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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Cutler Capital Management
Worcester,
Massachusetts
| USD 225 M | +USD 14 M | +7% | 2.26% | 39.7% | 95 | 16.84% | 1.8 |
|
| 3002 |
3002
Court Place Advisors
Ellicott City,
Maryland
| USD 225 M | +USD 13.9 M | +7% | 5.09% | 92% | 169 | 5.92% | 2.7 |
|
| 3003 |
3003
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 225 M | +USD 18.9 M | +9% | 3.97% | – | 27 | 3.7% | 1.1 |
|
| 3004 |
3004
Moloney Securities Asset Management
Manchester,
Missouri
| USD 225 M | +USD 23.7 M | +12% | 3.93% | 86% | 290 | 16.55% | 0.6 |
|
| 3005 |
DLG
3005
Daniel L. Goodwin
| USD 224 M | +USD 2.83 M | +1% | 5.64% | 72.6% | 100 | 18% | 2.6 |
|
| 3006 |
3006
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 224 M | +USD 12.1 M | +6% | 4.27% | 75.5% | 180 | 9.44% | 1.4 |
|
| 3007 |
CCM
3007
CrestPoint Capital Management
Four Seasons,
Missouri
| USD 224 M | +USD 11.2 M | +5% | 5.58% | 42.6% | 227 | 11.45% | 1.8 |
|
| 3008 |
3008
Dalton Investments
Las Vegas,
Nevada
| USD 224 M | -USD 41.7 M | -16% | 9.4% | 95.1% | 33 | 24.24% | 2.1 |
|
| 3009 |
3009
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 224 M | +USD 3.03 M | +1% | 8.65% | 62% | 172 | 6.98% | 1.8 |
|
| 3010 |
3010
Sloane Robinson
London,
United Kingdom
| USD 224 M | +USD 67.6 M | +43% | 9.01% | 175% | 22 | 40.91% | 1 |
|
| 3011 |
3011
Capital Impact Advisors
Boston,
Massachusetts
| USD 224 M | +USD 4.24 M | +2% | 7.85% | – | 161 | 19.25% | 1.8 |
|
| 3012 |
3012
Goldstein Munger & Associates
San Ramon,
California
| USD 223 M | +USD 5.92 M | +3% | 3.75% | 11.9% | 35 | 2.86% | 2.9 |
|
| 3013 |
GPC
3013
Guardian Point Capital
Charlottesville,
Virginia
| USD 223 M | +USD 20.7 M | +10% | 10% | 142% | 17 | 23.53% | 0.9 |
|
| 3014 |
3014
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 223 M | -USD 6.23 M | -3% | 0.57% | 7.8% | 110 | 24.55% | 1.1 |
|
| 3015 |
CCM
3015
Compton Capital Management
Providence,
Rhode Island
| USD 223 M | +USD 3.39 M | +2% | 4.13% | 75.6% | 150 | 8.67% | 3.2 |
|
| 3016 |
3016
Ipswich Investment Management
Beverly,
Massachusetts
| USD 223 M | +USD 9.35 M | +4% | 5.36% | 104% | 149 | 14.77% | 2.9 |
|
| 3017 |
3017
Teewinot Capital Advisers
New York
| USD 223 M | +USD 18.2 M | +9% | 9.57% | 149% | 53 | 15.09% | 2.1 |
|
| 3018 |
3018
Doliver Advisors
Houston,
Texas
| USD 223 M | +USD 15.6 M | +8% | 0.96% | 92.3% | 318 | 38.99% | 0.7 |
|
| 3019 |
3019
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 223 M | +USD 2.21 M | +1% | 2.46% | 16.6% | 9 | 11.11% | 3 |
|
| 3020 |
3020
WESCAP Management Group
Glendale,
California
| USD 222 M | +USD 10.5 M | +5% | 3.74% | 45.7% | 64 | 3.13% | 1.3 |
|
| 3021 |
3021
Gould Asset Management
Claremont,
California
| USD 222 M | +USD 15.1 M | +7% | 3.24% | 42.8% | 138 | 9.42% | 2.4 |
|
| 3022 |
3022
Aquiline Capital Partners
New York
| USD 222 M | +USD 13.7 M | +7% | 6.61% | 14.7% | 1 | 0% | 0.3 |
|
| 3023 |
3023
Riggs Asset Management
Dallas,
Pennsylvania
| USD 222 M | -USD 1.4 M | -0.6% | 6.96% | 207% | 309 | 14.89% | 2 |
|
| 3024 |
3024
Carderock Capital Management
Chevy Chase,
Maryland
| USD 222 M | +USD 22 k | +0% | 4.42% | 88.6% | 76 | 6.58% | 3.2 |
|
| 3025 |
3025
BFSG LLC
Irvine,
California
| USD 222 M | +USD 18.2 M | +9% | 4.64% | 81.9% | 151 | 22.52% | 0.4 |
|