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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 164 M | -USD 9.7 M | -6% | 3.77% | 92.4% | 404 | 9.41% | 4.5 |
|
| 4677 |
4677
Providence First Trust
Scottsdale,
Arizona
| USD 164 M | -USD 13.7 M | -8% | 4.72% | 64.1% | 139 | 35.97% | 1.7 |
|
| 4678 |
SI
4678
Saxon Interests
Houston,
Texas
| USD 164 M | -USD 1.02 M | -0.6% | 4.19% | 73% | 162 | 17.9% | 0.6 |
|
| 4679 |
4679
Pinnbrook Capital Management
New York
| USD 164 M | -USD 34.9 M | -18% | 3.42% | 913% | 77 | 77.92% | 0.2 |
|
| 4680 |
4680
Solas Capital Management
Darien,
Connecticut
| USD 164 M | -USD 3.6 M | -2% | 1.21% | 62.5% | 25 | 28% | 1.3 |
|
| 4681 |
4681
Wahed Invest
New York
| USD 164 M | +USD 1.96 M | +1% | 3.77% | 140% | 259 | 11.97% | 0.5 |
|
| 4682 |
4682
Black Diamond Capital Management
Stamford,
Connecticut
| USD 164 M | -USD 20.4 M | -11% | 13% | 28.3% | 12 | 8.33% | 2.1 |
|
| 4683 |
4683
Gunma Bank
Gunma,
Japan
| USD 164 M | -USD 72.3 M | -31% | 9.28% | 24.5% | 53 | 26.42% | 0.6 |
|
| 4684 |
CWM
4684
CCG Wealth Management
San Diego,
California
| USD 164 M | -USD 13.7 M | -8% | 5.5% | 82.6% | 117 | 24.79% | 2 |
|
| 4685 |
SM
4685
Salzhauer Michael
| USD 164 M | -USD 3.1 M | -2% | 0.93% | 107% | 127 | 13.39% | 3.1 |
|
| 4686 |
4686
Wealth Effects
Boston,
Massachusetts
| USD 164 M | -USD 2.64 M | -2% | 4.72% | 235% | 201 | 14.93% | 0.7 |
|
| 4687 |
CP
4687
CPV Partners
Stamford,
Connecticut
| USD 164 M | -USD 60.1 M | -27% | 20.4% | 105% | 6 | 0% | 1.8 |
|
| 4688 |
4688
Daily Journal Corp
Los Angeles,
California
| USD 163 M | -USD 11.4 M | -7% | 5.04% | 108% | 5 | 0% | 7.3 |
|
| 4689 |
4689
Taika Capital
Sunny Isles Beach,
Florida
| USD 163 M | +USD 2.59 M | +2% | 7.08% | 68.3% | 67 | 59.7% | 0.3 |
|
| 4690 |
4690
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 163 M | -USD 12.2 M | -7% | 5.33% | 87.5% | 77 | 24.68% | 2.5 |
|
| 4691 |
4691
Ledge Wealth Management
Sartell,
Minnesota
| USD 163 M | +USD 651 k | +0.4% | 3.94% | – | 72 | 13.89% | 0.5 |
|
| 4692 |
4692
Worth Venture Partners
Fort Lee,
New Jersey
| USD 163 M | -USD 6.83 M | -4% | 1.67% | 105% | 192 | 33.33% | 0.7 |
|
| 4693 |
4693
Monte Financial Group
Guilford,
Connecticut
| USD 163 M | -USD 8.08 M | -5% | 7.69% | 57.9% | 78 | 6.41% | 2.6 |
|
| 4694 |
4694
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 163 M | +USD 2.05 M | +1% | 2.63% | 73.4% | 65 | 24.62% | 2.5 |
|
| 4695 |
4695
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 163 M | -USD 31.4 M | -16% | 1.46% | 392% | 39 | 66.67% | 0.6 |
|
| 4696 |
CC
4696
Coann Capital
Westport,
Connecticut
| USD 163 M | +USD 16.4 M | +11% | 6.4% | – | 28 | 82.14% | 0.1 |
|
| 4697 |
WC
4697
Weil Company
San Diego,
California
| USD 163 M | -USD 14.9 M | -8% | 4.56% | 71.7% | 134 | 16.42% | 2.5 |
|
| 4698 |
4698
TPG Financial Advisors
Portland,
Oregon
| USD 163 M | +USD 13.6 M | +9% | 4.9% | – | 47 | 23.4% | 2.3 |
|
| 4699 |
4699
EnCap Energy Capital Fund VIII
Houston,
Texas
| USD 163 M | +USD 1 M | +0.6% | 2.26% | 6.16% | 3 | 0% | 0.5 |
|
| 4700 |
4700
Stone Summit Wealth
Miami,
Florida
| USD 163 M | -USD 4.85 M | -3% | 5.25% | 67% | 129 | 4.65% | 0.7 |
|