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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Blue Whale Capital
London,
United Kingdom
| USD 2103 M | +USD 154 M | +8% | 15.9% | 409% | 29 | 27.59% | 1.3 |
|
| 1452 |
1452
Strategic Financial Services
Utica,
New York
| USD 2102 M | -USD 66 M | -3% | 0.4% | 58.7% | 161 | 16.15% | 6 |
|
| 1453 |
1453
Analog Century Management
New York
| USD 2094 M | +USD 61.8 M | +3% | 28.5% | 785% | 32 | 46.88% | 1.4 |
|
| 1454 |
1454
Integral Health Asset Management
New York
| USD 2091 M | +USD 76.9 M | +4% | 5.53% | 564% | 114 | 45.61% | 0.7 |
|
| 1455 |
1455
Klingman & Associates
New York
| USD 2089 M | +USD 16 M | +0.8% | 0.8% | 64.9% | 351 | 13.11% | 4.1 |
|
| 1456 |
CL
1456
CSS LLC
Chicago,
Illinois
| USD 2088 M | -USD 162 M | -7% | 2.83% | 128% | 1,256 | 45.22% | 1.1 |
|
| 1457 |
1457
New South Capital Management
Memphis,
Tennessee
| USD 2087 M | -USD 86.4 M | -4% | 9.46% | 106% | 58 | 15.52% | 7.8 |
|
| 1458 |
1458
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 2086 M | +USD 30.8 M | +1% | 4.68% | 135% | 187 | 13.37% | 5 |
|
| 1459 |
ACG
1459
Aventail Capital Group
New York
| USD 2086 M | +USD 350 M | +20% | 25.3% | 154% | 186 | 24.73% | 1 |
|
| 1460 |
1460
NLB Skladi upravljanje premozenja
Ljubljana,
| USD 2086 M | -USD 100 M | -5% | 2.36% | – | 368 | 19.29% | 0.2 |
|
| 1461 |
1461
Third Point
New York
| USD 2083 M | -USD 5192 M | -71% | 1.19% | 159% | 53 | 56.6% | 1.2 |
|
| 1462 |
1462
Avantyr Capital Partners
New York
| USD 2082 M | +USD 413 M | +25% | 0.95% | – | 36 | 69.44% | 0.1 |
|
| 1463 |
1463
TruWealth Advisors
Metairie,
Louisiana
| USD 2081 M | +USD 36.5 M | +2% | 0.65% | 56.3% | 194 | 12.37% | 3 |
|
| 1464 |
1464
Avala Global
New York
| USD 2081 M | -USD 8.66 M | -0.4% | 0.62% | 552% | 27 | 37.04% | 1.4 |
|
| 1465 |
1465
SoFi Wealth
San Francisco,
California
| USD 2075 M | +USD 70.3 M | +4% | 2.26% | 67.9% | 53 | 7.55% | 1.6 |
|
| 1466 |
1466
BIT Capital
Berlin,
Germany
| USD 2073 M | -USD 645 M | -24% | 0.59% | 1,162% | 136 | 55.88% | 1.1 |
|
| 1467 |
1467
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 2072 M | -USD 33.7 M | -2% | 1.75% | 68.2% | 386 | 9.07% | 1.7 |
|
| 1468 |
1468
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 2071 M | -USD 43 M | -2% | 1.28% | 31.4% | 2,735 | 13.24% | 2.3 |
|
| 1469 |
1469
Hills Bank & Trust
North Liberty,
Iowa
| USD 2069 M | +USD 349 M | +20% | 0.67% | 52.8% | 369 | 11.65% | 5.2 |
|
| 1470 |
1470
3EDGE Asset Management
Naples,
Florida
| USD 2069 M | +USD 142 M | +7% | 3.13% | 47.9% | 107 | 27.1% | 1.6 |
|
| 1471 |
1471
Goelzer Investment Management
Carmel,
Indiana
| USD 2068 M | -USD 88.3 M | -4% | 2.11% | 97.2% | 302 | 11.92% | 5.6 |
|
| 1472 |
1472
Granahan Investment Management
Waltham,
Massachusetts
| USD 2067 M | -USD 268 M | -11% | 2.6% | 265% | 174 | 24.14% | 2.2 |
|
| 1473 |
1473
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 2064 M | -USD 61.2 M | -3% | 1.35% | 64.3% | 489 | 1.43% | 2 |
|
| 1474 |
1474
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| USD 2061 M | +USD 8.57 M | +0.4% | 8.08% | 478% | 212 | 16.98% | 1.8 |
|
| 1475 |
1475
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 2061 M | -USD 18.3 M | -0.9% | 0.18% | 71.4% | 471 | 12.31% | 3 |
|