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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Alpha Capital Management
Austin,
Texas
| USD 113 M | +USD 6.22 M | +6% | 7.08% | 88% | 95 | 30.53% | 0.2 |
|
| 3027 |
3027
Scotia Institutional Investments US
Berwyn,
Pennsylvania
| USD 112 M | +USD 59.6 M | +114% | 18.3% | – | 36 | 25% | 0.2 |
|
| 3028 |
3028
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 112 M | +USD 3.66 M | +3% | 4.22% | 83% | 82 | 3.66% | 0.2 |
|
| 3029 |
SC
3029
Salzman & Co
Pittsford,
New York
| USD 112 M | +USD 48.9 M | +78% | 15.8% | 15.7% | 7 | 57.14% | 0.1 |
|
| 3030 |
3030
Yorkville Capital Management
New York
| USD 112 M | +USD 5.9 M | +6% | 2.43% | – | 54 | 7.41% | 0.2 |
|
| 3031 |
3031
American Family Mutual Insurance Company SI
Madison,
Wisconsin
| USD 112 M | +USD 4.09 M | +4% | 3.81% | – | 2 | 0% | 0.3 |
|
| 3032 |
3032
Ridgemont Partners Management
Charlotte,
North Carolina
| USD 111 M | -USD 22.6 M | -17% | 19.3% | 45.6% | 5 | 20% | 0.3 |
|
| 3033 |
CC
3033
Columbia Capital
Fullerton,
California
| USD 111 M | +USD 14.4 M | +15% | 6.03% | – | 73 | 12.33% | 0.2 |
|
| 3034 |
3034
Peninsula Asset Management
Bradenton,
Florida
| USD 111 M | +USD 4.47 M | +4% | 6.04% | 44.1% | 47 | 0% | 0.3 |
|
| 3035 |
3035
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 111 M | +USD 6.29 M | +6% | 6.36% | 66.8% | 64 | 6.25% | 0.2 |
|
| 3036 |
3036
Lyons Wealth Management
Winter Park,
Florida
| USD 111 M | +USD 12.3 M | +12% | 6.79% | 40.1% | 116 | 62.93% | 0.1 |
|
| 3037 |
3037
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 111 M | -USD 1.91 M | -2% | 3.22% | 79.4% | 20 | 5% | 0.2 |
|
| 3038 |
3038
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 110 M | +USD 1.02 M | +0.9% | 0.79% | 83.3% | 89 | 10.11% | 0.2 |
|
| 3039 |
3039
Piershale Financial Group
Barrington,
Illinois
| USD 110 M | +USD 58.5 M | +113% | 6.91% | 82% | 153 | 37.25% | 0.2 |
|
| 3040 |
3040
Investure LLC
Charlottesville,
Virginia
| USD 110 M | -USD 13.1 M | -11% | 7.06% | 55.4% | 6 | 33.33% | 0.2 |
|
| 3041 |
3041
Princeton Capital Management
Red Bank,
New Jersey
| USD 110 M | +USD 4.15 M | +4% | 7.23% | 180% | 101 | 8.91% | 0.2 |
|
| 3042 |
LC
3042
Lakeshore Capital
Birmingham,
Alabama
| USD 110 M | +USD 3.05 M | +3% | 3.25% | – | 30 | 0% | 0.3 |
|
| 3043 |
PCMI
3043
Princeton Capital Management Inc
Princeton,
New Jersey
| USD 109 M | +USD 5.29 M | +5% | 7.52% | 57.9% | 75 | 12% | 0.2 |
|
| 3044 |
3044
NuWave Investment Management
Parsippany,
New Jersey
| USD 109 M | +USD 18.3 M | +20% | 6.15% | 26.4% | 356 | 26.69% | 0.2 |
|
| 3045 |
3045
Sequent Asset Management
Houston,
Texas
| USD 109 M | +USD 23.8 M | +28% | 8.7% | 51.3% | 52 | 15.38% | 0.2 |
|
| 3046 |
3046
Timber Creek Capital Management
Boston,
Massachusetts
| USD 109 M | +USD 1.38 M | +1% | 3.36% | 139% | 122 | 29.51% | 0.2 |
|
| 3047 |
3047
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 109 M | +USD 7.39 M | +7% | 10.1% | 52.2% | 587 | 10.73% | 0.2 |
|
| 3048 |
ACM
3048
Accipiter Capital Management
Palm Beach Gardens,
Florida
| USD 109 M | -USD 18.5 M | -15% | 6.76% | 55.9% | 10 | 30% | 0.2 |
|
| 3049 |
3049
Tanglewood Wealth Management
Houston,
Texas
| USD 109 M | -USD 7.56 M | -6% | 4.43% | 64.6% | 7 | 28.57% | 0.3 |
|
| 3050 |
3050
G.F.W. Energy VII
Irving,
Texas
| USD 109 M | -USD 13.3 M | -11% | 7.53% | 97.5% | 2 | 0% | 0.3 |
|