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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7726 |
TBNY
7726
Trustco Bank (New York)
Albany,
New York
| USD 137 M | +USD 24.5 M | +22% | 30.8% | 131% | 78 | 10.26% | 7.4 |
|
| 7727 |
SDP
7727
Sentinel Dome Partners
Burlingame,
California
| USD 137 M | +USD 32 M | +30% | 4.4% | – | 40 | 37.5% | 0.3 |
|
| 7728 |
SJGA
7728
Stephen J. Garry & Associates
Garden City,
New York
| USD 137 M | +USD 12.7 M | +10% | 11.4% | – | 55 | 7.27% | 1.8 |
|
| 7729 |
TPCM
7729
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| USD 137 M | +USD 14.4 M | +12% | 9.54% | 74.3% | 60 | 21.67% | 1.5 |
|
| 7730 |
DSC
7730
Daytona Street Capital
Saint Louis,
Missouri
| USD 137 M | +USD 7.23 M | +6% | 14.6% | – | 340 | 30% | 0.4 |
|
| 7731 |
CCM
7731
Crabel Capital Management
Los Angeles,
California
| USD 137 M | +USD 126 M | +1,167% | 0.37% | 13.9% | 58 | 81.03% | 0.3 |
|
| 7732 |
SR
7732
Syntax Research
Boca Raton,
Florida
| USD 137 M | -USD 20.3 M | -13% | 11.7% | 42.9% | 188 | 12.23% | 2.2 |
|
| 7733 |
II
7733
Impact Investors
San Francisco,
California
| USD 137 M | -USD 7.22 M | -5% | 12.5% | – | 120 | 38.33% | 1 |
|
| 7734 |
SWP
7734
Stone Wealth Partners
Lafayette,
Louisiana
| USD 137 M | +USD 25.4 M | +23% | 32.3% | – | 69 | 23.19% | 0.4 |
|
| 7735 |
BCM
7735
Barrier Capital Management
San Francisco,
California
| USD 137 M | +USD 22.9 M | +20% | 41.6% | 216% | 23 | 52.17% | 0.6 |
|
| 7736 |
MWP
7736
Momentum Wealth Planning
Estero,
Florida
| USD 137 M | +USD 24.2 M | +21% | 32% | – | 43 | 30.23% | 0.7 |
|
| 7737 |
TWM
7737
Timmons Wealth Management
Attleboro,
Massachusetts
| USD 137 M | +USD 31.2 M | +30% | 10.1% | – | 81 | 18.52% | 0.4 |
|
| 7738 |
IASG
7738
Investment Advisory Services Group
Boca Raton,
Florida
| USD 137 M | +USD 21.7 M | +19% | 12.1% | – | 38 | 26.32% | 0.4 |
|
| 7739 |
AI
7739
Axos Invest
Las Vegas,
Nevada
| USD 137 M | +USD 4.3 M | +3% | 11.1% | – | 20 | 5% | 1.4 |
|
| 7740 |
LI
7740
Latash Investments
Anchorage,
Alaska
| USD 136 M | +USD 7.67 M | +6% | 6.43% | 110% | 20 | 5% | 4.7 |
|
| 7741 |
AIA
7741
Aventus Investment Advisors
Naples,
Florida
| USD 136 M | +USD 18.3 M | +15% | 15.6% | – | 170 | 20.59% | 0.8 |
|
| 7742 |
VSCP
7742
Vesey Street Capital Partners
New York
| USD 136 M | +USD 50.6 M | +59% | 59% | 47.8% | 1 | 0% | 4.5 |
|
| 7743 |
SCM
7743
Sidoxia Capital Management
Newport Beach,
California
| USD 136 M | +USD 20.6 M | +18% | 21.8% | – | 89 | 7.87% | 0.2 |
|
| 7744 |
FEM
7744
Fulcrum Equity Management
Plano,
Texas
| USD 136 M | +USD 32.9 M | +32% | 24.6% | 110% | 165 | 35.76% | 1.2 |
|
| 7745 |
TH
7745
Transmarket Holdings
Chicago,
Illinois
| USD 136 M | -USD 50.9 M | -27% | 19% | – | 63 | 85.71% | 0.1 |
|
| 7746 |
KCA
7746
KVP Capital Advisors
San Francisco,
California
| USD 136 M | +USD 2.34 M | +2% | 25.3% | – | 38 | 23.68% | 0.4 |
|
| 7747 |
RC
7747
Rahlfs Capital
Lake Kiowa,
Texas
| USD 136 M | +USD 79.4 k | +0.1% | 11.3% | – | 91 | 10.99% | 1.3 |
|
| 7748 |
WFA
7748
WJ Financial Advisors
Killingworth,
Connecticut
| USD 136 M | +USD 12.3 M | +10% | 10.3% | – | 142 | 13.38% | 0.6 |
|
| 7749 |
SB
7749
Semitam Bonam
Goshen,
New York
| USD 136 M | +USD 13.8 M | +11% | 8.45% | – | 50 | 12% | 0.9 |
|
| 7750 |
II
7750
Ishara Investments
Los Angeles,
California
| USD 136 M | +USD 30.5 M | +29% | 20.8% | – | 53 | 52.83% | 0.2 |
|