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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| USD 264 M | -USD 6.95 M | -3% | 0.09% | 30.8% | 119 | 13.45% | 1.4 |
|
| 2627 |
SCC
2627
Second Curve Capital
Radnor,
Pennsylvania
| USD 264 M | +USD 89.4 M | +51% | 36.9% | 160% | 25 | 20% | 2 |
|
| 2628 |
2628
Edge Wealth Management
New York
| USD 264 M | +USD 28.9 M | +12% | 3.28% | 75.3% | 557 | 24.24% | 1.8 |
|
| 2629 |
2629
Intrust Bank
Wichita,
Kansas
| USD 264 M | +USD 12.8 M | +5% | 5.86% | 102% | 363 | 11.85% | 1.9 |
|
| 2630 |
2630
Crestwood Capital Management
New York
| USD 264 M | -USD 75.4 M | -22% | 4.52% | 203% | 23 | 21.74% | 1.2 |
|
| 2631 |
2631
Mitchell Capital Management
Leawood,
Kansas
| USD 263 M | -USD 3.86 M | -1% | 3.05% | 219% | 66 | 19.7% | 1.1 |
|
| 2632 |
2632
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 263 M | +USD 39.1 M | +18% | 17.5% | 17.8% | 1 | 0% | 3.5 |
|
| 2633 |
GJCM
2633
Grand Jean Capital Management
San Francisco,
California
| USD 263 M | +USD 28.4 M | +12% | 5.2% | 61.4% | 39 | 15.38% | 2.2 |
|
| 2634 |
2634
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 263 M | +USD 7.64 M | +3% | 3.37% | 86.4% | 120 | 5% | 2.7 |
|
| 2635 |
2635
Steinberg Asset Management
New York
| USD 263 M | -USD 108 M | -29% | 4.17% | 130% | 43 | 23.26% | 2.1 |
|
| 2636 |
2636
Exchange Capital Management
Ann Arbor,
Michigan
| USD 262 M | +USD 7.84 M | +3% | 5.19% | 57.8% | 241 | 14.52% | 1.3 |
|
| 2637 |
2637
Smith, Moore & Co
Clayton,
Missouri
| USD 262 M | +USD 13.5 M | +5% | 2.2% | 67% | 230 | 12.61% | 1.7 |
|
| 2638 |
2638
Buffington Mohr McNeal
Boise,
Idaho
| USD 262 M | +USD 23.9 M | +10% | 2.34% | 29.3% | 181 | 18.78% | 1.4 |
|
| 2639 |
LHC
2639
Levy Harkins & Co
New York
| USD 262 M | +USD 8.85 M | +3% | 5.99% | 62.9% | 20 | 0% | 2.6 |
|
| 2640 |
2640
Lafayette Investments
Ashton,
Maryland
| USD 261 M | +USD 13 M | +5% | 6.19% | 77.9% | 68 | 4.41% | 2.9 |
|
| 2641 |
2641
ABS Capital Partners V Trust
Baltimore,
Maryland
| USD 260 M | – | – | 3.57% | – | 1 | – | 0 |
|
| 2642 |
YP
2642
YG Partners
New York
| USD 260 M | +USD 46.7 M | +22% | 4.93% | – | 38 | 26.32% | 0.5 |
|
| 2643 |
FAG
2643
Financial Advisory Group
Houston,
Texas
| USD 259 M | +USD 26.3 M | +11% | 2.89% | 20.6% | 66 | 10.61% | 2.4 |
|
| 2644 |
FIMG
2644
Financial & Investment Management Group
Traverse City,
Michigan
| USD 259 M | -USD 46.2 M | -15% | 6.01% | 18.9% | 106 | 19.81% | 1.7 |
|
| 2645 |
2645
SFE Investment Counsel
Los Angeles,
California
| USD 259 M | +USD 50.8 M | +24% | 2.59% | 105% | 109 | 20.18% | 2.5 |
|
| 2646 |
2646
WrapManager Inc
Mill Valley,
California
| USD 259 M | +USD 3.13 M | +1% | 0.21% | 64.6% | 249 | 20.48% | 0.9 |
|
| 2647 |
2647
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 259 M | -USD 12.9 M | -5% | 4.75% | 13.4% | 3 | 0% | 2 |
|
| 2648 |
2648
Boxer Capital
San Diego,
California
| USD 259 M | +USD 35.4 M | +16% | 3.27% | 262% | 34 | 35.29% | 0.6 |
|
| 2649 |
2649
NFC Investments
Memphis,
Tennessee
| USD 258 M | +USD 35.6 M | +16% | 18.1% | – | 43 | 13.95% | 2.4 |
|
| 2650 |
IMIM
2650
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| USD 258 M | +USD 37.4 M | +17% | 15.4% | 39.9% | 52 | 7.69% | 2.7 |
|