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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 |
2551
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 226 M | +USD 4.03 M | +2% | 3.32% | 74.8% | 140 | 6.43% | 0.7 |
|
| 2552 |
2552
Rock Point Advisors
Burlington,
Vermont
| USD 226 M | -USD 2.15 M | -0.9% | 3.72% | 82.8% | 83 | 7.23% | 0.7 |
|
| 2553 |
2553
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 226 M | +USD 5.34 M | +2% | 0.6% | 174% | 160 | 6.25% | 0.7 |
|
| 2554 |
2554
Night Owl Capital Management
Greenwich,
Connecticut
| USD 226 M | -USD 1.7 M | -0.7% | 1.66% | 162% | 24 | 20.83% | 0.7 |
|
| 2555 |
2555
Aquiline Capital Partners
New York
| USD 225 M | -USD 3.74 M | -2% | 1.24% | 14.7% | 3 | 0% | 0.8 |
|
| 2556 |
GC
2556
Gratia Capital
Los Angeles,
California
| USD 225 M | +USD 102 M | +82% | 3.41% | 42.4% | 54 | 57.41% | 0.1 |
|
| 2557 |
2557
Gargoyle Investment Advisor
Englewood,
New Jersey
| USD 224 M | +USD 12.8 M | +6% | 6.27% | 34.5% | 148 | 29.73% | 0.5 |
|
| 2558 |
2558
Greatmark Investment Partners
Columbus,
Georgia
| USD 224 M | +USD 13.2 M | +6% | 0.33% | 62% | 88 | 10.23% | 0.7 |
|
| 2559 |
2559
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 224 M | +USD 505 k | +0.2% | 1.74% | 86.4% | 92 | 17.39% | 0.6 |
|
| 2560 |
2560
Endicott Management
New York
| USD 224 M | -USD 10.6 M | -5% | 0.74% | 229% | 14 | 14.29% | 0.7 |
|
| 2561 |
2561
SNS Financial Group
Minneapolis,
Minnesota
| USD 224 M | +USD 7.29 M | +3% | 1.24% | 54.2% | 150 | 55.33% | 0.4 |
|
| 2562 |
2562
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 224 M | +USD 72.5 M | +48% | 2.51% | 116% | 16 | 0% | 0.6 |
|
| 2563 |
2563
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 223 M | +USD 4.64 M | +2% | 1.73% | 86% | 192 | 18.23% | 0.6 |
|
| 2564 |
PAS
2564
Partnervest Advisory Services
Santa Barbara,
California
| USD 223 M | +USD 8.37 M | +4% | 1.41% | 45.1% | 1,114 | 15.62% | 0.6 |
|
| 2565 |
2565
Barnett & Company
Chattanooga,
Tennessee
| USD 223 M | +USD 8.4 M | +4% | 3.66% | 65.9% | 206 | 12.14% | 0.6 |
|
| 2566 |
2566
Wright Investors Service
Shelton,
Connecticut
| USD 223 M | -USD 4.27 M | -2% | 2.79% | 146% | 236 | 17.8% | 0.6 |
|
| 2567 |
CAM
2567
CG Asset Management
New York
| USD 222 M | +USD 3.77 M | +2% | 4.48% | 62.7% | 150 | 30% | 0.2 |
|
| 2568 |
2568
Groesbeck Investment Management
Paramus,
New Jersey
| USD 222 M | -USD 18.5 M | -8% | 1.15% | 147% | 88 | 11.36% | 0.6 |
|
| 2569 |
2569
Steadfast Advisors
New York
| USD 222 M | +USD 10.3 M | +5% | 7.75% | 81.4% | 70 | 45.71% | 0.4 |
|
| 2570 |
2570
Waverly Advisors
Birmingham,
Alabama
| USD 221 M | -USD 63 M | -22% | 2.19% | 67.6% | 907 | 30.87% | 0.4 |
|
| 2571 |
2571
Huntington Steele
Oaks,
Pennsylvania
| USD 221 M | -USD 1.71 M | -0.8% | 0.99% | 69.8% | 68 | 7.35% | 0.7 |
|
| 2572 |
2572
TSP Capital Management Group
Summit,
New Jersey
| USD 221 M | -USD 9.48 M | -4% | 1.36% | 186% | 71 | 0% | 0.7 |
|
| 2573 |
2573
Baxter Bros Inc
Riverside,
Connecticut
| USD 220 M | +USD 6.79 M | +3% | 2.23% | 73.8% | 102 | 9.8% | 0.6 |
|
| 2574 |
IMIM
2574
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| USD 220 M | +USD 1.15 M | +0.5% | 4.28% | 39.9% | 52 | 5.77% | 0.7 |
|
| 2575 |
2575
Caspian Capital
New York
| USD 220 M | -USD 65.9 M | -23% | 5.6% | – | 18 | 50% | 0.4 |
|