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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
Alley Company
Lake Forest,
Illinois
| USD 366 M | +USD 12.9 M | +4% | 2.87% | 88.2% | 84 | 4.76% | 4.3 |
|
| 2552 |
2552
AIA Investment Management
Singapore
| USD 366 M | +USD 42.6 M | +13% | 0.13% | 63.3% | 368 | 96.74% | 0 |
|
| 2553 |
2553
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 366 M | -USD 861 k | -0.2% | 1.54% | 83.5% | 326 | 15.03% | 3.3 |
|
| 2554 |
ECM
2554
EII Capital Management
New York
| USD 366 M | +USD 179 M | +95% | 4.34% | 46.9% | 212 | 16.04% | 2 |
|
| 2555 |
CCM
2555
Castine Capital Management
Boston,
Massachusetts
| USD 366 M | -USD 20.5 M | -5% | 1.72% | 13.9% | 45 | 31.11% | 1.6 |
|
| 2556 |
2556
Invesco Private Capital
New York
| USD 365 M | +USD 8.13 M | +2% | 4.38% | 41.9% | 5 | 20% | 1.8 |
|
| 2557 |
2557
Greatmark Investment Partners
Columbus,
Georgia
| USD 365 M | +USD 30.3 M | +9% | 3.37% | 62% | 138 | 14.49% | 3.6 |
|
| 2558 |
2558
Syquant Capital SAS
Paris,
France
| USD 365 M | +USD 53.5 M | +17% | 3.05% | 160% | 28 | 89.29% | 0.1 |
|
| 2559 |
CM
2559
Capital Management
Glen Allen,
Virginia
| USD 365 M | +USD 3.2 M | +0.9% | 0.36% | 52.5% | 87 | 19.54% | 2.8 |
|
| 2560 |
2560
Telos Capital Management
San Diego,
California
| USD 365 M | +USD 23.8 M | +7% | 2.19% | 71.1% | 176 | 15.34% | 3.5 |
|
| 2561 |
2561
Csenge Advisory Group
Clearwater,
Florida
| USD 365 M | +USD 71 M | +24% | 1.3% | 66.3% | 293 | 43% | 0.8 |
|
| 2562 |
2562
VisionPoint Advisory Group
Dallas,
Texas
| USD 365 M | +USD 16.6 M | +5% | 2.38% | 79.3% | 142 | 18.31% | 0.5 |
|
| 2563 |
2563
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 365 M | +USD 954 k | +0.3% | 1.11% | 87.2% | 861 | 15.21% | 2.8 |
|
| 2564 |
EVM
2564
Evelyn V. Moreno
| USD 365 M | +USD 35.6 M | +11% | 3.51% | 39.4% | 68 | 19.12% | 4 |
|
| 2565 |
2565
Cypress Wealth Services
Palm Desert,
California
| USD 364 M | +USD 17.8 M | +5% | 1.86% | 82.7% | 278 | 16.19% | 1.3 |
|
| 2566 |
SVG
2566
Sun Valley Gold
Sun Valley,
Idaho
| USD 364 M | -USD 940 M | -72% | 7.85% | 160% | 17 | 35.29% | 1.9 |
|
| 2567 |
2567
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 364 M | +USD 23.7 M | +7% | 0.91% | – | 32 | 21.88% | 2.1 |
|
| 2568 |
KSCM
2568
Key Square Capital Management
Stamford,
Connecticut
| USD 363 M | +USD 88.4 M | +32% | 3.9% | 50.2% | 13 | 84.62% | 0.3 |
|
| 2569 |
2569
Quantitative Advantage
Minnetonka,
Minnesota
| USD 363 M | +USD 2.49 M | +0.7% | 1.34% | 45.9% | 59 | 11.86% | 1.8 |
|
| 2570 |
2570
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| USD 363 M | +USD 442 k | +0.1% | 0.5% | 40% | 14 | 0% | 3.3 |
|
| 2571 |
2571
Veritas Investment Management (UK)
London,
United Kingdom
| USD 362 M | +USD 10.2 M | +3% | 2.68% | 151% | 37 | 2.7% | 3.4 |
|
| 2572 |
2572
PFG Advisors
Phoenix,
Arizona
| USD 362 M | -USD 5.82 M | -2% | 1.39% | 82.7% | 317 | 6.62% | 1.1 |
|
| 2573 |
2573
Coliseum Capital Management
Rowayton,
Connecticut
| USD 362 M | +USD 53 M | +17% | 15.2% | 41.1% | 15 | 13.33% | 1.6 |
|
| 2574 |
2574
Avitas Wealth Management
Los Angeles,
California
| USD 362 M | +USD 2.73 M | +0.8% | 1.9% | 56.2% | 196 | 31.12% | 0.8 |
|
| 2575 |
2575
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 362 M | -USD 11 M | -3% | 0.15% | 70.6% | 69 | 4.35% | 4 |
|