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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 |
HCP
2576
Holt Capital Partners
Fort Worth,
Texas
| USD 306 M | +USD 15.4 M | +5% | 3.25% | 69.5% | 142 | 4.23% | 2.8 |
|
| 2577 |
SRFM
2577
Shannon River Fund Management
New York
| USD 306 M | -USD 34.6 M | -10% | 8.2% | 554% | 37 | 35.14% | 1.1 |
|
| 2578 |
2578
BHZ Capital Management
San Jose,
California
| USD 305 M | +USD 5.35 M | +2% | 6.21% | 3.24% | 123 | 9.76% | 1.1 |
|
| 2579 |
2579
Coastal Bridge Advisors
Westport,
Connecticut
| USD 305 M | +USD 7.98 M | +3% | 9.13% | 88.1% | 127 | 16.54% | 0.9 |
|
| 2580 |
2580
Koshinski Asset Management
Decatur,
Illinois
| USD 305 M | +USD 30.6 M | +11% | 4.38% | 76.5% | 376 | 13.3% | 1.4 |
|
| 2581 |
2581
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 304 M | +USD 23.6 M | +8% | 7.67% | 99.4% | 107 | 2.8% | 2.1 |
|
| 2582 |
2582
Avior Wealth Management
Omaha,
Nebraska
| USD 304 M | +USD 59.1 M | +24% | 3.69% | 71.4% | 536 | 21.64% | 2 |
|
| 2583 |
2583
Monroe Bank & Trust
Monroe,
Michigan
| USD 304 M | +USD 1.74 M | +0.6% | 2.21% | 24.7% | 272 | 59.93% | 3.7 |
|
| 2584 |
LHC
2584
Levy Harkins & Co
New York
| USD 304 M | +USD 17.1 M | +6% | 7.69% | 62.9% | 20 | 0% | 3.4 |
|
| 2585 |
2585
Oak Management Corp
Wilton,
Connecticut
| USD 304 M | -USD 14.8 M | -5% | 1.74% | 96.4% | 7 | 28.57% | 1.8 |
|
| 2586 |
2586
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 304 M | +USD 59.3 M | +24% | 4.09% | 58% | 179 | 16.2% | 1.9 |
|
| 2587 |
2587
Nadler Financial Group
Deerfield,
Illinois
| USD 304 M | +USD 9.7 M | +3% | 3.9% | 72.4% | 82 | 12.2% | 3.3 |
|
| 2588 |
2588
KWMG LLC
Overland Park,
Kansas
| USD 303 M | +USD 20.6 M | +7% | 2.42% | 76.2% | 109 | 10.09% | 2 |
|
| 2589 |
2589
Nelson Capital Management
Menlo Park,
California
| USD 303 M | +USD 8.23 M | +3% | 4.26% | 121% | 333 | 34.53% | 2.5 |
|
| 2590 |
2590
Security National Trust
Wheeling,
West Virginia
| USD 303 M | +USD 4.8 M | +2% | 3.73% | 58.3% | 428 | 9.58% | 3.5 |
|
| 2591 |
2591
Exchange Capital Management
Ann Arbor,
Michigan
| USD 303 M | +USD 6.13 M | +2% | 2.78% | 57.8% | 268 | 17.16% | 1.6 |
|
| 2592 |
2592
Wellington Shields & Co
New York
| USD 303 M | +USD 13 M | +5% | 6.31% | 109% | 155 | 15.48% | 2.5 |
|
| 2593 |
FIMG
2593
Financial & Investment Management Group
Traverse City,
Michigan
| USD 303 M | +USD 29 M | +11% | 1.34% | 18.9% | 91 | 15.38% | 1.8 |
|
| 2594 |
2594
WealthSource Partners
San Luis Obispo,
California
| USD 302 M | +USD 8.98 M | +3% | 3.66% | 16.8% | 314 | 15.92% | 0.9 |
|
| 2595 |
PCM
2595
Piermont Capital Management
St. Louis,
Missouri
| USD 302 M | -USD 47.7 M | -14% | 6.94% | 33.2% | 289 | 31.49% | 0.9 |
|
| 2596 |
2596
Winslow Evans & Crocker
Boston,
Massachusetts
| USD 302 M | -USD 62.9 M | -17% | 5.68% | 76.2% | 1,314 | 18.34% | 2.8 |
|
| 2597 |
2597
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 301 M | -USD 15.4 M | -5% | 3.73% | 118% | 437 | 27.23% | 1.3 |
|
| 2598 |
2598
Bowie Capital Management
Richardson,
Texas
| USD 301 M | -USD 72.5 M | -19% | 3.08% | 31.6% | 32 | 21.88% | 0.6 |
|
| 2599 |
2599
Truvvo Partners
New York
| USD 301 M | +USD 24.6 M | +9% | 6.17% | 21.1% | 133 | 11.28% | 1.2 |
|
| 2600 |
2600
Yakira Capital Management
Westport,
Connecticut
| USD 301 M | -USD 34.4 M | -10% | 3.43% | 74.1% | 147 | 51.02% | 0.8 |
|