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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Harvey Capital Management
Palm Beach,
Florida
| USD 303 M | +USD 27.4 M | +10% | 11.1% | 147% | 87 | 21.84% | 2.8 |
|
| 3777 |
3777
Jacob Asset Management of New York
Hermosa Beach,
California
| USD 303 M | +USD 44.8 M | +17% | 5.03% | 22.7% | 84 | 9.52% | 1.1 |
|
| 3778 |
3778
Wellington Shields & Co
New York
| USD 303 M | +USD 23.9 M | +9% | 8.37% | 109% | 221 | 12.22% | 1.8 |
|
| 3779 |
3779
Holderness Investments Company
Greensboro,
North Carolina
| USD 303 M | +USD 24.3 M | +9% | 6.71% | 144% | 217 | 4.61% | 3.5 |
|
| 3780 |
3780
Windsor Capital Management
Phoenix,
Arizona
| USD 303 M | +USD 13.9 M | +5% | 4.22% | 49.1% | 120 | 4.17% | 4.9 |
|
| 3781 |
3781
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 303 M | +USD 6.83 M | +2% | 7.15% | 57.7% | 305 | 12.46% | 1.2 |
|
| 3782 |
3782
Fernwood Investment Management
Quincy,
Massachusetts
| USD 302 M | +USD 30.4 M | +11% | 7.81% | 83.4% | 204 | 9.31% | 3.1 |
|
| 3783 |
3783
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 302 M | +USD 489 k | +0.2% | 6.87% | 56.7% | 47 | 17.02% | 2.1 |
|
| 3784 |
DCM
3784
Divisar Capital Management
San Francisco,
California
| USD 302 M | +USD 6.25 M | +2% | 8.26% | 194% | 29 | 20.69% | 2.1 |
|
| 3785 |
3785
Versant Venture Management
San Francisco,
California
| USD 302 M | -USD 211 M | -41% | 2.06% | 409% | 11 | 0% | 2.2 |
|
| 3786 |
3786
WESPAC Advisors SoCal
Pasadena,
California
| USD 302 M | +USD 46.5 M | +18% | 9.48% | 135% | 88 | 26.14% | 2.3 |
|
| 3787 |
3787
Doliver Advisors
Houston,
Texas
| USD 301 M | +USD 32.4 M | +12% | 10.5% | 92.3% | 155 | 21.29% | 1.6 |
|
| 3788 |
3788
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 301 M | +USD 36.3 M | +14% | 6.87% | 95.4% | 37 | 21.62% | 4 |
|
| 3789 |
3789
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 301 M | +USD 35.9 M | +14% | 4.13% | – | 72 | 12.5% | 2.9 |
|
| 3790 |
3790
Defender Capital
Charlotte,
North Carolina
| USD 301 M | +USD 20.6 M | +7% | 13.2% | 101% | 43 | 18.6% | 1.2 |
|
| 3791 |
3791
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 301 M | +USD 140 M | +87% | 12.8% | 261% | 71 | 33.8% | 0.9 |
|
| 3792 |
3792
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 301 M | +USD 23.3 M | +8% | 5.99% | 67.5% | 512 | 16.99% | 1.8 |
|
| 3793 |
3793
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 300 M | +USD 44.6 M | +17% | 8.37% | 99.6% | 165 | 9.09% | 2 |
|
| 3794 |
3794
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 300 M | +USD 131 M | +78% | 2.62% | 62.1% | 183 | 88.52% | 0 |
|
| 3795 |
3795
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 300 M | +USD 47.9 M | +19% | 8.02% | 109% | 192 | 17.19% | 1.3 |
|
| 3796 |
TVMC
3796
T Ventures Management Company
Sydney,
Australia
| USD 300 M | +USD 5.66 M | +2% | 14.1% | – | 1 | 0% | 0.5 |
|
| 3797 |
3797
Bay Colony Advisors
Concord,
Massachusetts
| USD 300 M | +USD 38.3 M | +15% | 7.44% | 91.8% | 369 | 18.7% | 1.3 |
|
| 3798 |
3798
FormulaFolio Investments
Grand Rapids,
Michigan
| USD 299 M | -USD 8.17 M | -3% | 4.35% | 41.4% | 541 | 19.96% | 1.3 |
|
| 3799 |
PWM
3799
Praetorian Wealth Management
Carmel,
California
| USD 299 M | +USD 15.7 M | +6% | 5.74% | 60.4% | 66 | 18.18% | 0.8 |
|
| 3800 |
3800
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 299 M | +USD 33.8 M | +13% | 8.37% | 88% | 46 | 6.52% | 2.8 |
|