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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
FWP
5201
Firethorn Wealth Partners
Augusta,
Georgia
| USD 310 M | +USD 37.5 M | +14% | 13.3% | 75.1% | 212 | 16.04% | 2.6 |
|
| 5202 |
BE
5202
Bonness Enterprises
Washington,
District of Columbia
| USD 310 M | +USD 36.9 M | +14% | 26.2% | 98.6% | 39 | 5.13% | 12.2 |
|
| 5203 |
GCM
5203
GKV Capital Management
Walnut Creek,
California
| USD 310 M | +USD 43.3 M | +16% | 24.7% | – | 91 | 12.09% | 1.3 |
|
| 5204 |
SCG
5204
Sonata Capital Group
Seattle,
Washington
| USD 310 M | +USD 38.8 M | +14% | 12.6% | 57.4% | 133 | 11.28% | 5.8 |
|
| 5205 |
TLA
5205
Tanglewood Legacy Advisors
Houston,
Texas
| USD 310 M | +USD 33.4 M | +12% | 12.3% | 61.1% | 284 | 6.69% | 2.8 |
|
| 5206 |
RCM
5206
Ratan Capital Management
Miami Beach,
Florida
| USD 310 M | +USD 40.5 M | +15% | 117% | 616% | 55 | 50.91% | 1.8 |
|
| 5207 |
OCM
5207
Outlook Capital Management
Arlington Heights,
Illinois
| USD 310 M | – | – | 161% | – | 42 | – | 0 |
|
| 5208 |
ORAM
5208
One River Asset Management
Stamford,
Connecticut
| USD 310 M | +USD 36.5 M | +13% | 4.75% | 24% | 297 | 31.31% | 0.6 |
|
| 5209 |
BWAM
5209
Blue Water Asset Management
Grand Rapids,
Michigan
| USD 310 M | +USD 20.4 M | +7% | 6.38% | – | 110 | 8.18% | 0.5 |
|
| 5210 |
OFCM
5210
One Fin Capital Management
San Francisco,
California
| USD 310 M | +USD 29.5 M | +11% | 14.5% | 92% | 29 | 55.17% | 0.4 |
|
| 5211 |
DI
5211
Disciplined Investments
Tulsa,
Oklahoma
| USD 310 M | +USD 31.1 M | +11% | 9.79% | 51.4% | 147 | 6.12% | 3.9 |
|
| 5212 |
BFM
5212
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 310 M | +USD 62.4 M | +25% | 7.19% | 71.5% | 8 | 12.5% | 1.7 |
|
| 5213 |
ACH
5213
Axis Capital Holdings
Pembroke,
| USD 309 M | +USD 38.9 M | +14% | 14.4% | 67% | 3 | 0% | 5.4 |
|
| 5214 |
SP
5214
SmartHarvest Portfolios
Poulsbo,
Washington
| USD 309 M | +USD 69.6 M | +29% | 25% | – | 489 | 26.58% | 0.4 |
|
| 5215 |
BNMT
5215
Bawa N Mallick Trust
Forest Hills,
New York
| USD 309 M | +USD 64.9 M | +27% | 22.8% | – | 78 | 11.54% | 1.3 |
|
| 5216 |
VC
5216
Vision Capital
Toronto,
Ontario, Canada
| USD 309 M | -USD 88.4 M | -22% | 6.59% | 19.8% | 21 | 61.9% | 0.8 |
|
| 5217 |
EFM
5217
Eley Financial Management
South Burlington,
Vermont
| USD 309 M | +USD 31.7 M | +11% | 12% | 69.7% | 72 | 4.17% | 2.8 |
|
| 5218 |
GAMC
5218
Garner Asset Management Corp
Plano,
Texas
| USD 308 M | +USD 53.4 M | +21% | 24.6% | 95.3% | 173 | 12.14% | 4.9 |
|
| 5219 |
FC
5219
Financial Council
Towson,
Maryland
| USD 308 M | +USD 49.1 M | +19% | 18.7% | 80% | 110 | 11.82% | 2.7 |
|
| 5220 |
ONPI
5220
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| USD 308 M | +USD 22.5 M | +8% | 20.3% | 105% | 18 | 33.33% | 1.7 |
|
| 5221 |
WWA
5221
Wealth Watch Advisors
Englewood,
Colorado
| USD 308 M | +USD 69.4 M | +29% | 17.5% | – | 153 | 24.84% | 0.8 |
|
| 5222 |
ECH
5222
ER Collective Holdings
Washington,
District of Columbia
| USD 308 M | -USD 18.2 M | -6% | 5.59% | – | 1 | 0% | 0.5 |
|
| 5223 |
DC
5223
Defender Capital
Charlotte,
North Carolina
| USD 308 M | +USD 26 M | +9% | 13.4% | 101% | 41 | 26.83% | 0.4 |
|
| 5224 |
FIG
5224
FSA Investment Group
Pensacola,
Florida
| USD 308 M | +USD 59.4 M | +24% | 9.21% | – | 51 | 19.61% | 0.7 |
|
| 5225 |
PBPIA
5225
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 308 M | +USD 28 M | +10% | 12.2% | 667% | 14 | 14.29% | 2.1 |
|