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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
VHCP Management
New York
| USD 181 M | +USD 46.4 M | +34% | 72.3% | 234% | 20 | 25% | 0.2 |
|
| 2577 |
2577
McRae Capital Management
Morristown,
New Jersey
| USD 181 M | +USD 8.94 M | +5% | 4.34% | 78.2% | 70 | 7.14% | 0.2 |
|
| 2578 |
2578
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 181 M | +USD 7.93 M | +5% | 5.97% | 28.2% | 53 | 20.75% | 0.2 |
|
| 2579 |
2579
West Coast Financial
Santa Barbara,
California
| USD 181 M | -USD 2.87 M | -2% | 8.43% | 22.2% | 91 | 5.49% | 0.2 |
|
| 2580 |
DD
2580
Dominick & Dominick
New York
| USD 180 M | +USD 8.85 M | +5% | 5.6% | – | 192 | 21.35% | 0.2 |
|
| 2581 |
2581
Renaissance Investment Group
Lenox,
Massachusetts
| USD 180 M | +USD 4.3 M | +2% | 5.53% | 99.6% | 72 | 9.72% | 0.2 |
|
| 2582 |
2582
PL Capital Advisors
Naples,
Florida
| USD 180 M | +USD 19.3 M | +12% | 8.02% | 100% | 58 | 15.52% | 0.2 |
|
| 2583 |
HA
2583
Havens Advisors
New York
| USD 180 M | +USD 51.7 M | +40% | 22.2% | 460% | 71 | 69.01% | 0.1 |
|
| 2584 |
2584
AH Equity Partners II
Menlo Park,
California
| USD 179 M | +USD 90.5 M | +102% | 102% | – | 1 | 0% | 0.3 |
|
| 2585 |
2585
Keating Investment Counselors
Delray Beach,
Florida
| USD 179 M | +USD 1.85 M | +1% | 2.89% | 50% | 53 | 0% | 0.3 |
|
| 2586 |
CFSG
2586
Community Financial Services Group
Newport,
Vermont
| USD 179 M | +USD 11.2 M | +7% | 4.86% | – | 249 | 12.45% | 0.2 |
|
| 2587 |
2587
Brian C. Broderick
| USD 179 M | +USD 12.1 M | +7% | 5.09% | 98.6% | 93 | 6.45% | 0.2 |
|
| 2588 |
2588
Dock Street Asset Management
Palm Beach,
Florida
| USD 179 M | +USD 21.8 M | +14% | 7.35% | 175% | 56 | 10.71% | 0.2 |
|
| 2589 |
2589
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 179 M | +USD 16.7 M | +10% | 14% | 192% | 95 | 68.42% | 0.1 |
|
| 2590 |
2590
Dillon & Associates
Jackson,
Michigan
| USD 179 M | +USD 22.8 M | +15% | 7.27% | 117% | 66 | 15.15% | 0.2 |
|
| 2591 |
OFG
2591
OTA Financial Group
Purchase,
New York
| USD 178 M | -USD 39.1 M | -18% | 3.12% | 320% | 124 | 79.84% | 0.1 |
|
| 2592 |
2592
Taylor Cottrill
New London,
New Hampshire
| USD 178 M | +USD 5.13 M | +3% | 3.8% | – | 94 | 14.89% | 0.2 |
|
| 2593 |
2593
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 178 M | +USD 15.1 M | +9% | 5.33% | 53.1% | 89 | 17.98% | 0.2 |
|
| 2594 |
2594
Birinyi Associates
Westport,
Connecticut
| USD 177 M | +USD 12.1 M | +7% | 5.86% | 113% | 101 | 37.62% | 0.2 |
|
| 2595 |
IFLIT
2595
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 177 M | +USD 19.5 M | +12% | 7.57% | 45.7% | 33 | 0% | 0.3 |
|
| 2596 |
2596
Carl Domino
West Palm Beach,
Florida
| USD 176 M | -USD 777 k | -0.4% | 8.51% | 38.3% | 176 | 15.91% | 0.2 |
|
| 2597 |
DCMM
2597
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| USD 176 M | +USD 11.5 M | +7% | 14.5% | 96.7% | 71 | 33.8% | 0.2 |
|
| 2598 |
2598
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 176 M | +USD 7.6 M | +5% | 4.31% | 50.4% | 6 | 0% | 0.3 |
|
| 2599 |
2599
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 176 M | +USD 7.21 M | +4% | 5.25% | 86.4% | 92 | 10.87% | 0.2 |
|
| 2600 |
2600
Gateway Advisory
Westfield,
New Jersey
| USD 176 M | +USD 8.83 M | +5% | 3.8% | 26% | 36 | 30.56% | 0.2 |
|