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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 |
OM
2976
Opaleye Management
Boston,
Massachusetts
| USD 191 M | +USD 41.4 M | +28% | 39.4% | 748% | 54 | 25.93% | 1 |
|
| 2977 |
2977
Chartist Inc
Seal Beach,
California
| USD 191 M | +USD 3.59 M | +2% | 2.6% | – | 43 | 16.28% | 1.3 |
|
| 2978 |
2978
Heronetta Management
New York
| USD 191 M | +USD 4.19 M | +2% | 2.35% | 59.7% | 33 | 0% | 2.6 |
|
| 2979 |
2979
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 190 M | +USD 14.7 M | +8% | 3.77% | – | 23 | 0% | 0.3 |
|
| 2980 |
2980
Simcoe Capital Management
New York
| USD 190 M | +USD 13.3 M | +8% | 7.77% | 48.7% | 19 | 31.58% | 0.8 |
|
| 2981 |
2981
Harfst & Associates
Sheridan,
Wyoming
| USD 190 M | -USD 58.1 M | -23% | 7.98% | 88.1% | 104 | 31.73% | 1.1 |
|
| 2982 |
2982
Terril Brothers
St. Louis,
Missouri
| USD 189 M | -USD 37 M | -16% | 10.9% | 94.4% | 48 | 27.08% | 1.6 |
|
| 2983 |
HA
2983
Hamel Associates
Chatham,
New Jersey
| USD 189 M | -USD 3.94 M | -2% | 2.33% | 50.6% | 86 | 5.81% | 2.2 |
|
| 2984 |
2984
Smith Affiliated Capital
New York
| USD 188 M | +USD 1.37 M | +0.7% | 0.33% | 6.89% | 123 | 0% | 1.4 |
|
| 2985 |
2985
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 188 M | -USD 14.1 M | -7% | 2.13% | 86.4% | 90 | 20% | 1.8 |
|
| 2986 |
2986
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 188 M | +USD 3.28 M | +2% | 3.33% | 54.5% | 78 | 11.54% | 1.7 |
|
| 2987 |
2987
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 188 M | -USD 838 k | -0.4% | 6.77% | 17.7% | 322 | 13.35% | 1.9 |
|
| 2988 |
2988
Capital Planning Advisors
Roseville,
California
| USD 187 M | +USD 7.69 M | +4% | 3.37% | 64.2% | 101 | 5.94% | 1.5 |
|
| 2989 |
2989
Beach Point Capital Management
Santa Monica,
California
| USD 187 M | +USD 1.81 M | +1% | 7.51% | 84.1% | 19 | 36.84% | 1 |
|
| 2990 |
2990
Matisse Capital
Portland,
Oregon
| USD 187 M | +USD 2.43 M | +1% | 4.62% | 66.9% | 114 | 32.46% | 0.5 |
|
| 2991 |
2991
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 187 M | +USD 6.15 M | +3% | 4.42% | 53.3% | 330 | 23.94% | 1 |
|
| 2992 |
2992
Iowa State Bank
Urbandale,
Iowa
| USD 187 M | +USD 2.11 M | +1% | 1.34% | 85.7% | 99 | 15.15% | 2.2 |
|
| 2993 |
2993
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 187 M | +USD 17.9 M | +11% | 4.68% | 70.1% | 81 | 22.22% | 1 |
|
| 2994 |
2994
Pacifica Capital Investments
Leander,
Texas
| USD 186 M | -USD 3.19 M | -2% | 0.48% | 70.4% | 16 | 0% | 2.7 |
|
| 2995 |
2995
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 186 M | -USD 7.14 M | -4% | 3.41% | 98.1% | 34 | 73.53% | 0.2 |
|
| 2996 |
2996
Kinsight LLC
Birmingham,
Alabama
| USD 186 M | +USD 6.64 M | +4% | 4.97% | 15.7% | 37 | 5.41% | 2.3 |
|
| 2997 |
2997
Camelot Portfolios
Maumee,
Ohio
| USD 186 M | +USD 14.7 M | +9% | 4.38% | 41.3% | 177 | 11.3% | 1.8 |
|
| 2998 |
2998
Barnett & Company
Chattanooga,
Tennessee
| USD 186 M | +USD 5.64 M | +3% | 5% | 65.9% | 420 | 10.95% | 1.2 |
|
| 2999 |
2999
Hawk Ridge Capital Management
Los Angeles,
California
| USD 186 M | +USD 19.8 M | +12% | 10.7% | 84.9% | 54 | 46.3% | 0.6 |
|
| 3000 |
CCA
3000
Covey Capital Advisors
Atlanta,
Georgia
| USD 186 M | +USD 2.76 M | +2% | 6% | 118% | 43 | 6.98% | 1.5 |
|