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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
LM
7151
Lansing Management
New York
| USD 165 M | +USD 14.6 M | +10% | 13.7% | 76.9% | 14 | 7.14% | 2.1 |
|
| 7152 |
MCM
7152
Multicoin Capital Management
Austin,
Texas
| USD 165 M | +USD 89.2 M | +117% | 38.5% | – | 3 | 33.33% | 0.4 |
|
| 7153 |
FHM
7153
Framtiden Holdings Management
Chicago,
Illinois
| USD 165 M | +USD 62.9 M | +62% | 11.4% | – | 6 | 0% | 0.5 |
|
| 7154 |
FGI
7154
Foresight Global Investors
Purchase,
New York
| USD 165 M | +USD 10.9 M | +7% | 8.94% | 72.8% | 33 | 15.15% | 1.1 |
|
| 7155 |
HCM
7155
Hahn Capital Management
Walnut Creek,
California
| USD 165 M | +USD 5.77 M | +4% | 9.86% | 53.6% | 32 | 6.25% | 7.3 |
|
| 7156 |
HPBT
7156
Hickory Point Bank & Trust
Decatur,
Illinois
| USD 165 M | +USD 13.4 M | +9% | 12.7% | – | 473 | 10.15% | 0.6 |
|
| 7157 |
TTIC
7157
Tower Trust & Investment Company
Davenport,
Iowa
| USD 165 M | +USD 12.4 M | +8% | 17.1% | – | 254 | 20.87% | 0.9 |
|
| 7158 |
LFA
7158
Laraway Financial Advisors
Saint Cloud,
Minnesota
| USD 165 M | +USD 22.5 M | +16% | 21.7% | 92.3% | 140 | 7.86% | 3.4 |
|
| 7159 |
CRIG
7159
Charter Research & Investment Group
Southport,
Connecticut
| USD 165 M | +USD 14.6 M | +10% | 13.2% | 82.3% | 93 | 8.6% | 7.2 |
|
| 7160 |
ASC
7160
Ares Systematic Credit
London,
| USD 165 M | +USD 38.1 M | +30% | 12.4% | – | 255 | 48.63% | 0.2 |
|
| 7161 |
HA
7161
HC Advisors
Sandy Springs,
Georgia
| USD 165 M | +USD 15.3 M | +10% | 9.48% | 63.5% | 63 | 6.35% | 3.7 |
|
| 7162 |
VEM
7162
Vann Equity Management
Plano,
Texas
| USD 165 M | +USD 24.3 M | +17% | 29% | – | 188 | 26.6% | 0.2 |
|
| 7163 |
GPWA
7163
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
| USD 165 M | +USD 29 M | +21% | 14.7% | – | 106 | 26.42% | 0.4 |
|
| 7164 |
AF
7164
Atala Financial
Calabasas,
California
| USD 165 M | +USD 15.6 M | +10% | 13.9% | – | 126 | 11.11% | 1.3 |
|
| 7165 |
FVM
7165
Forerunner Ventures Management
San Francisco,
California
| USD 164 M | -USD 4.68 M | -3% | 9.34% | – | 1 | 0% | 0.5 |
|
| 7166 |
MPIM
7166
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 164 M | +USD 11.5 M | +8% | 7.2% | 51.9% | 39 | 15.38% | 3.2 |
|
| 7167 |
CA
7167
Cannon Advisors
Charlotte,
North Carolina
| USD 164 M | +USD 29.5 M | +22% | 15.5% | – | 120 | 50% | 0.9 |
|
| 7168 |
JWM
7168
JDH Wealth Management
Santa Rosa,
California
| USD 164 M | +USD 16 M | +11% | 13.1% | – | 62 | 14.52% | 1.1 |
|
| 7169 |
HWM
7169
Hemming & Wealth Management
Traverse City,
Michigan
| USD 164 M | +USD 21 M | +15% | 19.7% | – | 17 | 17.65% | 0.4 |
|
| 7170 |
WCM
7170
Winebrenner Capital Management
Louisville,
Kentucky
| USD 164 M | +USD 8.52 M | +5% | 5.89% | – | 158 | 15.19% | 1.1 |
|
| 7171 |
VCIM
7171
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 164 M | +USD 4.56 M | +3% | 19.9% | 2,395% | 56 | 21.43% | 1 |
|
| 7172 |
PSIWM
7172
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 164 M | +USD 16.7 M | +11% | 10.2% | 41.2% | 65 | 21.54% | 2.8 |
|
| 7173 |
IFA
7173
Interactive Financial Advisors
New Lenox,
Illinois
| USD 164 M | +USD 11.2 M | +7% | 11% | 47.6% | 79 | 7.59% | 7.5 |
|
| 7174 |
SC
7174
Simcoe Capital
Spokane,
Washington
| USD 164 M | +USD 55 M | +50% | 28.1% | – | 38 | 23.68% | 0.4 |
|
| 7175 |
FLFS
7175
Family Legacy Financial Solutions
Cary,
North Carolina
| USD 164 M | +USD 40.3 M | +33% | 51.6% | – | 67 | 37.31% | 0.6 |
|