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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 |
7201
Travelers Companies
Saint Paul,
Minnesota
| USD 132 M | +USD 12.7 M | +11% | 9.39% | – | 2 | 50% | 0.9 |
|
| 7202 |
7202
Cannon Wealth Management Services
Winston Salem,
North Carolina
| USD 132 M | +USD 9.7 M | +8% | 6.14% | – | 86 | 11.63% | 0.9 |
|
| 7203 |
7203
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 132 M | +USD 1.65 M | +1% | 5.22% | – | 62 | 3.23% | 0.7 |
|
| 7204 |
7204
Flight Deck Capital
San Francisco,
California
| USD 132 M | +USD 37.6 M | +40% | 60% | 379% | 17 | 41.18% | 0.9 |
|
| 7205 |
7205
Orca Wealth Management
New Port Richey,
Florida
| USD 132 M | +USD 13.3 M | +11% | 11.2% | – | 70 | 10% | 0.7 |
|
| 7206 |
7206
Opulen Financial Group
Arlington,
Virginia
| USD 132 M | +USD 10 M | +8% | 5.46% | – | 108 | 9.26% | 0.6 |
|
| 7207 |
7207
Clayton Partners
Berkeley,
California
| USD 132 M | +USD 12.8 M | +11% | 12.4% | 109% | 41 | 21.95% | 2.4 |
|
| 7208 |
7208
Womack Financial
Dallas,
Texas
| USD 132 M | +USD 11.7 M | +10% | 7.35% | – | 68 | 4.41% | 0.7 |
|
| 7209 |
7209
Leibman Financial Services
Louisville,
Nebraska
| USD 132 M | +USD 1.61 M | +1% | 6.86% | 59.2% | 53 | 16.98% | 1.3 |
|
| 7210 |
7210
GeoSphere Capital Management
Miami Beach,
Florida
| USD 132 M | +USD 14.9 M | +13% | 33% | 446% | 55 | 49.09% | 0.4 |
|
| 7211 |
WSA
7211
Warm Springs Advisors
Larkspur,
California
| USD 132 M | +USD 15.2 M | +13% | 9.64% | – | 50 | 16% | 0.7 |
|
| 7212 |
7212
Finward Bancorp
Munster,
Indiana
| USD 132 M | +USD 5 M | +4% | 8.8% | – | 109 | 10.09% | 0.7 |
|
| 7213 |
7213
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| USD 132 M | -USD 23 M | -15% | 13.1% | 61.6% | 5 | 0% | 2.8 |
|
| 7214 |
7214
Affinity Wealth
Canton,
Ohio
| USD 132 M | +USD 14.1 M | +12% | 7.65% | – | 84 | 52.38% | 0.4 |
|
| 7215 |
7215
Institutional Venture Management XV
Menlo Park,
California
| USD 131 M | -USD 111 M | -46% | 8.8% | 116% | 4 | 25% | 3.1 |
|
| 7216 |
7216
PMG Wealth Management
Hawthorn Woods,
Illinois
| USD 131 M | +USD 10.1 M | +8% | 6.09% | – | 55 | 3.64% | 0.6 |
|
| 7217 |
7217
TT Capital Management
Coto De Caza,
California
| USD 131 M | +USD 7.55 M | +6% | 0.98% | – | 77 | 22.08% | 0.6 |
|
| 7218 |
7218
Pine Brook Road Advisors
Bedford,
New York
| USD 131 M | -USD 1.02 M | -0.8% | 9.47% | – | 2 | 50% | 1.8 |
|
| 7219 |
HC
7219
Hoese & Co
Glencoe,
Minnesota
| USD 131 M | +USD 6.85 M | +6% | 4.86% | 51% | 154 | 18.83% | 3 |
|
| 7220 |
7220
SIMA Wealth Partners
North Chesterfield,
Virginia
| USD 131 M | +USD 6.89 M | +6% | 5.51% | – | 183 | 26.23% | 1 |
|
| 7221 |
7221
Kids Capital Management
Los Angeles,
California
| USD 131 M | +USD 8.7 M | +7% | 7.25% | – | 13 | 7.69% | 1.4 |
|
| 7222 |
7222
Family Legacy Financial Solutions
Cary,
North Carolina
| USD 131 M | +USD 12.7 M | +11% | 4.08% | – | 292 | 28.08% | 0.2 |
|
| 7223 |
7223
Kennondale Capital Management
Richmond,
Virginia
| USD 131 M | +USD 32.6 M | +33% | 17.2% | – | 84 | 4.76% | 0.7 |
|
| 7224 |
HAM
7224
Hedges Asset Management
Reno,
Nevada
| USD 131 M | +USD 6.08 M | +5% | 11.6% | – | 110 | 15.45% | 2.8 |
|
| 7225 |
PAYA
7225
Phil A. Younker & Associates
Fairbanks,
Alaska
| USD 131 M | +USD 29.1 M | +29% | 3.9% | – | 34 | 17.65% | 0.6 |
|