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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
Lenox Wealth Management
Cincinnati,
Ohio
| USD 329 M | +USD 38.1 M | +13% | 3.38% | 24.7% | 541 | 15.53% | 1.4 |
|
| 2602 |
2602
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 329 M | +USD 32.2 M | +11% | 6.07% | 86.3% | 231 | 26.41% | 1.1 |
|
| 2603 |
2603
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 328 M | +USD 13.9 M | +4% | 7.34% | 183% | 86 | 5.81% | 3.3 |
|
| 2604 |
2604
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 328 M | +USD 19.1 M | +6% | 7.85% | 60.2% | 74 | 4.05% | 3.2 |
|
| 2605 |
PI
2605
PHH Investments
Addison,
Texas
| USD 328 M | +USD 29.1 M | +10% | 4.07% | 30.9% | 76 | 10.53% | 0.8 |
|
| 2606 |
2606
Nadler Financial Group
Deerfield,
Illinois
| USD 328 M | +USD 24.2 M | +8% | 6.25% | 72.4% | 85 | 11.76% | 3.1 |
|
| 2607 |
SCP
2607
Syntal Capital Partners
Midland,
Texas
| USD 327 M | +USD 188 M | +135% | 7.32% | 102% | 172 | 43.02% | 0.9 |
|
| 2608 |
ECM
2608
Endurant Capital Management
San Mateo,
California
| USD 327 M | -USD 2.9 M | -0.9% | 3.44% | 18.4% | 107 | 50.47% | 1.1 |
|
| 2609 |
2609
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 327 M | +USD 22.6 M | +7% | 4.1% | 99.4% | 108 | 5.56% | 2.3 |
|
| 2610 |
MAA
2610
Mraz Amerine & Associates
Modesto,
California
| USD 326 M | +USD 10 M | +3% | 4.92% | 69.8% | 164 | 13.41% | 3.1 |
|
| 2611 |
2611
Equitec Proprietary Markets
Chicago,
Illinois
| USD 326 M | -USD 99.3 M | -23% | 1.53% | 526% | 112 | 40.18% | 0.9 |
|
| 2612 |
2612
Segantii Capital Management
Hong Kong
| USD 326 M | +USD 69.8 M | +27% | 4.57% | 33.1% | 69 | 76.81% | 0.3 |
|
| 2613 |
2613
Madison International Realty Holdings
New York
| USD 325 M | +USD 112 M | +53% | 11.6% | – | 10 | 50% | 0.7 |
|
| 2614 |
2614
Terril Brothers
St. Louis,
Missouri
| USD 325 M | +USD 12.4 M | +4% | 1.74% | 94.4% | 55 | 16.36% | 1.8 |
|
| 2615 |
2615
Autonomy Capital (Jersey)
St. Helier,
Jersey
| USD 324 M | -USD 263 M | -45% | 4.26% | 33.4% | 6 | 50% | 0.7 |
|
| 2616 |
2616
HeadInvest LLC
Portland,
Maine
| USD 324 M | +USD 4.9 M | +2% | 5.26% | 59.1% | 145 | 0.69% | 3.3 |
|
| 2617 |
ARMC
2617
American Research & Management Company
Marion,
Massachusetts
| USD 324 M | +USD 15.3 M | +5% | 4.87% | 35.1% | 385 | 11.69% | 3.1 |
|
| 2618 |
2618
Moon Capital Management
New York
| USD 324 M | -USD 45.7 M | -12% | 5.12% | 76.3% | 38 | 57.89% | 1.5 |
|
| 2619 |
2619
WealthSource Partners
San Luis Obispo,
California
| USD 323 M | +USD 21 M | +7% | 3.7% | 16.8% | 339 | 23.01% | 1 |
|
| 2620 |
JCM
2620
JD Capital Management
Darien,
Connecticut
| USD 323 M | -USD 24.1 M | -7% | 0.06% | 47.8% | 18 | 27.78% | 0.9 |
|
| 2621 |
2621
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 323 M | +USD 26 M | +9% | 6.38% | 78.9% | 148 | 14.19% | 2.9 |
|
| 2622 |
LHC
2622
Levy Harkins & Co
New York
| USD 323 M | +USD 19 M | +6% | 9.82% | 62.9% | 20 | 0% | 3.6 |
|
| 2623 |
AIM
2623
Advantage Investment Management
Cedar Rapids,
Iowa
| USD 322 M | +USD 15.6 M | +5% | 5.51% | 28.6% | 1,129 | 17.27% | 1.9 |
|
| 2624 |
CRM
2624
Capital Returns Management
Rye,
New York
| USD 322 M | -USD 21.5 M | -6% | 4.1% | 4.39% | 24 | 33.33% | 1.3 |
|
| 2625 |
2625
Exane Asset Management
Paris,
France
| USD 322 M | -USD 190 M | -37% | 1.84% | 74.5% | 170 | 75.88% | 0.3 |
|