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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Eos Management LP
New York
| USD 131 M | -USD 38.1 M | -22% | 20% | 152% | 34 | 14.71% | 3.9 |
|
| 5377 |
5377
Sowa Financial Group
Lincoln,
Rhode Island
| USD 131 M | -USD 35.6 M | -21% | 13.2% | 77.7% | 67 | 47.76% | 2.3 |
|
| 5378 |
5378
WESPAC Advisors
Orinda,
California
| USD 131 M | +USD 38.8 M | +42% | 14% | 112% | 131 | 57.25% | 0.9 |
|
| 5379 |
5379
Divisadero Street Capital Management
Miami,
Florida
| USD 131 M | +USD 12.3 M | +10% | 19.1% | 718% | 58 | 62.07% | 0.2 |
|
| 5380 |
5380
J. Arnold Wealth Management
Youngstown,
Ohio
| USD 131 M | -USD 54.9 M | -30% | 21.9% | 46.2% | 53 | 30.19% | 1.5 |
|
| 5381 |
5381
Sterling Investment Counsel
Buffalo,
New York
| USD 131 M | -USD 17.4 M | -12% | 16.1% | 93.8% | 163 | 20.86% | 0.4 |
|
| 5382 |
5382
Woodward Diversified Capital
Bakersfield,
California
| USD 131 M | -USD 22.1 M | -14% | 9.13% | 118% | 162 | 19.14% | 1.2 |
|
| 5383 |
5383
NetEase Inc
Hangzhou,
China
| USD 131 M | – | – | 37% | 464% | 2 | – | 0 |
|
| 5384 |
5384
Kennicott Capital Management
Corte Madera,
California
| USD 131 M | -USD 42.6 M | -25% | 18.8% | 98% | 48 | 25% | 1.1 |
|
| 5385 |
5385
Solstein Capital
Menlo Park,
California
| USD 131 M | -USD 21.2 M | -14% | 6.9% | 91.4% | 399 | 18.8% | 1.1 |
|
| 5386 |
5386
Tranquilli Financial Advisor
Clinton,
New Jersey
| USD 131 M | -USD 10 M | -7% | 4.89% | 55.1% | 88 | 35.23% | 1 |
|
| 5387 |
5387
Blue Barn Wealth
Orem,
Utah
| USD 130 M | -USD 13.9 M | -10% | 10.5% | 46.4% | 129 | 17.83% | 0.8 |
|
| 5388 |
5388
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 130 M | -USD 36.5 M | -22% | 14% | 282% | 207 | 46.86% | 1.5 |
|
| 5389 |
5389
Planning Directions
Glen Mills,
Pennsylvania
| USD 130 M | -USD 11.9 M | -8% | 9.03% | 46.3% | 79 | 16.46% | 2 |
|
| 5390 |
5390
Ranch Capital Advisors
Sarasota,
Florida
| USD 130 M | -USD 21 M | -14% | 12.6% | 92.6% | 165 | 15.76% | 2 |
|
| 5391 |
5391
Michael & Susan Dell Foundation
New York
| USD 130 M | -USD 35.6 M | -21% | 8.41% | 238% | 5 | 20% | 1.4 |
|
| 5392 |
5392
Client First Capital
San Diego,
California
| USD 130 M | -USD 18.5 M | -12% | 8.95% | 54.6% | 25 | 12% | 0.4 |
|
| 5393 |
5393
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 130 M | -USD 21.9 M | -14% | 12.4% | 72.7% | 86 | 9.3% | 5.2 |
|
| 5394 |
5394
Soditic Asset Management
Tonbridge,
United Kingdom
| USD 130 M | -USD 38.9 M | -23% | 12.5% | 23.4% | 18 | 16.67% | 1.3 |
|
| 5395 |
5395
Offit Capital Advisors
New York
| USD 130 M | -USD 84.3 M | -39% | 3.73% | – | 2 | 0% | 0.4 |
|
| 5396 |
5396
Highview Capital Management
Buffalo Grove,
Illinois
| USD 130 M | -USD 25.5 M | -16% | 12.9% | 123% | 110 | 20.91% | 0.4 |
|
| 5397 |
5397
Gates Foundation
Seattle,
Washington
| USD 130 M | -USD 55.9 M | -30% | 8.98% | 58.1% | 11 | 18.18% | 1.3 |
|
| 5398 |
SHFP
5398
Second Half Financial Partners
Sebring,
Florida
| USD 130 M | USD 0 | 0% | 9.55% | 36.8% | 60 | 0% | 0.3 |
|
| 5399 |
5399
Powers Advisory Group
Highland,
Illinois
| USD 130 M | -USD 13.7 M | -10% | 9.53% | 49.8% | 93 | 3.23% | 0.5 |
|
| 5400 |
5400
Arctis Global
San Juan,
Puerto Rico
| USD 130 M | +USD 19.7 M | +18% | 28.5% | 69.5% | 10 | 40% | 0.6 |
|