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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Wellington Shields & Co
New York
| USD 405 M | +USD 22 M | +6% | 5.2% | 127% | 347 | 14.12% | 4 |
|
| 4152 |
4152
Palumbo Wealth Management
Great Neck,
New York
| USD 405 M | +USD 92.2 M | +29% | 6.28% | 115% | 239 | 33.89% | 1.6 |
|
| 4153 |
4153
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 405 M | +USD 8.71 M | +2% | 2.27% | 73.9% | 210 | 9.05% | 3.4 |
|
| 4154 |
4154
COFG Advisors
Oak Brook,
Illinois
| USD 405 M | – | – | 3.16% | – | 228 | – | 0 |
|
| 4155 |
4155
Trails Edge Capital Partners
Atlanta,
Georgia
| USD 405 M | – | – | 55.4% | – | 23 | – | 0 |
|
| 4156 |
4156
Cordoba Advisory Partners
New York
| USD 405 M | – | – | 1.24% | – | 145 | – | 0 |
|
| 4157 |
4157
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 404 M | +USD 44.7 M | +12% | 11.7% | 164% | 73 | 28.77% | 3.1 |
|
| 4158 |
MM
4158
Meridian Management
Little Rock,
Arkansas
| USD 404 M | +USD 30.3 M | +8% | 2.93% | 65.3% | 83 | 6.02% | 6.2 |
|
| 4159 |
BCM
4159
Bluefin Capital Management
New York
| USD 404 M | +USD 91.3 M | +29% | 8.35% | – | 219 | 79.91% | 0.1 |
|
| 4160 |
4160
Aspen Capital Management
Boise,
Idaho
| USD 404 M | +USD 11.5 M | +3% | 2.53% | – | 83 | 6.02% | 0.7 |
|
| 4161 |
4161
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 404 M | +USD 19.7 k | +0% | 1.75% | 84.6% | 130 | 11.54% | 6 |
|
| 4162 |
KLCM
4162
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 403 M | +USD 29.8 M | +8% | 3.21% | 91.9% | 241 | 19.5% | 2.7 |
|
| 4163 |
4163
Integral Investment Advisors
Turlock,
California
| USD 403 M | +USD 32.2 M | +9% | 2.44% | 69% | 180 | 11.67% | 2.1 |
|
| 4164 |
4164
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 403 M | +USD 6.96 M | +2% | 1.15% | 49.3% | 54 | 5.56% | 7.9 |
|
| 4165 |
4165
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| USD 403 M | +USD 13.3 M | +3% | 2.5% | 84.4% | 608 | 15.46% | 1.5 |
|
| 4166 |
4166
SailingStone Capital Partners
Houston,
Texas
| USD 402 M | +USD 20.6 M | +5% | 7.72% | 152% | 16 | 6.25% | 3.4 |
|
| 4167 |
4167
Duncan Williams Asset Management
Memphis,
Tennessee
| USD 402 M | +USD 47.1 M | +13% | 2.35% | – | 179 | 13.41% | 1.2 |
|
| 4168 |
DS
4168
Dalal Street
West Lake Hills,
Texas
| USD 402 M | +USD 65.2 M | +19% | 30.3% | 92.7% | 5 | 20% | 1.4 |
|
| 4169 |
4169
Monument Capital Management
Alexandria,
Virginia
| USD 402 M | +USD 1.99 M | +0.5% | 4.33% | 170% | 248 | 20.16% | 2.4 |
|
| 4170 |
4170
Natural Investments
Windsor,
California
| USD 402 M | -USD 1.44 M | -0.4% | 2.85% | – | 316 | 36.08% | 0.7 |
|
| 4171 |
SC
4171
Saybrook Capital
Winston Salem,
North Carolina
| USD 402 M | +USD 19 M | +5% | 7.27% | 72.5% | 44 | 6.82% | 8.8 |
|
| 4172 |
4172
CLG LLC
Long Beach,
California
| USD 402 M | +USD 34.5 M | +9% | 3.24% | – | 151 | 15.89% | 0.8 |
|
| 4173 |
4173
Shikiar Asset Management
New York
| USD 402 M | +USD 4.17 M | +1% | 4.73% | 117% | 106 | 11.32% | 3.9 |
|
| 4174 |
WA
4174
WP Advisors
San Francisco,
California
| USD 402 M | +USD 8.12 M | +2% | 3.36% | 113% | 123 | 7.32% | 4.6 |
|
| 4175 |
4175
Westmount Partners
Los Angeles,
California
| USD 401 M | +USD 13.9 M | +4% | 3.4% | 101% | 252 | 5.56% | 2.2 |
|