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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
LSC
2651
Lyon Street Capital
Sausalito,
California
| USD 241 M | +USD 27.2 M | +13% | 9.65% | – | 60 | 25% | 0.9 |
|
| 2652 |
2652
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 241 M | +USD 30.1 M | +14% | 4.7% | 68.7% | 139 | 23.02% | 0.8 |
|
| 2653 |
2653
Lenox Wealth Advisors
New York
| USD 240 M | +USD 14.2 M | +6% | 0.26% | 35.7% | 368 | 32.88% | 0.7 |
|
| 2654 |
2654
MPAM Credit Trading Partners
Cleveland,
Ohio
| USD 240 M | – | – | 2.3% | – | 10 | – | 0 |
|
| 2655 |
2655
Huntington Steele
Oaks,
Pennsylvania
| USD 240 M | +USD 3.11 M | +1% | 1% | 69.8% | 70 | 10% | 1.3 |
|
| 2656 |
HF
2656
Hoxton Financial
Shepherdstown,
West Virginia
| USD 240 M | +USD 11.4 M | +5% | 2.65% | 15.3% | 393 | 22.9% | 1 |
|
| 2657 |
2657
Washington Capital Management
Seattle,
Washington
| USD 240 M | -USD 13.6 M | -5% | 8.93% | 81.8% | 179 | 30.73% | 1.2 |
|
| 2658 |
2658
Mendon Capital Advisors
Key Largo,
Florida
| USD 239 M | +USD 59.1 M | +33% | 9.01% | – | 109 | 48.62% | 0.7 |
|
| 2659 |
2659
Secor Capital Advisors
New York
| USD 239 M | +USD 63.2 M | +36% | 5.03% | 43.5% | 544 | 73.53% | 0.2 |
|
| 2660 |
2660
Exchange Capital Management
Ann Arbor,
Michigan
| USD 239 M | +USD 9.6 M | +4% | 5.19% | 57.8% | 410 | 51.46% | 0.7 |
|
| 2661 |
2661
Noesis Capital Mangement
Boca Raton,
Florida
| USD 239 M | +USD 8.75 M | +4% | 2.91% | 128% | 106 | 3.77% | 1.3 |
|
| 2662 |
2662
Lafayette Investments
Ashton,
Maryland
| USD 239 M | +USD 15.8 M | +7% | 6.67% | 77.9% | 67 | 2.99% | 1.4 |
|
| 2663 |
2663
Weatherly Asset Management
Del Mar,
California
| USD 238 M | +USD 6.09 M | +3% | 3.28% | 116% | 161 | 15.53% | 1.3 |
|
| 2664 |
GGPS
2664
Gary Goldberg Planning Services
Suffern,
New York
| USD 238 M | -USD 2.4 M | -1% | 4.46% | – | 524 | 20.04% | 1 |
|
| 2665 |
UPA
2665
Union Point Advisors
San Mateo,
California
| USD 238 M | -USD 15.1 M | -6% | 8.93% | – | 42 | 73.81% | 0.3 |
|
| 2666 |
2666
Wynnefield Capital
New York
| USD 238 M | +USD 21.3 M | +10% | 1.99% | 52.1% | 27 | 11.11% | 1.1 |
|
| 2667 |
2667
Goldstein Munger & Associates
San Ramon,
California
| USD 237 M | -USD 4.75 M | -2% | 3.14% | 11.9% | 33 | 12.12% | 1.2 |
|
| 2668 |
2668
Richmond Hill Investments
New York
| USD 237 M | +USD 41.5 M | +21% | 0.9% | 55.2% | 13 | 23.08% | 0.9 |
|
| 2669 |
2669
USA Mutuals Advisors
Dallas,
Texas
| USD 237 M | -USD 9.9 M | -4% | 2.34% | 14.1% | 55 | 20% | 1.1 |
|
| 2670 |
2670
CKW Financial Group
Honolulu,
Hawaii
| USD 237 M | +USD 8.47 M | +4% | 2.67% | 62.4% | 390 | 17.95% | 0.8 |
|
| 2671 |
2671
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 237 M | +USD 5.42 M | +2% | 1.48% | 61.9% | 13 | 0% | 1.3 |
|
| 2672 |
2672
Whalerock Point Partners
Providence,
Rhode Island
| USD 237 M | +USD 15.1 M | +7% | 6.45% | 103% | 157 | 14.65% | 0.8 |
|
| 2673 |
2673
Fruth Investment Management
Houston,
Texas
| USD 236 M | +USD 9.2 M | +4% | 5.37% | 79.4% | 245 | 13.06% | 1.2 |
|
| 2674 |
2674
Chicago Partners Investment Group
Chicago,
Illinois
| USD 236 M | – | – | 0.98% | 75.8% | 523 | – | 0 |
|
| 2675 |
2675
America First Investment Advisors
Omaha,
Nebraska
| USD 236 M | +USD 13.8 M | +6% | 4.51% | 78.2% | 174 | 20.69% | 1.3 |
|