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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
WESCAP Management Group
Glendale,
California
| USD 196 M | +USD 3.96 M | +2% | 4.61% | 45.7% | 56 | 0% | 0.9 |
|
| 3027 |
RIM
3027
Regent Investment Management
Louisville,
Kentucky
| USD 195 M | +USD 3 M | +2% | 4.64% | 44% | 195 | 9.74% | 2.7 |
|
| 3028 |
3028
Ritholtz Wealth Management
New York
| USD 195 M | – | – | 0.17% | 93% | 70 | – | 0 |
|
| 3029 |
3029
Crestone Asset Management
Boulder,
Colorado
| USD 195 M | +USD 18.6 M | +11% | 0.81% | 6.65% | 40 | 52.5% | 0.5 |
|
| 3030 |
SIG
3030
Schaller Investment Group
Winston Salem,
North Carolina
| USD 195 M | +USD 62.4 M | +47% | 19.5% | 21.9% | 43 | 18.6% | 2.5 |
|
| 3031 |
3031
Gould Asset Management
Claremont,
California
| USD 195 M | +USD 9.44 M | +5% | 1.08% | 42.8% | 117 | 13.68% | 2.3 |
|
| 3032 |
3032
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 195 M | -USD 837 M | -81% | 7.39% | 261% | 45 | 26.67% | 0.8 |
|
| 3033 |
3033
Iowa State Bank
Urbandale,
Iowa
| USD 195 M | +USD 8.13 M | +4% | 3.86% | 85.7% | 92 | 9.78% | 2.5 |
|
| 3034 |
3034
Highland Private Wealth Management
Bellevue,
Washington
| USD 195 M | -USD 733 k | -0.4% | 0.3% | 19% | 85 | 16.47% | 0.7 |
|
| 3035 |
3035
Arkansas Financial Group
Little Rock,
Arkansas
| USD 195 M | +USD 11 M | +6% | 3.76% | 39.1% | 22 | 18.18% | 2.3 |
|
| 3036 |
3036
Gramercy Funds Management
Greenwich,
Connecticut
| USD 195 M | -USD 93.3 M | -32% | 0.39% | 87.6% | 60 | 23.33% | 2.2 |
|
| 3037 |
3037
Phoenix Investment Adviser
New York
| USD 195 M | +USD 72.4 M | +59% | 15.6% | 25% | 70 | 42.86% | 0.7 |
|
| 3038 |
3038
EnCap Energy Capital Fund IX
Houston,
Texas
| USD 195 M | – | – | 18.8% | 69.2% | 1 | – | 0 |
|
| 3039 |
3039
Rock Point Advisors
Burlington,
Vermont
| USD 194 M | +USD 3.01 M | +2% | 2.97% | 82.8% | 88 | 17.05% | 2 |
|
| 3040 |
3040
Schnieders Capital Management
Pasadena,
California
| USD 194 M | +USD 16.2 M | +9% | 2.54% | 103% | 155 | 13.55% | 2.1 |
|
| 3041 |
HA
3041
Hamel Associates
Chatham,
New Jersey
| USD 194 M | +USD 5.09 M | +3% | 3.86% | 50.6% | 84 | 4.76% | 2.4 |
|
| 3042 |
3042
Technology Crossover Management VIII
Menlo Park,
California
| USD 194 M | – | – | 17.1% | 77.9% | 2 | – | 0 |
|
| 3043 |
3043
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 194 M | -USD 4.44 M | -2% | 3.02% | 26.4% | 489 | 34.36% | 1.5 |
|
| 3044 |
3044
AJ Wealth Strategies
New York
| USD 194 M | – | – | 1.39% | 32.2% | 67 | – | 0 |
|
| 3045 |
3045
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| USD 194 M | +USD 9.23 M | +5% | 4.9% | 72.3% | 76 | 2.63% | 2.6 |
|
| 3046 |
3046
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 194 M | +USD 97 M | +101% | 9.58% | 85.9% | 3 | 33.33% | 1.3 |
|
| 3047 |
3047
Sustainable Insight Capital Management
New York
| USD 194 M | – | – | 3.16% | 150% | 45 | – | 0 |
|
| 3048 |
3048
Corsair Capital
New York
| USD 193 M | -USD 26.6 M | -12% | 15.7% | 17.1% | 3 | 0% | 1.7 |
|
| 3049 |
3049
Financial Enhancement Group
Anderson,
Indiana
| USD 193 M | +USD 9.19 M | +5% | 0.3% | 62.2% | 70 | 34.29% | 0.8 |
|
| 3050 |
KSA
3050
Ken Stern & Associates
San Diego,
California
| USD 193 M | +USD 48.3 M | +33% | 1.9% | 39.4% | 119 | 35.29% | 0.9 |
|