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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
BCWM LLC
Overland Park,
Kansas
| USD 215 M | -USD 162 k | -0.1% | 1.26% | – | 77 | 23.38% | 2.1 |
|
| 2902 |
CRIM
2902
Castle Ridge Investment Management
Greenwich,
Connecticut
| USD 215 M | +USD 3.14 M | +1% | 0.78% | – | 46 | 69.57% | 0.3 |
|
| 2903 |
2903
Rainier Group Investment Advisory
Bellevue,
Washington
| USD 215 M | – | – | 0.49% | 41.4% | 49 | – | 0 |
|
| 2904 |
2904
Harvey Capital Management
Palm Beach,
Florida
| USD 215 M | -USD 109 M | -34% | 2.85% | 147% | 83 | 13.25% | 2.2 |
|
| 2905 |
2905
Punch Card Management
Winter Park,
Florida
| USD 214 M | +USD 14.6 M | +7% | 12.5% | 41% | 3 | 0% | 1.8 |
|
| 2906 |
TCM
2906
Texan Capital Management
Houston,
Texas
| USD 214 M | +USD 1.86 M | +0.9% | 2.76% | 19.3% | 135 | 8.89% | 2.3 |
|
| 2907 |
AGM
2907
Alpine Global Management
New York
| USD 214 M | -USD 133 M | -38% | 4.97% | 149% | 217 | 85.25% | 0.1 |
|
| 2908 |
2908
Cadence Bank NA
Houston,
Texas
| USD 214 M | -USD 7.84 M | -4% | 3.59% | 33.3% | 139 | 10.79% | 2.5 |
|
| 2909 |
2909
Finepoint Capital
Boston,
Massachusetts
| USD 213 M | -USD 12.1 M | -5% | 5.29% | 27.4% | 5 | 0% | 2 |
|
| 2910 |
2910
Abbrea Capital
Greenbrae,
California
| USD 213 M | – | – | 1.47% | 38% | 136 | – | 0 |
|
| 2911 |
2911
Ausdal Financial Partners
Davenport,
Iowa
| USD 213 M | +USD 14.8 M | +7% | 2.31% | 63.2% | 287 | 17.07% | 0.8 |
|
| 2912 |
2912
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 213 M | +USD 9.5 M | +5% | 3.89% | 78.3% | 200 | 9.5% | 2.4 |
|
| 2913 |
2913
Cutler Capital Management
Worcester,
Massachusetts
| USD 213 M | -USD 97.4 M | -31% | 3.85% | 39.7% | 87 | 17.24% | 1.9 |
|
| 2914 |
BA
2914
BKS Advisors
Southfield,
Michigan
| USD 213 M | -USD 4.17 M | -2% | 0.98% | 58% | 253 | 34.39% | 1.1 |
|
| 2915 |
2915
Claar Advisors
New York
| USD 213 M | +USD 14.9 M | +8% | 1.89% | 65.5% | 37 | 54.05% | 0.7 |
|
| 2916 |
2916
Atalan Capital Partners
New York
| USD 212 M | +USD 1.62 M | +0.8% | 0.91% | 319% | 16 | 25% | 0.6 |
|
| 2917 |
MM
2917
Midas Management
New York
| USD 212 M | +USD 49.4 M | +30% | 5.76% | 43.3% | 169 | 23.08% | 1.4 |
|
| 2918 |
AC
2918
Argentiere Capital
Zug,
Switzerland
| USD 212 M | +USD 107 M | +102% | 2.65% | 1.96% | 83 | 74.7% | 0.2 |
|
| 2919 |
2919
IFM Investors
Melbourne,
Australia
| USD 212 M | – | – | 5.08% | 147% | 294 | – | 0 |
|
| 2920 |
2920
The Family Firm
Bethesda,
Maryland
| USD 212 M | +USD 1.71 M | +0.8% | 1.29% | 40.2% | 117 | 9.4% | 1.7 |
|
| 2921 |
CFSG
2921
Community Financial Services Group
Newport,
Vermont
| USD 212 M | +USD 440 k | +0.2% | 4.71% | – | 64 | 14.06% | 2.7 |
|
| 2922 |
KS
2922
Karpas Strategies
Litchfield,
Connecticut
| USD 212 M | +USD 7.43 M | +4% | 4.81% | 16.1% | 123 | 4.07% | 3 |
|
| 2923 |
2923
Renaissance Investment Group
Lenox,
Massachusetts
| USD 212 M | +USD 3.42 M | +2% | 3.09% | 99.6% | 83 | 12.05% | 2.7 |
|
| 2924 |
2924
MPM Asset Management
Boston,
Massachusetts
| USD 212 M | -USD 93.4 M | -31% | 21.8% | 5.89% | 8 | 0% | 2.2 |
|
| 2925 |
2925
Keating Investment Counselors
Delray Beach,
Florida
| USD 212 M | +USD 6.48 M | +3% | 1.63% | 50% | 64 | 6.25% | 2.8 |
|