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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Aquiline Capital Partners
New York
| USD 228 M | +USD 2.94 M | +1% | 1.32% | 14.7% | 3 | 0% | 1 |
|
| 2602 |
2602
Haverford Financial Services
Radnor,
Pennsylvania
| USD 228 M | +USD 8.88 M | +4% | 4.36% | 57.9% | 49 | 8.16% | 0.8 |
|
| 2603 |
OL
2603
Orbitronix LP
Newport Beach,
California
| USD 228 M | +USD 47.5 M | +26% | 4.37% | 6.68% | 155 | 52.26% | 0.3 |
|
| 2604 |
2604
Lafayette Investments
Ashton,
Maryland
| USD 228 M | +USD 8.6 M | +4% | 3.5% | 77.9% | 65 | 0% | 1 |
|
| 2605 |
2605
ParenteBeard Wealth Management
York,
Pennsylvania
| USD 228 M | +USD 25.9 M | +13% | 5.57% | – | 111 | 12.61% | 0.9 |
|
| 2606 |
GGPS
2606
Gary Goldberg Planning Services
Suffern,
New York
| USD 227 M | +USD 22.5 M | +11% | 5.07% | – | 512 | 28.91% | 0.7 |
|
| 2607 |
2607
OMT Capital Management
San Francisco,
California
| USD 227 M | -USD 89.9 M | -28% | 0.44% | – | 35 | 25.71% | 0.8 |
|
| 2608 |
2608
Beech Hill Advisors
New York
| USD 227 M | +USD 14 M | +7% | 4.87% | 105% | 163 | 35.58% | 0.6 |
|
| 2609 |
LSC
2609
Lyon Street Capital
Sausalito,
California
| USD 227 M | +USD 10.8 M | +5% | 2.99% | – | 53 | 26.42% | 0.7 |
|
| 2610 |
2610
Exchange Capital Management
Ann Arbor,
Michigan
| USD 227 M | +USD 8.62 M | +4% | 4.27% | 57.8% | 257 | 15.18% | 0.8 |
|
| 2611 |
AIM
2611
Act II Management
New York
| USD 226 M | -USD 202 M | -47% | 8.63% | 43.6% | 47 | 61.7% | 0.7 |
|
| 2612 |
2612
Harrison Street Securities
Chicago,
Illinois
| USD 226 M | +USD 24.6 M | +12% | 5.51% | 41.2% | 39 | 48.72% | 0.4 |
|
| 2613 |
2613
Salem Capital Management
Woburn,
Massachusetts
| USD 226 M | -USD 2.8 M | -1% | 5.38% | 32.3% | 75 | 5.33% | 1 |
|
| 2614 |
2614
Matterhorn Capital Management
San Antonio,
Texas
| USD 225 M | +USD 9.08 M | +4% | 5.77% | 38.8% | 59 | 11.86% | 0.9 |
|
| 2615 |
2615
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 225 M | +USD 46.9 M | +26% | 6.23% | 60.2% | 79 | 7.59% | 0.9 |
|
| 2616 |
2616
TRB Advisors
New York
| USD 225 M | +USD 13.2 M | +6% | 6.08% | 64% | 3 | 33.33% | 0.5 |
|
| 2617 |
2617
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| USD 225 M | +USD 17 M | +8% | 5.13% | – | 472 | 13.35% | 0.9 |
|
| 2618 |
2618
Athena Global Investors
Reston,
Virginia
| USD 225 M | +USD 59.1 M | +36% | 3.33% | 13.4% | 32 | 6.25% | 0.2 |
|
| 2619 |
2619
Great Point Partners
Greenwich,
Connecticut
| USD 225 M | +USD 33.3 M | +17% | 4.06% | 710% | 48 | 45.83% | 0.3 |
|
| 2620 |
MCM
2620
Matarin Capital Management
New York
| USD 225 M | +USD 55.3 M | +33% | 4.42% | 73.2% | 195 | 31.79% | 0.5 |
|
| 2621 |
2621
JOYN Advisors
Atlanta,
Georgia
| USD 224 M | +USD 4.96 M | +2% | 3.83% | 0.77% | 45 | 35.56% | 0.9 |
|
| 2622 |
2622
Alpha Cubed Investments
Irvine,
California
| USD 224 M | +USD 31.7 M | +16% | 4.89% | 126% | 188 | 25% | 0.4 |
|
| 2623 |
KCM
2623
Knoll Capital Management
Miami,
Florida
| USD 224 M | +USD 31.2 M | +16% | 17.8% | 258% | 17 | 17.65% | 0.6 |
|
| 2624 |
LC
2624
Lilley & Co
Tecumseh,
Michigan
| USD 224 M | +USD 5.83 M | +3% | 4.13% | – | 109 | 7.34% | 0.9 |
|
| 2625 |
2625
SignalPoint Asset Management
Springfield,
Missouri
| USD 224 M | +USD 9.9 M | +5% | 4.84% | 36% | 168 | 5.95% | 0.7 |
|