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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Financial Engines Advisors
Santa Clara,
California
| USD 120 M | +USD 3.7 M | +3% | 5.53% | 42.3% | 60 | 16.67% | 0.2 |
|
| 2977 |
2977
Guardian Investor Services
New York
| USD 120 M | +USD 3.3 M | +3% | 5.54% | – | 506 | 2.17% | 0.2 |
|
| 2978 |
MJP
2978
Michael J. Puzo
| USD 120 M | +USD 5.69 M | +5% | 5.09% | 90.3% | 76 | 7.89% | 0.2 |
|
| 2979 |
2979
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 119 M | +USD 8.06 M | +7% | 7.27% | 51.3% | 79 | 11.39% | 0.2 |
|
| 2980 |
MCM
2980
Matarin Capital Management
New York
| USD 119 M | +USD 20 M | +20% | 11.1% | 73.2% | 245 | 40.41% | 0.2 |
|
| 2981 |
MIM
2981
Midwest Investment Management
Cleveland,
Ohio
| USD 119 M | +USD 20.6 M | +21% | 3.05% | 26% | 63 | 12.7% | 0.2 |
|
| 2982 |
2982
Ospraie Management
New York
| USD 119 M | +USD 48.2 M | +68% | 14.5% | 37.6% | 22 | 86.36% | 0 |
|
| 2983 |
LJHT
2983
Laurie J. Hall Trustee
| USD 119 M | +USD 5.58 M | +5% | 5.04% | 105% | 83 | 4.82% | 0.2 |
|
| 2984 |
2984
Boston Research & Management
Manchester,
Massachusetts
| USD 118 M | +USD 5.92 M | +5% | 3.57% | 53.2% | 89 | 6.74% | 0.2 |
|
| 2985 |
2985
P.A.W. Capital
Greenwich,
Connecticut
| USD 118 M | +USD 292 k | +0.2% | 32.2% | 54.6% | 70 | 21.43% | 0.2 |
|
| 2986 |
GCM
2986
Garland Capital Management
Bellevue,
Washington
| USD 118 M | -USD 20.6 M | -15% | 2.03% | 55.7% | 43 | 18.6% | 0.3 |
|
| 2987 |
FVCM
2987
F&V Capital Management
Boca Raton,
Florida
| USD 118 M | +USD 13.5 M | +13% | 8.45% | 123% | 69 | 13.04% | 0.2 |
|
| 2988 |
DI
2988
DGH Investments
Geneva,
Switzerland
| USD 118 M | -USD 133 M | -53% | 95.4% | – | 2 | 0% | 0.3 |
|
| 2989 |
RJA
2989
Robshaw & Julian Associates
Williamsville,
New York
| USD 118 M | +USD 11.4 M | +11% | 4.35% | 19.3% | 41 | 17.07% | 0.2 |
|
| 2990 |
2990
Western Asset Management Company
Pasadena,
California
| USD 118 M | -USD 17.2 M | -13% | 0.74% | 2.29% | 23 | 21.74% | 0.2 |
|
| 2991 |
GBM
2991
Grace Brothers Management
Evanston,
Illinois
| USD 118 M | +USD 1.49 M | +1% | 0.13% | – | 47 | 4.26% | 0.2 |
|
| 2992 |
2992
Sloane Robinson
London,
United Kingdom
| USD 117 M | +USD 42.2 M | +56% | 25.1% | 175% | 25 | 56% | 0.1 |
|
| 2993 |
2993
Invictus RG (Singapore)
Singapore
| USD 117 M | +USD 27.6 M | +31% | 11% | – | 766 | 49.09% | 0.2 |
|
| 2994 |
2994
Graybill Wealth Management
Elmhurst,
Illinois
| USD 117 M | +USD 5.82 M | +5% | 9.71% | – | 65 | 15.38% | 0.2 |
|
| 2995 |
2995
Amarillo National Bank
Amarillo,
Texas
| USD 117 M | +USD 4.95 M | +4% | 7.25% | 63.5% | 138 | 10.14% | 0.2 |
|
| 2996 |
SCM
2996
Silver Capital Management
New York
| USD 117 M | +USD 11.2 M | +11% | 7.67% | 26.5% | 63 | 39.68% | 0.2 |
|
| 2997 |
MM
2997
Meridian Management
Little Rock,
Arkansas
| USD 117 M | +USD 3.03 M | +3% | 7.16% | 57.8% | 61 | 6.56% | 0.2 |
|
| 2998 |
2998
Algebris Investments (UK)
London,
United Kingdom
| USD 117 M | +USD 39.4 M | +51% | 1.75% | 15.3% | 52 | 55.77% | 0.1 |
|
| 2999 |
2999
Marathon Capital Management
Hunt Valley,
Maryland
| USD 116 M | -USD 753 k | -0.6% | 8.96% | 74% | 81 | 17.28% | 0.2 |
|
| 3000 |
3000
Incline Global Management
New York
| USD 116 M | -USD 3.6 M | -3% | 7.78% | 40.1% | 32 | 46.88% | 0.2 |
|