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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 |
2651
Strid Group
Newtown Square,
Pennsylvania
| USD 235 M | – | – | 3.02% | 50.4% | 46 | – | 0 |
|
| 2652 |
2652
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 235 M | -USD 30.8 M | -12% | 1.32% | 282% | 29 | 41.38% | 0.8 |
|
| 2653 |
CII
2653
Chapter IV Investors
Charlotte,
North Carolina
| USD 235 M | -USD 50.9 M | -18% | 7.51% | 4.15% | 12 | 16.67% | 2 |
|
| 2654 |
2654
Strategic Global Advisors
Newport Beach,
California
| USD 235 M | +USD 25.9 M | +12% | 8% | 137% | 146 | 18.49% | 0.8 |
|
| 2655 |
NAMP
2655
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 235 M | +USD 11.5 M | +5% | 6.18% | 90.2% | 110 | 10% | 2 |
|
| 2656 |
AC
2656
Asturias Capital
New York
| USD 235 M | – | – | 15.6% | 94.2% | 9 | – | 0 |
|
| 2657 |
2657
Pivot Point Capital Partners
San Francisco,
California
| USD 235 M | +USD 12 M | +5% | 0.96% | 30.3% | 9 | 22.22% | 1.8 |
|
| 2658 |
2658
Haverford Financial Services
Radnor,
Pennsylvania
| USD 234 M | +USD 17.8 M | +8% | 5.7% | 57.9% | 54 | 20.37% | 1.6 |
|
| 2659 |
2659
Cardan Capital Partners
Denver,
Colorado
| USD 234 M | – | – | 2.36% | 64% | 80 | – | 0 |
|
| 2660 |
2660
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 234 M | -USD 8.62 M | -4% | 0.41% | 54.4% | 78 | 52.56% | 0.7 |
|
| 2661 |
ARMC
2661
American Research & Management Company
Marion,
Massachusetts
| USD 234 M | +USD 5.31 M | +2% | 5% | 35.1% | 402 | 6.47% | 2 |
|
| 2662 |
2662
Cevian Capital II
St. Helier,
Jersey
| USD 234 M | – | – | 1.42% | 105% | 1 | – | 0 |
|
| 2663 |
SWK
2663
Stephen W. Kidder
| USD 234 M | +USD 34.3 M | +17% | 6.3% | 94.7% | 102 | 15.69% | 1.7 |
|
| 2664 |
2664
Ancora Family Wealth Advisors
Cleveland,
Ohio
| USD 234 M | -USD 6.21 M | -3% | 5.09% | – | 208 | 16.83% | 0.2 |
|
| 2665 |
2665
Roanoke Asset Management
Jersey City,
New Jersey
| USD 234 M | -USD 38.3 M | -14% | 6.15% | 50.3% | 121 | 12.4% | 1.9 |
|
| 2666 |
2666
CenterStar Fund
Chicago,
Illinois
| USD 234 M | +USD 89.6 M | +62% | 4.96% | – | 2,684 | 0% | 0.3 |
|
| 2667 |
HIS
2667
Horizon Investment Services
Hammond,
Indiana
| USD 234 M | +USD 25.5 M | +12% | 4.6% | 250% | 126 | 22.22% | 1.2 |
|
| 2668 |
2668
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 233 M | +USD 17.7 M | +8% | 6.09% | 51.9% | 13 | 15.38% | 1.5 |
|
| 2669 |
2669
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 233 M | +USD 29 M | +14% | 0.82% | 68.2% | 107 | 15.89% | 1.8 |
|
| 2670 |
2670
Aspiriant Holdings S3
Los Angeles,
California
| USD 233 M | +USD 15.6 M | +7% | 4.77% | – | 109 | 5.5% | 1.9 |
|
| 2671 |
NTCM
2671
Nine Ten Capital Management
Chicago,
Illinois
| USD 232 M | +USD 10 M | +5% | 4.71% | 166% | 13 | 15.38% | 0.6 |
|
| 2672 |
2672
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| USD 232 M | +USD 3.8 M | +2% | 5.41% | – | 1,497 | 13.16% | 0.7 |
|
| 2673 |
2673
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 232 M | +USD 24.7 M | +12% | 8.38% | 62% | 177 | 26.55% | 0.6 |
|
| 2674 |
2674
Private Capital Advisors
Darien,
Connecticut
| USD 232 M | -USD 7.38 M | -3% | 4.78% | 132% | 116 | 9.48% | 1.9 |
|
| 2675 |
2675
Edmond de Rothschild (Europe)
Luxembourg
| USD 231 M | +USD 16.1 M | +7% | 7.72% | – | 284 | 17.61% | 0.4 |
|