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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
GF
7201
Gimbal Financial
Carmel,
Indiana
| USD 163 M | – | – | 16.2% | – | 55 | – | 1.5 |
|
| 7202 |
VVM
7202
Versant Venture Management
San Francisco,
California
| USD 163 M | +USD 21.2 M | +15% | 30.4% | 409% | 8 | 0% | 2.2 |
|
| 7203 |
TC
7203
Trium Capital
London,
United Kingdom
| USD 163 M | +USD 20.6 M | +14% | 3.48% | 215% | 80 | 55% | 0.7 |
|
| 7204 |
KFS
7204
Krane Financial Solutions
Calabasas,
California
| USD 162 M | +USD 15.3 M | +10% | 11.7% | – | 56 | 16.07% | 0.2 |
|
| 7205 |
VB
7205
Value Base
Tel Aviv,
Israel
| USD 162 M | +USD 35.5 M | +28% | 36.6% | – | 7 | 14.29% | 1.5 |
|
| 7206 |
RWA
7206
Reicon Wealth Advisors
Atlanta,
Georgia
| USD 162 M | +USD 30.5 M | +23% | 11.9% | – | 95 | 26.32% | 0.3 |
|
| 7207 |
CCM
7207
Candelo Capital Management
New York
| USD 162 M | +USD 41.2 M | +34% | 28.5% | – | 44 | 52.27% | 0.4 |
|
| 7208 |
CFG
7208
Cornerstone Financial Group
Omaha,
Nebraska
| USD 162 M | +USD 6.43 M | +4% | 9.13% | – | 76 | 5.26% | 1.4 |
|
| 7209 |
CCA
7209
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 162 M | -USD 95.1 M | -37% | 22.7% | 192% | 58 | 22.41% | 2.3 |
|
| 7210 |
EAM
7210
Exome Asset Management
New York
| USD 162 M | -USD 31.2 M | -16% | 28.5% | – | 71 | 47.89% | 0.7 |
|
| 7211 |
STCOSD
7211
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| USD 162 M | +USD 35.8 M | +28% | 12.5% | 71.3% | 64 | 17.19% | 2.6 |
|
| 7212 |
MIM
7212
Macroview Investment Management
Bethesda,
Maryland
| USD 162 M | +USD 18 M | +12% | 11.3% | 67.2% | 114 | 20.18% | 4.5 |
|
| 7213 |
TF
7213
TME Financial
Huntington Beach,
California
| USD 162 M | +USD 17.6 M | +12% | 9.47% | – | 73 | 15.07% | 1.2 |
|
| 7214 |
TA
7214
Tiptree Advisors
New York
| USD 162 M | -USD 10.5 M | -6% | 38.8% | – | 29 | 41.38% | 0.5 |
|
| 7215 |
PWM
7215
PMG Wealth Management
Hawthorn Woods,
Illinois
| USD 162 M | +USD 23.1 M | +17% | 11.3% | – | 62 | 6.45% | 1.2 |
|
| 7216 |
BAWM
7216
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 162 M | +USD 13.3 M | +9% | 9.96% | – | 65 | 33.85% | 1.3 |
|
| 7217 |
CFGW
7217
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| USD 162 M | +USD 20.2 M | +14% | 14.6% | – | 161 | 19.25% | 1.1 |
|
| 7218 |
1IA
7218
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 161 M | +USD 13.6 M | +9% | 13.6% | 68.9% | 703 | 10.24% | 1.9 |
|
| 7219 |
PWM
7219
Pinnacle Wealth Management
Roseville,
California
| USD 161 M | +USD 13 M | +9% | 14.5% | 194% | 33 | 30.3% | 1.6 |
|
| 7220 |
BCA
7220
Buckley Capital Advisors
Miami Beach,
Florida
| USD 161 M | +USD 22.3 M | +16% | 53.6% | – | 19 | 47.37% | 0.3 |
|
| 7221 |
WCFP
7221
White & Co Financial Planning
Sunnyside,
Washington
| USD 161 M | +USD 19.2 M | +13% | 10.2% | – | 20 | 0% | 1.4 |
|
| 7222 |
NWM
7222
Navigate Wealth Management
Birmingham,
Alabama
| USD 161 M | +USD 19 M | +13% | 10.2% | – | 81 | 13.58% | 0.2 |
|
| 7223 |
MFG
7223
Mendota Financial Group
Madison,
Wisconsin
| USD 161 M | +USD 26.4 M | +20% | 8.52% | 50.1% | 35 | 14.29% | 1.9 |
|
| 7224 |
L
7224
Laurore
Hong Kong,
| USD 161 M | -USD 102 M | -39% | 13.4% | – | 1 | 0% | 0.5 |
|
| 7225 |
LAII
7225
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| USD 161 M | -USD 31 M | -16% | 5.8% | – | 10 | 0% | 1.1 |
|