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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Rye Brook Capital
Greenwich,
Connecticut
| USD 137 M | -USD 27.3 M | -17% | 6.12% | 77.2% | 23 | 13.04% | 1.1 |
|
| 5127 |
5127
Solitude Financial Services
Charlottesville,
Virginia
| USD 137 M | -USD 5.66 M | -4% | 6.13% | 55.4% | 44 | 0% | 1.3 |
|
| 5128 |
5128
Sterling Investment Counsel
Buffalo,
New York
| USD 137 M | +USD 5.86 M | +4% | 5% | 93.8% | 153 | 15.69% | 0.6 |
|
| 5129 |
5129
Chapman Investment Management
San Anselmo,
California
| USD 137 M | -USD 8.02 M | -6% | 2.32% | 44% | 46 | 21.74% | 1.8 |
|
| 5130 |
5130
Sandbox Financial Partners
Bethesda,
Maryland
| USD 137 M | -USD 3.62 M | -3% | 1.8% | 69.6% | 91 | 12.09% | 1.2 |
|
| 5131 |
SST
5131
S Squared Technology
New York
| USD 137 M | -USD 7.75 M | -5% | 1.04% | 223% | 35 | 5.71% | 3.1 |
|
| 5132 |
5132
Worth Asset Management
Dallas,
Texas
| USD 137 M | -USD 9.6 M | -7% | 0.54% | 115% | 591 | 26.73% | 0.4 |
|
| 5133 |
5133
Client First Capital
San Diego,
California
| USD 136 M | +USD 6.28 M | +5% | 4.34% | 54.6% | 24 | 16.67% | 0.7 |
|
| 5134 |
5134
Horizon Wealth Management
La Grange,
Illinois
| USD 136 M | -USD 105 M | -43% | 3.35% | 97.2% | 114 | 40.35% | 0.6 |
|
| 5135 |
STC
5135
Sarah T. Connolly
| USD 136 M | -USD 10.5 M | -7% | 5% | 35% | 97 | 7.22% | 1.6 |
|
| 5136 |
WCM
5136
W Capital Management
New York
| USD 136 M | -USD 41.7 M | -23% | 31.9% | – | 6 | 33.33% | 0.6 |
|
| 5137 |
5137
Miller Equity Capital Advisors
Irving,
Texas
| USD 136 M | +USD 19.2 M | +16% | 3.23% | 23.7% | 49 | 2.04% | 2.3 |
|
| 5138 |
5138
Samalin Investment Counsel
Chappaqua,
New York
| USD 136 M | -USD 5.55 M | -4% | 5.72% | 68.3% | 246 | 12.6% | 1.9 |
|
| 5139 |
5139
McNaughton Wealth Management
San Diego,
California
| USD 136 M | -USD 5.21 M | -4% | 5.43% | 55.6% | 55 | 7.27% | 2.2 |
|
| 5140 |
5140
Moseley Investment Management
Bradenton,
Florida
| USD 136 M | -USD 7.08 M | -5% | 3.25% | 96.6% | 155 | 13.55% | 2.4 |
|
| 5141 |
5141
Highside Global Management
Dallas,
Texas
| USD 136 M | -USD 37.4 M | -22% | 6.76% | 11.1% | 19 | 31.58% | 0.9 |
|
| 5142 |
5142
Alaethes Wealth
Glenbrook,
Nevada
| USD 136 M | +USD 1.16 M | +0.9% | 3.4% | 96.4% | 106 | 11.32% | 1.3 |
|
| 5143 |
5143
Eidelman Virant Capital
Saint Louis,
Missouri
| USD 136 M | -USD 2.99 M | -2% | 4.78% | 46.2% | 193 | 12.95% | 2.1 |
|
| 5144 |
5144
Toews Corporation
Northfield,
New Jersey
| USD 136 M | -USD 14.1 M | -9% | 6.28% | 22% | 118 | 21.19% | 0.6 |
|
| 5145 |
5145
Burns Matteson Capital Management
Corning,
New York
| USD 136 M | -USD 6.31 M | -4% | 5.79% | 137% | 151 | 44.37% | 0.8 |
|
| 5146 |
BCM
5146
BlueMar Capital Management
Miami,
Florida
| USD 136 M | -USD 13 M | -9% | 0.23% | 27.4% | 35 | 11.43% | 1.6 |
|
| 5147 |
5147
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 136 M | -USD 12.5 M | -8% | 5.41% | 62.3% | 66 | 33.33% | 0.9 |
|
| 5148 |
5148
Laurel Wealth Planning
Edina,
Minnesota
| USD 136 M | -USD 6.26 M | -4% | 6.54% | 53.1% | 259 | 17.37% | 1.2 |
|
| 5149 |
5149
Divergent Planning
Bethesda,
Maryland
| USD 136 M | -USD 3.35 M | -2% | 5.23% | 43.3% | 23 | 26.09% | 1 |
|
| 5150 |
5150
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 136 M | -USD 6.57 M | -5% | 4.99% | 92% | 353 | 11.33% | 2 |
|