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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
MM
3101
Meridian Management
Little Rock,
Arkansas
| USD 174 M | +USD 9.18 M | +6% | 3.11% | 57.8% | 68 | 13.24% | 2.1 |
|
| 3102 |
EM
3102
EnTrustPermal Management
New York
| USD 174 M | -USD 25.4 M | -13% | 2.32% | 19.3% | 31 | 25.81% | 1.6 |
|
| 3103 |
BCCM
3103
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 174 M | +USD 4.27 M | +3% | 1.98% | 76.5% | 80 | 10% | 0.7 |
|
| 3104 |
MJP
3104
Michael J. Puzo
| USD 173 M | +USD 21.8 M | +14% | 3.32% | 90.3% | 79 | 11.39% | 2.6 |
|
| 3105 |
3105
Proficio Capital Partners
Newton,
Massachusetts
| USD 173 M | +USD 13.8 M | +9% | 4.1% | 97% | 1,199 | 14.76% | 0.6 |
|
| 3106 |
BRM
3106
Boston Research & Management
Manchester,
Massachusetts
| USD 173 M | +USD 8.17 M | +5% | 3.99% | 53.2% | 97 | 6.19% | 3 |
|
| 3107 |
LFR
3107
Lehman Financial Resources
Media,
Pennsylvania
| USD 173 M | -USD 26.2 M | -13% | 1.07% | 58.2% | 65 | 21.54% | 2.5 |
|
| 3108 |
3108
Bank Pictet & Cie (Asia)
Singapore
| USD 173 M | +USD 16.1 M | +10% | 4.51% | 30.4% | 66 | 22.73% | 0.7 |
|
| 3109 |
CC
3109
Cambrian Capital
San Francisco,
California
| USD 172 M | +USD 4.6 M | +3% | 8.3% | 17.3% | 57 | 26.32% | 1.4 |
|
| 3110 |
3110
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 172 M | +USD 13.9 M | +9% | 5.26% | 91.5% | 99 | 16.16% | 0.6 |
|
| 3111 |
3111
Cornerstone Management
Duluth,
Georgia
| USD 172 M | +USD 6.13 M | +4% | 2.26% | 43.6% | 45 | 4.44% | 1.5 |
|
| 3112 |
3112
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 172 M | +USD 19.1 M | +13% | 2.44% | 75.5% | 166 | 18.07% | 0.6 |
|
| 3113 |
3113
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 172 M | +USD 16.5 M | +11% | 4.21% | 62.5% | 445 | 5.62% | 2.4 |
|
| 3114 |
BFA
3114
Benedict Financial Advisors
Atlanta,
Georgia
| USD 171 M | +USD 614 k | +0.4% | 0.82% | 72.4% | 102 | 8.82% | 1.5 |
|
| 3115 |
BC
3115
Birchview Capital
Burlington,
Vermont
| USD 171 M | +USD 33.6 M | +24% | 36.7% | 327% | 48 | 16.67% | 1.2 |
|
| 3116 |
MI
3116
Mercer Investments
Boston,
Massachusetts
| USD 171 M | +USD 85.2 M | +99% | 3% | 33.1% | 10 | 20% | 1.9 |
|
| 3117 |
3117
Thomasville National Bank
Thomasville,
Georgia
| USD 171 M | -USD 209 M | -55% | 5% | – | 169 | 62.72% | 1.9 |
|
| 3118 |
SRCM
3118
Swift Run Capital Management
Charlottesville,
Virginia
| USD 171 M | +USD 14.2 M | +9% | 6.79% | 9.9% | 60 | 13.33% | 1.3 |
|
| 3119 |
3119
Cryder Capital Partners
London,
United Kingdom
| USD 171 M | +USD 46 M | +37% | 11% | 55.7% | 10 | 0% | 1.6 |
|
| 3120 |
MG
3120
Magnolia Group
Omaha,
Nebraska
| USD 171 M | +USD 15.9 M | +10% | 9.82% | 9.52% | 9 | 11.11% | 0.7 |
|
| 3121 |
HFBOT
3121
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 171 M | +USD 3.2 M | +2% | 2.35% | 74% | 63 | 6.35% | 0.7 |
|
| 3122 |
WPIC
3122
White Pine Investment Company
Livonia,
Michigan
| USD 170 M | +USD 3.68 M | +2% | 3.96% | 73.3% | 60 | 11.67% | 2.5 |
|
| 3123 |
3123
Park Avenue Securities
New York
| USD 170 M | -USD 414 M | -71% | 0.73% | 71% | 102 | 63.73% | 0.6 |
|
| 3124 |
EGA
3124
E&G Advisors
Houston,
Texas
| USD 170 M | +USD 5.51 M | +3% | 3.89% | 97.7% | 115 | 11.3% | 1.4 |
|
| 3125 |
VHMC
3125
Value Holdings Management Company
Hampton Bays,
New York
| USD 170 M | +USD 14.6 M | +9% | 9.68% | 125% | 42 | 9.52% | 2 |
|