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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
Signet Financial Management
Parsippany,
New Jersey
| USD 274 M | – | – | 4.25% | 65.2% | 161 | – | 0 |
|
| 2477 |
2477
Gargoyle Investment Advisor
Englewood,
New Jersey
| USD 273 M | +USD 9 M | +3% | 6.6% | 34.5% | 171 | 32.16% | 0.8 |
|
| 2478 |
2478
Edge Wealth Management
New York
| USD 273 M | +USD 13.1 M | +5% | 0.44% | 75.3% | 475 | 26.53% | 1 |
|
| 2479 |
2479
Pura Vida Investments
New York
| USD 272 M | – | – | 18.7% | 38.3% | 71 | – | 0 |
|
| 2480 |
EVM
2480
Evelyn V. Moreno
| USD 272 M | +USD 11.2 M | +4% | 5.44% | 39.4% | 76 | 5.26% | 0.9 |
|
| 2481 |
2481
Apriem Advisors
Irvine,
California
| USD 271 M | +USD 9.7 M | +4% | 2.99% | 74.3% | 632 | 16.46% | 1 |
|
| 2482 |
2482
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| USD 271 M | -USD 9.5 M | -3% | 1.93% | – | 97 | 12.37% | 0.9 |
|
| 2483 |
SCA
2483
Signpost Capital Advisors
New York
| USD 271 M | +USD 28.8 M | +12% | 9.89% | 24.7% | 18 | 27.78% | 0.6 |
|
| 2484 |
ARMC
2484
American Research & Management Company
Marion,
Massachusetts
| USD 271 M | -USD 6.32 M | -2% | 2.01% | 35.1% | 398 | 11.56% | 1.3 |
|
| 2485 |
2485
Evanson Asset Management
Carmel,
California
| USD 271 M | +USD 25.4 M | +10% | 0.24% | 66.6% | 215 | 25.12% | 0.8 |
|
| 2486 |
2486
Van Cleef Asset Management
Beachwood,
Ohio
| USD 270 M | +USD 26.7 M | +11% | 3.59% | 104% | 115 | 16.52% | 1.2 |
|
| 2487 |
2487
Giralda Advisors
New York
| USD 270 M | -USD 2.48 M | -0.9% | 3.85% | 36.8% | 10 | 0% | 1.2 |
|
| 2488 |
2488
RTW Investments
New York
| USD 270 M | – | – | 22.1% | 467% | 21 | – | 0 |
|
| 2489 |
2489
Berkshire Partners
Boston,
Massachusetts
| USD 270 M | -USD 110 M | -29% | 6.52% | 79% | 1 | 0% | 1.5 |
|
| 2490 |
2490
First American Trust
Santa Ana,
California
| USD 270 M | +USD 701 k | +0.3% | 6.03% | 84.6% | 109 | 23.85% | 1.2 |
|
| 2491 |
2491
Nelson Capital Management
Menlo Park,
California
| USD 270 M | +USD 4.86 M | +2% | 4.56% | 121% | 337 | 11.28% | 1.1 |
|
| 2492 |
2492
United Bank (West Virginia)
Parkersburg,
West Virginia
| USD 270 M | +USD 5.26 M | +2% | 4.03% | 22.5% | 124 | 10.48% | 1.3 |
|
| 2493 |
2493
Platte River Capital
Denver,
Colorado
| USD 269 M | -USD 118 M | -30% | 5.81% | – | 205 | 34.15% | 0.9 |
|
| 2494 |
2494
Lucas Capital Management
Red Bank,
New Jersey
| USD 269 M | -USD 56.5 M | -17% | 12.1% | 44.5% | 151 | 13.25% | 1.3 |
|
| 2495 |
2495
Cabot-Wellington
Boston,
Massachusetts
| USD 269 M | -USD 222 k | -0.1% | 0.39% | 65% | 45 | 8.89% | 1.4 |
|
| 2496 |
2496
Intrust Bank
Wichita,
Kansas
| USD 269 M | +USD 10.3 M | +4% | 3.64% | 102% | 278 | 16.19% | 1.1 |
|
| 2497 |
AIS
2497
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 269 M | -USD 43.1 M | -14% | 11.9% | 77.1% | 119 | 28.57% | 0.9 |
|
| 2498 |
2498
Aviance Capital Partners
Naples,
Florida
| USD 268 M | +USD 3.35 M | +1% | 4.8% | 98.2% | 260 | 20% | 1.1 |
|
| 2499 |
2499
MUFG Bank
Tokyo 100-8388,,
Japan
| USD 268 M | – | – | 4.34% | 74% | 2 | – | 1.4 |
|
| 2500 |
2500
Adirondack Research & Management
Guilderland,
New York
| USD 267 M | -USD 2.38 M | -0.9% | 9.56% | 47.8% | 103 | 8.74% | 1.3 |
|