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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Hartford Financial Management
Hartford,
Connecticut
| USD 293 M | +USD 30.9 M | +12% | 12.9% | 87.9% | 403 | 10.92% | 2.8 |
|
| 2877 |
KSCM
2877
Key Square Capital Management
Stamford,
Connecticut
| USD 293 M | +USD 31.1 M | +12% | 15.1% | 50.2% | 13 | 61.54% | 0.3 |
|
| 2878 |
EEP
2878
Edgehill Endowment Partners
Hamden,
Connecticut
| USD 293 M | -USD 11.2 M | -4% | 5.47% | 11.6% | 7 | 0% | 0.3 |
|
| 2879 |
2879
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 292 M | +USD 9.9 M | +3% | 3.52% | 13.4% | 3 | 0% | 4.3 |
|
| 2880 |
2880
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 292 M | -USD 63 M | -18% | 15.1% | 98.1% | 50 | 46% | 0.5 |
|
| 2881 |
IIA
2881
IPG Investment Advisors
San Diego,
California
| USD 292 M | +USD 30.5 M | +12% | 11.2% | 126% | 174 | 30.46% | 1.8 |
|
| 2882 |
2882
FNY Investment Advisers
New York
| USD 292 M | +USD 6.52 M | +2% | 39.5% | 386% | 1,152 | 75.43% | 0.2 |
|
| 2883 |
2883
High Falls Advisors
Rochester,
New York
| USD 292 M | +USD 33.3 M | +13% | 9.93% | 56.9% | 97 | 23.71% | 2.1 |
|
| 2884 |
2884
Connecticut Wealth Management
Farmington,
Connecticut
| USD 292 M | +USD 61.8 M | +27% | 12.5% | 70.2% | 75 | 10.67% | 1.9 |
|
| 2885 |
2885
Hendershot Investments
Centreville,
Virginia
| USD 292 M | +USD 38.1 M | +15% | 11.8% | 50.5% | 80 | 15% | 3.5 |
|
| 2886 |
2886
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 292 M | +USD 31.3 M | +12% | 11% | 53.3% | 341 | 12.61% | 2.6 |
|
| 2887 |
2887
Csenge Advisory Group
Clearwater,
Florida
| USD 292 M | +USD 19.1 M | +7% | 12.4% | 66.3% | 222 | 29.28% | 0.9 |
|
| 2888 |
2888
Lucia Wealth Services
San Diego,
California
| USD 292 M | +USD 79.1 M | +37% | 11.9% | 45.6% | 206 | 27.67% | 0.7 |
|
| 2889 |
WIP
2889
Wellesley Investment Partners
Wellesley,
Massachusetts
| USD 292 M | +USD 10.6 M | +4% | 9.01% | 22.7% | 127 | 11.02% | 2.3 |
|
| 2890 |
2890
Stansberry Asset Management
Westlake,
Texas
| USD 291 M | -USD 26.5 M | -8% | 15.5% | 79.6% | 76 | 36.84% | 0.6 |
|
| 2891 |
2891
Fulcrum Equity Management
Plano,
Texas
| USD 291 M | +USD 18.5 M | +7% | 12.2% | 116% | 106 | 33.96% | 0.2 |
|
| 2892 |
2892
DDD Partners
Bellevue,
Washington
| USD 291 M | +USD 23.1 M | +9% | 10.8% | 62.1% | 53 | 16.98% | 0.9 |
|
| 2893 |
2893
Probity Advisors
Dallas,
Texas
| USD 291 M | +USD 21.4 M | +8% | 9.7% | 61.7% | 166 | 7.83% | 2 |
|
| 2894 |
2894
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 291 M | +USD 1.97 M | +0.7% | 9.79% | 81.4% | 27 | 0% | 0.5 |
|
| 2895 |
RCIM
2895
Russell Clark Investment Management
London,
United Kingdom
| USD 291 M | +USD 13.6 M | +5% | 4.17% | 174% | 47 | 27.66% | 1.1 |
|
| 2896 |
RTS
2896
Round Table Services
Westfield,
New Jersey
| USD 290 M | +USD 26.2 M | +10% | 11.8% | 16.1% | 154 | 34.42% | 1.8 |
|
| 2897 |
2897
Moloney Securities Asset Management
Manchester,
Missouri
| USD 289 M | +USD 44.9 M | +18% | 12.4% | 86% | 333 | 19.82% | 1.5 |
|
| 2898 |
2898
Penn Davis McFarland
Dallas,
Texas
| USD 289 M | +USD 31.7 M | +12% | 15.7% | 100% | 43 | 18.6% | 2.6 |
|
| 2899 |
2899
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 289 M | +USD 38.2 M | +15% | 13.2% | 71.1% | 264 | 35.23% | 0.8 |
|
| 2900 |
RCM
2900
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| USD 289 M | +USD 12.5 M | +5% | 11.9% | 31.2% | 42 | 16.67% | 3 |
|