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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
Evermay Wealth Management
Arlington,
Virginia
| USD 226 M | +USD 2.18 M | +1% | 2.21% | 56.2% | 105 | 9.52% | 2.1 |
|
| 2977 |
RG
2977
Rikoon Group
Santa Fe,
New Mexico
| USD 225 M | -USD 900 k | -0.4% | 2.28% | 63.3% | 171 | 5.26% | 0.7 |
|
| 2978 |
BSP
2978
Benefit Street Partners
New York
| USD 225 M | +USD 76.4 M | +51% | 5.73% | – | 33 | 51.52% | 0.3 |
|
| 2979 |
DM
2979
Diker Management
New York
| USD 225 M | +USD 9.04 M | +4% | 1.84% | 210% | 79 | 49.37% | 1.2 |
|
| 2980 |
2980
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 225 M | -USD 16.5 M | -7% | 2.79% | 109% | 135 | 5.93% | 2.7 |
|
| 2981 |
GIPM
2981
G2 Investment Partners Management
New York
| USD 225 M | -USD 28.9 M | -11% | 14.7% | 1,145% | 91 | 58.24% | 0.6 |
|
| 2982 |
2982
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 225 M | +USD 2.54 M | +1% | 1.52% | 174% | 155 | 7.74% | 2.9 |
|
| 2983 |
CT
2983
Chicago Trust
Grayslake,
Illinois
| USD 225 M | -USD 1.03 M | -0.5% | 2.43% | 85.9% | 168 | 11.9% | 1.9 |
|
| 2984 |
BL
2984
BCWM LLC
Overland Park,
Kansas
| USD 225 M | +USD 2.85 M | +1% | 3.61% | – | 77 | 16.88% | 2.1 |
|
| 2985 |
ECA
2985
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 225 M | +USD 3.74 M | +2% | 0.78% | 105% | 62 | 58.06% | 1.7 |
|
| 2986 |
BPM
2986
Bronson Point Management
Fairfield,
Connecticut
| USD 224 M | -USD 130 M | -37% | 1.22% | 7.56% | 76 | 69.74% | 0.3 |
|
| 2987 |
2987
Proffitt & Goodson
Knoxville,
Tennessee
| USD 224 M | +USD 10.7 M | +5% | 2.89% | 48.5% | 53 | 11.32% | 2.7 |
|
| 2988 |
HIS
2988
Horizon Investment Services
Hammond,
Indiana
| USD 224 M | -USD 275 k | -0.1% | 4.04% | 250% | 126 | 30.95% | 1.4 |
|
| 2989 |
BC
2989
Bodenholm Capital
Stockholm,
Sweden
| USD 223 M | +USD 47.9 M | +27% | 6.05% | 86% | 11 | 45.45% | 0.2 |
|
| 2990 |
RAM
2990
Riggs Asset Management
Dallas,
Pennsylvania
| USD 223 M | +USD 23.5 M | +12% | 4.72% | 207% | 315 | 16.83% | 1.8 |
|
| 2991 |
SACTSONJ
2991
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 223 M | +USD 1.42 M | +0.6% | 1.71% | 147% | 191 | 27.75% | 2.7 |
|
| 2992 |
AIC
2992
Argus Investors Counsel
New York
| USD 223 M | +USD 8.62 M | +4% | 2.8% | 132% | 53 | 0% | 3.8 |
|
| 2993 |
2993
Hendershot Investments
Centreville,
Virginia
| USD 223 M | +USD 7.36 M | +3% | 3.49% | 50.5% | 70 | 10% | 3 |
|
| 2994 |
HFM
2994
Hartford Financial Management
Hartford,
Connecticut
| USD 223 M | +USD 56.6 M | +34% | 1.97% | 79.6% | 414 | 28.5% | 1.7 |
|
| 2995 |
CCM
2995
Castine Capital Management
Boston,
Massachusetts
| USD 222 M | -USD 20.1 M | -8% | 2.89% | 13.9% | 38 | 26.32% | 1.8 |
|
| 2996 |
2996
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 222 M | +USD 71.8 M | +48% | 2.51% | 52.3% | 33 | 6.06% | 0.3 |
|
| 2997 |
NAMP
2997
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 222 M | -USD 1.7 M | -0.8% | 2.89% | 73.1% | 119 | 13.45% | 3 |
|
| 2998 |
WAM
2998
Watermark Asset Management
San Ramon,
California
| USD 222 M | +USD 10 M | +5% | 2.25% | – | 261 | 5.75% | 0.2 |
|
| 2999 |
IP
2999
Intellectus Partners
San Francisco,
California
| USD 222 M | +USD 25.3 M | +13% | 3.15% | 157% | 848 | 24.17% | 0.4 |
|
| 3000 |
IIC
3000
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 222 M | +USD 2.73 M | +1% | 2.41% | 70.2% | 620 | 10.97% | 1.1 |
|