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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Tegean Capital Management
New York
| USD 158 M | +USD 6.34 M | +4% | 9.38% | – | 15 | 26.67% | 0.4 |
|
| 2927 |
2927
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 158 M | +USD 8.37 M | +6% | 22.2% | – | 358 | 61.45% | 0.2 |
|
| 2928 |
SIG
2928
Schaller Investment Group
Winston Salem,
North Carolina
| USD 158 M | +USD 14.6 M | +10% | 8.9% | 21.9% | 47 | 12.77% | 0.5 |
|
| 2929 |
2929
Goodman Financial
Houston,
Texas
| USD 158 M | +USD 13.7 M | +10% | 9.79% | 52.5% | 44 | 13.64% | 0.4 |
|
| 2930 |
2930
Caxton Corporation
Princeton,
New Jersey
| USD 157 M | +USD 8.15 M | +5% | 16.5% | 512% | 3 | 33.33% | 0.3 |
|
| 2931 |
2931
Central Asset Investments & Management Holdings
Hong Kong
| USD 157 M | -USD 38.4 M | -20% | 45.6% | 3,210% | 48 | 66.67% | 0.2 |
|
| 2932 |
2932
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| USD 157 M | +USD 18.6 M | +13% | 10.1% | – | 6 | 50% | 0.3 |
|
| 2933 |
2933
Pacifica Capital Investments
Leander,
Texas
| USD 157 M | +USD 4.64 M | +3% | 8.04% | 69.8% | 15 | 20% | 0.4 |
|
| 2934 |
2934
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| USD 157 M | – | – | 2.95% | – | 4 | – | 0 |
|
| 2935 |
2935
HT Partners
Centerbrook,
Connecticut
| USD 157 M | +USD 1.98 M | +1% | 9.08% | 71.1% | 43 | 16.28% | 0.4 |
|
| 2936 |
2936
Doliver Advisors
Houston,
Texas
| USD 157 M | -USD 6.41 M | -4% | 0.5% | 92.3% | 390 | 46.92% | 0.4 |
|
| 2937 |
2937
IDG Technology Venture Investment III
Central,
Hong Kong
| USD 156 M | – | – | 30.8% | – | 2 | – | 0 |
|
| 2938 |
2938
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 156 M | +USD 8.81 M | +6% | 6.17% | 82.6% | 102 | 6.86% | 0.5 |
|
| 2939 |
2939
Incline Global Management
New York
| USD 156 M | +USD 39.9 M | +34% | 18.5% | 40.1% | 34 | 52.94% | 0.3 |
|
| 2940 |
2940
Vantagepoint Investment Advisers
Washington,
District of Columbia
| USD 156 M | – | – | 2.49% | 42.7% | 1 | – | 0 |
|
| 2941 |
CIA
2941
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 156 M | +USD 8.99 M | +6% | 10.7% | 100% | 87 | 5.75% | 0.5 |
|
| 2942 |
TA
2942
TBP Advisors
Purchase,
New York
| USD 156 M | +USD 11.3 M | +8% | 9.28% | – | 56 | 10.71% | 0.5 |
|
| 2943 |
WIM
2943
Wilen Investment Management
Bonita Springs,
Florida
| USD 156 M | +USD 5.88 M | +4% | 12.5% | 79.9% | 80 | 13.75% | 0.5 |
|
| 2944 |
2944
Bourgeon Capital Management
Darien,
Connecticut
| USD 156 M | +USD 7.2 M | +5% | 6.21% | 121% | 111 | 31.53% | 0.4 |
|
| 2945 |
2945
Sterling Investment Partners Management II
Westport,
Connecticut
| USD 155 M | – | – | 29% | – | 1 | – | 0 |
|
| 2946 |
2946
Portola Group
San Jose,
California
| USD 155 M | -USD 9.38 M | -6% | 1.38% | – | 109 | 43.12% | 0.3 |
|
| 2947 |
2947
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 155 M | – | – | 6.25% | 54.5% | 72 | – | 0 |
|
| 2948 |
HH
2948
HWG Holdings
Houston,
Texas
| USD 155 M | – | – | 5.51% | – | 40 | – | 0 |
|
| 2949 |
YP
2949
Yellowstone Partners
Idaho Falls,
Idaho
| USD 155 M | – | – | 7.99% | – | 177 | – | 0 |
|
| 2950 |
2950
Camelot Portfolios
Maumee,
Ohio
| USD 155 M | +USD 18.5 M | +14% | 4.33% | 41.3% | 157 | 12.74% | 0.4 |
|