 |
VFO
7953
Virtus Family Office
El Paso,
Texas
| USD 126 M | +USD 9.29 M | +8% | 8.32% | 48.4% | 78 | 26.92% | 1.3 |
|
| 7954 |
RF
7954
Roxbury Financial
Mount Arlington,
New Jersey
| USD 126 M | +USD 15.3 M | +14% | 12.4% | – | 434 | 15.21% | 1.2 |
|
| 7955 |
LC
7955
Lubar & Co
Milwaukee,
Wisconsin
| USD 126 M | +USD 7.39 M | +6% | 6.22% | – | 3 | 0% | 8.8 |
|
| 7956 |
YG
7956
York GP
Grand Cayman,
Cayman Islands
| USD 126 M | -USD 1.34 M | -1% | 7.55% | – | 3 | 33.33% | 1.4 |
|
| 7957 |
DI
7957
DRH Investments
Thousand Oaks,
California
| USD 126 M | +USD 3.14 M | +3% | 19.1% | 81.2% | 23 | 43.48% | 2.2 |
|
| 7958 |
UOWF
7958
University of Wisconsin Foundation
Madison,
Wisconsin
| USD 126 M | +USD 13.7 M | +12% | 14.8% | 142% | 12 | 41.67% | 0.8 |
|
| 7959 |
MIA
7959
MeadowBrook Investment Advisors
Livonia,
Michigan
| USD 126 M | +USD 13.2 M | +12% | 18% | – | 200 | 9% | 1.9 |
|
| 7960 |
TC
7960
Tenere Capital
New York
| USD 126 M | -USD 10.5 M | -8% | 27.2% | 131% | 30 | 50% | 0.8 |
|
| 7961 |
SKK
7961
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 126 M | +USD 6.9 M | +6% | 8.35% | 38.5% | 64 | 7.81% | 3.5 |
|
| 7962 |
MCRM
7962
Midway Capital Research & Management
Chicago,
Illinois
| USD 126 M | +USD 19.8 M | +19% | 26.5% | – | 118 | 4.24% | 0.4 |
|
| 7963 |
CAM
7963
Clio Asset Management
Charlottesville,
Virginia
| USD 126 M | +USD 6.46 M | +5% | 5.38% | 60.6% | 18 | 27.78% | 1.6 |
|
| 7964 |
SPWM
7964
Smith Partners Wealth Management
Greensboro,
North Carolina
| USD 126 M | +USD 14.1 M | +13% | 10.2% | – | 84 | 22.62% | 0.4 |
|
| 7965 |
HPM
7965
Heights Point Management
New York
| USD 126 M | +USD 17.8 M | +17% | 38% | – | 29 | 55.17% | 0.3 |
|
| 7966 |
MPIA
7966
Milestones Private Investment Advisors
Fairport,
New York
| USD 126 M | +USD 12.1 M | +11% | 14% | – | 82 | 10.98% | 0.9 |
|
| 7967 |
KC
7967
Katamaran Capital
London,
United Kingdom
| USD 126 M | +USD 1.24 M | +1% | 42.3% | – | 44 | 50% | 0.5 |
|
| 7968 |
SPW
7968
Signet Private Wealth
Chicago,
Illinois
| USD 125 M | +USD 20.7 M | +20% | 25.4% | – | 148 | 34.46% | 0.4 |
|
| 7969 |
GW
7969
Graetz Wealth
Jenison,
Michigan
| USD 125 M | +USD 13.4 M | +12% | 10.7% | – | 89 | 15.73% | 0.4 |
|
| 7970 |
JMNC
7970
J. Mark Nickell & Co
Brentwood,
Tennessee
| USD 125 M | +USD 14.6 M | +13% | 10.1% | – | 38 | 36.84% | 0.4 |
|
| 7971 |
BCM
7971
Bretton Capital Management
San Francisco,
California
| USD 125 M | +USD 16 M | +15% | 12.4% | – | 20 | 10% | 1.6 |
|
| 7972 |
SCM
7972
Summerhill Capital Management
Toronto,
Ontario, Canada
| USD 125 M | +USD 10.7 M | +9% | 38.7% | – | 36 | 52.78% | 1.7 |
|
| 7973 |
AV
7973
Alamea Verwaltungs
Edison,
New Jersey
| USD 125 M | -USD 9.8 M | -7% | 4.53% | – | 107 | 55.14% | 0.5 |
|
| 7974 |
EH
7974
EMG Holdings
Old Greenwich,
Connecticut
| USD 125 M | -USD 271 M | -68% | 16% | 4.17% | 37 | 70.27% | 1 |
|
| 7975 |
EP
7975
E6 Portfolios
Midvale,
Utah
| USD 125 M | +USD 29.2 M | +30% | 10.5% | – | 97 | 40.21% | 0.3 |
|