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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Freedom Financial Partners
Oakdale,
Minnesota
| USD 281 M | +USD 5.89 M | +2% | 0.57% | – | 93 | 11.83% | 1 |
|
| 5102 |
5102
Owl Creek Wealth Partners
Denver,
Colorado
| USD 281 M | – | – | 1.28% | – | 1,239 | – | 0 |
|
| 5103 |
5103
venBio Partners
San Francisco,
California
| USD 281 M | +USD 64.3 M | +30% | 51.3% | 564% | 6 | 0% | 3.4 |
|
| 5104 |
BDA
5104
Borer Denton & Associates
Blue Bell,
Pennsylvania
| USD 280 M | -USD 16.4 M | -6% | 3.01% | 44.2% | 67 | 4.48% | 3.1 |
|
| 5105 |
5105
Panoramic Hills Capital
Road Town,
| USD 280 M | -USD 275 M | -49% | 129% | – | 5 | 80% | 0.1 |
|
| 5106 |
OFCM
5106
One Fin Capital Management
San Francisco,
California
| USD 280 M | -USD 28.5 M | -9% | 3.09% | 92% | 25 | 44% | 0.5 |
|
| 5107 |
5107
Acorn Creek Capital
Fort Collins,
Colorado
| USD 280 M | +USD 1.94 M | +0.7% | 0.43% | 66.6% | 87 | 14.94% | 1.6 |
|
| 5108 |
5108
Veracity Capital
Atlanta,
Georgia
| USD 280 M | -USD 59.8 M | -18% | 1.57% | 149% | 245 | 20.82% | 3.2 |
|
| 5109 |
HCM
5109
Hall Capital Management
Barrington,
Rhode Island
| USD 280 M | +USD 20.7 M | +8% | 0.86% | – | 108 | 10.19% | 6.1 |
|
| 5110 |
5110
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 280 M | +USD 21.1 M | +8% | 16% | 667% | 13 | 7.69% | 2.2 |
|
| 5111 |
JPLA
5111
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 280 M | +USD 2.44 M | +0.9% | 0.95% | 84% | 177 | 10.73% | 3.7 |
|
| 5112 |
5112
Balanced Wealth Group
Westlake,
Ohio
| USD 279 M | +USD 6.12 M | +2% | 0.71% | – | 76 | 9.21% | 1.9 |
|
| 5113 |
5113
Ketron Financial
Novato,
California
| USD 279 M | -USD 21.1 M | -7% | 5.34% | – | 60 | 15% | 0.2 |
|
| 5114 |
NCM
5114
NCM Capital Management
Ramsey,
New Jersey
| USD 279 M | +USD 9.7 M | +4% | 4.29% | 105% | 186 | 6.45% | 3.2 |
|
| 5115 |
5115
Compass Capital Corp
Braintree,
Massachusetts
| USD 279 M | +USD 19.1 M | +7% | 2.06% | – | 213 | 17.37% | 0.8 |
|
| 5116 |
5116
Colonial River Investments
Midlothian,
Virginia
| USD 279 M | -USD 1.36 M | -0.5% | 2.65% | 156% | 245 | 13.47% | 2 |
|
| 5117 |
5117
Elevation Wealth Partners
Santa Rosa,
California
| USD 279 M | -USD 3.25 M | -1% | 1.03% | 69.9% | 1,147 | 23.02% | 1.2 |
|
| 5118 |
5118
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 279 M | +USD 18.5 M | +7% | 7.95% | 83% | 137 | 10.95% | 6.2 |
|
| 5119 |
5119
Clarus Group
Houston,
Texas
| USD 279 M | +USD 1.35 M | +0.5% | 1.23% | 67.5% | 116 | 13.79% | 2.7 |
|
| 5120 |
LJCM
5120
Lee Johnson Capital Management
Fort Worth,
Texas
| USD 279 M | -USD 12.6 M | -4% | 4.32% | 118% | 116 | 49.14% | 0.9 |
|
| 5121 |
5121
New Insight Wealth Advisors
San Ramon,
California
| USD 279 M | -USD 1.06 M | -0.4% | 2.78% | – | 113 | 7.08% | 1.7 |
|
| 5122 |
5122
David Kennon
Sarasota,
Florida
| USD 279 M | -USD 2.46 M | -0.9% | 1.73% | 52.4% | 42 | 11.9% | 2.5 |
|
| 5123 |
SL
5123
SOF Ltd
George Town,
Cayman Islands
| USD 279 M | -USD 11 M | -4% | 3.78% | 42.3% | 1 | 0% | 9.3 |
|
| 5124 |
5124
Centennial Bank
Conway,
Arkansas
| USD 279 M | +USD 27.1 M | +11% | 0.05% | 69.9% | 352 | 11.08% | 2.6 |
|
| 5125 |
CC
5125
Checkpoint Capital
San Francisco,
California
| USD 279 M | -USD 41.4 M | -13% | 11.8% | – | 10 | 50% | 1 |
|