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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
LCM
5401
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 153 M | +USD 32.7 M | +27% | 32.4% | 883% | 19 | 36.84% | 0.7 |
|
| 5402 |
5402
Treynor Bancshares
Treynor,
Iowa
| USD 153 M | -USD 6.17 M | -4% | 2.54% | 3.35% | 74 | 9.46% | 1.4 |
|
| 5403 |
AIA
5403
Arcadia Investment Advisors
Eagle,
Idaho
| USD 153 M | +USD 7.18 M | +5% | 4.8% | 56.4% | 98 | 18.37% | 3.2 |
|
| 5404 |
5404
Strategic Value Bank Partners
Cleveland,
Ohio
| USD 153 M | -USD 18.1 M | -11% | 11.3% | 98.1% | 27 | 7.41% | 1 |
|
| 5405 |
5405
Financial Connections Group
Corte Madera,
California
| USD 153 M | +USD 11.7 M | +8% | 5.04% | 44.4% | 293 | 24.91% | 1.1 |
|
| 5406 |
5406
Pacific Financial Group
Bellevue,
Washington
| USD 152 M | +USD 19.8 M | +15% | 5.51% | 61.1% | 57 | 7.02% | 5.5 |
|
| 5407 |
5407
Harrington Investments
Napa,
California
| USD 152 M | +USD 7.56 M | +5% | 7.02% | 109% | 80 | 2.5% | 4.6 |
|
| 5408 |
RWG
5408
Regal Wealth Group
Seal Beach,
California
| USD 152 M | +USD 11.7 M | +8% | 5.45% | 17% | 49 | 10.2% | 5.3 |
|
| 5409 |
5409
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 152 M | +USD 13.9 M | +10% | 10.1% | 91.4% | 134 | 26.87% | 1.4 |
|
| 5410 |
5410
Green Alpha Advisors
Niwot,
Colorado
| USD 152 M | +USD 9.8 M | +7% | 6.2% | 316% | 153 | 1.96% | 1.9 |
|
| 5411 |
5411
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 152 M | -USD 20 M | -12% | 1.84% | 319% | 61 | 39.34% | 1.1 |
|
| 5412 |
5412
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 152 M | +USD 12.8 M | +9% | 6.42% | 68.8% | 120 | 9.17% | 2.4 |
|
| 5413 |
5413
Dunhill Financial
London,
United Kingdom
| USD 152 M | – | – | 3.93% | 58.6% | 85 | – | 0 |
|
| 5414 |
5414
Orion Capital Management
Coronado,
California
| USD 152 M | +USD 2.8 M | +2% | 9.61% | 75.3% | 464 | 71.77% | 1.9 |
|
| 5415 |
5415
Colonial River Investments
Midlothian,
Virginia
| USD 152 M | -USD 18.3 M | -11% | 5.46% | 156% | 214 | 32.71% | 1.1 |
|
| 5416 |
5416
Miller Value Partners
Sarasota,
Florida
| USD 152 M | -USD 1449 M | -91% | 5.88% | 133% | 94 | 55.32% | 1.6 |
|
| 5417 |
5417
Turiya Advisors Asia
Hong Kong
| USD 152 M | -USD 248 M | -62% | 5.03% | 247% | 4 | 50% | 1.4 |
|
| 5418 |
CL
5418
COWA LLC
Tulsa,
Oklahoma
| USD 152 M | +USD 29.3 M | +24% | 2.03% | 65.5% | 124 | 16.13% | 2 |
|
| 5419 |
5419
Sound Stewardship
Overland Park,
Kansas
| USD 152 M | +USD 3.22 M | +2% | 1.85% | 45.9% | 61 | 3.28% | 0.5 |
|
| 5420 |
VU
5420
Valence8 US
Cambridge,
Massachusetts
| USD 152 M | -USD 18.3 M | -11% | 4.23% | 69.9% | 15 | 20% | 0.4 |
|
| 5421 |
5421
325 Capital
New York
| USD 152 M | +USD 37.3 M | +33% | 14% | 226% | 9 | 0% | 1.1 |
|
| 5422 |
5422
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 152 M | +USD 7.31 M | +5% | 4.13% | 61.6% | 93 | 3.23% | 5.2 |
|
| 5423 |
5423
WJ Interests
Sugar Land,
Texas
| USD 152 M | +USD 7.08 M | +5% | 2.68% | 55.2% | 17 | 41.18% | 0.5 |
|
| 5424 |
5424
Montis Financial
Waltham,
Massachusetts
| USD 152 M | +USD 22.4 M | +17% | 6.73% | 46% | 68 | 13.24% | 1.9 |
|
| 5425 |
5425
Graphene Investments SAS
Paris,
France
| USD 152 M | +USD 2.13 M | +1% | 7.96% | 103% | 46 | 2.17% | 0.5 |
|