¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Needham Investment Management
New York
| USD 501 M | +USD 32.9 M | +7% | 10.9% | 424% | 112 | 12.5% | 3.3 |
|
| 2327 |
2327
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 500 M | +USD 31.8 M | +7% | 7.14% | 69.5% | 221 | 33.94% | 1.6 |
|
| 2328 |
2328
CKW Financial Group
Honolulu,
Hawaii
| USD 500 M | +USD 48.8 M | +11% | 8.58% | 70.3% | 183 | 10.38% | 4.4 |
|
| 2329 |
2329
Vitruvian Partners
London,
United Kingdom
| USD 499 M | +USD 151 M | +43% | 43.9% | 96.9% | 2 | 0% | 1.8 |
|
| 2330 |
2330
Dundas Partners
Edinburgh,
United Kingdom
| USD 499 M | +USD 41.3 M | +9% | 10.7% | 87.6% | 33 | 0% | 2.2 |
|
| 2331 |
JWBC
2331
J.W. Burns & Co
Dewitt,
New York
| USD 498 M | +USD 45.8 M | +10% | 10.6% | 95.4% | 160 | 5.63% | 5.1 |
|
| 2332 |
KC
2332
Keenan Capital
Burlingame,
California
| USD 498 M | -USD 9.16 M | -2% | 6.8% | 110% | 14 | 14.29% | 2.1 |
|
| 2333 |
2333
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| USD 498 M | +USD 39.3 M | +9% | 8.57% | 90.5% | 5 | 0% | 2.1 |
|
| 2334 |
2334
Jump Financial
Chicago,
Illinois
| USD 498 M | – | – | 11.9% | 125% | 735 | – | 0 |
|
| 2335 |
2335
Biglari Capital Corp
San Antonio,
Texas
| USD 498 M | +USD 71.3 M | +17% | 16.9% | 72.7% | 10 | 10% | 3.5 |
|
| 2336 |
2336
Osborne Partners Capital Management
San Francisco,
California
| USD 497 M | +USD 29.7 M | +6% | 10.6% | 60.8% | 159 | 8.18% | 4.9 |
|
| 2337 |
2337
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| USD 497 M | -USD 12.1 M | -2% | 0.88% | – | 16 | 6.25% | 0.6 |
|
| 2338 |
2338
Archon Capital Management
Seattle,
Washington
| USD 497 M | +USD 31.2 M | +7% | 40% | 222% | 44 | 47.73% | 1.1 |
|
| 2339 |
OH
2339
Overlook Holdings
Tortola,
British Virgin Islands
| USD 496 M | – | – | 0.16% | – | 2 | – | 3.6 |
|
| 2340 |
2340
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 496 M | +USD 29.8 M | +6% | 6.12% | 66.8% | 607 | 7.91% | 3 |
|
| 2341 |
2341
WBH Advisory
Baltimore,
Maryland
| USD 495 M | +USD 82.2 M | +20% | 8.5% | 64.5% | 251 | 11.55% | 4.6 |
|
| 2342 |
2342
Fusion Family Wealth
Woodbury,
New York
| USD 495 M | +USD 71.2 M | +17% | 6.4% | 62.2% | 112 | 8.04% | 3.2 |
|
| 2343 |
2343
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 495 M | -USD 39.8 M | -7% | 17.1% | 339% | 176 | 56.82% | 0.4 |
|
| 2344 |
2344
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 495 M | +USD 44.3 M | +10% | 7.6% | 81.5% | 68 | 25% | 0.4 |
|
| 2345 |
JC
2345
Joho Capital
New York
| USD 495 M | +USD 145 M | +42% | 20.1% | 80.2% | 11 | 36.36% | 1.5 |
|
| 2346 |
2346
KWMG LLC
Overland Park,
Kansas
| USD 494 M | +USD 32.1 M | +7% | 5.35% | 76.2% | 126 | 1.59% | 3.5 |
|
| 2347 |
2347
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 494 M | +USD 51.4 M | +12% | 5.79% | 65.8% | 158 | 38.61% | 0.9 |
|
| 2348 |
2348
Anchor Investment Management
Columbia,
South Carolina
| USD 493 M | +USD 45.5 M | +10% | 8.56% | 83.7% | 947 | 12.14% | 3.1 |
|
| 2349 |
2349
ShawSpring Partners
Boston,
Massachusetts
| USD 492 M | +USD 45.7 M | +10% | 29.3% | 3.53% | 7 | 42.86% | 1 |
|
| 2350 |
OHM
2350
Ordinal Holdings ManageCo
New York
| USD 491 M | -USD 13.4 M | -3% | 2.5% | 19.5% | 1 | 0% | 2.8 |
|