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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
CFG
5151
CMC Financial Group
Atlanta,
Georgia
| USD 185 M | +USD 13.7 M | +8% | 6.85% | 102% | 32 | 34.38% | 1.5 |
|
| 5152 |
5152
Ferguson Shapiro
Decatur,
Georgia
| USD 185 M | +USD 14.7 M | +9% | 6.46% | 42.7% | 38 | 31.58% | 0.7 |
|
| 5153 |
5153
Tempus Wealth Planning
Irvine,
California
| USD 185 M | +USD 8.78 M | +5% | 6.17% | 95% | 160 | 7.5% | 1.1 |
|
| 5154 |
5154
SummerHaven Investment Management
Stamford,
Connecticut
| USD 185 M | +USD 14.5 M | +8% | 14% | 150% | 200 | 1.5% | 0.5 |
|
| 5155 |
MCM
5155
McMillion Capital Management
Greensboro,
North Carolina
| USD 185 M | +USD 14.9 M | +9% | 10.1% | 59.3% | 84 | 7.14% | 4.8 |
|
| 5156 |
5156
Compass Advisory Group
Melville,
New York
| USD 185 M | +USD 15 M | +9% | 3.93% | 49.2% | 67 | 28.36% | 0.7 |
|
| 5157 |
5157
EMJ Capital
Toronto,
Ontario, Canada
| USD 185 M | -USD 221 M | -54% | 15.5% | – | 52 | 82.69% | 0.3 |
|
| 5158 |
5158
AH Equity Partners LSV II
Menlo Park,
California
| USD 184 M | – | – | 51.8% | – | 4 | – | 0 |
|
| 5159 |
5159
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 184 M | +USD 13.8 M | +8% | 5.56% | 54.4% | 167 | 8.38% | 3 |
|
| 5160 |
5160
Seelaus Asset Management
Chatham,
New Jersey
| USD 184 M | +USD 13.3 M | +8% | 7.86% | 134% | 303 | 21.45% | 1.5 |
|
| 5161 |
5161
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 184 M | +USD 19.5 M | +12% | 11.1% | 53.6% | 29 | 0% | 0.5 |
|
| 5162 |
5162
EDBI Pte Ltd
Singapore
| USD 184 M | – | – | 22.4% | 6.21% | 19 | – | 0 |
|
| 5163 |
5163
Successful Portfolios
Clearwater,
Florida
| USD 184 M | +USD 16.5 M | +10% | 8.56% | 110% | 219 | 8.68% | 2.5 |
|
| 5164 |
5164
Briaud Financial Planning
College Station,
Texas
| USD 184 M | +USD 31.8 M | +21% | 3.75% | 113% | 27 | 33.33% | 1 |
|
| 5165 |
5165
Mountaineer Partners Management
New York
| USD 184 M | +USD 30.7 M | +20% | 8.45% | 158% | 19 | 26.32% | 0.8 |
|
| 5166 |
5166
Garrison Asset Management
Fayetteville,
Arkansas
| USD 184 M | +USD 19 M | +12% | 13.1% | 52.1% | 107 | 6.54% | 5.4 |
|
| 5167 |
CCP
5167
Cunning Capital Partners
Morrisville,
North Carolina
| USD 184 M | -USD 6.12 M | -3% | 13.5% | 268% | 42 | 33.33% | 1 |
|
| 5168 |
RCI
5168
Ridgeback Capital Investments
Miami Beach,
Florida
| USD 184 M | – | – | 29.2% | – | 3 | – | 0 |
|
| 5169 |
5169
Norwood Investment Partners
Mill Valley,
California
| USD 183 M | – | – | 11.4% | 25.2% | 10 | – | 0 |
|
| 5170 |
5170
Sequent Asset Management
Houston,
Texas
| USD 183 M | +USD 8.72 M | +5% | 5.13% | 51.3% | 71 | 7.04% | 2.8 |
|
| 5171 |
5171
Bertram Growth Capital III
Foster City,
California
| USD 183 M | – | – | 11.2% | – | 1 | – | 0 |
|
| 5172 |
CC
5172
Coann Capital
Westport,
Connecticut
| USD 183 M | +USD 79.5 M | +77% | 10.4% | – | 29 | 75.86% | 0.1 |
|
| 5173 |
IAS
5173
Investment Advisory Services
The Woodlands,
Texas
| USD 183 M | +USD 19.9 M | +12% | 13% | 74.9% | 99 | 11.11% | 1.6 |
|
| 5174 |
FAC
5174
Forrestal Agricultural Corporation
Princeton,
New Jersey
| USD 183 M | – | – | 6.6% | – | 1 | – | 0 |
|
| 5175 |
5175
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 183 M | +USD 18.2 M | +11% | 8.81% | 50.4% | 46 | 17.39% | 0.7 |
|