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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Private Wealth Group
Tampa,
Florida
| USD 70.4 M | +USD 6.46 M | +10% | 8.64% | 52.9% | 55 | 27.27% | 2 |
|
| 6652 |
6652
Willner & Heller
Encino,
California
| USD 70.4 M | +USD 8.43 M | +14% | 9.17% | 131% | 127 | 12.6% | 0.9 |
|
| 6653 |
6653
Navis Wealth Advisors
Rye Brook,
New York
| USD 70.4 M | +USD 5.62 M | +9% | 6.87% | 107% | 98 | 36.73% | 1.4 |
|
| 6654 |
6654
Teca Partners
Austin,
Texas
| USD 70.4 M | +USD 11.1 M | +19% | 9.89% | 66% | 14 | 42.86% | 0.7 |
|
| 6655 |
6655
Platt Investment Counsel
Lake Mary,
Florida
| USD 70.3 M | +USD 1.48 M | +2% | 8% | 62.9% | 13 | 30.77% | 2 |
|
| 6656 |
6656
Thompson Davis & Co
Richmond,
Virginia
| USD 70.3 M | -USD 3.33 M | -5% | 2.22% | 188% | 115 | 36.52% | 2.8 |
|
| 6657 |
6657
Sage Investment Advisers
Wappingers Falls,
New York
| USD 70.1 M | +USD 6.81 M | +11% | 12.1% | – | 71 | 28.17% | 0.8 |
|
| 6658 |
SPI
6658
Sutton Place Investors
Katonah,
New York
| USD 70.1 M | +USD 4.11 M | +6% | 9.96% | 84% | 71 | 29.58% | 0.7 |
|
| 6659 |
AM
6659
Account Management
Boxford,
Massachusetts
| USD 69.9 M | -USD 3.82 M | -5% | 9.72% | 87.4% | 23 | 8.7% | 4.9 |
|
| 6660 |
6660
Crew Capital Management
Cincinnati,
Ohio
| USD 69.7 M | -USD 3.75 M | -5% | 9.11% | 111% | 97 | 14.43% | 1.5 |
|
| 6661 |
6661
STF Management
Frisco,
Texas
| USD 69.6 M | – | – | 2.97% | 208% | 82 | – | 0 |
|
| 6662 |
BG
6662
BRX Global
New York
| USD 69.4 M | -USD 12.7 M | -15% | 0.96% | 65.8% | 6 | 0% | 1.7 |
|
| 6663 |
6663
Orser Capital Management
Southlake,
Texas
| USD 69.3 M | +USD 13.1 M | +23% | 7.84% | 128% | 47 | 14.89% | 3.3 |
|
| 6664 |
6664
Once Capital Management
New York
| USD 69.3 M | -USD 7.44 M | -10% | 5.73% | 570% | 24 | 8.33% | 0.9 |
|
| 6665 |
6665
SBB Research Group
Northbrook,
Illinois
| USD 69.2 M | -USD 1.39 M | -2% | 6.73% | – | 69 | 50.72% | 0.6 |
|
| 6666 |
6666
Lane Generational
Dover,
Massachusetts
| USD 69.2 M | -USD 1.46 M | -2% | 9.65% | 148% | 39 | 30.77% | 0.7 |
|
| 6667 |
6667
Tsai Capital
New York
| USD 69.1 M | -USD 21.1 M | -23% | 12.2% | 29.2% | 23 | 17.39% | 1.3 |
|
| 6668 |
6668
Credit Capital Investments
Livingston,
New Jersey
| USD 69 M | -USD 5.31 M | -7% | 3.24% | 500% | 81 | 62.96% | 0.8 |
|
| 6669 |
6669
Clearfield Capital Management
New York
| USD 69 M | +USD 32 M | +86% | 14.8% | 421% | 6 | 66.67% | 0.4 |
|
| 6670 |
6670
Mangham Associates
Charlottesville,
Virginia
| USD 68.8 M | -USD 16 M | -19% | 7.77% | 24.4% | 19 | 0% | 1.2 |
|
| 6671 |
6671
Oslo Asset Management AS
Oslo,
Norway
| USD 68.8 M | +USD 1.85 M | +3% | 13.2% | 82.7% | 12 | 25% | 3 |
|
| 6672 |
6672
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 68.7 M | -USD 2.54 k | -0% | 7.91% | 52.3% | 27 | 0% | 0.9 |
|
| 6673 |
6673
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| USD 68.7 M | -USD 43.4 M | -39% | 2.25% | 172% | 9 | 66.67% | 1.3 |
|
| 6674 |
SCA
6674
SMH Capital Advisors
Fort Worth,
Texas
| USD 68.6 M | +USD 1.64 M | +2% | 3.14% | 9.86% | 67 | 13.43% | 2.2 |
|
| 6675 |
6675
Centerstone Investors
New York
| USD 68.3 M | +USD 7.23 M | +12% | 11.6% | 73.7% | 28 | 28.57% | 2.6 |
|