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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Balance Wealth
Delaware,
Ohio
| USD 171 M | +USD 16.9 M | +11% | 8.95% | – | 121 | 25.62% | 0.2 |
|
| 6277 |
6277
David J. Yvars Group
University Park,
Florida
| USD 171 M | +USD 43.6 M | +34% | 17.7% | 143% | 86 | 25.58% | 2.6 |
|
| 6278 |
NELSF
6278
NewGen Equity Long/Short Fund
Grand Cayman,
Cayman Islands
| USD 171 M | – | – | 36% | – | 24 | – | 0 |
|
| 6279 |
6279
General Partner Inc
Pittsburgh,
Pennsylvania
| USD 171 M | +USD 17.1 M | +11% | 5.25% | 83.1% | 176 | 2.27% | 1.9 |
|
| 6280 |
6280
Washburn Capital Management
Vero Beach,
Florida
| USD 171 M | +USD 18.5 M | +12% | 15% | 123% | 59 | 25.42% | 2.5 |
|
| 6281 |
6281
Ausbil Investment Management
Sydney,
Australia
| USD 171 M | +USD 6.71 M | +4% | 6.2% | 115% | 81 | 30.86% | 1 |
|
| 6282 |
6282
Sterling Investment Counsel
Buffalo,
New York
| USD 171 M | -USD 122 M | -42% | 11.6% | 93.8% | 182 | 27.47% | 2.4 |
|
| 6283 |
6283
Baron Financial Group
Fair Lawn,
New Jersey
| USD 170 M | +USD 11.5 M | +7% | 7.6% | 55.5% | 49 | 4.08% | 3.9 |
|
| 6284 |
6284
BCK Partners
Corning,
New York
| USD 170 M | +USD 10.2 M | +6% | 6.11% | 46% | 28 | 17.86% | 3.7 |
|
| 6285 |
6285
Tribridge Partners Financial
Columbia,
Maryland
| USD 170 M | – | – | 8.23% | – | 60 | – | 0 |
|
| 6286 |
6286
Disciplined Equity Management
Neptune Beach,
Florida
| USD 170 M | +USD 26.6 M | +18% | 6.33% | 72.3% | 66 | 13.64% | 2.3 |
|
| 6287 |
6287
Charter Capital Management
Brookfield,
Wisconsin
| USD 170 M | – | – | 7.2% | – | 62 | – | 0 |
|
| 6288 |
6288
Hardin Capital Partners
Greenville,
South Carolina
| USD 170 M | +USD 7.16 M | +4% | 0.08% | – | 121 | 9.92% | 0.9 |
|
| 6289 |
6289
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 170 M | +USD 8.79 M | +5% | 6.68% | 72.5% | 117 | 23.08% | 0.6 |
|
| 6290 |
6290
Matrix Private Capital Group
New York
| USD 170 M | +USD 2.86 M | +2% | 8.46% | 62.5% | 145 | 13.79% | 4.1 |
|
| 6291 |
6291
Northern Capital Management (Washington)
Spokane,
Washington
| USD 170 M | +USD 16.6 M | +11% | 12% | 80% | 46 | 10.87% | 2.8 |
|
| 6292 |
6292
Aegis Financial
Mc Lean,
Virginia
| USD 170 M | +USD 52.7 M | +45% | 9.48% | 266% | 25 | 8% | 2.6 |
|
| 6293 |
6293
SeaTown Holdings
Singapore
| USD 170 M | +USD 54 M | +47% | 19.5% | 220% | 24 | 50% | 1.1 |
|
| 6294 |
6294
Corient IA
Miami,
Florida
| USD 170 M | +USD 29.1 M | +21% | 15.4% | – | 323 | 14.55% | 0.2 |
|
| 6295 |
6295
First International Bank of Israel
Tel Aviv,
| USD 170 M | – | – | 9.03% | – | 56 | – | 0 |
|
| 6296 |
WBWA
6296
William B. Walkup & Associates
Columbia,
South Carolina
| USD 170 M | +USD 5.74 M | +3% | 2.48% | – | 163 | 1.23% | 1 |
|
| 6297 |
6297
Prepared Retirement Institute
Lansdale,
Pennsylvania
| USD 170 M | +USD 13.1 M | +8% | 6.58% | – | 92 | 14.13% | 1.1 |
|
| 6298 |
6298
Bardin Hill Management Partners
New York
| USD 170 M | -USD 138 M | -45% | 9.08% | 214% | 65 | 83.08% | 0.6 |
|
| 6299 |
6299
Redpoint Management
Woodside,
California
| USD 170 M | -USD 107 M | -39% | 0.98% | 20.6% | 6 | 16.67% | 2.7 |
|
| 6300 |
6300
Flower City Capital
Pittsford,
New York
| USD 170 M | +USD 17.1 M | +11% | 10.8% | 69.5% | 41 | 12.2% | 2.1 |
|