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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Kayak Investment Partners
San Francisco,
California
| USD 203 M | +USD 26.3 M | +15% | 30% | 27% | 24 | 37.5% | 0.2 |
|
| 3077 |
CBTWT
3077
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 203 M | +USD 11.1 M | +6% | 5.83% | 124% | 119 | 0% | 1.1 |
|
| 3078 |
ACM
3078
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 203 M | -USD 104 M | -34% | 37.9% | 1,745% | 14 | 71.43% | 0.4 |
|
| 3079 |
3079
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 203 M | +USD 4.04 M | +2% | 3.89% | 100% | 1,140 | 8.86% | 2.7 |
|
| 3080 |
BC
3080
Blackstart Capital
New York
| USD 203 M | +USD 42.9 M | +27% | 5.6% | 9% | 35 | 60% | 0.1 |
|
| 3081 |
3081
Confluence Wealth Management
Portland,
Oregon
| USD 203 M | +USD 2.99 M | +1% | 4.57% | 31.9% | 137 | 8.76% | 1.9 |
|
| 3082 |
3082
Capital Planning Advisors
Roseville,
California
| USD 203 M | +USD 15.2 M | +8% | 6.94% | 64.2% | 134 | 27.61% | 1.4 |
|
| 3083 |
IHM
3083
Iguana Healthcare Management
New York
| USD 202 M | +USD 34.9 M | +21% | 26.9% | 141% | 86 | 50% | 0.7 |
|
| 3084 |
3084
Water Asset Management
New York
| USD 202 M | +USD 53.9 M | +36% | 7.12% | 48.9% | 18 | 22.22% | 2.1 |
|
| 3085 |
3085
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 202 M | +USD 11.2 M | +6% | 5.99% | 53.3% | 385 | 9.35% | 1.1 |
|
| 3086 |
3086
Sustainable Insight Capital Management
New York
| USD 202 M | +USD 8.44 M | +4% | 7.35% | 150% | 67 | 50.75% | 0.2 |
|
| 3087 |
3087
BSW Wealth Partners
Boulder,
Colorado
| USD 202 M | +USD 10.5 M | +5% | 5.99% | 75.4% | 76 | 11.84% | 2.3 |
|
| 3088 |
3088
Marathon Capital Management
Hunt Valley,
Maryland
| USD 202 M | -USD 8.07 M | -4% | 3.6% | 70.9% | 94 | 15.96% | 1.9 |
|
| 3089 |
FIM
3089
Farmhouse Investment Management
Greenbrae,
California
| USD 202 M | – | – | 1.85% | – | 31 | – | 0 |
|
| 3090 |
3090
FSI Group
Cincinnati,
Ohio
| USD 201 M | +USD 13.9 M | +7% | 5.13% | 44.1% | 57 | 54.39% | 0.8 |
|
| 3091 |
3091
Birinyi Associates
Westport,
Connecticut
| USD 201 M | +USD 24.1 M | +14% | 8.6% | 113% | 99 | 25.25% | 2.5 |
|
| 3092 |
OM
3092
Opaleye Management
Boston,
Massachusetts
| USD 201 M | +USD 31.2 M | +18% | 30% | 748% | 53 | 39.62% | 0.9 |
|
| 3093 |
3093
Zhang Financial
Portage,
Michigan
| USD 201 M | +USD 16.5 M | +9% | 4% | 67.9% | 89 | 25.84% | 2.5 |
|
| 3094 |
3094
Mittleman Investment Management
Melville,
New York
| USD 201 M | -USD 1.22 M | -0.6% | 3.53% | 11.6% | 7 | 0% | 2.6 |
|
| 3095 |
3095
Fullerton Fund Management
Singapore
| USD 200 M | +USD 27 M | +16% | 14.6% | 412% | 29 | 27.59% | 0.6 |
|
| 3096 |
3096
Trimaran Fund Management
New York
| USD 200 M | -USD 5.86 M | -3% | 2.85% | 82.8% | 1 | 0% | 2.3 |
|
| 3097 |
3097
DCM International V
Menlo Park,
California
| USD 200 M | +USD 27.9 M | +16% | 17.6% | – | 2 | 0% | 0.8 |
|
| 3098 |
ITIM
3098
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 200 M | +USD 7.12 M | +4% | 2.74% | 114% | 131 | 5.34% | 2.7 |
|
| 3099 |
3099
Altavista Wealth Management
Asheville,
North Carolina
| USD 200 M | +USD 15.2 M | +8% | 5.11% | 80.6% | 134 | 11.94% | 2.5 |
|
| 3100 |
3100
Blue Edge Capital
Richmond,
Virginia
| USD 200 M | +USD 21.8 M | +12% | 5.74% | 67.4% | 82 | 9.76% | 2.1 |
|