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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
First Business Financial Services
Madison,
Wisconsin
| USD 811 M | +USD 13.9 M | +2% | 5.56% | 74% | 180 | 13.89% | 3.7 |
|
| 2102 |
2102
SoFi Wealth
San Francisco,
California
| USD 810 M | +USD 67.9 M | +9% | 4.94% | 62.2% | 11 | 0% | 1.3 |
|
| 2103 |
2103
KWMG LLC
Overland Park,
Kansas
| USD 808 M | +USD 66.7 M | +9% | 3.34% | 76.2% | 140 | 4.29% | 5.4 |
|
| 2104 |
2104
Integral Health Asset Management
New York
| USD 808 M | +USD 311 M | +63% | 17.6% | 564% | 104 | 61.54% | 0.6 |
|
| 2105 |
CCA
2105
Castle Creek Arbitrage
Avon,
Colorado
| USD 806 M | -USD 102 M | -11% | 1.88% | 17.2% | 487 | 25.67% | 1 |
|
| 2106 |
2106
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 805 M | -USD 581 k | -0.1% | 6% | 65.6% | 143 | 18.88% | 1.4 |
|
| 2107 |
2107
Royal Fund Management
Lady Lake,
Florida
| USD 804 M | +USD 105 M | +15% | 5.93% | 103% | 310 | 25.48% | 2.6 |
|
| 2108 |
PWMAG
2108
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 804 M | +USD 64 M | +9% | 6.6% | 90.7% | 353 | 13.03% | 3.1 |
|
| 2109 |
2109
J.M. Forbes & Co
Boston,
Massachusetts
| USD 804 M | +USD 72.4 M | +10% | 9.14% | 112% | 128 | 17.97% | 5.5 |
|
| 2110 |
2110
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| USD 804 M | +USD 65 M | +9% | 23.6% | 484% | 16 | 6.25% | 1.4 |
|
| 2111 |
2111
ACK Asset Management
Greenwich,
Connecticut
| USD 803 M | +USD 148 M | +23% | 14.8% | 132% | 26 | 23.08% | 1.5 |
|
| 2112 |
2112
United Asset Strategies
Garden City,
New York
| USD 802 M | +USD 44.1 M | +6% | 9.01% | 94.6% | 248 | 16.13% | 3 |
|
| 2113 |
2113
Geller Advisors
New York
| USD 802 M | +USD 124 M | +18% | 7.39% | 20.4% | 257 | 35.02% | 1.5 |
|
| 2114 |
2114
Cozad Asset Management
Champaign,
Illinois
| USD 802 M | +USD 46.2 M | +6% | 8.59% | 132% | 397 | 12.85% | 2.9 |
|
| 2115 |
2115
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 802 M | +USD 73.8 M | +10% | 12.3% | 118% | 85 | 15.29% | 2.8 |
|
| 2116 |
2116
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 801 M | +USD 103 M | +15% | 4.14% | 56.8% | 147 | 10.88% | 2.3 |
|
| 2117 |
2117
Litman Gregory Wealth Management
Larkspur,
California
| USD 801 M | +USD 533 M | +198% | 3.79% | 55.5% | 113 | 92.04% | 0.5 |
|
| 2118 |
2118
Zweig-DiMenna Associates
New York
| USD 800 M | +USD 61.3 M | +8% | 13% | 561% | 133 | 36.09% | 1.1 |
|
| 2119 |
2119
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 800 M | +USD 31.6 M | +4% | 6.34% | 68.8% | 74 | 8.11% | 3.3 |
|
| 2120 |
2120
CenterBook Partners
Greenwich,
Connecticut
| USD 800 M | +USD 92.3 M | +13% | 3.39% | 62.4% | 508 | 45.87% | 0.7 |
|
| 2121 |
2121
Regents of the University of California
Oakland,
California
| USD 799 M | +USD 261 M | +48% | 6.08% | 86.1% | 31 | 12.9% | 5.5 |
|
| 2122 |
2122
Cypress Funds
Los Angeles,
California
| USD 796 M | +USD 87.7 M | +12% | 17.2% | 100% | 14 | 0% | 3.3 |
|
| 2123 |
2123
Duality Advisers
Miami,
Florida
| USD 796 M | -USD 87.6 M | -10% | 2.69% | 18.3% | 780 | 68.85% | 0.3 |
|
| 2124 |
2124
Procyon Advisors
Shelton,
Connecticut
| USD 795 M | +USD 194 M | +32% | 6.44% | 92.3% | 467 | 20.34% | 1.8 |
|
| 2125 |
2125
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 795 M | +USD 46.2 M | +6% | 7.18% | 106% | 210 | 16.19% | 2.9 |
|