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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Virtus Wealth Solutions
Cranford,
New Jersey
| USD 330 M | -USD 94.9 M | -22% | 6.61% | – | 46 | 17.39% | 0.3 |
|
| 4127 |
4127
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 329 M | +USD 24.7 M | +8% | 0.46% | 67.5% | 352 | 71.31% | 0.8 |
|
| 4128 |
4128
Lead Edge Capital Management
New York
| USD 329 M | +USD 33.6 M | +11% | 6.9% | 20.2% | 10 | 10% | 1.2 |
|
| 4129 |
4129
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 329 M | -USD 60.6 M | -16% | 3.3% | 108% | 57 | 22.81% | 2.6 |
|
| 4130 |
4130
Packer & Co
Cottesloe,
Australia
| USD 329 M | +USD 16.2 M | +5% | 12.7% | – | 11 | 54.55% | 1.4 |
|
| 4131 |
4131
Cyrus Capital Partners
New York
| USD 329 M | -USD 14.1 M | -4% | 4.25% | 163% | 7 | 42.86% | 1 |
|
| 4132 |
4132
Winmill & Co
Walpole,
New Hampshire
| USD 329 M | +USD 20 M | +6% | 2.72% | 146% | 58 | 6.9% | 3.1 |
|
| 4133 |
4133
Boltwood Capital Management
Walnut Creek,
California
| USD 329 M | +USD 791 k | +0.2% | 0.5% | 63% | 175 | 5.71% | 6.2 |
|
| 4134 |
MKC
4134
M. Kraus & Co
Shelburne,
Vermont
| USD 329 M | -USD 4.43 M | -1% | 0.08% | 65.9% | 83 | 6.02% | 6.1 |
|
| 4135 |
4135
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| USD 329 M | +USD 20 M | +6% | 0.09% | 71.1% | 161 | 42.86% | 1 |
|
| 4136 |
4136
Wendel SE
Paris,
| USD 329 M | – | – | 78.8% | – | 1 | – | 0 |
|
| 4137 |
4137
GFG Capital
Miami,
Florida
| USD 329 M | -USD 43.5 M | -12% | 2.82% | 152% | 129 | 20.93% | 2.5 |
|
| 4138 |
4138
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 329 M | +USD 46.8 M | +17% | 18.2% | 0.74% | 3 | 0% | 1.8 |
|
| 4139 |
WA
4139
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 328 M | -USD 7.19 M | -2% | 2.38% | 125% | 268 | 9.7% | 6.2 |
|
| 4140 |
4140
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 328 M | +USD 7.67 M | +2% | 3.33% | 112% | 169 | 20.71% | 1 |
|
| 4141 |
HCM
4141
Hudson Capital Management
Ramsey,
New Jersey
| USD 328 M | +USD 6.33 M | +2% | 0.27% | 66.8% | 68 | 7.35% | 4.1 |
|
| 4142 |
SCM
4142
Stonehill Capital Management
New York
| USD 328 M | +USD 91.6 M | +39% | 6.95% | 117% | 13 | 30.77% | 1 |
|
| 4143 |
4143
Goodman Advisory Group
Needham,
Massachusetts
| USD 328 M | -USD 11 M | -3% | 2.42% | 101% | 182 | 71.43% | 0.5 |
|
| 4144 |
4144
Roberts, Glore & Co
Deerfield,
Illinois
| USD 328 M | -USD 9.02 M | -3% | 1.61% | 72.3% | 213 | 7.98% | 6.6 |
|
| 4145 |
4145
Westmount Partners
Los Angeles,
California
| USD 328 M | -USD 1.3 M | -0.4% | 4.06% | 101% | 250 | 17.2% | 1.7 |
|
| 4146 |
MCG
4146
McCollum Christoferson Group
Amherst,
New York
| USD 328 M | -USD 10.7 M | -3% | 1.43% | 59.4% | 70 | 4.29% | 4.5 |
|
| 4147 |
4147
Eldred Rock Partners
San Antonio,
Texas
| USD 328 M | +USD 36.2 M | +12% | 4.2% | 109% | 31 | 9.68% | 1.1 |
|
| 4148 |
4148
Guidance Capital
Lousville,
Kentucky
| USD 327 M | +USD 618 k | +0.2% | 0.4% | 63.7% | 207 | 12.56% | 1 |
|
| 4149 |
4149
Coyle Financial Counsel
Glenview,
Illinois
| USD 327 M | +USD 11.5 M | +4% | 0.36% | 67.3% | 78 | 8.97% | 3.5 |
|
| 4150 |
4150
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| USD 327 M | +USD 4.08 M | +1% | 1.09% | 84.4% | 525 | 12.38% | 1 |
|