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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
WCM
3051
Woodson Capital Management
Greenwich,
Connecticut
| USD 599 M | +USD 22.7 M | +4% | 20.8% | 235% | 35 | 42.86% | 0.9 |
|
| 3052 |
3052
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 599 M | +USD 70.6 M | +13% | 9.07% | 68.2% | 765 | 10.98% | 3.2 |
|
| 3053 |
3053
Formidable Asset Management
Cincinnati,
Ohio
| USD 598 M | -USD 254 k | -0% | 5.62% | 52.2% | 385 | 0.78% | 2.9 |
|
| 3054 |
3054
Marquette Asset Management
Minneapolis,
Minnesota
| USD 597 M | +USD 29.1 M | +5% | 10.4% | 69.6% | 154 | 18.18% | 4.3 |
|
| 3055 |
3055
IFG Advisors
St. Louis,
Missouri
| USD 595 M | +USD 76.1 M | +15% | 9% | 78.7% | 163 | 9.82% | 3.2 |
|
| 3056 |
3056
Robotti Robert
| USD 595 M | +USD 96 M | +19% | 8.06% | 107% | 67 | 8.96% | 5 |
|
| 3057 |
3057
Stanley Capital Management
Houston,
Texas
| USD 594 M | +USD 86 M | +17% | 13.1% | 158% | 39 | 7.69% | 3.8 |
|
| 3058 |
3058
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 594 M | +USD 50.7 M | +9% | 7.4% | 46.5% | 127 | 16.54% | 2.7 |
|
| 3059 |
KFS
3059
Kurt F. Somerville
| USD 594 M | +USD 19.1 M | +3% | 8.12% | 92.9% | 115 | 6.96% | 6.5 |
|
| 3060 |
3060
Walmart Inc
Bentonville,
Arkansas
| USD 593 M | +USD 282 M | +91% | 91.1% | – | 2 | 0% | 0.5 |
|
| 3061 |
3061
Biltmore Family Office
Charlotte,
North Carolina
| USD 592 M | +USD 5.26 M | +0.9% | 4.88% | 78.1% | 288 | 9.03% | 3.9 |
|
| 3062 |
3062
Wellington Shields Capital Management
New York
| USD 591 M | +USD 39.6 M | +7% | 15.2% | 137% | 340 | 13.24% | 5.1 |
|
| 3063 |
3063
Beck Bode LLC
Dedham,
Massachusetts
| USD 591 M | +USD 54.6 M | +10% | 16.9% | 155% | 133 | 49.62% | 1.2 |
|
| 3064 |
3064
Serenus Wealth Advisors
Santa Monica,
California
| USD 591 M | -USD 12 M | -2% | 6.22% | – | 69 | 20.29% | 0.4 |
|
| 3065 |
WPI
3065
Walter Public Investments
Westmount,
Canada
| USD 590 M | +USD 54.1 M | +10% | 8.84% | 72.7% | 44 | 4.55% | 2.2 |
|
| 3066 |
3066
Soundwatch Capital
Rowayton,
Connecticut
| USD 588 M | +USD 369 M | +168% | 9.25% | 68.6% | 147 | 80.27% | 0.3 |
|
| 3067 |
3067
Aspen Grove Capital
Avon,
Colorado
| USD 588 M | +USD 68.3 M | +13% | 15% | 90% | 272 | 28.31% | 1.6 |
|
| 3068 |
3068
Brasada Capital Management
Houston,
Texas
| USD 588 M | +USD 85.8 M | +17% | 10.4% | 76.5% | 152 | 26.97% | 2.6 |
|
| 3069 |
3069
Stablepoint Partners
Braintree,
Massachusetts
| USD 588 M | +USD 35.9 M | +7% | 7.97% | – | 252 | 5.16% | 1.4 |
|
| 3070 |
3070
Huber Capital Management
El Segundo,
California
| USD 588 M | +USD 56.9 M | +11% | 7.94% | 70.4% | 112 | 10.71% | 4.8 |
|
| 3071 |
3071
Cigna Investments
Bloomfield,
Connecticut
| USD 588 M | +USD 49.4 M | +9% | 15.1% | 154% | 471 | 9.77% | 6.1 |
|
| 3072 |
3072
Blue Fin Capital
Warren,
Rhode Island
| USD 587 M | +USD 71.8 M | +14% | 16.5% | 147% | 146 | 6.85% | 6.6 |
|
| 3073 |
3073
Perkins Coie Trust Company
Seattle,
Washington
| USD 587 M | +USD 146 M | +33% | 9.77% | 83.2% | 482 | 44.4% | 6.4 |
|
| 3074 |
3074
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 587 M | +USD 43.4 M | +8% | 9.85% | 99.9% | 79 | 5.06% | 6.1 |
|
| 3075 |
CM
3075
Capital Management
Glen Allen,
Virginia
| USD 587 M | +USD 9.6 M | +2% | 0.9% | 63.6% | 83 | 9.64% | 4.3 |
|