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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 |
NC
2951
Nexthera Capital
New York
| USD 230 M | +USD 33.5 M | +17% | 5.16% | 161% | 52 | 51.92% | 0.3 |
|
| 2952 |
RCM
2952
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 229 M | +USD 11.4 M | +5% | 2.41% | 7.8% | 125 | 28.8% | 0.9 |
|
| 2953 |
2953
Fullerton Fund Management
Singapore
| USD 229 M | +USD 28.7 M | +14% | 13.1% | 412% | 32 | 31.25% | 0.7 |
|
| 2954 |
2954
BDO Wealth Advisors
Jacksonville,
Florida
| USD 229 M | – | – | 2.46% | 38.3% | 559 | – | 0 |
|
| 2955 |
HIM
2955
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| USD 229 M | -USD 570 M | -71% | 2.74% | 80.6% | 136 | 83.82% | 1 |
|
| 2956 |
FC
2956
FCA Corp
Houston,
Texas
| USD 229 M | +USD 16.4 M | +8% | 2.67% | 57.4% | 153 | 12.42% | 2.1 |
|
| 2957 |
CC
2957
Cedar Capital
Barrington,
Illinois
| USD 228 M | -USD 11.4 M | -5% | 0.53% | 98% | 121 | 27.27% | 0.7 |
|
| 2958 |
KIC
2958
Keating Investment Counselors
Delray Beach,
Florida
| USD 228 M | +USD 4 M | +2% | 1.83% | 50% | 65 | 4.62% | 3.1 |
|
| 2959 |
2959
Good Life Advisors
Reading,
Pennsylvania
| USD 228 M | +USD 19.2 M | +9% | 1.47% | 60% | 216 | 12.96% | 0.4 |
|
| 2960 |
RIG
2960
Renaissance Investment Group
Lenox,
Massachusetts
| USD 228 M | +USD 2.46 M | +1% | 3.93% | 99.6% | 80 | 1.25% | 3.1 |
|
| 2961 |
TJHA
2961
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 228 M | +USD 435 k | +0.2% | 3.06% | 17.7% | 315 | 15.24% | 2.2 |
|
| 2962 |
CFSG
2962
Community Financial Services Group
Newport,
Vermont
| USD 228 M | +USD 4.91 M | +2% | 2.09% | – | 63 | 17.46% | 3.2 |
|
| 2963 |
SCM
2963
Southport Capital Management
Chattanooga,
Tennessee
| USD 227 M | +USD 49.6 M | +28% | 1.4% | 80% | 195 | 26.67% | 2.4 |
|
| 2964 |
SC
2964
ShearLink Capital
New York
| USD 227 M | -USD 24.4 M | -10% | 5.98% | 49.1% | 25 | 52% | 0.5 |
|
| 2965 |
2965
KG Funds Management
New York
| USD 227 M | +USD 14.7 M | +7% | 0.06% | 45.8% | 8 | 25% | 1 |
|
| 2966 |
2966
Strid Group
Newtown Square,
Pennsylvania
| USD 227 M | – | – | 2.76% | 50.4% | 32 | – | 0.8 |
|
| 2967 |
TFF
2967
The Family Firm
Bethesda,
Maryland
| USD 227 M | +USD 16.8 M | +8% | 1.51% | 40.2% | 122 | 17.21% | 1.9 |
|
| 2968 |
2968
Quadrant Capital Group
Cincinnati,
Ohio
| USD 226 M | -USD 1.36 M | -0.6% | 2.6% | 118% | 2,289 | 8.78% | 1.4 |
|
| 2969 |
2969
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 226 M | +USD 10.8 M | +5% | 2.84% | 63.2% | 130 | 6.92% | 2.5 |
|
| 2970 |
2970
Capital Planning Advisors
Roseville,
California
| USD 226 M | +USD 23.4 M | +12% | 3.06% | 64.2% | 152 | 26.97% | 1.5 |
|
| 2971 |
WC
2971
Whitnell & Co
Oak Brook,
Illinois
| USD 226 M | +USD 2.7 M | +1% | 1.54% | 36.6% | 260 | 10.38% | 3.2 |
|
| 2972 |
2972
Circle Wealth Management
Summit,
New Jersey
| USD 226 M | +USD 17.4 M | +8% | 2.57% | 71.8% | 83 | 8.43% | 0.4 |
|
| 2973 |
2973
Oslo Pensjonsforsikring
Oslo,
| USD 226 M | +USD 33.3 M | +17% | 0.71% | 79% | 10 | 10% | 0.2 |
|
| 2974 |
RAA
2974
RWC Asset Advisors
Miami,
Florida
| USD 226 M | +USD 74.3 M | +49% | 9.58% | 268% | 17 | 17.65% | 1.8 |
|
| 2975 |
DBIA
2975
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 226 M | +USD 3.94 M | +2% | 1.78% | 78.3% | 205 | 10.24% | 2.6 |
|