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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
DWM
4001
Darwin Wealth Management
Tampa,
Florida
| USD 103 M | -USD 77.6 M | -43% | 3.36% | 56.8% | 133 | 27.07% | 0.9 |
|
| 4002 |
YEPX
4002
Yorktown Energy Partners XI
New York
| USD 103 M | +USD 11.6 M | +13% | 12.7% | 105% | 2 | 0% | 0.6 |
|
| 4003 |
TBNY
4003
Trustco Bank (New York)
Albany,
New York
| USD 103 M | +USD 2.26 M | +2% | 4.12% | 131% | 73 | 5.48% | 3 |
|
| 4004 |
S
4004
StratiFi
San Francisco,
California
| USD 103 M | -USD 357 M | -78% | – | – | 8 | 50% | 2.1 |
|
| 4005 |
KAH
4005
Kathryn A. Hall
| USD 103 M | +USD 23.9 M | +30% | 33.5% | 95.2% | 7 | 42.86% | 2.4 |
|
| 4006 |
FCM
4006
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 103 M | -USD 3.5 M | -3% | 0.44% | 81.3% | 32 | 9.38% | 0.9 |
|
| 4007 |
4007
Nations Financial Group
Cedar Rapids,
Iowa
| USD 103 M | -USD 18.6 M | -15% | 3.62% | 105% | 175 | 22.29% | 1.3 |
|
| 4008 |
OAJ
4008
Ogorek Anthony Joseph
Williamsville,
New York
| USD 103 M | -USD 5.46 M | -5% | 3.88% | 61.1% | 80 | 18.75% | 1.5 |
|
| 4009 |
NWP
4009
Northstar Wealth Partners
West Hartford,
Connecticut
| USD 102 M | -USD 7.03 M | -6% | 3.93% | 36.2% | 152 | 29.61% | 0.4 |
|
| 4010 |
SNBOSCI
4010
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 102 M | +USD 276 k | +0.3% | 2.41% | 61% | 83 | 9.64% | 3.1 |
|
| 4011 |
SCC
4011
Steel Canyon Capital
Phoenix,
Arizona
| USD 102 M | +USD 12.7 M | +14% | 2% | 62.8% | 20 | 30% | 0.5 |
|
| 4012 |
HS
4012
Horan Securities
Cincinnati,
United States
| USD 102 M | +USD 7.91 M | +8% | 2.72% | 50.1% | 200 | 10% | 0.6 |
|
| 4013 |
GCA
4013
Gideon Capital Advisors
New York
| USD 101 M | +USD 10.6 M | +12% | 4.47% | 37.6% | 414 | 77.78% | 0.2 |
|
| 4014 |
WFC
4014
West Face Capital
Toronto,
Ontario, Canada
| USD 101 M | -USD 4.44 M | -4% | 1.35% | 10.9% | 5 | 0% | 2.9 |
|
| 4015 |
TCM
4015
Tuttle Capital Management
Riverside,
Connecticut
| USD 101 M | -USD 27.8 M | -22% | 3.57% | 115% | 120 | 90% | 0.2 |
|
| 4016 |
MI
4016
M3F Inc
Salt Lake City,
Utah
| USD 101 M | +USD 10 M | +11% | 2.31% | 176% | 35 | 28.57% | 1.2 |
|
| 4017 |
EECFVCI
4017
EnCap Energy Capital Fund VIII Co-Investors
Houston,
Texas
| USD 101 M | -USD 14.6 M | -13% | 12.6% | 64.7% | 1 | 0% | 0.8 |
|
| 4018 |
PTCG
4018
Pring Turner Capital Group
Alamo,
California
| USD 101 M | +USD 2.39 M | +2% | 3.46% | 70.8% | 44 | 6.82% | 2 |
|
| 4019 |
HC
4019
Hampstead Capital
London,
United Kingdom
| USD 101 M | -USD 663 k | -0.7% | 3.11% | – | 34 | 11.76% | 0.6 |
|
| 4020 |
RCA
4020
Restructuring Capital Associates
Stamford,
Connecticut
| USD 101 M | -USD 15.4 M | -13% | 3.9% | 71.2% | 9 | 11.11% | 2.8 |
|
| 4021 |
4021
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 101 M | +USD 100 M | +12,168% | 3.64% | 69.5% | 118 | 80.51% | 0.1 |
|
| 4022 |
BCSB
4022
Bristol County Savings Bank
Taunton,
Massachusetts
| USD 101 M | – | – | 3.93% | – | 62 | – | 0 |
|
| 4023 |
4023
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 100 M | -USD 39.2 M | -28% | 3.5% | 62.2% | 157 | 69.43% | 0.7 |
|
| 4024 |
PAI
4024
ProQuest Associates IV
Naples,
Florida
| USD 100 M | +USD 21.6 M | +28% | 43.1% | 113% | 5 | 0% | 1.8 |
|
| 4025 |
GWCM
4025
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 100 M | -USD 1.16 M | -1% | 3.23% | 61.1% | 132 | 6.06% | 2.4 |
|