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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 |
CIA
2776
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 250 M | +USD 14.5 M | +6% | 5.07% | 100% | 92 | 7.61% | 2.7 |
|
| 2777 |
2777
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 250 M | +USD 18.3 M | +8% | 4.79% | 86.3% | 495 | 11.72% | 2.7 |
|
| 2778 |
2778
Timpani Capital Management
Milwaukee,
Wisconsin
| USD 250 M | +USD 9.4 M | +4% | 19.9% | 383% | 131 | 51.91% | 0.6 |
|
| 2779 |
LSC
2779
Lyon Street Capital
Sausalito,
California
| USD 249 M | +USD 53.8 M | +28% | 12.8% | – | 53 | 45.28% | 1 |
|
| 2780 |
2780
Great Hill Partners
Boston,
Massachusetts
| USD 249 M | +USD 16 M | +7% | 15.5% | 24% | 1 | 0% | 2.3 |
|
| 2781 |
IFS
2781
Ifrah Financial Services
Little Rock,
Arkansas
| USD 249 M | +USD 3.78 M | +2% | 4.38% | 64.1% | 202 | 14.85% | 2.2 |
|
| 2782 |
2782
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| USD 249 M | +USD 17 M | +7% | 7.38% | – | 5 | 20% | 0.3 |
|
| 2783 |
AC
2783
Argentiere Capital
Zug,
Switzerland
| USD 249 M | +USD 36.7 M | +17% | 2.96% | 1.96% | 96 | 73.96% | 0.2 |
|
| 2784 |
2784
Monashee Investment Management
Boston,
Massachusetts
| USD 249 M | +USD 43.6 M | +21% | 16.6% | 520% | 146 | 56.85% | 0 |
|
| 2785 |
2785
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 249 M | +USD 45.2 M | +22% | 5.81% | 23.4% | 23 | 26.09% | 1.2 |
|
| 2786 |
2786
American Economic Planning Group
Warren,
New Jersey
| USD 249 M | +USD 15.1 M | +6% | 4.87% | 25.9% | 80 | 30% | 1.5 |
|
| 2787 |
2787
Toews Corporation
Northfield,
New Jersey
| USD 249 M | +USD 87.8 M | +55% | 1.97% | 22% | 13 | 46.15% | 0.5 |
|
| 2788 |
2788
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 249 M | +USD 41.1 M | +20% | 5.79% | 76.8% | 120 | 25.83% | 1.3 |
|
| 2789 |
2789
Jafra Capital Management
New York
| USD 248 M | +USD 130 M | +109% | 15.1% | – | 101 | 74.26% | 0.1 |
|
| 2790 |
2790
Stonebridge Capital Management
Los Angeles,
California
| USD 248 M | +USD 10.5 M | +4% | 4.25% | – | 145 | 16.55% | 2.6 |
|
| 2791 |
2791
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 248 M | +USD 70.3 M | +40% | 0.37% | 66.7% | 8 | 37.5% | 0.6 |
|
| 2792 |
2792
Peak Financial Management
Wellesley,
Massachusetts
| USD 248 M | +USD 17.8 M | +8% | 5.75% | 58.2% | 47 | 19.15% | 0.7 |
|
| 2793 |
2793
FCG Advisors
Chatham,
New Jersey
| USD 247 M | +USD 24.5 M | +11% | 5.06% | 19.7% | 128 | 19.53% | 1.9 |
|
| 2794 |
2794
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 247 M | +USD 35.5 M | +17% | 4.87% | 15.3% | 129 | 27.91% | 1.4 |
|
| 2795 |
2795
Wright Investors Service
Shelton,
Connecticut
| USD 247 M | +USD 16.2 M | +7% | 6.94% | 146% | 254 | 22.44% | 1.8 |
|
| 2796 |
2796
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 247 M | -USD 72.9 M | -23% | 4.21% | 106% | 20 | 30% | 1.5 |
|
| 2797 |
BRCA
2797
Birch Run Capital Advisors
Dallas,
Texas
| USD 247 M | -USD 53.5 M | -18% | 13.4% | 8.22% | 21 | 28.57% | 2.2 |
|
| 2798 |
2798
Cryder Capital Partners
London,
United Kingdom
| USD 247 M | +USD 22.7 M | +10% | 11.4% | 55.7% | 11 | 0% | 1.7 |
|
| 2799 |
BCM
2799
Birmingham Capital Management
Birmingham,
Alabama
| USD 246 M | +USD 8.79 M | +4% | 4.56% | 103% | 108 | 4.63% | 3.2 |
|
| 2800 |
2800
Domani Wealth
Lancaster,
Pennsylvania
| USD 246 M | -USD 1.5 M | -0.6% | 3.32% | 48.6% | 106 | 13.21% | 1.5 |
|