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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
GCG
2501
Giovine Capital Group
Santa Monica,
California
| USD 193 M | +USD 22.3 M | +13% | 5.63% | – | 46 | 26.09% | 0.2 |
|
| 2502 |
2502
SAC Global Investors
London,
United Kingdom
| USD 193 M | -USD 52.7 M | -21% | 7.24% | – | 114 | 64.91% | 0.1 |
|
| 2503 |
2503
Roundview Capital
Princeton,
New Jersey
| USD 193 M | +USD 33.2 M | +21% | 5.88% | 77.7% | 124 | 15.32% | 0.2 |
|
| 2504 |
2504
Harvey Partners
Tarrytown,
New York
| USD 193 M | -USD 8.06 M | -4% | 13.2% | 174% | 65 | 63.08% | 0.1 |
|
| 2505 |
2505
Thomasville National Bank
Thomasville,
Georgia
| USD 192 M | +USD 40.2 M | +26% | 3.19% | – | 132 | 43.94% | 0.1 |
|
| 2506 |
2506
Bandera Partners
New York
| USD 192 M | +USD 10.4 M | +6% | 3.85% | 55.4% | 14 | 14.29% | 0.2 |
|
| 2507 |
2507
Greatmark Investment Partners
Columbus,
Georgia
| USD 192 M | +USD 36.3 M | +23% | 3.05% | 62% | 85 | 8.24% | 0.2 |
|
| 2508 |
2508
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 192 M | +USD 20.4 M | +12% | 5.09% | 51.9% | 11 | 27.27% | 0.2 |
|
| 2509 |
FAM
2509
Fortaleza Asset Management
Chicago,
Illinois
| USD 191 M | +USD 18.4 M | +11% | 15.1% | 121% | 245 | 35.1% | 0.2 |
|
| 2510 |
2510
Merriman Wealth Management
Seattle,
Washington
| USD 191 M | +USD 115 M | +149% | 7.64% | 18.3% | 55 | 60% | 0.1 |
|
| 2511 |
MCM
2511
Mast Capital Management
Boston,
Massachusetts
| USD 191 M | -USD 109 M | -36% | 15.4% | – | 10 | 70% | 0.2 |
|
| 2512 |
2512
Fruth Investment Management
Houston,
Texas
| USD 191 M | +USD 14.2 M | +8% | 7.04% | 79.4% | 192 | 8.33% | 0.2 |
|
| 2513 |
LC
2513
Lilley & Co
Tecumseh,
Michigan
| USD 191 M | +USD 6.7 M | +4% | 4.56% | – | 106 | 7.55% | 0.2 |
|
| 2514 |
2514
Exchange Capital Management
Ann Arbor,
Michigan
| USD 191 M | +USD 11.1 M | +6% | 4.8% | 57.8% | 240 | 28.33% | 0.2 |
|
| 2515 |
2515
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 191 M | +USD 31.1 M | +19% | 4.73% | 55.8% | 76 | 17.11% | 0.2 |
|
| 2516 |
2516
Moon Capital Management
New York
| USD 191 M | -USD 19.6 M | -9% | 16.6% | 76.3% | 40 | 45% | 0.2 |
|
| 2517 |
2517
Monetary Management Group
St Louis,
Missouri
| USD 190 M | +USD 7.6 M | +4% | 6.25% | 138% | 212 | 14.15% | 0.2 |
|
| 2518 |
2518
StepStone Group
La Jolla,
California
| USD 190 M | -USD 64.1 M | -25% | 19.1% | 107% | 18 | 38.89% | 0.2 |
|
| 2519 |
2519
Corrado Advisors
Ramsey,
New Jersey
| USD 190 M | +USD 24 M | +14% | 5.56% | 64% | 72 | 44.44% | 0.1 |
|
| 2520 |
III
2520
Independent Investors Inc
Nesconset,
New York
| USD 190 M | +USD 8.45 M | +5% | 7.81% | 61.6% | 95 | 9.47% | 0.2 |
|
| 2521 |
2521
Noesis Capital Mangement
Boca Raton,
Florida
| USD 190 M | +USD 2.41 M | +1% | 4.19% | 128% | 103 | 4.85% | 0.2 |
|
| 2522 |
ACM
2522
Astenbeck Capital Management
Southport,
Connecticut
| USD 190 M | +USD 11.6 M | +7% | 9.13% | 12.4% | 12 | 0% | 0.3 |
|
| 2523 |
SKP
2523
Sanborn Kilcollin Partners
Chicago,
Illinois
| USD 190 M | +USD 25.1 M | +15% | 0.26% | – | 20 | 5% | 0.2 |
|
| 2524 |
2524
Delphi Financial Group
Wilmington,
Delaware
| USD 189 M | -USD 10.6 M | -5% | 5.3% | 66.3% | 14 | 14.29% | 0.2 |
|
| 2525 |
2525
First Bankers Trust
Louisville,
Kentucky
| USD 189 M | +USD 3.73 M | +2% | 1.9% | 78.9% | 136 | 4.41% | 0.2 |
|