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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
MCP
2551
Moab Capital Partners
Southampton,
New York
| USD 218 M | +USD 49.8 M | +30% | 17% | 89.3% | 37 | 29.73% | 0.4 |
|
| 2552 |
WC
2552
Whitnell & Co
Oak Brook,
Illinois
| USD 218 M | +USD 15.1 M | +7% | 7.78% | 36.6% | 279 | 10.04% | 0.5 |
|
| 2553 |
2553
Trinity Street Asset Management
London,
United Kingdom
| USD 218 M | – | – | 4.32% | 76.9% | 10 | – | 0 |
|
| 2554 |
2554
Flowering Tree Investment Management
Singapore
| USD 218 M | +USD 20.2 M | +10% | 24.2% | 47.4% | 9 | 22.22% | 0.4 |
|
| 2555 |
2555
Roanoke Asset Management
Jersey City,
New Jersey
| USD 218 M | +USD 11.5 M | +6% | 11% | 50.3% | 116 | 6.03% | 0.2 |
|
| 2556 |
PCM
2556
Peg Capital Management
Canaan,
New Hampshire
| USD 217 M | +USD 21.3 M | +11% | 7.34% | – | 35 | 5.71% | 0.5 |
|
| 2557 |
AHC
2557
Adams Hill Capital
Westport,
Connecticut
| USD 217 M | – | – | 18.6% | – | 22 | – | 0 |
|
| 2558 |
2558
Matterhorn Capital Management
San Antonio,
Texas
| USD 217 M | +USD 17.2 M | +9% | 10.4% | 38.8% | 58 | 8.62% | 0.5 |
|
| 2559 |
2559
J.H. Whitney Capital Partners
New Canaan,
Connecticut
| USD 217 M | -USD 52.4 M | -19% | 19.5% | 95.7% | 1 | 0% | 0.5 |
|
| 2560 |
MBE
2560
Michael B. Elefante
| USD 217 M | +USD 17.3 M | +9% | 11.4% | – | 114 | 12.28% | 0.4 |
|
| 2561 |
2561
SNS Financial Group
Minneapolis,
Minnesota
| USD 217 M | +USD 59.1 M | +37% | 7.34% | 54.2% | 156 | 41.03% | 0.3 |
|
| 2562 |
2562
Edge Wealth Management
New York
| USD 216 M | +USD 52.6 M | +32% | 8.73% | 75.3% | 403 | 26.05% | 0.4 |
|
| 2563 |
2563
Xponance
Philadelphia,
Pennsylvania
| USD 216 M | – | – | 8.29% | 144% | 39 | – | 0 |
|
| 2564 |
2564
Monetary Management Group
St Louis,
Missouri
| USD 216 M | +USD 25.5 M | +13% | 11.3% | 138% | 274 | 32.12% | 0.3 |
|
| 2565 |
BP
2565
Boston Provident
Englewood,
New Jersey
| USD 215 M | -USD 151 M | -41% | 25% | – | 50 | 28% | 0.4 |
|
| 2566 |
2566
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 215 M | -USD 9.14 M | -4% | 4.82% | 40.4% | 236 | 20.34% | 0.4 |
|
| 2567 |
PAS
2567
Partnervest Advisory Services
Santa Barbara,
California
| USD 215 M | +USD 19 M | +10% | 5.33% | 45.1% | 1,173 | 26.6% | 0.4 |
|
| 2568 |
2568
Bow Street
New York
| USD 215 M | – | – | 20.7% | 43.3% | 29 | – | 0 |
|
| 2569 |
NAMP
2569
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 215 M | +USD 18.9 M | +10% | 9.35% | 90.2% | 96 | 10.42% | 0.4 |
|
| 2570 |
LC
2570
Lilley & Co
Tecumseh,
Michigan
| USD 215 M | +USD 23.9 M | +13% | 8.24% | – | 108 | 6.48% | 0.5 |
|
| 2571 |
2571
Barnett & Company
Chattanooga,
Tennessee
| USD 215 M | +USD 20.2 M | +10% | 7.99% | 65.9% | 201 | 14.43% | 0.4 |
|
| 2572 |
2572
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 214 M | +USD 4.64 M | +2% | 8.24% | 101% | 180 | 11.67% | 0.4 |
|
| 2573 |
2573
America First Investment Advisors
Omaha,
Nebraska
| USD 214 M | +USD 14.3 M | +7% | 8.71% | 78.2% | 200 | 2.5% | 0.4 |
|
| 2574 |
2574
First Financial Corp
Terre Haute,
Indiana
| USD 214 M | +USD 10.7 M | +5% | 11.4% | 95.3% | 464 | 5.39% | 0.5 |
|
| 2575 |
2575
Lafayette Investments
Ashton,
Maryland
| USD 214 M | +USD 8.09 M | +4% | 8.63% | 77.9% | 69 | 7.25% | 0.5 |
|