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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Strategic Advocates
Logan,
Utah
| USD 337 M | +USD 49 M | +17% | 15.3% | 103% | 131 | 17.56% | 1 |
|
| 4302 |
4302
Freedom Day Solutions
Houston,
Texas
| USD 337 M | +USD 9.9 M | +3% | 6.93% | 86.6% | 99 | 15.15% | 3.8 |
|
| 4303 |
4303
CRCM LP
San Francisco,
California
| USD 337 M | +USD 91.3 M | +37% | 69.1% | – | 9 | 33.33% | 0.5 |
|
| 4304 |
4304
Modus Advisors
Excelsior,
Minnesota
| USD 337 M | +USD 31.2 M | +10% | 11.7% | 89.5% | 115 | 11.3% | 3.4 |
|
| 4305 |
4305
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 337 M | +USD 33.8 M | +11% | 11.7% | 101% | 98 | 4.08% | 2.1 |
|
| 4306 |
4306
TrueFG
Cedar Park,
Texas
| USD 336 M | +USD 32.6 M | +11% | 7.5% | 54.2% | 61 | 18.03% | 3.1 |
|
| 4307 |
NTCM
4307
Nine Ten Capital Management
Chicago,
Illinois
| USD 336 M | +USD 68.2 M | +25% | 37.9% | 166% | 11 | 18.18% | 4.2 |
|
| 4308 |
4308
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 336 M | +USD 9.41 M | +3% | 4.89% | 81% | 98 | 8.16% | 6.3 |
|
| 4309 |
MCG
4309
McCollum Christoferson Group
Amherst,
New York
| USD 336 M | +USD 8.32 M | +3% | 5.87% | 59.4% | 71 | 8.45% | 4.6 |
|
| 4310 |
BAM
4310
Bosun Asset Management
Chicago,
Illinois
| USD 336 M | +USD 103 M | +44% | 27.8% | 278% | 230 | 30.43% | 1.2 |
|
| 4311 |
4311
Lansing Street Advisors
Ambler,
Pennsylvania
| USD 336 M | +USD 37 M | +12% | 9.8% | – | 144 | 13.19% | 1.7 |
|
| 4312 |
4312
Bank of Stockton
Stockton,
California
| USD 336 M | +USD 21.9 M | +7% | 8.61% | 99.2% | 143 | 2.8% | 6.1 |
|
| 4313 |
4313
Physicians Financial Services
Raleigh,
North Carolina
| USD 336 M | +USD 21.3 M | +7% | 10.8% | 100% | 111 | 7.21% | 6.5 |
|
| 4314 |
SL
4314
SOF Ltd
George Town,
Cayman Islands
| USD 336 M | +USD 38.5 M | +13% | 13% | 42.3% | 1 | 0% | 8.5 |
|
| 4315 |
4315
Legacy CG
Plano,
Texas
| USD 336 M | +USD 26 M | +8% | 9.13% | 61.2% | 58 | 34.48% | 1 |
|
| 4316 |
4316
Beam Wealth Advisors
Covington,
Louisiana
| USD 336 M | +USD 39 M | +13% | 9.36% | 59.7% | 114 | 16.67% | 2.2 |
|
| 4317 |
4317
Covenant Partners
Nashville,
Tennessee
| USD 335 M | +USD 26 M | +8% | 11.6% | 70.3% | 159 | 17.61% | 3.6 |
|
| 4318 |
4318
Leverty Financial Group
Hudson,
Wisconsin
| USD 335 M | +USD 90.4 M | +37% | 8.68% | 57.3% | 50 | 26% | 1.8 |
|
| 4319 |
4319
Alaethes Wealth
Glenbrook,
Nevada
| USD 335 M | +USD 61.8 M | +23% | 12.1% | 96.4% | 119 | 21.01% | 2.4 |
|
| 4320 |
4320
GFG Capital
Miami,
Florida
| USD 335 M | +USD 6.16 M | +2% | 16.1% | 152% | 430 | 82.79% | 0.7 |
|
| 4321 |
4321
Metropolitan Life Insurance Company (MetLife)
New York
| USD 335 M | +USD 118 M | +55% | 5.26% | 50.8% | 11 | 27.27% | 6.5 |
|
| 4322 |
PI
4322
Pennant Investors
Summit,
New Jersey
| USD 334 M | -USD 48.9 M | -13% | 34.8% | 372% | 20 | 25% | 2.6 |
|
| 4323 |
4323
Clean Yield Group
Norwich,
Vermont
| USD 334 M | +USD 27.4 M | +9% | 10.2% | 65% | 456 | 12.94% | 4.4 |
|
| 4324 |
4324
Cannell Capital
Alta,
Wyoming
| USD 334 M | +USD 33.7 M | +11% | 12% | 127% | 72 | 48.61% | 1.7 |
|
| 4325 |
4325
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 334 M | +USD 22.7 M | +7% | 7.38% | 84.3% | 198 | 23.74% | 2.7 |
|