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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
Private Vista
Chicago,
Illinois
| USD 343 M | +USD 9.5 M | +3% | 2.05% | 10.1% | 157 | 61.15% | 0.6 |
|
| 2552 |
PCM
2552
Perritt Capital Management
Chicago,
Illinois
| USD 343 M | -USD 16.3 M | -5% | 5.29% | 80.9% | 238 | 11.76% | 2.9 |
|
| 2553 |
2553
Hawk Ridge Capital Management
Los Angeles,
California
| USD 342 M | +USD 41.8 M | +14% | 3.11% | 84.9% | 49 | 36.73% | 0.6 |
|
| 2554 |
2554
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 342 M | -USD 11.5 M | -3% | 2.28% | 65.9% | 140 | 9.29% | 3.2 |
|
| 2555 |
2555
Cypress Asset Management
Houston,
Texas
| USD 341 M | -USD 123 M | -27% | 1.67% | 141% | 197 | 19.29% | 3.2 |
|
| 2556 |
2556
BDT Capital Partners
Chicago,
Illinois
| USD 341 M | -USD 82.6 M | -19% | 19.5% | 25.5% | 1 | 0% | 4.8 |
|
| 2557 |
2557
Quantitative Advantage
Minnetonka,
Minnesota
| USD 341 M | +USD 4.61 M | +1% | 0.14% | 45.9% | 60 | 23.33% | 1.2 |
|
| 2558 |
2558
Gateway Advisory
Westfield,
New Jersey
| USD 341 M | -USD 19.8 M | -5% | 0.39% | 26% | 104 | 40.38% | 1.4 |
|
| 2559 |
2559
Accident Compensation Corp
Wellington,
New Zealand
| USD 341 M | -USD 21.1 M | -6% | 2.96% | 24.6% | 128 | 20.31% | 1.5 |
|
| 2560 |
2560
Columbia Asset Management
Ann Arbor,
Michigan
| USD 341 M | -USD 7.41 M | -2% | 1.4% | 94.1% | 186 | 6.99% | 3 |
|
| 2561 |
2561
Yorktown Energy Partners VIII
New York
| USD 341 M | -USD 15.3 M | -4% | 2.82% | 15.2% | 3 | 0% | 1.8 |
|
| 2562 |
2562
Arrow Investment Advisors
Laurel,
Maryland
| USD 340 M | -USD 18.8 M | -5% | 0.35% | 36.3% | 81 | 24.69% | 1.3 |
|
| 2563 |
2563
Proficio Capital Partners
Newton,
Massachusetts
| USD 340 M | +USD 29.7 M | +10% | 0.96% | 97% | 1,381 | 8.62% | 1.7 |
|
| 2564 |
OIA
2564
Optimum Investment Advisors
Chicago,
Illinois
| USD 340 M | +USD 25.9 M | +8% | 0.12% | 125% | 1,023 | 69.5% | 0.9 |
|
| 2565 |
2565
Prana Capital Management
Greenwich,
Connecticut
| USD 340 M | +USD 46.7 M | +16% | 0.25% | 36.6% | 61 | 68.85% | 0.1 |
|
| 2566 |
2566
KWMG LLC
Overland Park,
Kansas
| USD 340 M | +USD 7.58 M | +2% | 0.39% | 76.2% | 115 | 6.96% | 2.3 |
|
| 2567 |
2567
Institute for Wealth Management
Denver,
Colorado
| USD 339 M | -USD 94 M | -22% | 0.86% | 137% | 428 | 49.77% | 0.8 |
|
| 2568 |
2568
ArchPoint Investors
Coral Gables,
Florida
| USD 339 M | +USD 18.7 M | +6% | 0.09% | 111% | 169 | 19.53% | 1.7 |
|
| 2569 |
2569
United Asset Strategies
Garden City,
New York
| USD 339 M | -USD 33.8 M | -9% | 0.92% | 94.6% | 216 | 21.76% | 1.2 |
|
| 2570 |
2570
Vision Capital Management
Portland,
Oregon
| USD 339 M | -USD 4.76 M | -1% | 1.38% | 78.4% | 100 | 29% | 2.3 |
|
| 2571 |
HEC
2571
Hudson Executive Capital
New York
| USD 339 M | +USD 131 M | +63% | 13.4% | 127% | 7 | 0% | 1.1 |
|
| 2572 |
2572
Lutz Financial Services
Omaha,
Nebraska
| USD 339 M | -USD 4.04 M | -1% | 2.11% | 35.3% | 49 | 14.29% | 0.2 |
|
| 2573 |
2573
HSG Holding
Na,
Hong Kong
| USD 338 M | -USD 7.92 M | -2% | 15.3% | 2.94% | 7 | 28.57% | 2.5 |
|
| 2574 |
2574
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 338 M | -USD 31.3 M | -8% | 3.9% | 141% | 20 | 15% | 3.6 |
|
| 2575 |
2575
Yorktown Management & Research Company
Forest,
Virginia
| USD 338 M | -USD 9.06 M | -3% | 1.55% | 223% | 407 | 22.85% | 1.3 |
|