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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
SCA
6151
Sassicaia Capital Advisers
Jericho,
New York
| USD 227 M | +USD 138 M | +156% | 195% | 4,519% | 57 | 84.21% | 0.2 |
|
| 6152 |
6152
Cairn Investment Group
Vancouver,
Washington
| USD 227 M | +USD 25.6 M | +13% | 7.28% | 61.3% | 66 | 6.06% | 4.2 |
|
| 6153 |
6153
Wallace Foundation
New York
| USD 227 M | +USD 30 M | +15% | 14.9% | – | 1 | 0% | 0.5 |
|
| 6154 |
6154
Woodward Diversified Capital
Bakersfield,
California
| USD 227 M | +USD 6.92 M | +3% | 20.1% | 118% | 193 | 12.44% | 2.8 |
|
| 6155 |
6155
Ridgepath Capital Management
Knoxville,
Tennessee
| USD 227 M | +USD 25.4 M | +13% | 11.6% | 73.5% | 61 | 27.87% | 1.6 |
|
| 6156 |
6156
FirstWave Capital Management
Miami,
Florida
| USD 227 M | +USD 132 M | +141% | 72% | – | 69 | 69.57% | 0.2 |
|
| 6157 |
MBAM
6157
Mink Brook Asset Management
West Palm Beach,
Florida
| USD 227 M | +USD 47.3 M | +26% | 32.9% | – | 64 | 34.38% | 0.8 |
|
| 6158 |
OBWA
6158
Oak Barrel Wealth Advisory
Reston,
Virginia
| USD 226 M | – | – | 17.1% | – | 86 | – | 0.4 |
|
| 6159 |
6159
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 226 M | -USD 12.5 M | -5% | 4.2% | 7.8% | 140 | 44.29% | 0.9 |
|
| 6160 |
6160
Gross & Hartman Investments
Leola,
Pennsylvania
| USD 226 M | +USD 34.1 M | +18% | 8.66% | – | 87 | 25.29% | 0.4 |
|
| 6161 |
6161
Beech Hill Advisors
New York
| USD 226 M | +USD 26.5 M | +13% | 24.3% | 105% | 99 | 7.07% | 5.3 |
|
| 6162 |
6162
Ariadne Wealth Management
Santa Barbara,
California
| USD 226 M | +USD 3.34 M | +2% | 20.6% | – | 292 | 28.08% | 1.3 |
|
| 6163 |
6163
Baugh & Associates
Atlanta,
Georgia
| USD 226 M | -USD 5.52 M | -2% | 21.9% | 98.8% | 44 | 4.55% | 6.2 |
|
| 6164 |
6164
Arch Global Advisors
New York
| USD 226 M | +USD 34.4 M | +18% | 15.2% | – | 65 | 27.69% | 0.2 |
|
| 6165 |
6165
Laurel Wealth Planning
Edina,
Minnesota
| USD 226 M | +USD 36.4 M | +19% | 12.2% | 53.1% | 67 | 11.94% | 3.4 |
|
| 6166 |
6166
Charter Capital Management
Brookfield,
Wisconsin
| USD 226 M | +USD 26.2 M | +13% | 13.6% | – | 81 | 20.99% | 0.8 |
|
| 6167 |
6167
Junk Investment Group
Hunt Valley,
Maryland
| USD 226 M | +USD 35.3 M | +18% | 18.2% | – | 97 | 9.28% | 0.2 |
|
| 6168 |
6168
True Wind Capital Management
San Francisco,
California
| USD 226 M | +USD 25.4 M | +13% | 20.8% | 59.6% | 2 | 0% | 4.5 |
|
| 6169 |
6169
Disciplined Equity Management
Neptune Beach,
Florida
| USD 226 M | +USD 26.8 M | +13% | 12.1% | 72.3% | 46 | 6.52% | 3.3 |
|
| 6170 |
6170
Sitrin Capital Management
Century City,
California
| USD 226 M | +USD 26.1 M | +13% | 27.9% | 139% | 41 | 9.76% | 4.7 |
|
| 6171 |
6171
Pacific Wealth Management
San Diego,
California
| USD 226 M | +USD 39.6 M | +21% | 24.5% | 72.8% | 22 | 22.73% | 2 |
|
| 6172 |
6172
Sea Cliff Partners Management
San Francisco,
California
| USD 226 M | +USD 31.8 M | +16% | 36.3% | – | 17 | 41.18% | 0.8 |
|
| 6173 |
HCC
6173
Hatch Cove Capital
Chicago,
Illinois
| USD 225 M | -USD 36.7 M | -14% | 11.1% | – | 31 | 61.29% | 0.2 |
|
| 6174 |
6174
Chronos Wealth Management
Clearwater,
Florida
| USD 225 M | +USD 18.6 M | +9% | 13.3% | 92.3% | 39 | 5.13% | 4.5 |
|
| 6175 |
6175
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 225 M | +USD 24 M | +12% | 12.8% | 66.6% | 158 | 13.29% | 2.3 |
|