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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| USD 187 M | +USD 10.6 M | +6% | 4.81% | 47.7% | 10 | 0% | 0.7 |
|
| 2777 |
2777
L & S Advisors
Los Angeles,
California
| USD 187 M | -USD 88.1 M | -32% | 7.73% | 231% | 113 | 57.52% | 0.3 |
|
| 2778 |
2778
Chartist Inc
Seal Beach,
California
| USD 187 M | -USD 5.38 M | -3% | 1.55% | – | 56 | 32.14% | 0.6 |
|
| 2779 |
2779
Raptor Capital Management
Boston,
Massachusetts
| USD 187 M | +USD 4.84 M | +3% | 3.58% | – | 48 | 50% | 0.3 |
|
| 2780 |
2780
Dillon & Associates
Jackson,
Michigan
| USD 187 M | +USD 1.66 M | +0.9% | 0.81% | 117% | 64 | 3.13% | 0.7 |
|
| 2781 |
SRCM
2781
Swift Run Capital Management
Charlottesville,
Virginia
| USD 187 M | +USD 61.5 M | +49% | 3.64% | 9.9% | 70 | 55.71% | 0.1 |
|
| 2782 |
2782
Mathes Company
New York
| USD 187 M | +USD 440 k | +0.2% | 0.62% | 121% | 175 | 14.86% | 0.4 |
|
| 2783 |
AB
2783
Atlas Brown
Louisville,
Kentucky
| USD 186 M | +USD 42.7 M | +30% | 12.7% | 115% | 92 | 22.83% | 0.6 |
|
| 2784 |
EEG
2784
E.E. Geduld
| USD 185 M | -USD 21.9 M | -11% | 5.61% | 59.9% | 415 | 43.86% | 0.5 |
|
| 2785 |
2785
Monetta Financial Services
Wheaton,
Illinois
| USD 185 M | +USD 12.1 M | +7% | 3.5% | 275% | 89 | 51.69% | 0.4 |
|
| 2786 |
GCM
2786
Goldman Capital Management
New York
| USD 185 M | +USD 1.48 M | +0.8% | 4.61% | 24.8% | 31 | 22.58% | 0.6 |
|
| 2787 |
2787
Sterneck Capital Management
Kansas City,
Missouri
| USD 184 M | +USD 19.4 M | +12% | 2.92% | 61.5% | 155 | 18.71% | 0.6 |
|
| 2788 |
2788
Incline Global Management
New York
| USD 184 M | +USD 28.2 M | +18% | 1.55% | 40.1% | 34 | 38.24% | 0.4 |
|
| 2789 |
FCT
2789
Family Capital Trust
Peabody,
Massachusetts
| USD 184 M | +USD 752 k | +0.4% | 3.91% | 39.1% | 94 | 7.45% | 0.7 |
|
| 2790 |
2790
Verity & Verity
Beaufort,
South Carolina
| USD 184 M | +USD 3.15 M | +2% | 1.93% | 90.4% | 71 | 14.08% | 0.7 |
|
| 2791 |
CP
2791
Cinque Partners
Los Angeles,
California
| USD 184 M | -USD 11.7 M | -6% | 2.11% | – | 43 | 4.65% | 0.7 |
|
| 2792 |
2792
Lesa Sroufe & Co
Seattle,
Washington
| USD 184 M | +USD 341 k | +0.2% | 5.61% | – | 46 | 15.22% | 0.7 |
|
| 2793 |
2793
Kelleher Financial Advisors
New York
| USD 184 M | -USD 9.2 M | -5% | 3.31% | 72.4% | 111 | 8.11% | 0.7 |
|
| 2794 |
2794
Courage Capital Management
Nashville,
Tennessee
| USD 184 M | -USD 102 M | -36% | 2.29% | 86.5% | 32 | 34.38% | 0.6 |
|
| 2795 |
2795
Stratford Consulting
Addison,
Texas
| USD 184 M | +USD 8.39 M | +5% | 1.65% | 8.23% | 61 | 21.31% | 0.6 |
|
| 2796 |
PWAP
2796
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 184 M | +USD 683 k | +0.4% | 0.81% | 58.5% | 123 | 6.5% | 0.7 |
|
| 2797 |
2797
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 184 M | -USD 107 M | -37% | 2.98% | 95.1% | 63 | 15.87% | 0.2 |
|
| 2798 |
AIM
2798
Acuity Investment Management
Toronto,
Ontario, Canada
| USD 184 M | -USD 69.5 M | -27% | 1.72% | – | 155 | 19.35% | 0.5 |
|
| 2799 |
2799
Thomas Story & Son
Culver,
Indiana
| USD 184 M | +USD 1.17 M | +0.6% | 0.8% | 101% | 65 | 6.15% | 0.7 |
|
| 2800 |
HIS
2800
Horizon Investment Services
Hammond,
Indiana
| USD 183 M | +USD 18 M | +11% | 9.32% | 250% | 153 | 49.02% | 0.4 |
|