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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
Hawk Ridge Capital Management
Los Angeles,
California
| USD 222 M | +USD 22.9 M | +11% | 2.48% | 84.9% | 58 | 37.93% | 0.6 |
|
| 2952 |
2952
Coliseum Capital Management
Rowayton,
Connecticut
| USD 222 M | +USD 776 k | +0.4% | 11.7% | 41.1% | 10 | 30% | 1.5 |
|
| 2953 |
2953
Crestone Asset Management
Boulder,
Colorado
| USD 222 M | +USD 27 M | +14% | 4.86% | 6.65% | 40 | 12.5% | 0.7 |
|
| 2954 |
2954
BCWM LLC
Overland Park,
Kansas
| USD 222 M | +USD 7.24 M | +3% | 6.58% | – | 76 | 17.11% | 2.1 |
|
| 2955 |
2955
Ausdal Financial Partners
Davenport,
Iowa
| USD 222 M | +USD 8.8 M | +4% | 4.47% | 63.2% | 303 | 19.14% | 0.9 |
|
| 2956 |
IIA
2956
IPG Investment Advisors
San Diego,
California
| USD 222 M | -USD 24.1 M | -10% | 3.71% | 106% | 164 | 42.68% | 1.3 |
|
| 2957 |
2957
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 222 M | +USD 8.46 M | +4% | 5.04% | 78.3% | 205 | 12.68% | 2.6 |
|
| 2958 |
2958
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 222 M | +USD 9.9 M | +5% | 5.69% | 147% | 180 | 18.33% | 3 |
|
| 2959 |
CL
2959
CIM LLC
Albany,
New York
| USD 222 M | +USD 22.3 M | +11% | 9.91% | 108% | 90 | 10% | 1.9 |
|
| 2960 |
2960
Ascent Wealth Partners
New Hartford,
New York
| USD 222 M | +USD 17.7 M | +9% | 6.9% | 94.4% | 124 | 11.29% | 2.1 |
|
| 2961 |
PAS
2961
Partnervest Advisory Services
Santa Barbara,
California
| USD 222 M | +USD 5.42 M | +3% | 4.11% | 45.1% | 218 | 18.35% | 1.9 |
|
| 2962 |
2962
Shikiar Asset Management
New York
| USD 222 M | -USD 6.71 M | -3% | 6.34% | 117% | 126 | 26.98% | 1.7 |
|
| 2963 |
2963
RMR Advisors
Newton,
Massachusetts
| USD 221 M | +USD 23.3 M | +12% | 0.5% | 2.17% | 125 | 19.2% | 2.7 |
|
| 2964 |
2964
Doheny Asset Management
Los Angeles,
California
| USD 221 M | +USD 14.8 M | +7% | 8.21% | 135% | 117 | 9.4% | 2.5 |
|
| 2965 |
2965
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 221 M | -USD 1379 M | -86% | 0.71% | 105% | 101 | 53.47% | 1.9 |
|
| 2966 |
2966
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 221 M | +USD 4.84 M | +2% | 8.56% | 62% | 184 | 14.67% | 1.4 |
|
| 2967 |
2967
Bank Pictet & Cie (Asia)
Singapore
| USD 221 M | +USD 24.9 M | +13% | 8.86% | 30.4% | 72 | 18.06% | 1.1 |
|
| 2968 |
2968
StrategIQ Financial Group
Merrillville,
Indiana
| USD 221 M | +USD 20.4 M | +10% | 3.73% | 12.6% | 138 | 7.25% | 0.8 |
|
| 2969 |
2969
SQN Investors
Menlo Park,
California
| USD 221 M | +USD 54.8 M | +33% | 2.21% | – | 18 | 27.78% | 0.7 |
|
| 2970 |
2970
Benin Management Corp
Wilton,
Connecticut
| USD 220 M | +USD 2.43 M | +1% | 4.15% | 91.7% | 104 | 7.69% | 2.9 |
|
| 2971 |
2971
Trust Company
Manhattan,
Kansas
| USD 220 M | +USD 23.3 M | +12% | 4.64% | 40.6% | 386 | 15.28% | 1.6 |
|
| 2972 |
2972
Rinet Company
Boston,
Massachusetts
| USD 220 M | +USD 84.3 M | +62% | 5.44% | 33.1% | 20 | 15% | 1.4 |
|
| 2973 |
2973
Cutler Capital Management
Worcester,
Massachusetts
| USD 220 M | +USD 6.91 M | +3% | 1.88% | 39.7% | 85 | 11.76% | 2 |
|
| 2974 |
TCM
2974
Texan Capital Management
Houston,
Texas
| USD 220 M | +USD 5.75 M | +3% | 2.25% | 19.3% | 138 | 10.14% | 2.4 |
|
| 2975 |
2975
Vista Equity Partners Management
San Francisco,
California
| USD 219 M | -USD 20.2 M | -8% | 11.1% | 3.45% | 32 | 50% | 0.6 |
|