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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
IDG Technology Venture Investment III
Central,
Hong Kong
| USD 152 M | -USD 4.84 M | -3% | 2.87% | – | 2 | 0% | 0.3 |
|
| 3027 |
3027
Vantage Investment Advisors
State College,
Pennsylvania
| USD 152 M | +USD 5.07 M | +3% | 0.71% | 56.3% | 735 | 17.69% | 0.2 |
|
| 3028 |
3028
Bankers Trust Company of South Dakota
Des Moines,
Iowa
| USD 151 M | -USD 1.26 M | -0.8% | 0.22% | – | 39 | 15.38% | 0.6 |
|
| 3029 |
3029
Manifold Partners
San Francisco,
California
| USD 151 M | -USD 3.24 M | -2% | 0.59% | 24.9% | 119 | 63.87% | 0.3 |
|
| 3030 |
3030
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 151 M | +USD 2.3 M | +2% | 2.49% | 83.8% | 116 | 10.34% | 0.7 |
|
| 3031 |
3031
Advance Emerging Capital
London,
United Kingdom
| USD 151 M | -USD 638 k | -0.4% | 0% | – | 15 | 13.33% | 0.7 |
|
| 3032 |
3032
Anderson Hoagland & Co
St Louis,
Missouri
| USD 151 M | +USD 5.61 M | +4% | 2.58% | 104% | 104 | 14.42% | 0.5 |
|
| 3033 |
3033
Greenwood Investments
Boston,
Massachusetts
| USD 150 M | -USD 922 k | -0.6% | 4.41% | 1.64% | 20 | 15% | 0.6 |
|
| 3034 |
3034
Geller Advisors
New York
| USD 150 M | +USD 2.43 M | +2% | 4.27% | 20.4% | 23 | 4.35% | 0.7 |
|
| 3035 |
3035
Weybosset Research & Management
Province,
Rhode Island
| USD 150 M | +USD 1.16 M | +0.8% | 0.31% | 74.8% | 49 | 6.12% | 0.7 |
|
| 3036 |
3036
Avalon Global Asset Management
San Francisco,
California
| USD 150 M | +USD 44.2 M | +42% | 2.37% | 278% | 59 | 54.24% | 0.1 |
|
| 3037 |
3037
Nadler Financial Group
Deerfield,
Illinois
| USD 150 M | -USD 4.4 M | -3% | 1.61% | 81.8% | 87 | 27.59% | 0.7 |
|
| 3038 |
3038
Bell Bank
Fargo,
North Dakota
| USD 150 M | -USD 42.9 M | -22% | 2.84% | 71% | 169 | 7.1% | 0.7 |
|
| 3039 |
3039
IDG-Accel China Growth Fund Associates
Central,
Hong Kong
| USD 150 M | -USD 735 k | -0.5% | 0.21% | – | 3 | 0% | 0.3 |
|
| 3040 |
3040
First Dallas Securities
Dallas,
Texas
| USD 150 M | +USD 540 k | +0.4% | 5.05% | 163% | 104 | 17.31% | 0.6 |
|
| 3041 |
3041
Lipe & Dalton
Syracuse,
New York
| USD 149 M | +USD 3.02 M | +2% | 1.62% | 101% | 64 | 15.63% | 0.6 |
|
| 3042 |
3042
Founders Financial Securities
Towson,
Maryland
| USD 149 M | +USD 30.1 M | +25% | 1.84% | 64.3% | 86 | 46.51% | 0.2 |
|
| 3043 |
3043
Bender Robert & Associates
Pasadena,
California
| USD 149 M | +USD 16 M | +12% | 4.51% | 146% | 63 | 17.46% | 0.6 |
|
| 3044 |
SA
3044
Strategic Advisors
New York
| USD 149 M | +USD 2.06 M | +1% | 0.54% | 106% | 141 | 13.48% | 0.6 |
|
| 3045 |
SWK
3045
Stephen W. Kidder
| USD 149 M | +USD 3.18 M | +2% | 1.96% | 94.7% | 64 | 6.25% | 0.7 |
|
| 3046 |
3046
Camelot Portfolios
Maumee,
Ohio
| USD 148 M | -USD 6.73 M | -4% | 2.95% | 41.3% | 156 | 12.18% | 0.7 |
|
| 3047 |
SC
3047
Schulhoff & Co
Cincinnati,
Ohio
| USD 148 M | +USD 1.74 M | +1% | 1.13% | 51.8% | 108 | 3.7% | 0.7 |
|
| 3048 |
CM
3048
Cascabel Management
New York
| USD 148 M | -USD 77 M | -34% | 4% | – | 39 | 61.54% | 0.3 |
|
| 3049 |
3049
Chesapeake Asset Management
New York
| USD 148 M | -USD 21.2 M | -13% | 0.6% | 153% | 87 | 22.99% | 0.6 |
|
| 3050 |
3050
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 148 M | +USD 17.3 M | +13% | 0.56% | 62.5% | 408 | 6.13% | 0.3 |
|