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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
SCM
3426
Sanoor Capital Management
Greenwich,
Connecticut
| USD 189 M | -USD 20.6 M | -10% | 7.23% | – | 15 | 40% | 0.4 |
|
| 3427 |
3427
Cloverdale Capital Management
Dallas,
Texas
| USD 189 M | +USD 19.5 M | +12% | 10.5% | 20.8% | 29 | 62.07% | 0.3 |
|
| 3428 |
3428
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 189 M | +USD 4 M | +2% | 3.62% | 112% | 78 | 23.08% | 1.8 |
|
| 3429 |
3429
Vantage Wealth
Pasadena,
California
| USD 189 M | USD 0 | 0% | 5.74% | 56.1% | 23 | 0% | 3.4 |
|
| 3430 |
3430
Talara Capital Management
Montclair,
New Jersey
| USD 189 M | -USD 3.78 M | -2% | 4.39% | 17.4% | 19 | 21.05% | 1.5 |
|
| 3431 |
3431
Brickley Wealth Management
San Mateo,
California
| USD 189 M | – | – | 3.92% | 62.6% | 23 | – | 0 |
|
| 3432 |
3432
Newfound Research
Wellesley Hills,
Massachusetts
| USD 188 M | +USD 13.8 M | +8% | 2.25% | 54.6% | 234 | 4.27% | 1.3 |
|
| 3433 |
3433
Kavar Capital Partners Group
Leawood,
Kansas
| USD 188 M | +USD 5.72 M | +3% | 6.05% | 77.2% | 116 | 14.66% | 2.7 |
|
| 3434 |
3434
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 188 M | – | – | 6.13% | 80.3% | 76 | – | 0 |
|
| 3435 |
3435
CastleArk Alternatives
Chicago,
Illinois
| USD 188 M | – | – | 12.4% | – | 61 | – | 0 |
|
| 3436 |
3436
Keystone Financial Planning
Cleveland,
Ohio
| USD 187 M | +USD 11.1 M | +6% | 5.88% | 46% | 48 | 10.42% | 3 |
|
| 3437 |
3437
Selkirk Management
Chatham,
New Jersey
| USD 187 M | +USD 4.23 M | +2% | 1.22% | 245% | 19 | 10.53% | 3.1 |
|
| 3438 |
CCC
3438
Chelsea Counsel Company
Los Angeles,
California
| USD 187 M | -USD 12.4 M | -6% | 8.18% | 106% | 89 | 12.36% | 3.6 |
|
| 3439 |
VCP
3439
Vernier Capital Partners
New York
| USD 187 M | +USD 51.1 M | +38% | 3.94% | 75.7% | 28 | 60.71% | 0.4 |
|
| 3440 |
3440
Fernwood Investment Management
Quincy,
Massachusetts
| USD 187 M | +USD 27.3 M | +17% | 6.76% | 83.4% | 157 | 17.2% | 2.3 |
|
| 3441 |
SSI
3441
Scott & Selber Inc
Houston,
Texas
| USD 187 M | +USD 13.8 M | +8% | 9.28% | 202% | 75 | 8% | 1.9 |
|
| 3442 |
3442
Heronetta Management
New York
| USD 187 M | +USD 6.38 M | +4% | 1.12% | 59.7% | 33 | 6.06% | 3.3 |
|
| 3443 |
3443
RGT Wealth Advisors
Dallas,
Texas
| USD 187 M | +USD 36.4 M | +24% | 6.59% | 9.35% | 109 | 23.85% | 0.8 |
|
| 3444 |
DCCA
3444
D.C. Capital Advisors
New York
| USD 187 M | +USD 35.3 M | +23% | 8.89% | 59.9% | 28 | 32.14% | 1.7 |
|
| 3445 |
SM
3445
Sciencast Management
Princeton,
New Jersey
| USD 187 M | +USD 6.99 M | +4% | 4.52% | 72.5% | 510 | 84.12% | 0.1 |
|
| 3446 |
3446
Connecticut Wealth Management
Farmington,
Connecticut
| USD 187 M | +USD 16.4 M | +10% | 5.84% | 70.2% | 67 | 14.93% | 1.1 |
|
| 3447 |
MC
3447
MRJ Capital
New York
| USD 186 M | +USD 8.38 M | +5% | 6.96% | 127% | 56 | 8.93% | 3 |
|
| 3448 |
3448
Wellington Shields & Co
New York
| USD 186 M | -USD 117 M | -39% | 6.07% | 109% | 160 | 16.25% | 2.6 |
|
| 3449 |
3449
Permit Capital
West Conshohocken,
Pennsylvania
| USD 186 M | +USD 16.6 M | +10% | 7.58% | 121% | 27 | 3.7% | 3.6 |
|
| 3450 |
3450
Stevens First Principles Investment Advisors
Newport Beach,
California
| USD 186 M | +USD 1.93 M | +1% | 4.42% | 44% | 200 | 15.5% | 2.3 |
|