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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Jeppson Wealth Management
Manhattan Beach,
California
| USD 238 M | +USD 17.2 M | +8% | 9.93% | 107% | 215 | 14.42% | 1.5 |
|
| 4077 |
4077
Stonepine Capital Management
Bend,
Oregon
| USD 238 M | +USD 15.3 M | +7% | 17.7% | 231% | 25 | 48% | 1.4 |
|
| 4078 |
4078
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 238 M | +USD 20 M | +9% | 10.5% | 115% | 39 | 5.13% | 6.3 |
|
| 4079 |
4079
Beck Capital Management
Austin,
Texas
| USD 238 M | +USD 4.08 M | +2% | 8.8% | 291% | 153 | 36.6% | 1.2 |
|
| 4080 |
4080
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 237 M | +USD 42.3 M | +22% | 7.45% | 51.7% | 105 | 6.67% | 0.8 |
|
| 4081 |
4081
Arlington Financial Advisors
Santa Barbara,
California
| USD 237 M | +USD 40.3 M | +20% | 10.2% | 67.6% | 69 | 30.43% | 2.8 |
|
| 4082 |
4082
Soapstone Management
Bethesda,
Maryland
| USD 237 M | -USD 19.1 M | -7% | 9.44% | 30.3% | 21 | 14.29% | 1.9 |
|
| 4083 |
4083
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 237 M | +USD 5.61 M | +2% | 6.44% | 58% | 102 | 17.65% | 1.6 |
|
| 4084 |
4084
Reverence Capital Partners
New York
| USD 237 M | +USD 160 M | +209% | 15.9% | 5.38% | 2 | 50% | 0.5 |
|
| 4085 |
4085
Forest Hill Capital
Little Rock,
Arkansas
| USD 237 M | +USD 2.62 M | +1% | 5.44% | 112% | 47 | 10.64% | 4 |
|
| 4086 |
4086
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 237 M | -USD 5.98 M | -2% | 4.61% | 141% | 25 | 24% | 5.1 |
|
| 4087 |
4087
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 237 M | +USD 17.1 M | +8% | 8.14% | 57.3% | 165 | 10.3% | 3.5 |
|
| 4088 |
4088
Platte River Wealth Advisors
Louisville,
Colorado
| USD 237 M | +USD 12.9 M | +6% | 7.2% | 28.6% | 90 | 8.89% | 2.4 |
|
| 4089 |
4089
Washington State Investment Board
Olympia,
Washington
| USD 237 M | +USD 31.5 M | +15% | 15.4% | 567% | 2 | 0% | 1.4 |
|
| 4090 |
4090
Wakefield Asset Management
Englewood,
Colorado
| USD 237 M | +USD 18.8 M | +9% | 11.9% | 139% | 194 | 46.39% | 0.9 |
|
| 4091 |
4091
Patient Square Capital
Menlo Park,
California
| USD 236 M | – | – | 0.64% | 329% | 2 | – | 0 |
|
| 4092 |
4092
Leonard Rickey Investment Advisors
Yakima,
Washington
| USD 236 M | +USD 23.1 M | +11% | 8.12% | 60.4% | 71 | 22.54% | 2.9 |
|
| 4093 |
4093
Rothschild Capital Partners
New York
| USD 236 M | +USD 18.9 M | +9% | 6.82% | 90.8% | 32 | 9.38% | 4.8 |
|
| 4094 |
4094
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 236 M | +USD 17.1 M | +8% | 12.2% | 71.8% | 88 | 22.73% | 3 |
|
| 4095 |
4095
Herold Advisors
New York
| USD 236 M | +USD 28.1 M | +14% | 11.5% | 90.2% | 213 | 15.49% | 1 |
|
| 4096 |
4096
Brightlight Capital Management
Westport,
Connecticut
| USD 236 M | +USD 97.1 M | +70% | 23.7% | 202% | 12 | 16.67% | 1.6 |
|
| 4097 |
4097
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 236 M | +USD 12.1 M | +5% | 10.6% | 107% | 29 | 13.79% | 3.9 |
|
| 4098 |
4098
Hamilton Capital Partners (Canada)
Toronto,
| USD 236 M | – | – | 3.87% | 143% | 57 | – | 0 |
|
| 4099 |
4099
Foursixthree Capital
New York
| USD 236 M | – | – | 2.43% | – | 38 | – | 0 |
|
| 4100 |
4100
Old Mission Investment Co
Traverse City,
Michigan
| USD 235 M | +USD 21.7 M | +10% | 9.33% | 82% | 115 | 13.91% | 2.3 |
|