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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
HeadInvest LLC
Portland,
Maine
| USD 250 M | +USD 3 M | +1% | 2.41% | 59.1% | 106 | 5.66% | 1.1 |
|
| 2477 |
2477
FIC Capital
New York
| USD 250 M | -USD 6.65 M | -3% | 0.92% | 49.7% | 146 | 11.64% | 1.1 |
|
| 2478 |
2478
Barnett & Company
Chattanooga,
Tennessee
| USD 250 M | +USD 11.8 M | +5% | 2.88% | 65.9% | 204 | 12.75% | 1 |
|
| 2479 |
2479
Aspiriant Holdings S3
Los Angeles,
California
| USD 249 M | -USD 2.02 M | -0.8% | 0.21% | – | 113 | 4.42% | 1.1 |
|
| 2480 |
2480
Shelter Insurance Profit Sharing
Columbia,
Missouri
| USD 249 M | -USD 8.59 M | -3% | 0.6% | – | 45 | 8.89% | 1.2 |
|
| 2481 |
HCM
2481
Hawkeye Capital Management
Miami Beach,
Florida
| USD 249 M | -USD 163 M | -40% | 1.3% | – | 14 | 50% | 0.5 |
|
| 2482 |
2482
Narwhal Capital Management
Marietta,
Georgia
| USD 249 M | -USD 12.4 M | -5% | 0.62% | 93.8% | 146 | 13.01% | 1 |
|
| 2483 |
SAM
2483
Southpaw Asset Management
Stamford,
Connecticut
| USD 249 M | +USD 89.6 M | +56% | 0% | 0.05% | 11 | 0% | 0.5 |
|
| 2484 |
MMCM
2484
Marque Millennium Capital Management
New York
| USD 249 M | -USD 2.75 M | -1% | 0.39% | – | 79 | 0% | 1.2 |
|
| 2485 |
2485
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 248 M | +USD 4.47 M | +2% | 1.83% | 55.8% | 113 | 17.7% | 1 |
|
| 2486 |
KFS
2486
Kurt F. Somerville
| USD 248 M | -USD 8.69 M | -3% | 0.59% | 92.9% | 107 | 8.41% | 1.1 |
|
| 2487 |
2487
Columbia Asset Management
Ann Arbor,
Michigan
| USD 248 M | +USD 924 k | +0.4% | 0.77% | 94.1% | 190 | 9.47% | 0.7 |
|
| 2488 |
GCM
2488
Grisanti Capital Management
New York
| USD 248 M | +USD 10.5 M | +4% | 0.85% | 17.9% | 68 | 20.59% | 0.8 |
|
| 2489 |
CG
2489
Clinton Group
New York
| USD 247 M | +USD 45.9 M | +23% | 2.04% | 10.2% | 546 | 77.11% | 0.1 |
|
| 2490 |
LHC
2490
Levy Harkins & Co
New York
| USD 247 M | -USD 38.1 M | -13% | 0.59% | 62.9% | 20 | 0% | 1.2 |
|
| 2491 |
2491
USA Mutuals Advisors
Dallas,
Texas
| USD 247 M | -USD 13.7 M | -5% | 2.08% | 14.1% | 57 | 19.3% | 0.9 |
|
| 2492 |
2492
Capital Wealth Planning
Naples,
Florida
| USD 247 M | -USD 23.9 M | -9% | 0.08% | 73.9% | 173 | 28.32% | 0.5 |
|
| 2493 |
AAM
2493
AR Asset Management
West Hollywood,
California
| USD 246 M | -USD 2.8 M | -1% | 0.16% | 64.9% | 108 | 1.85% | 1.2 |
|
| 2494 |
2494
Security National Trust
Wheeling,
West Virginia
| USD 246 M | -USD 10.5 M | -4% | 0.67% | 58.3% | 563 | 13.32% | 1.1 |
|
| 2495 |
2495
Broadmark Asset Management
San Francisco,
California
| USD 246 M | +USD 32.3 M | +15% | 1.52% | 39.6% | 3 | 66.67% | 0.6 |
|
| 2496 |
2496
TA Associates
Boston,
Massachusetts
| USD 246 M | -USD 43.7 M | -15% | 14.9% | – | 2 | 0% | 1.3 |
|
| 2497 |
VE
2497
Vega Energy
New York
| USD 245 M | -USD 61.7 M | -20% | 8.22% | 12.1% | 13 | 15.38% | 0.8 |
|
| 2498 |
2498
Evanson Asset Management
Carmel,
California
| USD 245 M | -USD 13 M | -5% | 1.11% | 66.6% | 201 | 12.44% | 0.7 |
|
| 2499 |
2499
Hills Bank & Trust
North Liberty,
Iowa
| USD 245 M | +USD 5.34 M | +2% | 0.29% | 52.8% | 83 | 4.82% | 1.1 |
|
| 2500 |
2500
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 245 M | -USD 2 M | -0.8% | 0.23% | 60.5% | 45 | 6.67% | 1.2 |
|