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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Sturgeon Ventures
London,
United Kingdom
| USD 99.3 M | +USD 3.72 M | +4% | 13.8% | 85.9% | 36 | 27.78% | 0.9 |
|
| 5102 |
CNFG
5102
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 99.3 M | – | – | 6.92% | 52.6% | 70 | – | 3.5 |
|
| 5103 |
5103
Kelleher Financial Advisors
New York
| USD 99.2 M | +USD 17.2 M | +21% | 9.55% | 72.4% | 104 | 16.35% | 2.5 |
|
| 5104 |
5104
Davidson Trust Company
Seattle,
Washington
| USD 99.2 M | – | – | 7.77% | 77% | 100 | – | 0 |
|
| 5105 |
5105
Stewart Asset Management
New York
| USD 99.1 M | – | – | 13.2% | 42.5% | 44 | – | 0 |
|
| 5106 |
5106
Bank of Marin
Novato,
California
| USD 99 M | – | – | 8.18% | 80.3% | 117 | – | 0 |
|
| 5107 |
5107
Essex Private Wealth Management
Topsfield,
Massachusetts
| USD 98.8 M | – | – | 6.84% | 29.3% | 58 | – | 0 |
|
| 5108 |
5108
Copperleaf Capital
Raleigh,
North Carolina
| USD 98.6 M | – | – | 5.12% | 102% | 47 | – | 0 |
|
| 5109 |
5109
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 98.6 M | +USD 55 M | +126% | 6.16% | 23.4% | 8 | 37.5% | 1.9 |
|
| 5110 |
5110
Security National Bank of So Dak
Sioux City,
Iowa
| USD 98.5 M | +USD 12.6 M | +15% | 7.8% | 67.7% | 84 | 8.33% | 3.8 |
|
| 5111 |
5111
Credit Capital Investments
Livingston,
New Jersey
| USD 98.5 M | +USD 14.4 M | +17% | 18.5% | 500% | 45 | 33.33% | 1.3 |
|
| 5112 |
5112
EPIQ Partners
Minneapolis,
Minnesota
| USD 98.5 M | – | – | 8.12% | 49.6% | 64 | – | 0 |
|
| 5113 |
5113
Portland Hill Asset Management
London,
United Kingdom
| USD 98.4 M | -USD 26.9 M | -21% | 12.1% | 30.2% | 23 | 26.09% | 2.3 |
|
| 5114 |
5114
Charter Research & Investment Group
Southport,
Connecticut
| USD 98.4 M | +USD 6.04 M | +7% | 8.48% | 82.3% | 80 | 8.75% | 3.7 |
|
| 5115 |
5115
Billings Capital Management
Arlington,
Virginia
| USD 98.3 M | +USD 4.37 M | +5% | 4.77% | – | 7 | 14.29% | 1.5 |
|
| 5116 |
5116
Briaud Financial Planning
College Station,
Texas
| USD 98.3 M | – | – | 3.81% | 113% | 25 | – | 0 |
|
| 5117 |
5117
DWM Financial Group
Palatine,
Illinois
| USD 98.2 M | – | – | 3.97% | – | 31 | – | 0 |
|
| 5118 |
5118
Crestview Partners II
New York
| USD 98.1 M | +USD 27.3 M | +39% | 44.6% | 157% | 2 | 0% | 2.8 |
|
| 5119 |
5119
EnCap Energy Capital Fund VIII
Houston,
Texas
| USD 98.1 M | +USD 12.5 M | +15% | 31.5% | 6.16% | 2 | 0% | 2.5 |
|
| 5120 |
5120
Lansing Management
New York
| USD 98.1 M | +USD 1.14 M | +1% | 10.6% | 76.9% | 9 | 11.11% | 1 |
|
| 5121 |
CWM
5121
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 98 M | +USD 4.45 M | +5% | 6.33% | 46.7% | 38 | 39.47% | 1.4 |
|
| 5122 |
5122
Boothe Investment Group
Dover,
Delaware
| USD 97.9 M | +USD 2.92 M | +3% | 6.63% | 75.6% | 26 | 7.69% | 1 |
|
| 5123 |
5123
Adams Chetwood Wealth Management
Durham,
North Carolina
| USD 97.8 M | – | – | 12.8% | – | 68 | – | 0 |
|
| 5124 |
5124
USA Mutuals Advisors
Dallas,
Texas
| USD 97.7 M | -USD 9.15 M | -9% | 5.75% | 14.1% | 26 | 42.31% | 4.8 |
|
| 5125 |
FM
5125
Fondren Management
Houston,
Texas
| USD 97.7 M | -USD 22.5 M | -19% | 4.14% | 14.2% | 107 | 48.6% | 0.6 |
|