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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 |
8301
Elevated Private Wealth
Brookfield,
Wisconsin
| USD 106 M | – | – | 28.8% | – | 76 | – | 0.5 |
|
| 8302 |
8302
OneAscent Investment Solutions
Birmingham,
Alabama
| USD 106 M | +USD 5.65 M | +6% | 17.5% | – | 178 | 47.19% | 0.7 |
|
| 8303 |
8303
Hyposwiss Advisors
Geneva,
| USD 106 M | +USD 4.39 M | +4% | 14.4% | – | 114 | 10.53% | 0.5 |
|
| 8304 |
8304
Board of the Pension Protection Fund
Croydon,
United Kingdom
| USD 105 M | -USD 3.31 M | -3% | 8.1% | – | 201 | 67.66% | 0.5 |
|
| 8305 |
8305
Villanova Investment Management
Wayne,
Pennsylvania
| USD 105 M | +USD 7.79 M | +8% | 9.8% | – | 59 | 10.17% | 1.5 |
|
| 8306 |
8306
Generations Wealth LLC
Mason,
Ohio
| USD 105 M | +USD 2.33 M | +2% | 12.1% | – | 37 | 24.32% | 0.4 |
|
| 8307 |
8307
Succession Financial
Mckinney,
Texas
| USD 105 M | – | – | 29% | – | 50 | – | 0 |
|
| 8308 |
8308
Cogent Strategic Wealth
Chicago,
Illinois
| USD 105 M | +USD 7.59 M | +8% | 13.8% | – | 61 | 13.11% | 0.4 |
|
| 8309 |
8309
22NW LP
Seattle,
Washington
| USD 105 M | -USD 41.2 M | -28% | 27.5% | 138% | 17 | 23.53% | 1.7 |
|
| 8310 |
8310
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 105 M | -USD 21.1 M | -17% | 13.6% | 7.34% | 1 | 0% | 4.5 |
|
| 8311 |
8311
Indie Asset Partners
Carmel,
Indiana
| USD 104 M | +USD 16.7 M | +19% | 12.8% | 119% | 90 | 12.22% | 2.6 |
|
| 8312 |
8312
Verdad Advisers
Boston,
Massachusetts
| USD 104 M | +USD 15.6 M | +18% | 21.1% | – | 276 | 59.06% | 0.3 |
|
| 8313 |
JRSI
8313
Jeter Robert S II
| USD 104 M | +USD 3.96 M | +4% | 12.5% | – | 48 | 12.5% | 0.2 |
|
| 8314 |
8314
Strategic Financial Group
Grand Haven,
Michigan
| USD 104 M | +USD 7.23 M | +7% | 8% | – | 19 | 5.26% | 0.2 |
|
| 8315 |
TPW
8315
TOP Private Wealth
Glastonbury,
Connecticut
| USD 104 M | – | – | 13.6% | – | 139 | – | 0 |
|
| 8316 |
8316
AIHC Capital Management
Central,
| USD 104 M | -USD 15.4 M | -13% | 43.6% | – | 5 | 20% | 0.4 |
|
| 8317 |
8317
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| USD 104 M | -USD 193 M | -65% | 26.9% | – | 6 | 50% | 0.7 |
|
| 8318 |
8318
Xena Financial Planning
Portland,
Oregon
| USD 104 M | +USD 15.6 M | +18% | 11.1% | – | 38 | 13.16% | 0.4 |
|
| 8319 |
8319
Kachkovsky & Fisher Inc
San Diego,
California
| USD 104 M | – | – | 20.1% | – | 64 | – | 0 |
|
| 8320 |
8320
Gritstone Asset Management
Bethesda,
Maryland
| USD 104 M | +USD 10.3 M | +11% | 3.35% | – | 208 | 42.31% | 0.5 |
|
| 8321 |
8321
Mozayyx Management
Austin,
Texas
| USD 104 M | +USD 5.29 M | +5% | 32.6% | – | 29 | 79.31% | 0.1 |
|
| 8322 |
8322
Sapphire Ventures
Austin,
Texas
| USD 104 M | +USD 4.36 M | +4% | 13.1% | 27.9% | 4 | 0% | 3.5 |
|
| 8323 |
8323
Parrish Capital
Kennesaw,
Georgia
| USD 104 M | -USD 8.47 M | -8% | 21.1% | – | 94 | 15.96% | 0.5 |
|
| 8324 |
XC
8324
XY Capital
Central,
Hong Kong
| USD 104 M | +USD 2.8 M | +3% | 6.94% | 52.8% | 142 | 82.39% | 0.2 |
|
| 8325 |
8325
SaddleRock Capital Management
New York
| USD 104 M | +USD 8.83 M | +9% | 25.4% | – | 22 | 45.45% | 0.4 |
|