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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
Teewinot Capital Advisers
New York
| USD 187 M | +USD 14.4 M | +8% | 6.18% | 149% | 90 | 36.67% | 0.6 |
|
| 2977 |
UAM
2977
UAS Asset Management
New York
| USD 187 M | +USD 12.2 M | +7% | 5.31% | 98% | 31 | 38.71% | 1 |
|
| 2978 |
2978
Institutional Venture Management XIII
Menlo Park,
California
| USD 187 M | +USD 85.5 M | +84% | 10.6% | – | 6 | 16.67% | 0.5 |
|
| 2979 |
2979
RMR Advisors
Newton,
Massachusetts
| USD 187 M | +USD 20.8 M | +13% | 13.6% | 2.17% | 114 | 7.02% | 1.3 |
|
| 2980 |
2980
Verus Financial Partners
Richmond,
Virginia
| USD 187 M | +USD 8.77 M | +5% | 4.47% | 41.6% | 46 | 6.52% | 1.3 |
|
| 2981 |
2981
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 186 M | +USD 2.54 M | +1% | 5.09% | 70.9% | 225 | 31.11% | 0.7 |
|
| 2982 |
2982
Kelleher Financial Advisors
New York
| USD 186 M | +USD 1.81 M | +1% | 4.09% | 72.4% | 120 | 7.5% | 1.3 |
|
| 2983 |
GC
2983
Gratia Capital
Los Angeles,
California
| USD 186 M | -USD 19.2 M | -9% | 7.38% | 42.4% | 62 | 56.45% | 0.4 |
|
| 2984 |
BCM
2984
BlueMar Capital Management
Miami,
Florida
| USD 186 M | -USD 3.4 M | -2% | 9.31% | 27.4% | 56 | 75% | 0.2 |
|
| 2985 |
LA
2985
Lynch & Associates
Newburgh,
Indiana
| USD 186 M | +USD 7.95 M | +4% | 5.66% | 73.5% | 100 | 6% | 1.3 |
|
| 2986 |
2986
S. Muoio & Co
New York
| USD 186 M | – | – | 11.7% | 327% | 91 | – | 0 |
|
| 2987 |
EEG
2987
E.E. Geduld
| USD 186 M | +USD 44.3 M | +31% | 6.66% | 59.9% | 319 | 38.56% | 0.8 |
|
| 2988 |
2988
Carl Domino
West Palm Beach,
Florida
| USD 186 M | -USD 639 k | -0.3% | 4.66% | 38.3% | 188 | 17.02% | 1.2 |
|
| 2989 |
2989
Clover Partners
Dallas,
Texas
| USD 186 M | +USD 20.8 M | +13% | 8.2% | 32.2% | 30 | 10% | 1.1 |
|
| 2990 |
2990
Selway Asset Management
| USD 186 M | -USD 21.9 M | -11% | 0.5% | 36.5% | 72 | 13.89% | 1.1 |
|
| 2991 |
YP
2991
Yellowstone Partners
Idaho Falls,
Idaho
| USD 186 M | +USD 8.73 M | +5% | 1.68% | – | 214 | 18.22% | 0.7 |
|
| 2992 |
BOIA
2992
Bush ODonnell Investment Advisors
St Louis,
Missouri
| USD 185 M | +USD 14 M | +8% | 9.98% | 45.9% | 45 | 8.89% | 1.4 |
|
| 2993 |
2993
GM Advisory Group
Melville,
New York
| USD 185 M | +USD 52 M | +39% | 1.18% | 53.6% | 88 | 26.14% | 0.7 |
|
| 2994 |
7A
2994
734 Agriculture
New York
| USD 185 M | +USD 44.2 M | +31% | 31.3% | 23.8% | 1 | 0% | 0.8 |
|
| 2995 |
2995
Texas Capital Bancshares
Dallas,
Texas
| USD 185 M | +USD 10 M | +6% | 1.7% | 175% | 196 | 32.14% | 0.9 |
|
| 2996 |
MC
2996
Miles Capital
West Des Moines,
Iowa
| USD 185 M | -USD 3.35 M | -2% | 4.04% | 15.4% | 152 | 37.5% | 0.8 |
|
| 2997 |
CCM
2997
CrestPoint Capital Management
Four Seasons,
Missouri
| USD 184 M | +USD 18.4 M | +11% | 5.87% | 42.6% | 234 | 16.67% | 0.8 |
|
| 2998 |
EA
2998
Echinus Advisors
New York
| USD 184 M | – | – | 5.17% | 91.4% | 10 | – | 0 |
|
| 2999 |
2999
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 184 M | -USD 4.43 M | -2% | 3.83% | 98.3% | 124 | 11.29% | 1.3 |
|
| 3000 |
3000
Winch Advisory Services
Appleton,
Wisconsin
| USD 184 M | +USD 27.7 M | +18% | 6.31% | 80.8% | 268 | 91.04% | 0.4 |
|