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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Keystone Wealth Services
Palm Desert,
California
| USD 321 M | +USD 13.7 M | +4% | 3.2% | 80.1% | 237 | 9.7% | 1.7 |
|
| 4027 |
4027
G2 Capital Management
Columbus,
Ohio
| USD 321 M | +USD 10.4 M | +3% | 1.36% | 55.1% | 65 | 1.54% | 1.6 |
|
| 4028 |
ACM
4028
AIGH Capital Management
Baltimore,
Maryland
| USD 321 M | -USD 12 M | -4% | 3.38% | 3,007% | 50 | 36% | 0.9 |
|
| 4029 |
4029
Whitcomb & Hess
Ashland,
Ohio
| USD 321 M | +USD 9.8 M | +3% | 0.3% | 54% | 55 | 12.73% | 1.9 |
|
| 4030 |
4030
Prevatt Capital
Nassau,
Bahamas
| USD 321 M | +USD 24.3 M | +8% | 3.61% | – | 15 | 0% | 0.5 |
|
| 4031 |
4031
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 320 M | -USD 3.33 M | -1% | 3.27% | 76% | 301 | 29.24% | 1.7 |
|
| 4032 |
4032
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 320 M | -USD 23.8 M | -7% | 2.22% | 107% | 30 | 6.67% | 4.5 |
|
| 4033 |
4033
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 320 M | +USD 13.8 M | +4% | 1.05% | 71.8% | 89 | 11.24% | 3.3 |
|
| 4034 |
4034
Boltwood Capital Management
Walnut Creek,
California
| USD 320 M | -USD 2.7 M | -0.8% | 0.81% | 63% | 173 | 6.36% | 5.9 |
|
| 4035 |
SWK
4035
Stephen W. Kidder
| USD 320 M | +USD 6.69 M | +2% | 3.72% | 94.7% | 75 | 9.33% | 6.8 |
|
| 4036 |
4036
Little House Capital
Braintree,
Massachusetts
| USD 320 M | +USD 17.8 M | +6% | 5.63% | 108% | 132 | 18.94% | 2.2 |
|
| 4037 |
4037
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 320 M | +USD 24 M | +8% | 2.41% | 73.3% | 120 | 10.83% | 5.3 |
|
| 4038 |
4038
Olympus Wealth Management
Cottonwood Heights,
Utah
| USD 320 M | +USD 151 M | +90% | 1.23% | 43.1% | 17 | 17.65% | 1.7 |
|
| 4039 |
4039
SVF Sponsor III
Menlo Park,
California
| USD 320 M | -USD 89.4 M | -22% | 21.9% | 133% | 1 | 0% | 1.5 |
|
| 4040 |
4040
Kerrisdale Advisers
Miami,
Florida
| USD 320 M | +USD 1.29 M | +0.4% | 4.31% | 78.8% | 101 | 21.78% | 1.2 |
|
| 4041 |
4041
ETF Portfolio Partners
Leawood,
Kansas
| USD 319 M | +USD 3.89 M | +1% | 0.79% | 50.2% | 62 | 17.74% | 4.2 |
|
| 4042 |
4042
Peak Financial Management
Wellesley,
Massachusetts
| USD 319 M | +USD 3.98 M | +1% | 1.62% | 58.2% | 102 | 13.73% | 3.6 |
|
| 4043 |
4043
SR One Capital Management
Wayne,
Pennsylvania
| USD 319 M | -USD 44.7 M | -12% | 19.3% | 656% | 9 | 33.33% | 1.1 |
|
| 4044 |
4044
Redwood Grove Capital
Palo Alto,
California
| USD 319 M | -USD 1.65 M | -0.5% | 0.14% | 79.8% | 28 | 10.71% | 2.4 |
|
| 4045 |
4045
Xcel Wealth Management
Holly Hill,
Florida
| USD 319 M | -USD 509 k | -0.2% | 0.59% | 98.8% | 131 | 9.16% | 3.3 |
|
| 4046 |
GTC
4046
Ghost Tree Capital
New York
| USD 319 M | -USD 42 M | -12% | 7.53% | 265% | 86 | 43.02% | 0.6 |
|
| 4047 |
4047
Hiddenite Capital Partners
New York
| USD 319 M | +USD 59 M | +23% | 10.7% | 523% | 59 | 72.88% | 0.5 |
|
| 4048 |
4048
TSP Capital Management Group
Summit,
New Jersey
| USD 319 M | +USD 8.29 M | +3% | 11.6% | 186% | 48 | 0% | 4.5 |
|
| 4049 |
4049
Grant Street Asset Management
Canonsburg,
Pennsylvania
| USD 319 M | +USD 11 M | +4% | 0.45% | 47.2% | 75 | 13.33% | 2 |
|
| 4050 |
KS
4050
Karpas Strategies
Litchfield,
Connecticut
| USD 319 M | -USD 2.89 M | -0.9% | 1.45% | 16.1% | 117 | 2.56% | 7.4 |
|