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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
Needham Investment Management
New York
| USD 535 M | -USD 156 M | -23% | 20.6% | 424% | 131 | 12.98% | 3.9 |
|
| 2502 |
2502
ICA Group Wealth Management
Denver,
Colorado
| USD 535 M | +USD 8.64 M | +2% | 13.2% | – | 403 | 11.41% | 0.2 |
|
| 2503 |
2503
Proficio Capital Partners
Newton,
Massachusetts
| USD 535 M | -USD 135 M | -20% | 12.9% | 97% | 306 | 21.24% | 2.1 |
|
| 2504 |
2504
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 534 M | -USD 67.6 M | -11% | 14.1% | 54.2% | 1,474 | 43.01% | 2.2 |
|
| 2505 |
2505
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 534 M | -USD 75.7 M | -12% | 11.5% | 26.3% | 123 | 10.57% | 5.3 |
|
| 2506 |
2506
Sapience Investments
Newport Beach,
California
| USD 534 M | -USD 290 M | -35% | 13.9% | 54.9% | 95 | 17.89% | 2.9 |
|
| 2507 |
2507
Wealthspring Capital
West Harrison,
New York
| USD 533 M | +USD 22.3 M | +4% | 0.26% | 24.1% | 535 | 27.85% | 0.7 |
|
| 2508 |
2508
Penn Davis McFarland
Dallas,
Texas
| USD 532 M | -USD 90.9 M | -15% | 11.9% | 100% | 46 | 4.35% | 4.3 |
|
| 2509 |
CPH
2509
C Partners Holding
Zurich,
Switzerland
| USD 531 M | -USD 47.7 M | -8% | 18.4% | 25.6% | 19 | 10.53% | 3.6 |
|
| 2510 |
2510
Institutional Venture Management XVI
Menlo Park,
California
| USD 531 M | -USD 357 M | -40% | 24.3% | 523% | 8 | 0% | 1.2 |
|
| 2511 |
2511
City Holding Co
Charleston,
West Virginia
| USD 531 M | -USD 85.9 M | -14% | 11.8% | 89.2% | 535 | 8.97% | 5.2 |
|
| 2512 |
2512
Planning Alternatives
Birmingham,
Michigan
| USD 531 M | -USD 95.2 M | -15% | 14.1% | 69.6% | 48 | 10.42% | 5.3 |
|
| 2513 |
2513
Tortoise Index Solutions
Overland Park,
Kansas
| USD 531 M | -USD 23.8 M | -4% | 8.29% | 52.2% | 112 | 5.36% | 3.6 |
|
| 2514 |
2514
V Wealth Advisors
Overland Park,
Kansas
| USD 530 M | -USD 94.3 M | -15% | 14.3% | 36.9% | 482 | 26.14% | 1.8 |
|
| 2515 |
2515
Vision Capital Management
Portland,
Oregon
| USD 530 M | -USD 78 M | -13% | 15.4% | 78.4% | 106 | 13.21% | 4.5 |
|
| 2516 |
2516
Alley Investment Management Company
Lake Forest,
Illinois
| USD 530 M | -USD 75.5 M | -12% | 11.9% | 54.6% | 81 | 3.7% | 0.3 |
|
| 2517 |
2517
First Ascent Asset Management
Denver,
Colorado
| USD 529 M | -USD 26.3 M | -5% | 12.2% | 4.15% | 42 | 7.14% | 1.5 |
|
| 2518 |
2518
M.D. Sass LLC
New York
| USD 529 M | -USD 55.1 M | -9% | 15.1% | 80.1% | 37 | 37.84% | 1.7 |
|
| 2519 |
2519
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| USD 529 M | -USD 92.8 M | -15% | 11.3% | 34.5% | 412 | 12.62% | 2.7 |
|
| 2520 |
2520
Singapore Technologies Telemedia
Singapore
| USD 529 M | -USD 92.8 M | -15% | 14.9% | 173% | 1 | 0% | 5.3 |
|
| 2521 |
JWBC
2521
J.W. Burns & Co
Dewitt,
New York
| USD 528 M | -USD 100 M | -16% | 13.7% | 95.4% | 177 | 7.91% | 6.4 |
|
| 2522 |
2522
Stratos Investment Management
Beachwood,
Ohio
| USD 528 M | -USD 74 M | -12% | 12.5% | 58.2% | 168 | 13.69% | 2.1 |
|
| 2523 |
NM
2523
Newtyn Management
New York
| USD 528 M | +USD 110 M | +26% | 13.8% | 52% | 87 | 58.62% | 0.6 |
|
| 2524 |
2524
Galibier Capital Management
Toronto,
Ontario, Canada
| USD 528 M | -USD 216 M | -29% | 14.4% | 66.8% | 46 | 21.74% | 1.9 |
|
| 2525 |
KFS
2525
Kurt F. Somerville
| USD 527 M | -USD 94.2 M | -15% | 12.3% | 92.9% | 123 | 3.25% | 5.4 |
|