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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Salesforce Inc
San Francisco,
California
| USD 222 M | -USD 157 M | -41% | 33.1% | 33.9% | 6 | 16.67% | 0.7 |
|
| 4552 |
SWMG
4552
Signature Wealth Management Group
Atlanta,
Georgia
| USD 222 M | +USD 23.8 M | +12% | 2.17% | – | 90 | 16.67% | 2.5 |
|
| 4553 |
4553
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 222 M | +USD 14 M | +7% | 8.19% | 44.6% | 11 | 0% | 1.1 |
|
| 4554 |
4554
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 222 M | -USD 11.7 M | -5% | 10.3% | 392% | 41 | 68.29% | 0.6 |
|
| 4555 |
4555
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 222 M | -USD 12.5 M | -5% | 4.27% | 151% | 101 | 19.8% | 1.4 |
|
| 4556 |
4556
Titus Wealth Management
Larskpur,
California
| USD 222 M | -USD 126 k | -0.1% | 2.09% | 26.6% | 181 | 15.47% | 2.2 |
|
| 4557 |
4557
Engine No 1 LLC
San Francisco,
California
| USD 222 M | -USD 262 M | -54% | 7.17% | 536% | 309 | 96.12% | 0.7 |
|
| 4558 |
4558
TNF
Billings,
Montana
| USD 222 M | -USD 16.6 M | -7% | 3.38% | 21.3% | 139 | 12.23% | 0.5 |
|
| 4559 |
4559
Secure Asset Management
Troy,
Michigan
| USD 222 M | -USD 25.1 M | -10% | 1.76% | 97.2% | 236 | 25.85% | 1.2 |
|
| 4560 |
4560
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 222 M | -USD 2.55 M | -1% | 1.93% | 98.3% | 140 | 6.43% | 6.3 |
|
| 4561 |
MS
4561
Madden Securities
Dallas,
Texas
| USD 222 M | +USD 8.37 M | +4% | 0.84% | 108% | 137 | 30.66% | 1.4 |
|
| 4562 |
4562
Oxler Private Wealth
Rye Brook,
New York
| USD 222 M | -USD 19.6 M | -8% | 3.6% | 119% | 121 | 10.74% | 1.1 |
|
| 4563 |
4563
Kelly Financial Services
Braintree,
Massachusetts
| USD 222 M | +USD 3.51 M | +2% | 3.53% | 64.3% | 717 | 11.02% | 2.2 |
|
| 4564 |
4564
West Oak Capital
Westlake Village,
California
| USD 222 M | -USD 50.4 M | -19% | 3% | 110% | 397 | 9.57% | 4.3 |
|
| 4565 |
4565
Norway Savings Bank
Portland,
Maine
| USD 221 M | -USD 6.61 M | -3% | 3.99% | 117% | 312 | 6.09% | 3.8 |
|
| 4566 |
DA
4566
Dash Acquisitions
Woodland Hills,
California
| USD 221 M | -USD 9.6 M | -4% | 9.15% | 52% | 40 | 5% | 1 |
|
| 4567 |
4567
Lowe Wealth Advisors
Columbia,
Maryland
| USD 221 M | -USD 6.19 M | -3% | 1.97% | 63.3% | 348 | 12.07% | 3.9 |
|
| 4568 |
CCM
4568
Consolidated Capital Management
Burbank,
California
| USD 221 M | -USD 4.64 M | -2% | 6.28% | 166% | 53 | 28.3% | 2.4 |
|
| 4569 |
WAM
4569
Westport Asset Management
Southport,
Connecticut
| USD 221 M | USD 0 | 0% | 8.2% | 64.2% | 76 | 0% | 4.8 |
|
| 4570 |
4570
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 221 M | +USD 13.6 M | +7% | 1.04% | 125% | 79 | 16.46% | 3 |
|
| 4571 |
4571
Jones Road Capital Management
New York
| USD 221 M | -USD 242 M | -52% | 2.88% | 88.5% | 89 | 46.07% | 0.6 |
|
| 4572 |
4572
Aquamarine Capital Management
New York
| USD 221 M | +USD 3.09 M | +1% | 3.14% | 23% | 13 | 0% | 4.8 |
|
| 4573 |
DI
4573
DAGCO Inc
Westlake,
Ohio
| USD 220 M | -USD 34.1 M | -13% | 4.9% | 75% | 110 | 12.73% | 2.5 |
|
| 4574 |
4574
Trilantic Capital Management
New York
| USD 220 M | -USD 104 M | -32% | 10.8% | – | 16 | 56.25% | 0.2 |
|
| 4575 |
JPC
4575
Jabodon PT Co
Reno,
Nevada
| USD 220 M | +USD 1.28 M | +0.6% | 12.8% | 61.9% | 33 | 6.06% | 0.4 |
|