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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 |
DIG
7951
Dauntless Investment Group
Etna,
New Hampshire
| USD 127 M | -USD 23.8 M | -16% | 2.09% | – | 99 | 56.57% | 0.4 |
|
| 7952 |
RWIA
7952
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 127 M | +USD 5 M | +4% | 12.1% | 61.3% | 45 | 17.78% | 2.5 |
|
| 7953 |
7953
Alliance Wealth Strategies
Lynchburg,
Virginia
| USD 127 M | +USD 16 M | +14% | 13.5% | – | 65 | 3.08% | 0.5 |
|
| 7954 |
7954
Canaan Partners XI
Menlo Park,
California
| USD 127 M | +USD 51.2 M | +67% | 92.9% | 798% | 3 | 0% | 3.2 |
|
| 7955 |
7955
Smith Asset Management
Chiefland,
Florida
| USD 127 M | +USD 10.6 M | +9% | 8.37% | – | 75 | 12% | 1.3 |
|
| 7956 |
7956
NWM Advisors
San Luis Obispo,
California
| USD 127 M | +USD 17.2 M | +16% | 16.7% | – | 24 | 8.33% | 0.5 |
|
| 7957 |
7957
Topor & Co Korea
Seoul,
| USD 127 M | +USD 8.6 M | +7% | 10.6% | – | 19 | 5.26% | 0.4 |
|
| 7958 |
7958
North Horizon Holdings
Toronto,
| USD 127 M | +USD 9.26 M | +8% | 14.8% | – | 1 | 0% | 0.5 |
|
| 7959 |
7959
Capital CS Group
Irvine,
California
| USD 127 M | +USD 78.1 M | +161% | 12.7% | 22.5% | 95 | 61.05% | 1.1 |
|
| 7960 |
7960
Leo H. Evart Inc
Redwood City,
California
| USD 127 M | +USD 9.7 M | +8% | 9.16% | – | 307 | 6.84% | 0.7 |
|
| 7961 |
7961
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 127 M | -USD 62.7 M | -33% | 16.4% | 75.2% | 20 | 30% | 1.8 |
|
| 7962 |
7962
Frankly Finances
Winter Park,
Florida
| USD 127 M | +USD 16 M | +14% | 8.76% | – | 93 | 34.41% | 0.3 |
|
| 7963 |
7963
Virtus Family Office
El Paso,
Texas
| USD 126 M | +USD 9.29 M | +8% | 8.32% | 48.4% | 78 | 26.92% | 1.3 |
|
| 7964 |
7964
Roxbury Financial
Mount Arlington,
New Jersey
| USD 126 M | +USD 15.3 M | +14% | 12.4% | – | 434 | 15.21% | 1.2 |
|
| 7965 |
7965
Lubar & Co
Milwaukee,
Wisconsin
| USD 126 M | +USD 7.39 M | +6% | 6.22% | – | 3 | 0% | 8.8 |
|
| 7966 |
7966
York GP
Grand Cayman,
Cayman Islands
| USD 126 M | -USD 1.34 M | -1% | 7.55% | – | 3 | 33.33% | 1.4 |
|
| 7967 |
7967
DRH Investments
Thousand Oaks,
California
| USD 126 M | +USD 3.14 M | +3% | 19.1% | 81.2% | 23 | 43.48% | 2.2 |
|
| 7968 |
7968
University of Wisconsin Foundation
Madison,
Wisconsin
| USD 126 M | +USD 13.7 M | +12% | 14.8% | 142% | 12 | 41.67% | 0.8 |
|
| 7969 |
7969
MeadowBrook Investment Advisors
Livonia,
Michigan
| USD 126 M | +USD 13.2 M | +12% | 18% | – | 200 | 9% | 1.9 |
|
| 7970 |
7970
Tenere Capital
New York
| USD 126 M | -USD 10.5 M | -8% | 27.2% | 131% | 30 | 50% | 0.8 |
|
| 7971 |
7971
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 126 M | +USD 6.9 M | +6% | 8.35% | 38.5% | 64 | 7.81% | 3.5 |
|
| 7972 |
7972
Midway Capital Research & Management
Chicago,
Illinois
| USD 126 M | +USD 19.8 M | +19% | 26.5% | – | 118 | 4.24% | 0.4 |
|
| 7973 |
7973
Clio Asset Management
Charlottesville,
Virginia
| USD 126 M | +USD 6.46 M | +5% | 5.38% | 60.6% | 18 | 27.78% | 1.6 |
|
| 7974 |
7974
Smith Partners Wealth Management
Greensboro,
North Carolina
| USD 126 M | +USD 14.1 M | +13% | 10.2% | – | 84 | 22.62% | 0.4 |
|
| 7975 |
7975
Heights Point Management
New York
| USD 126 M | +USD 17.8 M | +17% | 38% | – | 29 | 55.17% | 0.3 |
|