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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
VestGen Advisors
Inverness,
Illinois
| USD 3430 M | -USD 329 M | -9% | 21.8% | – | 1,169 | 17.11% | 0.7 |
|
| 1177 |
1177
Zhang Financial
Portage,
Michigan
| USD 3424 M | +USD 532 M | +18% | 13.8% | 67.9% | 400 | 10.25% | 3.6 |
|
| 1178 |
1178
Senvest Management
New York
| USD 3410 M | +USD 395 M | +13% | 34.1% | 92.7% | 61 | 27.87% | 2.7 |
|
| 1179 |
SHIM
1179
Spruce House Investment Management
New York
| USD 3399 M | +USD 598 M | +21% | 13.1% | 863% | 11 | 0% | 4.9 |
|
| 1180 |
1180
CoreCap Advisors
Southfield,
Michigan
| USD 3392 M | +USD 453 M | +15% | 18.8% | 89.8% | 3,313 | 15.88% | 1.6 |
|
| 1181 |
1181
Electrum Group
New York
| USD 3386 M | +USD 2303 M | +213% | 13.7% | – | 10 | 20% | 0.4 |
|
| 1182 |
1182
Swan Global Investments
Durango,
Colorado
| USD 3385 M | +USD 390 M | +13% | 13.8% | 62.5% | 102 | 26.47% | 2.8 |
|
| 1183 |
1183
Krilogy Financial
St. Louis,
Missouri
| USD 3383 M | +USD 278 M | +9% | 17.4% | 79% | 1,151 | 21.72% | 1.4 |
|
| 1184 |
1184
BIT Capital
Berlin,
Germany
| USD 3375 M | +USD 1302 M | +63% | 98.5% | 1,162% | 131 | 55.73% | 0.9 |
|
| 1185 |
1185
Militia Capital Management
Austin,
Texas
| USD 3371 M | +USD 2382 M | +241% | 23% | – | 392 | 59.44% | 0.1 |
|
| 1186 |
1186
Edgestream Partners
Princeton,
New Jersey
| USD 3367 M | +USD 320 M | +10% | 13.3% | 41.7% | 1,179 | 47.75% | 0.7 |
|
| 1187 |
1187
KCM Investment Advisors
Greenbrae,
California
| USD 3367 M | +USD 354 M | +12% | 16.6% | 85.7% | 421 | 11.64% | 7.3 |
|
| 1188 |
1188
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 3359 M | +USD 1052 M | +46% | 10% | 47.1% | 172 | 15.12% | 2 |
|
| 1189 |
1189
Elequin Capital
New York
| USD 3357 M | +USD 2167 M | +182% | 5.64% | 52.4% | 948 | 60.65% | 0.2 |
|
| 1190 |
1190
Helikon Investments
London,
United Kingdom
| USD 3347 M | +USD 699 M | +26% | 0.65% | 282% | 19 | 15.79% | 1.2 |
|
| 1191 |
1191
Ascent Group
Virginia Beach,
Virginia
| USD 3344 M | +USD 455 M | +16% | 16.4% | 83.3% | 846 | 15.6% | 2.3 |
|
| 1192 |
YC
1192
Yarbrough Capital
Franklin,
Tennessee
| USD 3342 M | +USD 489 M | +17% | 20.6% | 154% | 93 | 13.98% | 2.9 |
|
| 1193 |
1193
Conning Inc
Hartford,
Connecticut
| USD 3338 M | +USD 329 M | +11% | 11% | 57.5% | 337 | 10.98% | 8.5 |
|
| 1194 |
1194
Fideuram - Intesa Sanpaolo Private Banking
Turin,
| USD 3331 M | +USD 486 M | +17% | 26.3% | – | 521 | 25.72% | 0.4 |
|
| 1195 |
1195
Needham Investment Management
New York
| USD 3326 M | +USD 1369 M | +70% | 72.6% | 424% | 188 | 12.77% | 4.6 |
|
| 1196 |
1196
Sand Hill Global Advisors
Palo Alto,
California
| USD 3321 M | +USD 349 M | +12% | 12.7% | 58.6% | 225 | 14.22% | 4.5 |
|
| 1197 |
1197
Calamos Wealth Management
Naperville,
Illinois
| USD 3313 M | +USD 406 M | +14% | 21.4% | 102% | 592 | 28.72% | 3.2 |
|
| 1198 |
1198
Spire Wealth Management
Mclean,
Virginia
| USD 3311 M | +USD 380 M | +13% | 23% | 101% | 2,396 | 13.31% | 3.4 |
|
| 1199 |
1199
BCV Asset Management
Winnipeg,
| USD 3311 M | +USD 403 M | +14% | 29.5% | – | 130 | 18.46% | 0.4 |
|
| 1200 |
1200
Main Management ETF Advisors
San Francisco,
California
| USD 3303 M | +USD 623 M | +23% | 25.1% | 97.2% | 139 | 43.17% | 0.4 |
|