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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
FCG Advisors
Chatham,
New Jersey
| USD 140 M | +USD 17.2 M | +14% | 16.6% | 19.7% | 76 | 23.68% | 0.2 |
|
| 2827 |
2827
Oppenheimer & Close
New York
| USD 140 M | +USD 4.86 M | +4% | 4.11% | 149% | 63 | 11.11% | 0.2 |
|
| 2828 |
MCM
2828
McMillion Capital Management
Greensboro,
North Carolina
| USD 140 M | +USD 4.6 M | +3% | 2.56% | 59.3% | 58 | 6.9% | 0.2 |
|
| 2829 |
2829
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 140 M | -USD 1.24 M | -0.9% | 6.28% | 84.4% | 112 | 0.89% | 0.2 |
|
| 2830 |
2830
Advisor Partners
Walnut Creek,
California
| USD 140 M | +USD 17.8 M | +15% | 6.08% | 63.8% | 226 | 13.72% | 0.2 |
|
| 2831 |
2831
McCutchen Group
Seattle,
Washington
| USD 140 M | +USD 29.4 M | +27% | 7.33% | 2.54% | 12 | 8.33% | 0.3 |
|
| 2832 |
2832
Bank of Stockton
Stockton,
California
| USD 140 M | +USD 12.3 M | +10% | 6.53% | 99.2% | 116 | 10.34% | 0.2 |
|
| 2833 |
PA
2833
Para Advisors
New York
| USD 140 M | -USD 59.9 M | -30% | 8.28% | 19.4% | 48 | 83.33% | 0.1 |
|
| 2834 |
2834
Koch Industries
Wichita,
Kansas
| USD 140 M | +USD 17.9 M | +15% | 4.35% | 56.9% | 3 | 0% | 0.3 |
|
| 2835 |
BCA
2835
Benchmark Capital Advisors
New York
| USD 139 M | +USD 9.6 M | +7% | 9.68% | 29.5% | 157 | 21.02% | 0.2 |
|
| 2836 |
2836
Perkins Capital Management
Wayzata,
Minnesota
| USD 139 M | +USD 13.2 M | +10% | 26.6% | 303% | 140 | 20% | 0.2 |
|
| 2837 |
SFG
2837
Sather Financial Group
Victoria,
Texas
| USD 139 M | +USD 18.2 M | +15% | 4.56% | 70% | 53 | 9.43% | 0.2 |
|
| 2838 |
SIA
2838
Spruce Investment Advisors
Stamford,
Connecticut
| USD 139 M | +USD 57.3 M | +70% | 5.84% | 23.5% | 22 | 22.73% | 0.2 |
|
| 2839 |
NCM
2839
Niemann Capital Management
Stateline,
Nevada
| USD 139 M | +USD 17.6 M | +14% | 16.6% | 103% | 24 | 58.33% | 0.1 |
|
| 2840 |
2840
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| USD 139 M | +USD 5.19 M | +4% | 3.71% | – | 5 | 40% | 0.2 |
|
| 2841 |
2841
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 139 M | +USD 1.39 M | +1% | 1.36% | 54.2% | 128 | 21.09% | 0.2 |
|
| 2842 |
2842
Permit Capital
West Conshohocken,
Pennsylvania
| USD 139 M | +USD 5.99 M | +5% | 6.23% | 121% | 65 | 10.77% | 0.2 |
|
| 2843 |
2843
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 139 M | -USD 1.21 M | -0.9% | 0.18% | 68.3% | 31 | 3.23% | 0.3 |
|
| 2844 |
2844
NCM Capital Management Group
Durham,
North Carolina
| USD 139 M | +USD 8.69 M | +7% | 10.5% | 38.5% | 114 | 13.16% | 0.2 |
|
| 2845 |
2845
Proffitt & Goodson
Knoxville,
Tennessee
| USD 139 M | +USD 8.76 M | +7% | 6.1% | 48.5% | 38 | 0% | 0.3 |
|
| 2846 |
2846
Bennicas & Associates
Portola Valley,
California
| USD 139 M | -USD 6.17 M | -4% | 3.17% | 40.3% | 91 | 7.69% | 0.3 |
|
| 2847 |
2847
Trafelet Capital Management
New York
| USD 139 M | -USD 17.9 M | -11% | 6.12% | 101% | 17 | 41.18% | 0.2 |
|
| 2848 |
RCA
2848
Restructuring Capital Associates
Stamford,
Connecticut
| USD 139 M | -USD 24.3 M | -15% | 2.05% | 71.2% | 22 | 27.27% | 0.2 |
|
| 2849 |
SC
2849
Schulhoff & Co
Cincinnati,
Ohio
| USD 138 M | +USD 5.69 M | +4% | 0.71% | 51.8% | 107 | 4.67% | 0.2 |
|
| 2850 |
2850
Iconiq Capital
San Francisco,
California
| USD 138 M | – | – | 11% | 0.88% | 33 | – | 0 |
|