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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8001 |
8001
Cornerstone Financial Management
Burlington,
Massachusetts
| USD 109 M | +USD 2.52 M | +2% | 1.24% | – | 1,400 | 17.71% | 0.2 |
|
| 8002 |
SC
8002
Simcoe Capital
Spokane,
Washington
| USD 109 M | +USD 2.79 M | +3% | 6.64% | – | 37 | 32.43% | 0.2 |
|
| 8003 |
JCM
8003
JS Capital Management
New York
| USD 109 M | -USD 56.2 M | -34% | 34% | 52.4% | 1 | 0% | 6.8 |
|
| 8004 |
8004
WealthSpring Partners
Long Beach,
California
| USD 109 M | +USD 11.4 M | +12% | 0.73% | – | 73 | 21.92% | 2.4 |
|
| 8005 |
8005
PeakShares LLC
Tampa,
Florida
| USD 109 M | +USD 6.53 M | +6% | 1.43% | – | 134 | 33.58% | 0.2 |
|
| 8006 |
PC
8006
Payne Capital
Lake Oswego,
Oregon
| USD 109 M | +USD 10.7 M | +11% | 0.2% | – | 66 | 36.36% | 0.4 |
|
| 8007 |
8007
Drum Hill Capital
Westport,
Connecticut
| USD 109 M | +USD 12.6 M | +13% | 18.3% | – | 50 | 10% | 1.1 |
|
| 8008 |
8008
Kassira Wealth Management
Knoxville,
Tennessee
| USD 109 M | +USD 3.46 M | +3% | 1.27% | – | 68 | 32.35% | 0.4 |
|
| 8009 |
8009
Infinity Wealth Counsel
Loveland,
Ohio
| USD 109 M | -USD 902 k | -0.8% | 1.24% | – | 63 | 1.59% | 1.1 |
|
| 8010 |
8010
Dougherty & Associates
Spring Hill,
Florida
| USD 109 M | -USD 3.03 M | -3% | 3.59% | – | 56 | 7.14% | 0.3 |
|
| 8011 |
8011
Board of the Pension Protection Fund
Croydon,
United Kingdom
| USD 109 M | +USD 3.7 M | +4% | 8.3% | – | 266 | 46.99% | 0.5 |
|
| 8012 |
8012
Sherman Asset Management
Ventura,
California
| USD 109 M | -USD 9.4 M | -8% | 3.76% | – | 158 | 11.39% | 1.1 |
|
| 8013 |
8013
TABR Capital Management
Orange,
California
| USD 109 M | -USD 41.2 M | -27% | 1.17% | – | 76 | 61.84% | 0.5 |
|
| 8014 |
8014
Kitching Partners
Conshohocken,
Pennsylvania
| USD 109 M | -USD 877 k | -0.8% | 0.33% | – | 45 | 17.78% | 1.3 |
|
| 8015 |
8015
Morangie Management
Vero Beach,
Florida
| USD 109 M | -USD 17 M | -14% | 11.6% | – | 34 | 0% | 1.1 |
|
| 8016 |
HSM
8016
H Squared Management
New York
| USD 109 M | -USD 64.8 M | -37% | 1.53% | – | 16 | 43.75% | 0.2 |
|
| 8017 |
8017
Granite Islands Private Wealth
Guilford,
Connecticut
| USD 109 M | -USD 54.9 k | -0.1% | 4.99% | – | 82 | 15.85% | 0.2 |
|
| 8018 |
8018
Rye Brook Capital
Greenwich,
Connecticut
| USD 108 M | +USD 1.41 M | +1% | 1.58% | 77.2% | 37 | 51.35% | 1.1 |
|
| 8019 |
8019
University of Cambridge Investment Management
Cambridge,
| USD 108 M | -USD 83.6 M | -44% | 6.6% | – | 1 | 0% | 0.3 |
|
| 8020 |
8020
Finhabits Advisors
New York
| USD 108 M | +USD 1.83 M | +2% | 1.1% | – | 15 | 0% | 0.3 |
|
| 8021 |
8021
Eagle Wealth Advisors
Westport,
Connecticut
| USD 108 M | -USD 8.94 M | -8% | 5.48% | – | 105 | 20% | 0.2 |
|
| 8022 |
8022
Prospect Financial Group
Arlington,
Virginia
| USD 108 M | +USD 778 k | +0.7% | 0.19% | – | 66 | 10.61% | 1.1 |
|
| 8023 |
8023
Roan Capital Partners
Johnson City,
Tennessee
| USD 108 M | – | – | 6.07% | – | 77 | – | 0 |
|
| 8024 |
8024
Broyhill Asset Management
Charlotte,
North Carolina
| USD 108 M | -USD 5.29 M | -5% | 3.06% | – | 87 | 25.29% | 1 |
|
| 8025 |
8025
City Center Advisors LLC
Troy,
Michigan
| USD 108 M | -USD 497 k | -0.5% | 1.26% | – | 187 | 33.16% | 1 |
|