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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 |
RTIM
2501
Round Table Investment Management
Charlotte,
North Carolina
| USD 267 M | +USD 110 M | +70% | 1.45% | – | 51 | 50.98% | 0.6 |
|
| 2502 |
SCM
2502
Summit Capital Management
Seattle,
Washington
| USD 267 M | -USD 16.2 M | -6% | 3.86% | 12.4% | 77 | 40.26% | 0.7 |
|
| 2503 |
2503
Claar Advisors
New York
| USD 267 M | -USD 7.57 M | -3% | 10.7% | 65.5% | 34 | 50% | 0.4 |
|
| 2504 |
2504
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 266 M | +USD 64.6 M | +32% | 2.87% | 62% | 46 | 30.43% | 0.6 |
|
| 2505 |
2505
One Capital Management
Westlake Village,
California
| USD 266 M | -USD 12.8 M | -5% | 2.86% | 50.5% | 599 | 77.13% | 0.7 |
|
| 2506 |
2506
Checchi Capital Advisers
Beverly Hills,
California
| USD 266 M | +USD 22.7 M | +9% | 1.6% | 68% | 346 | 23.7% | 0.6 |
|
| 2507 |
GCM
2507
Grisanti Capital Management
New York
| USD 266 M | +USD 18.4 M | +7% | 11.9% | 17.9% | 72 | 27.78% | 0.9 |
|
| 2508 |
WC
2508
Whitnell & Co
Oak Brook,
Illinois
| USD 266 M | +USD 15.1 M | +6% | 4.39% | 36.6% | 293 | 10.92% | 1.3 |
|
| 2509 |
2509
Private Capital Advisors
Darien,
Connecticut
| USD 266 M | -USD 43.4 M | -14% | 3.34% | 132% | 127 | 22.83% | 1.2 |
|
| 2510 |
EGA
2510
Emerging Global Advisors
New York
| USD 265 M | -USD 28.1 M | -10% | 5.42% | 0.93% | 29 | 0% | 0.7 |
|
| 2511 |
2511
WBH Advisory
Baltimore,
Maryland
| USD 265 M | -USD 19.4 M | -7% | 4.33% | 57.6% | 221 | 9.95% | 1.3 |
|
| 2512 |
2512
Metalmark Management II
New York
| USD 265 M | -USD 171 M | -39% | 39.2% | 81.7% | 1 | 0% | 1.3 |
|
| 2513 |
2513
FSI Group
Cincinnati,
Ohio
| USD 265 M | -USD 5.01 M | -2% | 9.59% | 44.1% | 90 | 56.67% | 0.7 |
|
| 2514 |
MAA
2514
Mraz Amerine & Associates
Modesto,
California
| USD 265 M | +USD 4.95 M | +2% | 1.15% | 69.8% | 157 | 10.83% | 1.2 |
|
| 2515 |
2515
Allworth Financial
Folsom,
California
| USD 264 M | +USD 7.17 M | +3% | 2.83% | 53.3% | 133 | 39.1% | 0.7 |
|
| 2516 |
2516
Harrison Street Securities
Chicago,
Illinois
| USD 264 M | +USD 28 M | +12% | 12.7% | 41.2% | 39 | 38.46% | 0.7 |
|
| 2517 |
2517
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 264 M | – | – | 0.8% | 13.4% | 3 | – | 0 |
|
| 2518 |
2518
Monarch Capital Management
Fort Wayne,
Indiana
| USD 264 M | +USD 13.6 M | +5% | 5.72% | 77% | 101 | 3.96% | 1.3 |
|
| 2519 |
2519
Savant Capital
Rockford,
Illinois
| USD 264 M | +USD 28.8 M | +12% | 3.35% | 61.2% | 214 | 9.81% | 1.2 |
|
| 2520 |
GJCM
2520
Grand Jean Capital Management
San Francisco,
California
| USD 264 M | +USD 12.5 M | +5% | 8.53% | 61.4% | 45 | 24.44% | 1 |
|
| 2521 |
2521
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 263 M | -USD 43.9 M | -14% | 3.77% | 167% | 80 | 61.25% | 0.5 |
|
| 2522 |
2522
PL Capital Advisors
Naples,
Florida
| USD 263 M | +USD 20.4 M | +8% | 9.16% | 100% | 42 | 4.76% | 1.2 |
|
| 2523 |
MPEM
2523
Marathon Partners Equity Management
New York
| USD 263 M | -USD 121 k | -0% | 2.48% | – | 30 | 16.67% | 0.7 |
|
| 2524 |
GIM
2524
Greystone Investment Management
Cincinnati,
Ohio
| USD 263 M | +USD 8.12 M | +3% | 2.64% | 32.8% | 62 | 16.13% | 1.1 |
|
| 2525 |
2525
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 263 M | +USD 54.7 M | +26% | 7.48% | 60.2% | 69 | 8.7% | 1.4 |
|