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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
KWMG
2851
King Wealth Management Group
Naples,
Florida
| USD 239 M | +USD 16.6 M | +7% | 5.5% | 86% | 130 | 13.85% | 2.2 |
|
| 2852 |
DLG
2852
Daniel L. Goodwin
| USD 239 M | -USD 9.5 M | -4% | 3.5% | 72.6% | 95 | 12.63% | 2.3 |
|
| 2853 |
2853
Yiheng Capital Management
San Francisco,
California
| USD 239 M | -USD 30.8 M | -11% | 23.3% | 82% | 14 | 14.29% | 1 |
|
| 2854 |
VHMC
2854
Value Holdings Management Company
Hampton Bays,
New York
| USD 239 M | -USD 12.1 M | -5% | 3.5% | 125% | 38 | 2.63% | 2.4 |
|
| 2855 |
IA
2855
Independence Advisors
Wayne,
Pennsylvania
| USD 239 M | +USD 11.4 M | +5% | 5.74% | 24.4% | 81 | 17.28% | 0.6 |
|
| 2856 |
2856
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 239 M | +USD 14 M | +6% | 3.9% | 64% | 162 | 8.64% | 2.5 |
|
| 2857 |
2857
Greenhouse Funds
Baltimore,
Maryland
| USD 238 M | +USD 22.3 M | +10% | 6.68% | 90.7% | 44 | 31.82% | 0.2 |
|
| 2858 |
GCM
2858
Grisanti Capital Management
New York
| USD 238 M | +USD 15.9 M | +7% | 5.21% | 17.9% | 62 | 20.97% | 1.8 |
|
| 2859 |
2859
Insight Holdings Group
New York
| USD 238 M | +USD 17.2 M | +8% | 23.7% | 111% | 3 | 33.33% | 0.8 |
|
| 2860 |
2860
FundX Investment Group
San Francisco,
California
| USD 238 M | -USD 47.7 M | -17% | 3.32% | 94.6% | 47 | 17.02% | 0.5 |
|
| 2861 |
2861
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 238 M | +USD 3.39 M | +1% | 3.81% | 76.1% | 164 | 6.71% | 2.7 |
|
| 2862 |
2862
Cevian Capital II
St. Helier,
Jersey
| USD 238 M | +USD 55.6 M | +31% | 32.7% | 105% | 1 | 0% | 1.3 |
|
| 2863 |
2863
White Square Capital
London,
United Kingdom
| USD 238 M | +USD 173 M | +269% | 45% | 542% | 14 | 92.86% | 0 |
|
| 2864 |
2864
Clean Yield Group
Norwich,
Vermont
| USD 237 M | +USD 15.7 M | +7% | 4.23% | 65% | 301 | 59.47% | 1.2 |
|
| 2865 |
SCM
2865
Springhouse Capital Management
Westport,
Connecticut
| USD 237 M | -USD 3.49 M | -1% | 10% | 52% | 29 | 41.38% | 0.8 |
|
| 2866 |
FIM
2866
Friedberg Investment Management
Houston,
Texas
| USD 237 M | +USD 18 M | +8% | 6.44% | 44.8% | 103 | 14.56% | 2 |
|
| 2867 |
2867
Marlowe Partners
New York
| USD 236 M | -USD 17.2 M | -7% | 1.72% | 16.3% | 14 | 50% | 0.8 |
|
| 2868 |
2868
Rosenblum Silverman Sutton
San Francisco,
California
| USD 236 M | +USD 24.9 M | +12% | 14.4% | 90.1% | 68 | 14.71% | 2.1 |
|
| 2869 |
2869
PSquared Asset Management
Zurich,
Switzerland
| USD 236 M | +USD 175 M | +289% | 7.38% | 178% | 8 | 62.5% | 0.1 |
|
| 2870 |
2870
American National Registered Investment Advisor
Galveston,
Texas
| USD 235 M | +USD 15.5 M | +7% | 5.56% | 95.8% | 253 | 7.11% | 2.9 |
|
| 2871 |
III
2871
Independent Investors Inc
Nesconset,
New York
| USD 235 M | +USD 19 M | +9% | 10.3% | 61.6% | 79 | 0% | 3.3 |
|
| 2872 |
HA
2872
Harbor Advisors
West Palm Beach,
Florida
| USD 235 M | +USD 26.3 M | +13% | 9.13% | 125% | 141 | 16.31% | 0.2 |
|
| 2873 |
2873
Dillon & Associates
Jackson,
Michigan
| USD 235 M | +USD 14.9 M | +7% | 7.01% | 117% | 75 | 9.33% | 2.8 |
|
| 2874 |
2874
Golden Gate Private Equity
San Francisco,
California
| USD 234 M | -USD 21.4 M | -8% | 7.32% | 8.72% | 23 | 13.04% | 1 |
|
| 2875 |
2875
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 234 M | +USD 10.8 M | +5% | 5.36% | 62.5% | 119 | 19.33% | 1.6 |
|