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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
LC
6476
Lalia Capital
New York
| USD 206 M | +USD 47.5 M | +30% | 1.36% | – | 15 | 13.33% | 0.3 |
|
| 6477 |
S
6477
Sachetta
Lynnfield,
Massachusetts
| USD 206 M | +USD 21.3 M | +12% | 13.9% | – | 1,235 | 30.12% | 1.7 |
|
| 6478 |
FCMA
6478
Foresight Capital Management Advisors
Saline,
Michigan
| USD 206 M | +USD 26 M | +14% | 17% | – | 104 | 30.77% | 1.7 |
|
| 6479 |
FCCM
6479
First City Capital Management
Savannah,
Georgia
| USD 206 M | +USD 16.8 M | +9% | 10.8% | 76.5% | 168 | 7.14% | 6.6 |
|
| 6480 |
AWM
6480
Allen Wealth Management
Boone,
North Carolina
| USD 205 M | +USD 5.55 M | +3% | 7.78% | – | 63 | 11.11% | 2 |
|
| 6481 |
SCM
6481
Spring Capital Management
Amarillo,
Texas
| USD 205 M | +USD 7.56 M | +4% | 6.46% | 73.6% | 56 | 14.29% | 2.5 |
|
| 6482 |
WA
6482
WESPAC Advisors
Orinda,
California
| USD 205 M | +USD 22.5 M | +12% | 18.6% | 112% | 235 | 39.15% | 1.3 |
|
| 6483 |
TCFP
6483
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 205 M | +USD 10.7 M | +6% | 5.92% | 32.6% | 53 | 18.87% | 2.7 |
|
| 6484 |
AAG
6484
American Airlines Group
Fort Worth,
Texas
| USD 205 M | +USD 30.5 M | +18% | 17.5% | – | 1 | 0% | 0.5 |
|
| 6485 |
LTL
6485
Lowery Thomas LLC
Pebble Beach,
California
| USD 205 M | +USD 29.8 M | +17% | 19.8% | 74.7% | 58 | 6.9% | 3.2 |
|
| 6486 |
BCM
6486
Birch Capital Management
Dallas,
Texas
| USD 205 M | +USD 13.8 M | +7% | 8.24% | 48.4% | 83 | 10.84% | 4.7 |
|
| 6487 |
OFG
6487
Orcam Financial Group
Encinitas,
California
| USD 205 M | +USD 63.8 M | +45% | 9.76% | 40% | 106 | 42.45% | 1.6 |
|
| 6488 |
12CM
6488
11.2 Capital Management
Las Vegas,
Nevada
| USD 205 M | +USD 61.7 M | +43% | 115% | – | 1 | 0% | 0.5 |
|
| 6489 |
PS
6489
Pinney & Scofield
Cambridge,
Massachusetts
| USD 205 M | +USD 19.1 M | +10% | 10.1% | – | 244 | 5.33% | 1.3 |
|
| 6490 |
WAC
6490
William Allan Corp
Fort Collins,
Colorado
| USD 204 M | +USD 35.5 M | +21% | 30.7% | 94.2% | 63 | 7.94% | 2.6 |
|
| 6491 |
CPL
6491
CAP Partners LLC
Franklin,
Tennessee
| USD 204 M | +USD 27.4 M | +15% | 14.2% | – | 164 | 16.46% | 1.7 |
|
| 6492 |
WIA
6492
Westview Investment Advisors
Burlington,
Vermont
| USD 204 M | +USD 12.2 M | +6% | 20% | – | 75 | 17.33% | 0.4 |
|
| 6493 |
BAH
6493
Beacon Advisors Holdings
Austin,
Texas
| USD 204 M | +USD 17.3 M | +9% | 11% | – | 37 | 0% | 0.5 |
|
| 6494 |
BPMC
6494
Buckland Partners Management Co
Harrison,
New York
| USD 204 M | +USD 39.3 M | +24% | 36.5% | – | 100 | 12% | 0.4 |
|
| 6495 |
MCS
6495
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| USD 204 M | +USD 38.1 M | +23% | 27.4% | 51.1% | 4 | 25% | 3.2 |
|
| 6496 |
EHWM
6496
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 204 M | +USD 3.31 M | +2% | 15.4% | 84.4% | 152 | 10.53% | 8.4 |
|
| 6497 |
CAM
6497
Clarity Asset Management
Ames,
Iowa
| USD 204 M | +USD 6.42 M | +3% | 9.71% | 51.8% | 291 | 77.66% | 1.2 |
|
| 6498 |
RM
6498
Redpoint Management
Woodside,
California
| USD 204 M | +USD 2.93 M | +1% | 13% | 20.6% | 3 | 0% | 2.7 |
|
| 6499 |
MGW
6499
MB Generational Wealth
Spokane,
Washington
| USD 204 M | +USD 23.1 M | +13% | 10.9% | – | 68 | 5.88% | 1.8 |
|
| 6500 |
4WM
6500
4J Wealth Management
Alexandria,
Virginia
| USD 204 M | +USD 27.9 M | +16% | 12.9% | 68.2% | 116 | 17.24% | 2.9 |
|