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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 |
4001
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| USD 148 M | +USD 46.9 M | +46% | 1.53% | 32% | 27 | 33.33% | 0.7 |
|
| 4002 |
4002
Lantz Financial
Naperville,
Illinois
| USD 148 M | +USD 462 k | +0.3% | 1.33% | 74.3% | 130 | 6.15% | 0.5 |
|
| 4003 |
4003
Miramar Capital
Northbrook,
Illinois
| USD 148 M | +USD 6.93 M | +5% | 4.93% | 47.3% | 64 | 14.06% | 0.7 |
|
| 4004 |
4004
Strategic Vision Investment
Hong Kong
| USD 148 M | -USD 77.4 M | -34% | 2.79% | 95.6% | 19 | 57.89% | 0.3 |
|
| 4005 |
4005
Cowbird Capital
New York
| USD 148 M | +USD 28.4 M | +24% | 8.79% | 21.3% | 17 | 58.82% | 0.3 |
|
| 4006 |
4006
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| USD 148 M | +USD 10.7 M | +8% | 0.87% | 30.7% | 22 | 54.55% | 0.5 |
|
| 4007 |
4007
Winthrop Partners - WNY
Buffalo,
New York
| USD 148 M | +USD 14.5 M | +11% | 1.66% | – | 307 | 31.92% | 1.1 |
|
| 4008 |
4008
Oakcliff Capital Partners
New York
| USD 148 M | +USD 12.1 M | +9% | 6.18% | 133% | 12 | 25% | 1.6 |
|
| 4009 |
4009
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 148 M | +USD 4.72 M | +3% | 1.79% | 130% | 54 | 18.52% | 1 |
|
| 4010 |
AW
4010
Alpha Windward
Westwood,
Massachusetts
| USD 148 M | -USD 8.03 M | -5% | 2.68% | 33.6% | 426 | 13.62% | 3 |
|
| 4011 |
4011
Graybill Wealth Management
Elmhurst,
Illinois
| USD 148 M | +USD 2.02 M | +1% | 0.91% | – | 57 | 15.79% | 3.2 |
|
| 4012 |
4012
Malaga Cove Capital
Pv Estates,
California
| USD 148 M | -USD 7.45 M | -5% | 1.38% | 97.3% | 174 | 24.71% | 1.5 |
|
| 4013 |
4013
Gramercy Funds Management
Greenwich,
Connecticut
| USD 148 M | -USD 47.5 M | -24% | 16.5% | 87.6% | 18 | 22.22% | 1 |
|
| 4014 |
4014
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 148 M | +USD 1.74 M | +1% | 2.57% | 90.7% | 177 | 5.08% | 3.8 |
|
| 4015 |
4015
Yaupon Capital Management
New York
| USD 148 M | -USD 199 M | -57% | 4.94% | 122% | 62 | 72.58% | 0.2 |
|
| 4016 |
4016
Sonata Capital Group
Seattle,
Washington
| USD 148 M | +USD 3.12 M | +2% | 0.68% | 66.5% | 112 | 10.71% | 3.4 |
|
| 4017 |
4017
Cloverdale Capital Management
Dallas,
Texas
| USD 148 M | +USD 1.92 M | +1% | 2.1% | 20.8% | 21 | 61.9% | 0.5 |
|
| 4018 |
4018
Old North State Trust
Greensboro,
North Carolina
| USD 148 M | +USD 9.5 M | +7% | 2.25% | – | 401 | 16.71% | 0.9 |
|
| 4019 |
KCM
4019
Kempner Capital Management
Galveston,
Texas
| USD 147 M | -USD 5.43 M | -4% | 0.84% | 60.9% | 52 | 13.46% | 3.8 |
|
| 4020 |
4020
Fluent Financial
Dallas,
Texas
| USD 147 M | +USD 13.2 M | +10% | 1.46% | 46.9% | 60 | 25% | 1 |
|
| 4021 |
4021
ValueWorks
New York
| USD 147 M | -USD 4.33 M | -3% | 1.8% | 190% | 34 | 11.76% | 2.5 |
|
| 4022 |
LIC
4022
Laurus Investment Counsel
Toronto,
Canada
| USD 147 M | +USD 5.75 M | +4% | 1.29% | 14.1% | 31 | 6.45% | 1.4 |
|
| 4023 |
4023
Bay Colony Advisors
Concord,
Massachusetts
| USD 147 M | -USD 8.47 M | -5% | 1.99% | 91.8% | 275 | 31.64% | 0.7 |
|
| 4024 |
4024
Towerpoint Wealth
Sacramento,
California
| USD 147 M | +USD 4.56 M | +3% | 0.35% | 67.7% | 85 | 34.12% | 0.8 |
|
| 4025 |
4025
Elm Advisors
Burlingame,
California
| USD 147 M | +USD 598 k | +0.4% | 0.67% | 50.5% | 86 | 1.16% | 4.6 |
|