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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
JRSI
8301
Jeter Robert S II
| USD 104 M | +USD 3.96 M | +4% | 12.5% | – | 48 | 12.5% | 0.2 |
|
| 8302 |
SFG
8302
Strategic Financial Group
Grand Haven,
Michigan
| USD 104 M | +USD 7.23 M | +7% | 8% | – | 19 | 5.26% | 0.2 |
|
| 8303 |
TPW
8303
TOP Private Wealth
Glastonbury,
Connecticut
| USD 104 M | – | – | 13.6% | – | 139 | – | 0 |
|
| 8304 |
ACM
8304
AIHC Capital Management
Central,
| USD 104 M | -USD 15.4 M | -13% | 43.6% | – | 5 | 20% | 0.4 |
|
| 8305 |
TOTUOP
8305
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| USD 104 M | -USD 193 M | -65% | 26.9% | – | 6 | 50% | 0.7 |
|
| 8306 |
XFP
8306
Xena Financial Planning
Portland,
Oregon
| USD 104 M | +USD 15.6 M | +18% | 11.1% | – | 38 | 13.16% | 0.4 |
|
| 8307 |
KFI
8307
Kachkovsky & Fisher Inc
San Diego,
California
| USD 104 M | – | – | 20.1% | – | 64 | – | 0 |
|
| 8308 |
GAM
8308
Gritstone Asset Management
Bethesda,
Maryland
| USD 104 M | +USD 10.3 M | +11% | 3.35% | – | 208 | 42.31% | 0.5 |
|
| 8309 |
MM
8309
Mozayyx Management
Austin,
Texas
| USD 104 M | +USD 5.29 M | +5% | 32.6% | – | 29 | 79.31% | 0.1 |
|
| 8310 |
SV
8310
Sapphire Ventures
Austin,
Texas
| USD 104 M | +USD 4.36 M | +4% | 13.1% | 27.9% | 4 | 0% | 3.5 |
|
| 8311 |
PC
8311
Parrish Capital
Kennesaw,
Georgia
| USD 104 M | -USD 8.47 M | -8% | 21.1% | – | 94 | 15.96% | 0.5 |
|
| 8312 |
XC
8312
XY Capital
Central,
Hong Kong
| USD 104 M | +USD 2.8 M | +3% | 6.94% | 52.8% | 142 | 82.39% | 0.2 |
|
| 8313 |
SCM
8313
SaddleRock Capital Management
New York
| USD 104 M | +USD 8.83 M | +9% | 25.4% | – | 22 | 45.45% | 0.4 |
|
| 8314 |
RFPS
8314
Reality Financial Planning Services
Sarasota,
Florida
| USD 104 M | -USD 14.2 k | -0% | 9.55% | – | 20 | 10% | 0.5 |
|
| 8315 |
KA
8315
Kailix Advisors
Fort Lauderdale,
Florida
| USD 104 M | -USD 10.8 M | -9% | 0.97% | 16.3% | 14 | 50% | 0.9 |
|
| 8316 |
KFP
8316
Kroeger Financial Partners
Grass Valley,
California
| USD 103 M | – | – | 8.74% | – | 141 | – | 0 |
|
| 8317 |
TP
8317
Trailhead Planners
Edina,
Minnesota
| USD 103 M | -USD 771 k | -0.7% | 10.6% | – | 62 | 29.03% | 0.4 |
|
| 8318 |
FM
8318
Freemont Management
Vaud,
Switzerland
| USD 103 M | -USD 557 M | -84% | 7.93% | 113% | 137 | 90.51% | 2.6 |
|
| 8319 |
AIA
8319
Arrow Investment Advisors
Laurel,
Maryland
| USD 103 M | +USD 9.45 M | +10% | 8.14% | 36.3% | 85 | 42.35% | 0.8 |
|
| 8320 |
ICM
8320
Incision Capital Management
San Francisco,
California
| USD 103 M | +USD 12.6 M | +14% | 15.3% | – | 5 | 20% | 0.4 |
|
| 8321 |
BC
8321
Blantyre Capital
London,
United Kingdom
| USD 103 M | +USD 20.4 M | +25% | 24.6% | – | 1 | 0% | 2.5 |
|
| 8322 |
SRM
8322
Shelter Rock Management
Jericho,
New York
| USD 103 M | +USD 8.82 M | +9% | 21.3% | – | 40 | 20% | 0.4 |
|
| 8323 |
UIA
8323
UG Investment Advisers
Taipei,
Taiwan
| USD 103 M | -USD 45.1 M | -30% | 0.78% | 172% | 17 | 58.82% | 0.9 |
|
| 8324 |
P
8324
Palladiem
Bryn Mawr,
Pennsylvania
| USD 103 M | -USD 1.71 M | -2% | 8.49% | – | 176 | 32.95% | 1.4 |
|
| 8325 |
CIM
8325
Courant Investment Management
Franklin,
Tennessee
| USD 103 M | +USD 629 k | +0.6% | 1.52% | 35.2% | 7 | 0% | 4.4 |
|