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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
FDS
4151
Freedom Day Solutions
Houston,
Texas
| USD 452 M | +USD 79.3 M | +21% | 11.2% | 84.6% | 137 | 32.12% | 2.9 |
|
| 4152 |
WC
4152
Winmill & Co
Walpole,
New Hampshire
| USD 452 M | +USD 105 M | +30% | 26.3% | 146% | 61 | 19.67% | 3.4 |
|
| 4153 |
RCP
4153
Remedium Capital Partners
Fort Lauderdale,
Florida
| USD 452 M | +USD 170 M | +61% | 67.4% | – | 6 | 0% | 0.5 |
|
| 4154 |
IWMA
4154
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 451 M | +USD 103 M | +29% | 6.84% | 31.1% | 55 | 16.36% | 5.4 |
|
| 4155 |
ECM
4155
Endure Capital Management
Austin,
Texas
| USD 451 M | +USD 305 M | +210% | 0.46% | – | 54 | 42.59% | 0.2 |
|
| 4156 |
LL
4156
LPWM LLC
Minneapolis,
Minnesota
| USD 451 M | +USD 54.4 M | +14% | 11.9% | 54.3% | 101 | 9.9% | 3.7 |
|
| 4157 |
CFA
4157
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 451 M | +USD 60.4 M | +15% | 9.8% | 55.7% | 174 | 11.49% | 3.3 |
|
| 4158 |
RC
4158
Riposte Capital
New York
| USD 451 M | +USD 58.2 M | +15% | 70.1% | 370% | 44 | 86.36% | 0.2 |
|
| 4159 |
BA
4159
Bard Associates
Chicago,
Illinois
| USD 451 M | +USD 52.1 M | +13% | 23.7% | 241% | 345 | 30.43% | 2.9 |
|
| 4160 |
ACG
4160
Anchorage Capital Group
New York
| USD 450 M | +USD 14.2 M | +3% | 5.57% | 24.9% | 3 | 0% | 3.2 |
|
| 4161 |
KFG
4161
Kelly Financial Group
Wethersfield,
Connecticut
| USD 450 M | +USD 52.4 M | +13% | 9.91% | – | 111 | 13.51% | 1.1 |
|
| 4162 |
RAA
4162
RWC Asset Advisors
Miami,
Florida
| USD 450 M | -USD 14.8 M | -3% | 1.61% | 268% | 17 | 23.53% | 2 |
|
| 4163 |
SFCL
4163
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 450 M | +USD 48.7 M | +12% | 21.3% | 106% | 868 | 34.79% | 1 |
|
| 4164 |
DI
4164
Diligent Investors
Redlands,
California
| USD 449 M | +USD 45.3 M | +11% | 16.3% | 71.9% | 370 | 10% | 4.5 |
|
| 4165 |
CSUI
4165
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 449 M | +USD 37.3 M | +9% | 13.1% | 115% | 46 | 2.17% | 7.1 |
|
| 4166 |
BSI
4166
Bregal Sagemount IV
St. Helier,
| USD 449 M | -USD 23.5 M | -5% | 30.2% | – | 1 | 0% | 0.5 |
|
| 4167 |
GLAM
4167
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 449 M | -USD 12.9 M | -3% | 14.2% | 240% | 105 | 54.29% | 2.1 |
|
| 4168 |
CGC
4168
Continental Grain Company
New York
| USD 448 M | +USD 82.5 M | +23% | 5.85% | 5.73% | 4 | 0% | 3.1 |
|
| 4169 |
PWA
4169
PCG Wealth Advisors
Overland Park,
Kansas
| USD 448 M | +USD 52.8 M | +13% | 11.2% | 87% | 191 | 19.9% | 1.7 |
|
| 4170 |
PCFFS
4170
Pacific Center for Financial Services
San Ramon,
California
| USD 448 M | +USD 53.9 M | +14% | 13% | 60.1% | 522 | 5.94% | 5.6 |
|
| 4171 |
HFM
4171
Hartford Financial Management
Hartford,
Connecticut
| USD 448 M | +USD 55.8 M | +14% | 18.5% | 79.6% | 360 | 7.5% | 7 |
|
| 4172 |
WSWA
4172
Warren Street Wealth Advisors
Newport Beach,
California
| USD 448 M | +USD 55.2 M | +14% | 13.3% | 75.7% | 165 | 27.27% | 2 |
|
| 4173 |
WHAM
4173
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| USD 448 M | +USD 127 M | +40% | 15.6% | 97% | 24 | 16.67% | 3.1 |
|
| 4174 |
ODA
4174
One Degree Advisors
San Diego,
California
| USD 448 M | +USD 66.8 M | +18% | 10.2% | – | 83 | 14.46% | 1.7 |
|
| 4175 |
MCM
4175
Mudrick Capital Management
New York
| USD 448 M | +USD 273 M | +157% | 4.01% | 212% | 4 | 25% | 0.8 |
|