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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| USD 148 M | +USD 8.24 M | +6% | 6.38% | 42% | 211 | 38.39% | 1 |
|
| 3302 |
3302
Valicenti Advisory Services
Elmira,
New York
| USD 148 M | -USD 3.49 M | -2% | 7.59% | 134% | 55 | 10.91% | 2 |
|
| 3303 |
3303
KWMG LLC
Overland Park,
Kansas
| USD 148 M | +USD 15.2 M | +11% | 2.7% | 76.2% | 136 | 5.15% | 0.8 |
|
| 3304 |
3304
Eos Management LP
New York
| USD 148 M | -USD 26.4 M | -15% | 13% | 152% | 52 | 51.92% | 1.3 |
|
| 3305 |
3305
Brave Asset Management
Summit,
New Jersey
| USD 148 M | +USD 16.9 M | +13% | 6.57% | 76.3% | 463 | 11.02% | 1.6 |
|
| 3306 |
BCM
3306
Breithorn Capital Management
New York
| USD 148 M | +USD 7.31 M | +5% | 4.72% | 43.9% | 50 | 12% | 1.4 |
|
| 3307 |
3307
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 148 M | – | – | 3.89% | 91.5% | 80 | – | 0 |
|
| 3308 |
3308
Smith Affiliated Capital
New York
| USD 148 M | -USD 5.59 M | -4% | 4.51% | 6.89% | 127 | 6.3% | 1.2 |
|
| 3309 |
3309
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 148 M | +USD 1.58 M | +1% | 1.98% | 112% | 53 | 5.66% | 0.9 |
|
| 3310 |
3310
Alpenglow Capital
San Carlos,
California
| USD 148 M | +USD 31.2 M | +27% | 7.05% | – | 39 | 56.41% | 0.3 |
|
| 3311 |
3311
Kelleher Financial Advisors
New York
| USD 147 M | -USD 3.34 M | -2% | 4.76% | 72.4% | 127 | 7.87% | 1.9 |
|
| 3312 |
SC
3312
Schulhoff & Co
Cincinnati,
Ohio
| USD 147 M | +USD 7.92 M | +6% | 7.01% | 51.8% | 103 | 5.83% | 2.3 |
|
| 3313 |
3313
Summit Asset Management
Memphis,
Tennessee
| USD 147 M | +USD 7.81 M | +6% | 4.14% | 48.9% | 97 | 14.43% | 2.1 |
|
| 3314 |
3314
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 147 M | +USD 2.13 M | +1% | 3.83% | 62.5% | 459 | 5.45% | 1.8 |
|
| 3315 |
3315
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 147 M | +USD 15.6 M | +12% | 1.98% | 23.4% | 14 | 0% | 1 |
|
| 3316 |
LBC
3316
Lawrence B. Cohen
| USD 147 M | +USD 3.49 M | +2% | 6.84% | 41.8% | 74 | 12.16% | 2.1 |
|
| 3317 |
3317
Cabot-Wellington
Boston,
Massachusetts
| USD 147 M | -USD 19 M | -11% | 5.68% | 65% | 33 | 21.21% | 2 |
|
| 3318 |
3318
Seven Eight Capital
New York
| USD 147 M | +USD 32.2 M | +28% | 2.5% | 13.6% | 792 | 65.28% | 0.3 |
|
| 3319 |
VAM
3319
Visionary Asset Management
Houston,
Texas
| USD 147 M | +USD 7.03 M | +5% | 0.41% | 31.9% | 51 | 43.14% | 0.6 |
|
| 3320 |
3320
Lowe Wealth Advisors
Columbia,
Maryland
| USD 147 M | +USD 14.9 M | +11% | 4.26% | 63.3% | 261 | 15.71% | 0.8 |
|
| 3321 |
3321
River Global Investors
London,
United Kingdom
| USD 147 M | – | – | 5.62% | 49.7% | 101 | – | 0.8 |
|
| 3322 |
3322
Gladstone Capital Management
London,
United Kingdom
| USD 147 M | – | – | 12.3% | 304% | 15 | – | 0 |
|
| 3323 |
MC
3323
Miles Capital
West Des Moines,
Iowa
| USD 147 M | +USD 7.7 M | +6% | 4.81% | 15.4% | 200 | 42.5% | 0.8 |
|
| 3324 |
DCCA
3324
D.C. Capital Advisors
New York
| USD 147 M | -USD 10.8 M | -7% | 3.09% | 59.9% | 29 | 37.93% | 1.3 |
|
| 3325 |
3325
Solaris Asset Management
New York
| USD 146 M | +USD 20.5 M | +16% | 4.89% | 74% | 208 | 22.6% | 1.5 |
|