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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
Legacy Capital Group California
Los Gatos,
California
| USD 361 M | +USD 73.9 M | +26% | 16.1% | 129% | 360 | 24.17% | 1.3 |
|
| 4127 |
4127
EdenTree Asset Management
London,
United Kingdom
| USD 361 M | +USD 63 M | +21% | 9.72% | 50.2% | 64 | 7.81% | 1.7 |
|
| 4128 |
4128
ETF Portfolio Partners
Leawood,
Kansas
| USD 361 M | +USD 28.5 M | +9% | 7.31% | 50.2% | 67 | 5.97% | 4.1 |
|
| 4129 |
4129
Lisanti Capital Growth
New York
| USD 361 M | +USD 24.6 M | +7% | 45.3% | 1,490% | 153 | 60.13% | 0.5 |
|
| 4130 |
4130
Opal Wealth Advisors
Jericho,
New York
| USD 361 M | +USD 36.1 M | +11% | 7.12% | 62.3% | 599 | 16.19% | 0.9 |
|
| 4131 |
4131
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| USD 360 M | +USD 52.3 M | +17% | 10.5% | – | 174 | 14.94% | 3 |
|
| 4132 |
4132
HGC Investment Management
Toronto,
Ontario, Canada
| USD 360 M | +USD 79.1 M | +28% | 3.7% | 33.2% | 124 | 54.84% | 0.6 |
|
| 4133 |
4133
Montis Financial
Waltham,
Massachusetts
| USD 360 M | +USD 19.8 M | +6% | 5.45% | 46% | 146 | 9.59% | 1.9 |
|
| 4134 |
4134
Premier Financial Group
Eureka,
California
| USD 360 M | – | – | 7.1% | – | 36 | – | 0 |
|
| 4135 |
4135
Leading Edge Financial Planning
Knoxville,
Tennessee
| USD 360 M | +USD 39.6 M | +12% | 6.89% | 48.6% | 62 | 12.9% | 1.8 |
|
| 4136 |
4136
Aisling Capital Management
New York
| USD 360 M | +USD 71.2 M | +25% | 24.8% | 793% | 13 | 0% | 4.2 |
|
| 4137 |
4137
Fosun International
Hong Kong,
China
| USD 360 M | +USD 4.59 M | +1% | 2.58% | 41.3% | 60 | 30% | 2 |
|
| 4138 |
4138
Winmill & Co
Walpole,
New Hampshire
| USD 360 M | +USD 30.6 M | +9% | 10.7% | 146% | 61 | 16.39% | 3.2 |
|
| 4139 |
4139
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 360 M | +USD 61 M | +20% | 12.7% | 116% | 17 | 5.88% | 8 |
|
| 4140 |
4140
PhiloSmith Capital
Stamford,
Connecticut
| USD 360 M | -USD 4.03 M | -1% | 1.23% | 47% | 24 | 8.33% | 6.8 |
|
| 4141 |
4141
Shikiar Asset Management
New York
| USD 359 M | +USD 24.5 M | +7% | 9.86% | 117% | 84 | 17.86% | 4.6 |
|
| 4142 |
4142
Nepsis Inc
Minneapolis,
Minnesota
| USD 359 M | -USD 45.8 M | -11% | 12.4% | 131% | 29 | 0% | 4.3 |
|
| 4143 |
4143
SimplyRich
Carlsbad,
California
| USD 359 M | +USD 13.3 M | +4% | 5.84% | 98.3% | 224 | 8.93% | 3.5 |
|
| 4144 |
SSI
4144
Scott & Selber Inc
Houston,
Texas
| USD 359 M | +USD 46.5 M | +15% | 16.3% | 202% | 96 | 13.54% | 4.9 |
|
| 4145 |
4145
Continental Grain Company
New York
| USD 359 M | +USD 11.8 M | +3% | 0.73% | 5.73% | 4 | 0% | 2.1 |
|
| 4146 |
4146
Hill Island Financial
Grand Rapids,
Michigan
| USD 359 M | +USD 17.4 M | +5% | 10.9% | 78.3% | 82 | 35.37% | 1.7 |
|
| 4147 |
4147
Wexford Capital
West Palm Beach,
Florida
| USD 359 M | -USD 26 M | -7% | 20% | 128% | 344 | 67.15% | 0.6 |
|
| 4148 |
DI
4148
DAGCO Inc
Westlake,
Ohio
| USD 359 M | +USD 49.4 M | +16% | 7.55% | 75% | 383 | 14.62% | 0.9 |
|
| 4149 |
4149
New Capital Management
Houston,
Texas
| USD 358 M | +USD 9.8 M | +3% | 5.33% | 49.4% | 59 | 20.34% | 3.3 |
|
| 4150 |
4150
Wakefield Asset Management
Englewood,
Colorado
| USD 358 M | +USD 27.9 M | +8% | 13.7% | 139% | 253 | 41.11% | 1 |
|