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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
Engle Capital Management
Greenwich,
Connecticut
| USD 226 M | -USD 76.3 M | -25% | 18.9% | 398% | 29 | 62.07% | 0.8 |
|
| 3077 |
3077
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 226 M | -USD 64.8 M | -22% | 16.7% | – | 136 | 6.62% | 1.6 |
|
| 3078 |
3078
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 225 M | -USD 38.6 M | -15% | 10.1% | 47.2% | 423 | 15.6% | 1.2 |
|
| 3079 |
MJP
3079
Michael J. Puzo
| USD 225 M | -USD 40 M | -15% | 9.36% | 90.3% | 85 | 12.94% | 4.2 |
|
| 3080 |
3080
Proficio Capital Partners
Newton,
Massachusetts
| USD 225 M | -USD 78.9 M | -26% | 12.3% | 97% | 1,335 | 12.81% | 2.3 |
|
| 3081 |
MP
3081
Mediatel Partners
Fort Worth,
Texas
| USD 225 M | -USD 12.6 M | -5% | 5.16% | 11.6% | 2 | 0% | 5.5 |
|
| 3082 |
3082
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 225 M | -USD 46.4 M | -17% | 12.6% | 80.3% | 614 | 10.59% | 1.2 |
|
| 3083 |
3083
Ferris Capital
Marlborough,
Massachusetts
| USD 225 M | -USD 28.2 M | -11% | 13.8% | 67% | 717 | 8.09% | 0.9 |
|
| 3084 |
3084
Hillman Company
Pittsburgh,
Pennsylvania
| USD 225 M | -USD 57.3 M | -20% | 23% | 134% | 16 | 25% | 1.7 |
|
| 3085 |
3085
Paradigm Financial Advisors
Des Peres,
Missouri
| USD 224 M | -USD 31.5 M | -12% | 14% | 114% | 140 | 14.29% | 2.9 |
|
| 3086 |
PC
3086
Premise Capital
Naperville,
Illinois
| USD 224 M | +USD 70.4 M | +46% | 3.17% | 43% | 25 | 36% | 1.4 |
|
| 3087 |
3087
BDT Capital Partners
Chicago,
Illinois
| USD 224 M | -USD 162 M | -42% | 42% | 25.5% | 1 | 0% | 5.5 |
|
| 3088 |
3088
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 224 M | +USD 29.7 M | +15% | 11.9% | 92.5% | 123 | 29.27% | 2.6 |
|
| 3089 |
3089
Ruggie Capital Group
Tavares,
Florida
| USD 223 M | +USD 73.7 M | +49% | 10.8% | 22% | 546 | 59.52% | 0.7 |
|
| 3090 |
3090
World Investment Advisors
Santa Barbara,
California
| USD 223 M | – | – | 12.6% | 65.4% | 157 | – | 0 |
|
| 3091 |
3091
Corbyn Investment Management
Lutherville,
Maryland
| USD 223 M | -USD 67.8 M | -23% | 18% | 71.9% | 51 | 9.8% | 3.1 |
|
| 3092 |
3092
Chou Associates Management
Toronto,
Ontario, Canada
| USD 223 M | -USD 75 M | -25% | 20.1% | 66.4% | 28 | 10.71% | 2.8 |
|
| 3093 |
3093
Birch Grove Capital
New York
| USD 222 M | -USD 29.2 M | -12% | 2.53% | 2.66% | 33 | 36.36% | 0.6 |
|
| 3094 |
3094
FCA Corp
Houston,
Texas
| USD 222 M | -USD 39.5 M | -15% | 10.7% | 57.4% | 165 | 12.73% | 3 |
|
| 3095 |
3095
Cadence Bank NA
Houston,
Texas
| USD 222 M | -USD 40.8 M | -15% | 9.64% | 33.3% | 177 | 13.56% | 3 |
|
| 3096 |
3096
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 222 M | -USD 112 M | -33% | 8.78% | 92% | 172 | 12.79% | 3.3 |
|
| 3097 |
VIA
3097
Vantis Investment Advisers
Miami,
Florida
| USD 222 M | +USD 31.5 M | +17% | 20.2% | 39.6% | 16 | 43.75% | 0.4 |
|
| 3098 |
3098
Fulcrum Capital
Seattle,
Washington
| USD 222 M | -USD 34.5 M | -13% | 11.8% | 102% | 65 | 26.15% | 0.8 |
|
| 3099 |
3099
Greencape Capital
Melbourne,
Australia
| USD 222 M | -USD 29.8 M | -12% | 17.5% | 98.1% | 5 | 0% | 1.6 |
|
| 3100 |
3100
Monetary Management Group
St Louis,
Missouri
| USD 221 M | -USD 40.5 M | -15% | 13.4% | 138% | 321 | 14.02% | 3.9 |
|