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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
J. Arnold Wealth Management
Youngstown,
Ohio
| USD 178 M | +USD 46.4 M | +35% | 3.4% | 46.2% | 54 | 33.33% | 1.5 |
|
| 4502 |
4502
Affiance Financial
St. Louis Park,
Minnesota
| USD 177 M | -USD 8.01 M | -4% | 4.85% | 57.8% | 143 | 18.18% | 3.8 |
|
| 4503 |
EE
4503
EWG Elevate
Roseville,
California
| USD 177 M | -USD 28.2 M | -14% | 4.94% | 76% | 83 | 18.07% | 1.5 |
|
| 4504 |
4504
Holowesko Partners
Nassau,
Bahamas
| USD 177 M | -USD 13.4 M | -7% | 8.67% | 51.1% | 31 | 16.13% | 3.1 |
|
| 4505 |
4505
Columbia Trust
Portland,
Oregon
| USD 177 M | -USD 8.98 M | -5% | 4.27% | 36% | 144 | 9.72% | 2.3 |
|
| 4506 |
4506
Beaconlight Capital
New York
| USD 177 M | -USD 38.6 M | -18% | 4.85% | 282% | 44 | 36.36% | 1 |
|
| 4507 |
KLCM
4507
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 177 M | -USD 8.16 M | -4% | 5.02% | 91.9% | 138 | 16.67% | 2.2 |
|
| 4508 |
4508
Waterton Global Resource Management
Toronto,
Ontario, Canada
| USD 177 M | -USD 1.66 M | -0.9% | 1.23% | 21% | 2 | 50% | 1.9 |
|
| 4509 |
PCM
4509
Prime Capital Management
Hong Kong
| USD 177 M | +USD 65 M | +58% | 10.2% | 579% | 7 | 14.29% | 0.9 |
|
| 4510 |
4510
AMI Investment Management
Kendallville,
Indiana
| USD 177 M | -USD 21.3 M | -11% | 4.73% | 47.9% | 72 | 15.28% | 5.2 |
|
| 4511 |
PAM
4511
Pegasus Asset Management
Montebello,
New York
| USD 177 M | -USD 7.01 M | -4% | 3.9% | 89% | 74 | 5.41% | 3.7 |
|
| 4512 |
MWM
4512
MTC Wealth Management
Tampa,
Florida
| USD 177 M | -USD 10.6 M | -6% | 5.86% | 30.5% | 14 | 14.29% | 1.4 |
|
| 4513 |
4513
22NW LP
Seattle,
Washington
| USD 177 M | -USD 11.6 M | -6% | 7.9% | 138% | 20 | 0% | 2.2 |
|
| 4514 |
4514
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 177 M | +USD 1.66 M | +0.9% | 4.96% | 56.9% | 91 | 14.29% | 2.5 |
|
| 4515 |
4515
Kellner Capital
New York
| USD 177 M | +USD 28.3 M | +19% | 20.9% | 390% | 55 | 65.45% | 0.3 |
|
| 4516 |
4516
Capital Planning
Bellevue,
Washington
| USD 177 M | -USD 8.81 M | -5% | 5.5% | 81.2% | 65 | 7.69% | 1.4 |
|
| 4517 |
4517
AH Equity Partners LSV III
Menlo Park,
California
| USD 176 M | -USD 24.5 M | -12% | 10.5% | – | 3 | 0% | 0.6 |
|
| 4518 |
4518
VELA Investment Management
New Albany,
Ohio
| USD 176 M | +USD 1.74 M | +1% | 4.09% | 56.8% | 146 | 14.38% | 0.6 |
|
| 4519 |
4519
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 176 M | -USD 9.43 M | -5% | 3.72% | 84.4% | 152 | 8.55% | 6.2 |
|
| 4520 |
4520
Hollow Brook Wealth Management
Katonah,
New York
| USD 176 M | -USD 5.69 M | -3% | 5.02% | 92.8% | 80 | 18.75% | 3.1 |
|
| 4521 |
4521
MTM Investment Management
Spartanburg,
South Carolina
| USD 176 M | -USD 9 M | -5% | 3.84% | 80.5% | 279 | 9.32% | 1.4 |
|
| 4522 |
4522
Oracle Investment Management
Greenwich,
Connecticut
| USD 176 M | -USD 153 M | -47% | 8.98% | 865% | 34 | 50% | 2.8 |
|
| 4523 |
4523
Intrepid Financial Planning Group
Carmel,
Indiana
| USD 176 M | -USD 5.93 M | -3% | 3.49% | 92.5% | 109 | 6.42% | 0.2 |
|
| 4524 |
4524
Palouse Capital Management
Spokane,
Washington
| USD 176 M | -USD 25.8 M | -13% | 7.88% | 67.8% | 88 | 19.32% | 2.8 |
|
| 4525 |
4525
WC Walker & Associates
Fullerton,
California
| USD 176 M | +USD 5.73 M | +3% | 5.17% | – | 77 | 12.99% | 1.4 |
|