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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
Grace Capital
Quincy,
Massachusetts
| USD 256 M | +USD 40.8 M | +19% | 18% | 127% | 236 | 25.42% | 1.1 |
|
| 3077 |
3077
Cadence Bank NA
Houston,
Texas
| USD 255 M | +USD 32.9 M | +15% | 12.7% | 33.3% | 170 | 9.41% | 3 |
|
| 3078 |
3078
Natixis Investment Managers International
Paris,
France
| USD 255 M | +USD 23.6 M | +10% | 16.5% | 34.7% | 13 | 15.38% | 5.1 |
|
| 3079 |
3079
VV Manager
Boston,
Massachusetts
| USD 255 M | +USD 21.7 M | +9% | 9.59% | – | 3 | 0% | 0.3 |
|
| 3080 |
3080
Formidable Asset Management
Cincinnati,
Ohio
| USD 254 M | +USD 65.3 M | +35% | 11% | 52.2% | 259 | 93.05% | 0.2 |
|
| 3081 |
3081
Passport Capital
San Francisco,
California
| USD 254 M | -USD 174 M | -41% | 29.2% | 40.2% | 14 | 71.43% | 0.1 |
|
| 3082 |
3082
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 254 M | +USD 26.7 M | +12% | 13.7% | 64% | 159 | 10.06% | 3.4 |
|
| 3083 |
3083
Continental Grain Company
New York
| USD 254 M | -USD 393 k | -0.2% | 5.26% | 5.73% | 5 | 20% | 0.2 |
|
| 3084 |
3084
Alpha Capital Management
Austin,
Texas
| USD 254 M | +USD 40.6 M | +19% | 13.2% | 88% | 96 | 11.46% | 2.2 |
|
| 3085 |
3085
Amarillo National Bank
Amarillo,
Texas
| USD 254 M | +USD 74.5 M | +42% | 11.4% | 63.5% | 92 | 8.7% | 3.6 |
|
| 3086 |
3086
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 254 M | -USD 34 M | -12% | 14.5% | 86.3% | 14 | 35.71% | 0.6 |
|
| 3087 |
3087
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 254 M | +USD 46.7 M | +23% | 9.32% | 62.3% | 113 | 24.78% | 2.4 |
|
| 3088 |
3088
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 254 M | +USD 26.1 M | +11% | 11.8% | 49.3% | 46 | 2.17% | 4.7 |
|
| 3089 |
3089
Point72 Hong Kong
Hong Kong
| USD 253 M | +USD 39.8 M | +19% | 22.4% | 396% | 1,446 | 69.09% | 0.2 |
|
| 3090 |
3090
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 253 M | +USD 18.2 M | +8% | 8.88% | 72.5% | 59 | 27.12% | 1.6 |
|
| 3091 |
3091
HughesLittle Investment Management
Vancouver,
| USD 253 M | +USD 34.9 M | +16% | 18.5% | 106% | 18 | 22.22% | 3.3 |
|
| 3092 |
ECM
3092
Endurant Capital Management
San Mateo,
California
| USD 253 M | +USD 63.7 M | +34% | 5.61% | 18.4% | 92 | 71.74% | 0.4 |
|
| 3093 |
3093
BSW Wealth Partners
Boulder,
Colorado
| USD 253 M | -USD 12.1 M | -5% | 10.8% | 75.4% | 109 | 21.1% | 2.9 |
|
| 3094 |
3094
Monetary Management Group
St Louis,
Missouri
| USD 253 M | +USD 31.3 M | +14% | 14.1% | 138% | 305 | 8.2% | 3.9 |
|
| 3095 |
3095
Bridgeworth
Birmingham,
Alabama
| USD 252 M | +USD 77.6 M | +44% | 10.8% | 19.3% | 160 | 31.25% | 1.1 |
|
| 3096 |
3096
Affinity Wealth Management
Wilmington,
Delaware
| USD 252 M | +USD 87.1 M | +53% | 15.5% | 116% | 113 | 28.32% | 1.3 |
|
| 3097 |
3097
Rosenblum Silverman Sutton
San Francisco,
California
| USD 252 M | +USD 32.9 M | +15% | 18.7% | 90.1% | 68 | 32.35% | 2.8 |
|
| 3098 |
3098
Sound Point Capital Management
New York
| USD 252 M | -USD 306 M | -55% | 1.64% | 61.5% | 27 | 33.33% | 0.8 |
|
| 3099 |
TA
3099
Tamarack Advisers
Carlsbad,
California
| USD 252 M | +USD 6.65 M | +3% | 25.1% | 46.5% | 28 | 46.43% | 1.2 |
|
| 3100 |
3100
Machina Capital
Paris,
France
| USD 252 M | +USD 100 M | +66% | 12.3% | 34.8% | 569 | 71.7% | 0.1 |
|