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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Toews Corporation
Northfield,
New Jersey
| USD 168 M | -USD 577 M | -77% | 1.9% | 22% | 18 | 55.56% | 3.4 |
|
| 6202 |
6202
EMG Holdings
Old Greenwich,
Connecticut
| USD 168 M | -USD 22.4 M | -12% | 8.17% | 4.17% | 37 | 54.05% | 1.3 |
|
| 6203 |
6203
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 168 M | -USD 4.86 M | -3% | 2.94% | 61.4% | 357 | 5.04% | 1.3 |
|
| 6204 |
WFG
6204
Wormser Freres Gestion
Paris,
France
| USD 168 M | +USD 4.42 M | +3% | 1.99% | 67.4% | 49 | 10.2% | 0.9 |
|
| 6205 |
6205
Concorde Financial
Dallas,
Texas
| USD 168 M | -USD 1.76 M | -1% | 2.65% | 81.3% | 39 | 7.69% | 2 |
|
| 6206 |
6206
Peterson Wealth Management
Sparks,
Nevada
| USD 168 M | +USD 11.6 M | +7% | 5.04% | 88.9% | 54 | 18.52% | 2.2 |
|
| 6207 |
6207
Novak & Powell Financial Services
St. Petersburg,
Florida
| USD 168 M | -USD 4.56 M | -3% | 0.86% | – | 166 | 15.66% | 0.9 |
|
| 6208 |
6208
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 168 M | -USD 518 k | -0.3% | 4.01% | 98.3% | 20 | 20% | 4.3 |
|
| 6209 |
6209
Gray Private Wealth
Canton,
Massachusetts
| USD 168 M | +USD 518 k | +0.3% | 0.02% | – | 42 | 4.76% | 0.7 |
|
| 6210 |
LFWA
6210
LBJ Family Wealth Advisors
Austin,
Texas
| USD 168 M | -USD 784 k | -0.5% | 0.41% | 64.9% | 29 | 3.45% | 6.4 |
|
| 6211 |
6211
Catawba River Capital
Lake Wylie,
South Carolina
| USD 168 M | +USD 9.5 M | +6% | 0% | 89.5% | 20 | 20% | 2.9 |
|
| 6212 |
6212
TCG Capital Management
Playa Vista,
California
| USD 168 M | +USD 14.6 M | +10% | 9.57% | 29.3% | 1 | 0% | 2 |
|
| 6213 |
6213
Spring Capital Management
Amarillo,
Texas
| USD 167 M | +USD 44.2 M | +36% | 0.13% | 73.6% | 46 | 43.48% | 1.5 |
|
| 6214 |
6214
Delap Wealth Advisory
Lake Oswego,
Oregon
| USD 167 M | +USD 9.21 M | +6% | 1.87% | 73% | 79 | 25.32% | 1.3 |
|
| 6215 |
6215
Naman Capital
Sao Paulo,
Brazil
| USD 167 M | -USD 93.8 M | -36% | 6.97% | 89.9% | 12 | 8.33% | 3.1 |
|
| 6216 |
MFG
6216
MTM Financial Group
Bethlehem,
Pennsylvania
| USD 167 M | +USD 3.54 M | +2% | 0.55% | 36.5% | 77 | 10.39% | 1.7 |
|
| 6217 |
6217
Anabranch Capital Management
Stamford,
Connecticut
| USD 167 M | -USD 3.25 M | -2% | 0.54% | 139% | 8 | 12.5% | 3.1 |
|
| 6218 |
6218
GE Investment Management
Norwalk,
Connecticut
| USD 167 M | -USD 159 M | -49% | 9.89% | – | 5 | 20% | 0.9 |
|
| 6219 |
6219
Index Venture Life Associates VI
St. Helier,
Jersey
| USD 167 M | – | – | 4.7% | – | 2 | – | 1.5 |
|
| 6220 |
6220
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 167 M | +USD 807 k | +0.5% | 3.18% | 87.7% | 12 | 25% | 1.5 |
|
| 6221 |
CCP
6221
Cunning Capital Partners
Morrisville,
North Carolina
| USD 167 M | -USD 24.5 M | -13% | 13.4% | 268% | 77 | 29.87% | 1.2 |
|
| 6222 |
6222
Banyan Capital Management
Atlanta,
Georgia
| USD 167 M | -USD 5.9 M | -3% | 1.04% | 44.4% | 17 | 11.76% | 4.3 |
|
| 6223 |
6223
Menard Financial Group
Houston,
Texas
| USD 167 M | +USD 14.9 M | +10% | 5.73% | 141% | 319 | 65.52% | 0.6 |
|
| 6224 |
RMSCM
6224
R.M. Sincerbeaux Capital Management
New York
| USD 167 M | +USD 5.57 M | +3% | 6.93% | 76.4% | 38 | 2.63% | 9 |
|
| 6225 |
CE
6225
Cornerstone Enterprises
Appleton,
Wisconsin
| USD 167 M | +USD 6.83 M | +4% | 4.91% | 85.7% | 36 | 36.11% | 0.7 |
|