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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 |
SC
3001
Serenity Capital
Palo Alto,
California
| USD 266 M | -USD 188 M | -41% | 25.1% | – | 7 | 42.86% | 0.6 |
|
| 3002 |
AIP
3002
Ahrens Investment Partners
Lafayette,
Louisiana
| USD 266 M | +USD 27.2 M | +11% | 5.19% | 82.3% | 185 | 14.59% | 1.3 |
|
| 3003 |
3003
Asset Dedication LLC
San Francisco,
California
| USD 266 M | -USD 26.7 M | -9% | 5.01% | 67.8% | 842 | 32.3% | 1.4 |
|
| 3004 |
MHP
3004
Manatuck Hill Partners
Westport,
Connecticut
| USD 266 M | +USD 16.6 M | +7% | 17% | 556% | 119 | 45.38% | 1.4 |
|
| 3005 |
YRHAM
3005
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| USD 266 M | +USD 50.5 M | +23% | 6.79% | 2,310% | 31 | 64.52% | 0.3 |
|
| 3006 |
3006
Henry James International Management
New York
| USD 265 M | – | – | 1.85% | 125% | 236 | – | 0 |
|
| 3007 |
MJP
3007
Michael J. Puzo
| USD 265 M | +USD 28.9 M | +12% | 9.69% | 90.3% | 83 | 7.23% | 3.8 |
|
| 3008 |
3008
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 264 M | +USD 3.27 M | +1% | 4.63% | 47.2% | 421 | 11.4% | 1 |
|
| 3009 |
3009
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 264 M | +USD 2.19 M | +0.8% | 1.38% | 42.9% | 55 | 3.64% | 1.7 |
|
| 3010 |
SCM
3010
Stonehill Capital Management
New York
| USD 264 M | +USD 8.35 M | +3% | 6.57% | 117% | 21 | 57.14% | 0.6 |
|
| 3011 |
3011
Court Place Advisors
Ellicott City,
Maryland
| USD 264 M | +USD 22.4 M | +9% | 9.66% | 92% | 181 | 6.08% | 3.3 |
|
| 3012 |
AWW
3012
Alan W. Weber
| USD 263 M | +USD 18.3 M | +7% | 3.26% | 191% | 76 | 7.89% | 2.5 |
|
| 3013 |
EGA
3013
E&G Advisors
Houston,
Texas
| USD 263 M | +USD 23.9 M | +10% | 5.52% | 97.7% | 215 | 15.35% | 1.9 |
|
| 3014 |
3014
Cadence Bank NA
Houston,
Texas
| USD 263 M | +USD 18.3 M | +7% | 7.25% | 33.3% | 181 | 14.36% | 2.6 |
|
| 3015 |
3015
Martel Wealth Advisors
Vancouver,
Washington
| USD 263 M | – | – | 3.01% | 43.4% | 37 | – | 0 |
|
| 3016 |
3016
BSW Wealth Partners
Boulder,
Colorado
| USD 263 M | +USD 31.2 M | +14% | 3.18% | 75.4% | 141 | 34.04% | 1.9 |
|
| 3017 |
3017
Coastal Bridge Advisors
Westport,
Connecticut
| USD 262 M | +USD 13.9 M | +6% | 2.93% | 88.1% | 143 | 13.29% | 1.6 |
|
| 3018 |
3018
Patten Group
Chattanooga,
Tennessee
| USD 262 M | +USD 12.6 M | +5% | 6.72% | 88.1% | 740 | 16.35% | 2.2 |
|
| 3019 |
3019
Sky Investment Group
Hartford,
Connecticut
| USD 262 M | +USD 14.4 M | +6% | 5.71% | 68% | 102 | 5.88% | 3.4 |
|
| 3020 |
3020
Adelphi Capital
London,
United Kingdom
| USD 262 M | -USD 4.56 M | -2% | 14.9% | – | 3 | 33.33% | 2.1 |
|
| 3021 |
SM
3021
Salzhauer Michael
| USD 262 M | -USD 9.9 M | -4% | 1.13% | 107% | 178 | 8.99% | 2.9 |
|
| 3022 |
3022
FCA Corp
Houston,
Texas
| USD 262 M | +USD 11.1 M | +4% | 3.27% | 57.4% | 169 | 12.43% | 2.7 |
|
| 3023 |
3023
Monetary Management Group
St Louis,
Missouri
| USD 262 M | +USD 16.7 M | +7% | 9.09% | 138% | 324 | 8.95% | 3.6 |
|
| 3024 |
3024
Tradewinds Capital Management
Bellingham,
Washington
| USD 261 M | +USD 22.2 M | +9% | 7.4% | 96.9% | 726 | 13.91% | 3 |
|
| 3025 |
3025
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 261 M | +USD 5.78 M | +2% | 5.97% | 51.9% | 18 | 0% | 2.7 |
|