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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Cable Hill Partners
Portland,
Oregon
| USD 218 M | +USD 32.4 M | +17% | 2.98% | 20.3% | 1,036 | 31.18% | 1.4 |
|
| 3052 |
3052
Doheny Asset Management
Los Angeles,
California
| USD 217 M | +USD 4.19 M | +2% | 4.17% | 135% | 116 | 11.21% | 2.9 |
|
| 3053 |
3053
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 217 M | -USD 57.1 M | -21% | 4.1% | 72.5% | 47 | 23.4% | 1.9 |
|
| 3054 |
3054
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 217 M | +USD 17.5 M | +9% | 3.65% | 92% | 170 | 10.59% | 2.3 |
|
| 3055 |
3055
Ashmore Group
London,
United Kingdom
| USD 217 M | +USD 66.5 M | +44% | 18.6% | 103% | 28 | 35.71% | 1.3 |
|
| 3056 |
3056
Yorktown Energy Partners IX
New York
| USD 216 M | +USD 23.5 M | +12% | 12.2% | 67.3% | 2 | 0% | 0.6 |
|
| 3057 |
3057
C.V. Starr & Co Trust
New York
| USD 216 M | -USD 16.6 M | -7% | 0.92% | 51.7% | 30 | 10% | 3.4 |
|
| 3058 |
FIM
3058
Farmhouse Investment Management
Greenbrae,
California
| USD 216 M | +USD 5.35 M | +3% | 2.69% | – | 34 | 8.82% | 0.5 |
|
| 3059 |
3059
IMA Advisory Services
Denver,
Colorado
| USD 216 M | +USD 7.61 M | +4% | 5.79% | 74.5% | 137 | 12.41% | 1.8 |
|
| 3060 |
3060
New Leaf Venture Partners
New York
| USD 215 M | +USD 73.1 M | +51% | 31.8% | 17.1% | 17 | 17.65% | 1.2 |
|
| 3061 |
MA
3061
Marshwinds Advisory
St Simons Island,
Georgia
| USD 215 M | +USD 4.06 M | +2% | 3.67% | 32.9% | 142 | 8.45% | 3.6 |
|
| 3062 |
KCM
3062
Karp Capital Management
Sausalito,
California
| USD 215 M | +USD 13.1 M | +6% | 4.94% | 21.3% | 124 | 29.03% | 1 |
|
| 3063 |
3063
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 215 M | +USD 41.6 M | +24% | 2.77% | 12.8% | 110 | 12.73% | 1.3 |
|
| 3064 |
3064
Bard Associates
Chicago,
Illinois
| USD 215 M | -USD 5.68 M | -3% | 2.9% | 241% | 186 | 4.3% | 2.9 |
|
| 3065 |
CBTWT
3065
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 215 M | +USD 8.16 M | +4% | 3.74% | 124% | 127 | 3.94% | 1.5 |
|
| 3066 |
3066
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 215 M | +USD 1.41 M | +0.7% | 4.16% | 60.5% | 43 | 9.3% | 3.5 |
|
| 3067 |
3067
Rock Point Advisors
Burlington,
Vermont
| USD 215 M | +USD 1.87 M | +0.9% | 2.71% | 82.8% | 80 | 8.75% | 2.6 |
|
| 3068 |
3068
Battery Partners VIII
Boston,
Massachusetts
| USD 214 M | +USD 14.9 M | +7% | 7.49% | – | 1 | 0% | 0.8 |
|
| 3069 |
3069
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 214 M | +USD 11.3 M | +6% | 4.35% | 44.3% | 42 | 7.14% | 3.3 |
|
| 3070 |
3070
Hudock Inc
Williamsport,
Pennsylvania
| USD 214 M | +USD 19.8 M | +10% | 3.64% | 69.7% | 709 | 13.68% | 2.7 |
|
| 3071 |
3071
Dean Capital Management
Overland Park,
Kansas
| USD 214 M | +USD 5.58 M | +3% | 3.81% | 89.7% | 81 | 35.8% | 0.7 |
|
| 3072 |
3072
Madison International Realty Holdings
New York
| USD 213 M | -USD 151 M | -41% | 10.5% | – | 6 | 33.33% | 1.2 |
|
| 3073 |
3073
Kemper
Chicago,
Illinois
| USD 213 M | +USD 7.13 M | +3% | 3.65% | 28.6% | 18 | 0% | 2.7 |
|
| 3074 |
AWW
3074
Alan W. Weber
| USD 213 M | +USD 26.8 M | +14% | 14.1% | 192% | 70 | 8.57% | 1.9 |
|
| 3075 |
3075
North Run Capital
Boston,
Massachusetts
| USD 213 M | +USD 25 M | +13% | 8.06% | 19.4% | 16 | 31.25% | 1.3 |
|