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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
TCG Crossover Management
Palo Alto,
California
| USD 235 M | -USD 13.7 M | -5% | 8.23% | 3,013% | 22 | 9.09% | 0.4 |
|
| 4002 |
4002
Packer & Co
Cottesloe,
Australia
| USD 235 M | -USD 23.3 M | -9% | 5% | – | 2 | 0% | 4 |
|
| 4003 |
BDWCC
4003
B&D White Capital Company
Lakeway,
Texas
| USD 235 M | -USD 78.9 M | -25% | 15.1% | 38.1% | 73 | 49.32% | 0.7 |
|
| 4004 |
4004
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 235 M | -USD 12.8 M | -5% | 12.2% | 71.1% | 99 | 13.13% | 2.7 |
|
| 4005 |
4005
Gateway Advisory
Westfield,
New Jersey
| USD 235 M | -USD 133 M | -36% | 3.44% | 26% | 99 | 37.37% | 2.6 |
|
| 4006 |
GAMC
4006
Garner Asset Management Corp
Plano,
Texas
| USD 235 M | -USD 20.3 M | -8% | 14.3% | 95.3% | 183 | 6.01% | 3.6 |
|
| 4007 |
VST
4007
Van Strum & Towne
San Francisco,
California
| USD 235 M | -USD 32.5 M | -12% | 10.1% | 62.2% | 103 | 10.68% | 4.6 |
|
| 4008 |
4008
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 235 M | -USD 39.5 M | -14% | 11.9% | 101% | 155 | 16.13% | 4.8 |
|
| 4009 |
4009
WealthBridge Capital Management
Westerville,
Ohio
| USD 234 M | -USD 33 M | -12% | 14.3% | 89.4% | 214 | 21.03% | 2 |
|
| 4010 |
4010
EPG Wealth Management
Atlanta,
Georgia
| USD 234 M | -USD 54.8 M | -19% | 13.1% | 96% | 407 | 49.63% | 1.6 |
|
| 4011 |
4011
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 234 M | -USD 20.7 M | -8% | 10.9% | 39.8% | 5 | 0% | 4.8 |
|
| 4012 |
4012
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 234 M | -USD 41.5 M | -15% | 11.9% | 65.9% | 190 | 15.26% | 3.3 |
|
| 4013 |
4013
Bard Associates
Chicago,
Illinois
| USD 234 M | -USD 49.9 M | -18% | 15.3% | 241% | 192 | 8.33% | 4.4 |
|
| 4014 |
4014
Wakefield Asset Management
Englewood,
Colorado
| USD 233 M | -USD 45.2 M | -16% | 12.1% | 139% | 216 | 44.44% | 1 |
|
| 4015 |
QCI
4015
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 233 M | -USD 28.7 M | -11% | 20% | 107% | 22 | 27.27% | 3.2 |
|
| 4016 |
4016
Hendley & Co
Zanesville,
Ohio
| USD 233 M | -USD 60.6 M | -21% | 11% | 54.8% | 69 | 17.39% | 4.7 |
|
| 4017 |
4017
PBMares Wealth Management
Williamsburg,
Virginia
| USD 233 M | +USD 70.9 M | +44% | 11.7% | 67.7% | 169 | 21.3% | 1.7 |
|
| 4018 |
4018
Proquility Private Wealth Partners
Las Vegas,
Nevada
| USD 233 M | -USD 6.3 M | -3% | 12.6% | 19.4% | 89 | 5.62% | 1.3 |
|
| 4019 |
4019
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 233 M | -USD 35.4 M | -13% | 11.9% | 57.3% | 188 | 15.43% | 3.1 |
|
| 4020 |
4020
Income Research & Management
Boston,
Massachusetts
| USD 233 M | -USD 19.6 M | -8% | 0.12% | 1.19% | 25 | 16% | 1.2 |
|
| 4021 |
4021
Western Asset Management Company
Pasadena,
California
| USD 233 M | -USD 106 M | -31% | 5.17% | 2.29% | 26 | 7.69% | 1.7 |
|
| 4022 |
4022
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 233 M | -USD 43.4 M | -16% | 15.8% | 81% | 1,097 | 15.04% | 2.1 |
|
| 4023 |
4023
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 233 M | -USD 42.4 M | -15% | 11.2% | 119% | 61 | 22.95% | 1.4 |
|
| 4024 |
4024
MilWealth Group
Milwaukee,
Wisconsin
| USD 233 M | -USD 28.8 M | -11% | 11.4% | 36.8% | 79 | 10.13% | 2.4 |
|
| 4025 |
4025
Investment Management Associates
Greenwood Village,
Colorado
| USD 233 M | +USD 7.65 M | +3% | 7.86% | 51.6% | 48 | 20.83% | 1.3 |
|