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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
SC
2376
Serenity Capital
Palo Alto,
California
| USD 355 M | +USD 88.3 M | +33% | 7.43% | – | 6 | 16.67% | 0.2 |
|
| 2377 |
2377
Weatherly Asset Management
Del Mar,
California
| USD 355 M | +USD 16.7 M | +5% | 2.56% | 116% | 186 | 9.68% | 2.7 |
|
| 2378 |
2378
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 355 M | +USD 17.1 M | +5% | 1.88% | 59.5% | 90 | 6.67% | 2.3 |
|
| 2379 |
2379
Berkshire Money Management
Dalton,
Massachusetts
| USD 355 M | +USD 21.8 M | +7% | 2.65% | 61.8% | 21 | 4.76% | 2 |
|
| 2380 |
2380
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 354 M | +USD 581 k | +0.2% | 4.25% | 44.7% | 36 | 13.89% | 2.9 |
|
| 2381 |
2381
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 354 M | +USD 10.4 M | +3% | 1.8% | 66.8% | 192 | 10.94% | 2.9 |
|
| 2382 |
SC
2382
Selz Capital
New York
| USD 354 M | -USD 30.1 M | -8% | 4.55% | 10.2% | 59 | 25.42% | 1.7 |
|
| 2383 |
LA
2383
Leonetti & Associates
Buffalo Grove,
Illinois
| USD 354 M | +USD 9.45 M | +3% | 4% | 49.5% | 45 | 20% | 2 |
|
| 2384 |
ECM
2384
Endurant Capital Management
San Mateo,
California
| USD 354 M | +USD 42.6 M | +14% | 7.15% | 18.4% | 110 | 36.36% | 0.9 |
|
| 2385 |
2385
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 353 M | +USD 7.3 M | +2% | 2.6% | 71% | 620 | 25.97% | 1.5 |
|
| 2386 |
2386
Brandywine Managers
Hockessin,
Delaware
| USD 353 M | -USD 16.6 M | -4% | 2.87% | 96.3% | 23 | 8.7% | 0.7 |
|
| 2387 |
2387
Hutchinson Capital Management
San Rafael,
California
| USD 353 M | -USD 9.03 M | -2% | 0.1% | 52.6% | 48 | 6.25% | 3.1 |
|
| 2388 |
2388
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 353 M | -USD 2.22 M | -0.6% | 1.4% | 61.9% | 14 | 0% | 2.7 |
|
| 2389 |
2389
Bremer Trust National Association
St. Cloud,
Minnesota
| USD 352 M | -USD 16.9 M | -5% | 3.43% | 31.2% | 266 | 10.15% | 2.6 |
|
| 2390 |
2390
Sowell Financial Services
North Little Rock,
Arkansas
| USD 352 M | +USD 13.6 M | +4% | 1.99% | 94.8% | 287 | 23.69% | 0.4 |
|
| 2391 |
2391
Claar Advisors
New York
| USD 352 M | +USD 65.6 M | +23% | 1.54% | 65.5% | 44 | 40.91% | 0.6 |
|
| 2392 |
2392
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 352 M | +USD 15.5 M | +5% | 1.97% | 27.9% | 182 | 13.19% | 1 |
|
| 2393 |
2393
Cannell Capital
Alta,
Wyoming
| USD 350 M | +USD 34.9 M | +11% | 11.1% | 127% | 84 | 29.76% | 1.2 |
|
| 2394 |
2394
First Wilshire Securities Management
Pasadena,
California
| USD 350 M | +USD 4.01 M | +1% | 4.9% | 135% | 132 | 10.61% | 2.7 |
|
| 2395 |
2395
Lathrop Investment Management
Little Rock,
Arkansas
| USD 350 M | +USD 6.7 M | +2% | 3.71% | 72.2% | 65 | 7.69% | 3 |
|
| 2396 |
PCM
2396
Piermont Capital Management
St. Louis,
Missouri
| USD 350 M | -USD 69.9 M | -17% | 0.96% | 33.2% | 280 | 26.07% | 0.9 |
|
| 2397 |
2397
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 350 M | +USD 12.9 M | +4% | 3.11% | 83.8% | 191 | 21.47% | 2.4 |
|
| 2398 |
TM
2398
Thiel Macro
Los Angeles,
California
| USD 349 M | +USD 187 M | +116% | 3.49% | – | 20 | 80% | 0.2 |
|
| 2399 |
2399
Soma Equity Partners
San Francisco,
California
| USD 349 M | +USD 62.5 M | +22% | 6.4% | 151% | 15 | 6.67% | 0.4 |
|
| 2400 |
2400
Oak Hill Capital Management
New York
| USD 349 M | -USD 48 M | -12% | 12% | 1.19% | 3 | 0% | 1.1 |
|