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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 |
2501
LVW Advisors
Pittsford,
New York
| USD 375 M | +USD 79 M | +27% | 11.4% | 79.1% | 181 | 19.34% | 1.9 |
|
| 2502 |
2502
Capital One Investing
Mclean,
Virginia
| USD 375 M | +USD 92.1 M | +33% | 10% | – | 188 | 28.19% | 0.2 |
|
| 2503 |
2503
Opus Capital Group
Cincinnati,
Ohio
| USD 375 M | -USD 105 M | -22% | 9.84% | 53.7% | 229 | 11.35% | 2.3 |
|
| 2504 |
2504
Columbia Asset Management
Ann Arbor,
Michigan
| USD 375 M | +USD 45.7 M | +14% | 13.1% | 94.1% | 221 | 9.05% | 3.1 |
|
| 2505 |
2505
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 375 M | +USD 53.6 M | +17% | 16% | 83.8% | 153 | 10.46% | 3.6 |
|
| 2506 |
2506
North Growth Management
Vancouver,
British Columbia, Canada
| USD 374 M | +USD 16.9 M | +5% | 17.7% | 243% | 44 | 6.82% | 1.1 |
|
| 2507 |
2507
Gramercy Funds Management
Greenwich,
Connecticut
| USD 374 M | -USD 151 M | -29% | 13.7% | 87.6% | 26 | 50% | 0.7 |
|
| 2508 |
OCM
2508
Opti Capital Management
New York
| USD 374 M | +USD 164 M | +78% | 0% | 0.01% | 26 | 11.54% | 0.2 |
|
| 2509 |
2509
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 374 M | +USD 83.9 M | +29% | 9.36% | 46.9% | 38 | 18.42% | 0.2 |
|
| 2510 |
2510
Southeast Asset Advisors
Thomasville,
Georgia
| USD 373 M | +USD 39.1 M | +12% | 9.66% | 91.5% | 119 | 15.13% | 3.1 |
|
| 2511 |
2511
Bell Bank
Fargo,
North Dakota
| USD 373 M | +USD 46.5 M | +14% | 12.9% | 71% | 150 | 14% | 3.2 |
|
| 2512 |
2512
Koshinski Asset Management
Decatur,
Illinois
| USD 373 M | -USD 33.7 M | -8% | 11.9% | 82.9% | 474 | 32.49% | 1.9 |
|
| 2513 |
WCA
2513
Windsor Creek Advisors
Bethel,
Vermont
| USD 373 M | +USD 57.7 M | +18% | 9.5% | 48.3% | 188 | 49.47% | 0.2 |
|
| 2514 |
2514
Greenvale Capital
London,
United Kingdom
| USD 373 M | +USD 162 M | +76% | 32.4% | 101% | 15 | 33.33% | 0.2 |
|
| 2515 |
2515
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 373 M | +USD 73.3 M | +24% | 14.3% | 149% | 137 | 10.22% | 3.3 |
|
| 2516 |
2516
Trust Asset Management
Houston,
Texas
| USD 372 M | +USD 206 M | +125% | 15.2% | 91.1% | 22 | 22.73% | 3 |
|
| 2517 |
2517
Laffer Tengler Investments
Nashville,
Tennessee
| USD 372 M | +USD 33.7 M | +10% | 10.9% | 96.5% | 199 | 13.57% | 1.7 |
|
| 2518 |
CC
2518
ClearArc Capital
Cincinnati,
Ohio
| USD 372 M | +USD 37.8 M | +11% | 14.1% | 63.4% | 376 | 10.37% | 4.5 |
|
| 2519 |
2519
Hills Bank & Trust
North Liberty,
Iowa
| USD 372 M | +USD 49 M | +15% | 12.7% | 52.8% | 156 | 14.1% | 3.4 |
|
| 2520 |
2520
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 371 M | +USD 26.4 M | +8% | 11.1% | 86.3% | 255 | 23.14% | 1.6 |
|
| 2521 |
2521
Sio Capital Management
New York
| USD 370 M | +USD 95.8 M | +35% | 15.4% | 564% | 91 | 49.45% | 0.4 |
|
| 2522 |
2522
Cahaba Wealth Management
Atlanta,
Georgia
| USD 370 M | +USD 46.1 M | +14% | 9.64% | 48.7% | 75 | 10.67% | 1.2 |
|
| 2523 |
2523
Krensavage Asset Management
New York
| USD 370 M | +USD 73.9 M | +25% | 11.9% | 124% | 14 | 21.43% | 2.9 |
|
| 2524 |
2524
AIP LLC
New York
| USD 370 M | +USD 116 M | +46% | 45.8% | 54.9% | 1 | 0% | 1.3 |
|
| 2525 |
2525
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 370 M | +USD 30.8 M | +9% | 11.8% | 61.1% | 460 | 6.74% | 3.4 |
|