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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
GCMG
3451
Gyroscope Capital Management Group
Naples,
Florida
| USD 150 M | +USD 15.7 M | +12% | 5.9% | 24.8% | 117 | 37.61% | 0.7 |
|
| 3452 |
3452
West Oak Capital
Westlake Village,
California
| USD 149 M | +USD 4.1 M | +3% | 6.7% | 110% | 394 | 14.47% | 2.5 |
|
| 3453 |
3453
Invictus RG
Hamilton,
Bermuda
| USD 149 M | +USD 21.1 M | +16% | 8.01% | 289% | 870 | 55.75% | 0.4 |
|
| 3454 |
3454
Aquamarine Capital Management
New York
| USD 149 M | +USD 23.7 M | +19% | 21.9% | 23% | 16 | 0% | 1.7 |
|
| 3455 |
3455
SL Advisors
Westfield,
New Jersey
| USD 149 M | +USD 24.7 M | +20% | 5.39% | 74.1% | 63 | 19.05% | 0.5 |
|
| 3456 |
3456
Covenant Asset Management
Chester,
New Jersey
| USD 149 M | – | – | 2.03% | 177% | 128 | – | 0 |
|
| 3457 |
3457
Darwin Wealth Management
Tampa,
Florida
| USD 149 M | +USD 19.5 M | +15% | 4.54% | 56.8% | 128 | 46.09% | 0.3 |
|
| 3458 |
3458
Global Retirement Partners
San Rafael,
California
| USD 149 M | – | – | 2.05% | – | 1,056 | – | 0 |
|
| 3459 |
3459
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 149 M | +USD 5.37 M | +4% | 5.47% | 28.2% | 113 | 23.01% | 1.3 |
|
| 3460 |
3460
Litman Gregory Wealth Management
Larkspur,
California
| USD 149 M | +USD 11.3 M | +8% | 1.84% | 55.5% | 42 | 14.29% | 1.2 |
|
| 3461 |
3461
Venor Capital Management
New York
| USD 149 M | +USD 79.9 M | +116% | 42.2% | – | 14 | 64.29% | 0.5 |
|
| 3462 |
3462
NewFocus Financial Group
Vancouver,
Washington
| USD 148 M | +USD 10.3 M | +7% | 2.37% | 55.4% | 61 | 22.95% | 1.8 |
|
| 3463 |
3463
Arcus Capital Partners
Atlanta,
Georgia
| USD 148 M | +USD 11.1 M | +8% | 0.93% | 69.2% | 99 | 31.31% | 0.6 |
|
| 3464 |
3464
Empirical Finance
Havertown,
Pennsylvania
| USD 148 M | – | – | 3.78% | 124% | 689 | – | 0 |
|
| 3465 |
3465
Crossvault Capital Management
San Antonio,
Texas
| USD 148 M | +USD 4.69 M | +3% | 3.21% | 56.4% | 70 | 8.57% | 2.3 |
|
| 3466 |
3466
Silicon Valley Capital Partners
San Jose,
California
| USD 148 M | +USD 12 M | +9% | 2.74% | 103% | 28 | 21.43% | 0.5 |
|
| 3467 |
3467
Water Asset Management
New York
| USD 148 M | +USD 30 M | +25% | 19% | 48.9% | 19 | 21.05% | 2 |
|
| 3468 |
3468
Private Ocean
San Rafael,
California
| USD 148 M | -USD 3 M | -2% | 1.84% | 2.82% | 196 | 12.76% | 2.3 |
|
| 3469 |
3469
Bogart Wealth LLC
Mclean,
Virginia
| USD 148 M | – | – | 0.99% | 60.5% | 65 | – | 0 |
|
| 3470 |
MAS
3470
Madden Advisory Services
Jacksonville,
Florida
| USD 148 M | -USD 15.2 M | -9% | 1.51% | 52.3% | 93 | 13.98% | 3.1 |
|
| 3471 |
3471
Guinness Atkinson Asset Management
Pasadena,
California
| USD 148 M | -USD 13.4 M | -8% | 4.67% | 132% | 71 | 14.08% | 2.6 |
|
| 3472 |
3472
Norman Fields Gottscho Capital Management
New York
| USD 147 M | -USD 3.92 M | -3% | 5.48% | 96.9% | 87 | 26.44% | 1.8 |
|
| 3473 |
3473
Progeny 3 Inc
Kirkland,
Washington
| USD 147 M | +USD 57.2 M | +64% | 3.94% | 96.8% | 27 | 77.78% | 0.8 |
|
| 3474 |
3474
Advisors Management Group
La Crosse,
Wisconsin
| USD 147 M | -USD 2.87 M | -2% | 0.91% | 125% | 64 | 6.25% | 0.9 |
|
| 3475 |
3475
Engine Capital Management
New York
| USD 147 M | +USD 38.6 M | +36% | 16.6% | 21.1% | 53 | 41.51% | 0.5 |
|