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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
FF
8226
Fortitude Financial
Spokane,
Washington
| USD 111 M | -USD 77.7 M | -41% | 18.7% | – | 41 | 36.59% | 0.8 |
|
| 8227 |
PFG
8227
Putney Financial Group
San Rafael,
California
| USD 111 M | +USD 11.8 M | +12% | 27% | – | 90 | 20% | 1.2 |
|
| 8228 |
DI
8228
Dalton Investments
Las Vegas,
Nevada
| USD 111 M | +USD 7.63 M | +7% | 6.56% | 95.1% | 17 | 5.88% | 3.1 |
|
| 8229 |
BCM
8229
Beryl Capital Management
Redondo Beach,
California
| USD 111 M | +USD 937 k | +0.9% | 12.7% | 3,932% | 16 | 100% | 0 |
|
| 8230 |
WPWM
8230
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 111 M | +USD 12.2 M | +12% | 15.6% | 91.4% | 214 | 23.36% | 2.8 |
|
| 8231 |
SM
8231
Sabby Management
Miami Beach,
Florida
| USD 111 M | +USD 65.4 M | +145% | 12.3% | 95.5% | 38 | 65.79% | 0.8 |
|
| 8232 |
IWA
8232
Independent Wealth Advisors
Cary,
North Carolina
| USD 111 M | +USD 8.67 M | +9% | 6.17% | – | 80 | 16.25% | 0.4 |
|
| 8233 |
BFA
8233
Ballast Financial Advisors
West Chester,
Pennsylvania
| USD 110 M | +USD 12.9 M | +13% | 9.97% | – | 71 | 4.23% | 0.5 |
|
| 8234 |
ZS
8234
Zenith Solutions
Philadelphia,
Pennsylvania
| USD 110 M | – | – | 15.7% | – | 84 | – | 0 |
|
| 8235 |
KC
8235
Karras Company
Roy,
Utah
| USD 110 M | +USD 11.7 M | +12% | 18% | – | 64 | 9.38% | 0.5 |
|
| 8236 |
FI
8236
FinArc Investments
Norwood,
Massachusetts
| USD 110 M | +USD 6.4 M | +6% | 7.3% | – | 44 | 4.55% | 0.5 |
|
| 8237 |
CIM
8237
Catalyst Investment Management
Windham,
New Hampshire
| USD 110 M | +USD 20 M | +22% | 10.6% | – | 76 | 18.42% | 0.4 |
|
| 8238 |
FAOAI
8238
Fund Advisors of America Inc
Orland,
Florida
| USD 110 M | +USD 11.5 M | +12% | 33.9% | – | 128 | 14.06% | 0.4 |
|
| 8239 |
TF
8239
Thayer Financial
Hickory,
North Carolina
| USD 110 M | +USD 12 M | +12% | 10.4% | – | 33 | 0% | 0.5 |
|
| 8240 |
FCM
8240
FourWorld Capital Management
New York
| USD 110 M | -USD 86.1 M | -44% | 11.7% | 132% | 29 | 34.48% | 1.2 |
|
| 8241 |
DI
8241
Decision Investments
San Diego,
California
| USD 110 M | +USD 21.9 M | +25% | 36.7% | – | 157 | 15.92% | 0.4 |
|
| 8242 |
SPM
8242
Sycamore Partners Management
New York
| USD 110 M | +USD 4.71 M | +4% | 5% | 31.8% | 2 | 0% | 2.5 |
|
| 8243 |
ANBOT
8243
American National Bank of Texas
Richardson,
Texas
| USD 110 M | +USD 4.64 M | +4% | 9.9% | – | 60 | 11.67% | 0.7 |
|
| 8244 |
QFMHK
8244
Q Fund Management (Hong Kong)
Hong Kong,
| USD 110 M | +USD 67.8 M | +163% | 208% | – | 32 | 53.13% | 0.4 |
|
| 8245 |
BWM
8245
Briggs Wealth Management
Glastonbury,
Connecticut
| USD 110 M | +USD 15.3 M | +16% | 13% | – | 65 | 16.92% | 0.4 |
|
| 8246 |
RCM
8246
Revelation Capital Management
Sausalito,
California
| USD 110 M | +USD 42.1 M | +63% | 74% | – | 2 | 0% | 0.5 |
|
| 8247 |
SSCM
8247
Seven Six Capital Management
New York
| USD 110 M | +USD 16.5 M | +18% | 16.8% | – | 28 | 17.86% | 1.1 |
|
| 8248 |
RC
8248
Rangeley Capital
New Canaan,
Connecticut
| USD 109 M | +USD 6.53 M | +6% | 34.1% | – | 212 | 49.06% | 0.4 |
|
| 8249 |
GCM
8249
Gumshoe Capital Management
New York
| USD 109 M | -USD 13.7 M | -11% | 8.63% | – | 8 | 37.5% | 0.4 |
|
| 8250 |
AC
8250
Amitell Capital
Singapore
| USD 109 M | +USD 47 M | +75% | 13.1% | 196% | 30 | 66.67% | 0.5 |
|