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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Gould Asset Management
Claremont,
California
| USD 185 M | -USD 1.14 M | -0.6% | 2.9% | 42.8% | 113 | 15.93% | 2.3 |
|
| 3002 |
3002
Yost Capital Management
Houston,
Texas
| USD 185 M | +USD 1.56 M | +0.8% | 16.5% | 125% | 15 | 33.33% | 0.7 |
|
| 3003 |
3003
Birinyi Associates
Westport,
Connecticut
| USD 185 M | -USD 43.6 M | -19% | 6.64% | 113% | 93 | 24.73% | 2.2 |
|
| 3004 |
3004
Raffa Wealth Management
Washington,
District of Columbia
| USD 185 M | +USD 4.45 M | +2% | 2.31% | 35.8% | 888 | 4.95% | 1.9 |
|
| 3005 |
3005
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 185 M | +USD 3.12 M | +2% | 1.96% | 109% | 94 | 8.51% | 2 |
|
| 3006 |
3006
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| USD 184 M | +USD 9.01 M | +5% | 3.94% | 72.3% | 76 | 3.95% | 2.5 |
|
| 3007 |
CBTWT
3007
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 184 M | +USD 1.97 M | +1% | 2.45% | 124% | 119 | 8.4% | 0.7 |
|
| 3008 |
3008
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 184 M | +USD 8.51 M | +5% | 2.29% | 86.3% | 180 | 33.33% | 1.1 |
|
| 3009 |
3009
Financial Enhancement Group
Anderson,
Indiana
| USD 184 M | +USD 20.9 M | +13% | 2.29% | 62.2% | 58 | 29.31% | 0.7 |
|
| 3010 |
3010
TCI Wealth Advisors
Tucson,
Arizona
| USD 184 M | +USD 3.7 M | +2% | 3.7% | 65% | 1,483 | 14.36% | 1.6 |
|
| 3011 |
3011
Nepsis Inc
Minneapolis,
Minnesota
| USD 184 M | +USD 8.32 M | +5% | 7.99% | 131% | 45 | 31.11% | 1.2 |
|
| 3012 |
3012
Arkansas Financial Group
Little Rock,
Arkansas
| USD 184 M | +USD 6.42 M | +4% | 1.84% | 39.1% | 19 | 0% | 2.5 |
|
| 3013 |
3013
Altavista Wealth Management
Asheville,
North Carolina
| USD 183 M | +USD 2.06 M | +1% | 2.33% | 80.6% | 131 | 10.69% | 2.2 |
|
| 3014 |
3014
Point72 Hong Kong
Hong Kong
| USD 183 M | +USD 97 M | +113% | 7.81% | 396% | 960 | 72.92% | 0.2 |
|
| 3015 |
TCM
3015
TCS Capital Management
New York
| USD 183 M | +USD 16.4 M | +10% | 26.6% | 271% | 34 | 73.53% | 0.4 |
|
| 3016 |
BJCM
3016
Blue Jay Capital Management
Los Angeles,
California
| USD 183 M | +USD 30.9 M | +20% | 25.9% | – | 25 | 76% | 0.2 |
|
| 3017 |
3017
Blue Edge Capital
Richmond,
Virginia
| USD 183 M | +USD 2.5 M | +1% | 3.92% | 67.4% | 82 | 8.54% | 1.8 |
|
| 3018 |
3018
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 183 M | +USD 8.53 M | +5% | 4.3% | 44.3% | 47 | 10.64% | 2.7 |
|
| 3019 |
3019
Nicholas Hoffman & Company
Atlanta,
Georgia
| USD 183 M | +USD 9.8 M | +6% | 2.59% | 65.1% | 144 | 8.33% | 0.2 |
|
| 3020 |
3020
Windsor Capital Management
Phoenix,
Arizona
| USD 183 M | +USD 11.4 M | +7% | 1.93% | 49.1% | 122 | 18.03% | 2.3 |
|
| 3021 |
CCM
3021
Compton Capital Management
Providence,
Rhode Island
| USD 183 M | +USD 3.59 M | +2% | 4.35% | 75.6% | 147 | 9.52% | 2.7 |
|
| 3022 |
3022
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 183 M | – | – | 1.37% | 221% | 116 | – | 0 |
|
| 3023 |
OCM
3023
Oskie Capital Management
New York
| USD 182 M | +USD 15.6 M | +9% | 14.9% | 69.3% | 28 | 17.86% | 0.9 |
|
| 3024 |
3024
Deer VII & Co
Larchmont,
New York
| USD 182 M | -USD 37.4 M | -17% | 36.5% | 241% | 6 | 16.67% | 2.1 |
|
| 3025 |
3025
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 182 M | +USD 52.9 M | +41% | 9.57% | 116% | 17 | 5.88% | 2.5 |
|