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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Gould Asset Management
Claremont,
California
| USD 186 M | -USD 952 k | -0.5% | 2.09% | 42.8% | 105 | 12.38% | 2.1 |
|
| 2952 |
2952
RIT Capital Partners
London,
United Kingdom
| USD 185 M | -USD 187 M | -50% | 1.46% | 71.4% | 13 | 61.54% | 0.7 |
|
| 2953 |
2953
Rampart Investment Management
Hartford,
Connecticut
| USD 185 M | -USD 6.87 M | -4% | 3.9% | 74% | 15 | 53.33% | 0.5 |
|
| 2954 |
2954
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 185 M | +USD 105 M | +131% | 16.7% | 25.8% | 22 | 31.82% | 0.5 |
|
| 2955 |
2955
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 185 M | +USD 68.2 M | +59% | 0.53% | 41% | 65 | 98.46% | 0 |
|
| 2956 |
2956
Pegasus Partners
Mequon,
Wisconsin
| USD 184 M | -USD 15 M | -8% | 1.35% | 32.6% | 136 | 48.53% | 0.4 |
|
| 2957 |
2957
Benin Management Corp
Wilton,
Connecticut
| USD 184 M | +USD 4.34 M | +2% | 1.18% | 76.3% | 97 | 3.09% | 2.2 |
|
| 2958 |
2958
Vista Equity Partners Management
San Francisco,
California
| USD 184 M | +USD 39.9 M | +28% | 10.6% | 3.45% | 32 | 43.75% | 0.8 |
|
| 2959 |
CCM
2959
CrestPoint Capital Management
Four Seasons,
Missouri
| USD 184 M | +USD 7.19 M | +4% | 3.18% | 42.6% | 251 | 41.43% | 1.1 |
|
| 2960 |
2960
Bank of Stockton
Stockton,
California
| USD 184 M | +USD 9.7 M | +6% | 1.78% | 99.2% | 121 | 18.18% | 1.9 |
|
| 2961 |
BC
2961
BHR Capital
New York
| USD 184 M | -USD 257 M | -58% | 2.35% | 5.89% | 31 | 41.94% | 1.3 |
|
| 2962 |
2962
St Louis Trust
Saint Louis,
Missouri
| USD 183 M | +USD 25.1 M | +16% | 1.8% | 71.4% | 63 | 23.81% | 0.2 |
|
| 2963 |
2963
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 183 M | -USD 20.1 M | -10% | 12.3% | 109% | 72 | 18.06% | 1.8 |
|
| 2964 |
2964
Focused Wealth Management
Newburgh,
New York
| USD 183 M | +USD 9.09 M | +5% | 0.34% | 73.9% | 781 | 13.44% | 1.9 |
|
| 2965 |
2965
Merion Investment Management
Bay Harbor Islands,
Florida
| USD 183 M | +USD 22.3 M | +14% | 3.36% | 27.6% | 3 | 66.67% | 0.3 |
|
| 2966 |
2966
Rho Capital Partners
New York
| USD 183 M | -USD 108 M | -37% | 30.7% | – | 10 | 10% | 1.6 |
|
| 2967 |
2967
New England Investment & Retirement Group
North Andover,
Massachusetts
| USD 183 M | -USD 6.98 M | -4% | 2.44% | 72.5% | 97 | 56.7% | 1.2 |
|
| 2968 |
2968
ArchPoint Investors
Coral Gables,
Florida
| USD 183 M | +USD 40.4 M | +28% | 1.83% | 111% | 171 | 13.45% | 1.2 |
|
| 2969 |
2969
TSP Capital Management Group
Summit,
New Jersey
| USD 182 M | -USD 5.37 M | -3% | 10.6% | 186% | 74 | 16.22% | 1.2 |
|
| 2970 |
2970
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 182 M | +USD 12.6 M | +7% | 2.7% | 41.6% | 132 | 6.82% | 1.2 |
|
| 2971 |
2971
Kelleher Financial Advisors
New York
| USD 181 M | +USD 33.8 M | +23% | 5.15% | 72.4% | 247 | 53.04% | 1.1 |
|
| 2972 |
2972
Hudock Inc
Williamsport,
Pennsylvania
| USD 181 M | -USD 44 M | -20% | 3.01% | 69.7% | 648 | 13.12% | 2 |
|
| 2973 |
AIM
2973
Ashford Investment Management
Dallas,
Texas
| USD 181 M | +USD 16 M | +10% | 0.81% | – | 50 | 100% | 0 |
|
| 2974 |
2974
Hillman Company
Pittsburgh,
Pennsylvania
| USD 181 M | -USD 9.21 M | -5% | 0.06% | 134% | 13 | 7.69% | 0.8 |
|
| 2975 |
2975
TCI Wealth Advisors
Tucson,
Arizona
| USD 180 M | +USD 910 k | +0.5% | 2.33% | 65% | 1,508 | 35.34% | 1.3 |
|