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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Bayhunt Capital
Mill Valley,
California
| USD 181 M | – | – | 4.53% | – | 18 | – | 0 |
|
| 6552 |
6552
Axis Wealth Partners
East Providence,
Rhode Island
| USD 181 M | +USD 10.2 M | +6% | 1.92% | – | 173 | 10.98% | 0.8 |
|
| 6553 |
SEP
6553
Signature Equity Partners
Columbus,
Ohio
| USD 181 M | – | – | 2.11% | – | 1,694 | – | 0 |
|
| 6554 |
6554
J. Hagan Capital
Louisville,
Kentucky
| USD 181 M | +USD 15.6 M | +9% | 2.62% | – | 100 | 45% | 0.5 |
|
| 6555 |
6555
Ryan Investment Management
Basalt,
Colorado
| USD 181 M | +USD 643 k | +0.4% | 1.58% | – | 20 | 5% | 0.5 |
|
| 6556 |
6556
Laurel Wealth Planning
Edina,
Minnesota
| USD 180 M | -USD 8.62 M | -5% | 2.11% | 59.5% | 58 | 3.45% | 3.5 |
|
| 6557 |
6557
Buckland Partners Management Co
Harrison,
New York
| USD 180 M | – | – | 3.44% | – | 104 | – | 0 |
|
| 6558 |
6558
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| USD 180 M | +USD 14 M | +8% | 2.77% | 80.6% | 213 | 20.19% | 1.7 |
|
| 6559 |
6559
Clay Northam Wealth Management
Huntington Beach,
California
| USD 180 M | +USD 4.98 M | +3% | 4.13% | 125% | 108 | 15.74% | 2.6 |
|
| 6560 |
6560
Lotus Technology Management
Orlando,
Florida
| USD 180 M | – | – | 6.06% | – | 147 | – | 0 |
|
| 6561 |
6561
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| USD 180 M | – | – | 0.57% | – | 69 | – | 0 |
|
| 6562 |
6562
Pacific Financial Group
Bellevue,
Washington
| USD 180 M | +USD 44.9 M | +33% | 1.7% | 61.1% | 85 | 31.76% | 5 |
|
| 6563 |
6563
Meritech Capital Associates V
Palo Alto,
California
| USD 180 M | -USD 103 M | -36% | 22.5% | 133% | 2 | 0% | 4.9 |
|
| 6564 |
6564
Hara Capital
Bellevue,
Washington
| USD 180 M | +USD 10 M | +6% | 3.56% | 65.4% | 303 | 4.62% | 1.4 |
|
| 6565 |
6565
Jacobs Asset Management
New York
| USD 180 M | -USD 3.15 M | -2% | 6.55% | 114% | 40 | 40% | 2.2 |
|
| 6566 |
6566
MPWM Advisory Solutions
Alpharetta,
Georgia
| USD 180 M | +USD 11.4 M | +7% | 1.94% | – | 568 | 14.26% | 0.8 |
|
| 6567 |
LCA
6567
Legend Capital Advisors
New York
| USD 180 M | – | – | 2.37% | – | 56 | – | 0 |
|
| 6568 |
6568
MWA Asset Management
Lexington,
Massachusetts
| USD 179 M | -USD 1.67 M | -0.9% | 4.1% | 174% | 131 | 11.45% | 1.8 |
|
| 6569 |
SF
6569
Sun Financial
Midvale,
Utah
| USD 179 M | – | – | 1.29% | – | 157 | – | 0 |
|
| 6570 |
6570
Nolet Wealth Management
Fort Worth,
Texas
| USD 179 M | – | – | 2.33% | – | 91 | – | 0 |
|
| 6571 |
ALAM
6571
Asahi Life Asset Management
Tokyo,
Japan
| USD 179 M | -USD 925 k | -0.5% | 5.25% | 133% | 205 | 49.27% | 2.1 |
|
| 6572 |
6572
Gerber LLC
Columbus,
Ohio
| USD 179 M | +USD 20.1 M | +13% | 0.35% | 137% | 90 | 11.11% | 1.6 |
|
| 6573 |
6573
Everest Management Corp
Cupertino,
California
| USD 179 M | +USD 22.4 M | +14% | 5.5% | – | 71 | 16.9% | 0.8 |
|
| 6574 |
6574
Capital Financial Group
Greenwood Village,
Colorado
| USD 179 M | – | – | 1.58% | – | 105 | – | 0 |
|
| 6575 |
6575
Wingate Wealth Advisors
Lexington,
Massachusetts
| USD 179 M | +USD 34.9 M | +24% | 2.37% | – | 121 | 13.22% | 0.8 |
|