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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
DAFNA Capital Management
Los Angeles,
California
| USD 91.5 M | +USD 23.2 M | +34% | 31.5% | 313% | 57 | 24.56% | 0.2 |
|
| 3127 |
3127
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 91.5 M | +USD 12.1 M | +15% | 5.98% | 168% | 197 | 17.26% | 0.2 |
|
| 3128 |
RCA
3128
Rex Capital Advisors
Providence,
Rhode Island
| USD 91.1 M | -USD 33.2 M | -27% | 10.8% | 7.31% | 57 | 14.04% | 0.2 |
|
| 3129 |
SWM
3129
Strategic Wealth Management
Kirkland,
Washington
| USD 91 M | -USD 4.48 M | -5% | 10.9% | 52.8% | 36 | 47.22% | 0.2 |
|
| 3130 |
3130
State of New Jersey Common Pension Fund B
Trenton,
New Jersey
| USD 91 M | +USD 17.8 M | +24% | 0.84% | – | 14 | 14.29% | 0.2 |
|
| 3131 |
3131
ArchPoint Investors
Coral Gables,
Florida
| USD 90.8 M | +USD 6 M | +7% | 5.8% | 111% | 96 | 13.54% | 0.2 |
|
| 3132 |
3132
Metropolitan Capital Advisors
New York
| USD 90.7 M | +USD 11.8 M | +15% | 4.83% | – | 51 | 37.25% | 0.2 |
|
| 3133 |
3133
FNY Managed Accounts
New York
| USD 90.3 M | +USD 26.3 M | +41% | 21.9% | 14.7% | 241 | 90.04% | 0 |
|
| 3134 |
SIC
3134
Sky Investment Counsel
Toronto,
Ontario, Canada
| USD 90.3 M | -USD 42.4 M | -32% | 20.8% | – | 10 | 0% | 0.3 |
|
| 3135 |
NCA
3135
NCM Capital Advisers
Durham,
North Carolina
| USD 90.3 M | -USD 15.9 M | -15% | 10% | 45.4% | 97 | 12.37% | 0.2 |
|
| 3136 |
SM
3136
SLS Management
New York
| USD 89.1 M | +USD 12.5 M | +16% | 4.57% | 11.3% | 23 | 43.48% | 0.2 |
|
| 3137 |
3137
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 88.9 M | +USD 3.26 M | +4% | 2.98% | 67.8% | 106 | 8.49% | 0.2 |
|
| 3138 |
ACM
3138
Argonaut Capital Management
New York
| USD 88.6 M | -USD 134 M | -60% | 15.6% | – | 36 | 50% | 0.2 |
|
| 3139 |
3139
Comerica Securities
Detroit,
Michigan
| USD 88.1 M | +USD 14.7 M | +20% | 5.46% | 25.6% | 94 | 34.04% | 0.2 |
|
| 3140 |
3140
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 88.1 M | +USD 19.2 M | +28% | 6.52% | 73.7% | 244 | 35.25% | 0.2 |
|
| 3141 |
AC
3141
Altus Capital
Mayfield Heights,
Ohio
| USD 87.4 M | +USD 8.84 M | +11% | 23.9% | – | 24 | 16.67% | 0.2 |
|
| 3142 |
3142
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 87.3 M | -USD 369 M | -81% | 3.24% | 85.6% | 155 | 49.68% | 0.2 |
|
| 3143 |
3143
Regents of the University of California
Oakland,
California
| USD 87.3 M | -USD 98.4 M | -53% | 11% | 86.1% | 104 | 53.85% | 0.1 |
|
| 3144 |
3144
Spinnaker Capital (UK)
London England,
United Kingdom
| USD 86.4 M | +USD 43.4 M | +101% | 3.73% | – | 4 | 50% | 0.1 |
|
| 3145 |
OI
3145
OBH Inc
San Antonio,
Texas
| USD 86.3 M | -USD 456 M | -84% | 8.11% | – | 5 | 60% | 0.3 |
|
| 3146 |
3146
Summit Rock Advisors
New York
| USD 85.9 M | +USD 28.2 M | +49% | 5.85% | – | 3 | 0% | 0.3 |
|
| 3147 |
3147
WESPAC Advisors
Orinda,
California
| USD 85.8 M | +USD 19.9 M | +30% | 6.43% | 112% | 131 | 40.46% | 0.2 |
|
| 3148 |
3148
Suncoast Equity Management
Tampa,
Florida
| USD 85.5 M | +USD 7.17 M | +9% | 7.75% | 82.9% | 21 | 0% | 0.3 |
|
| 3149 |
3149
Zeke LP
Berwyn,
Pennsylvania
| USD 85.4 M | +USD 8.93 M | +12% | 10.4% | – | 56 | 16.07% | 0.2 |
|
| 3150 |
3150
Excalibur Management
Waltham,
Massachusetts
| USD 85.2 M | +USD 4.6 M | +6% | 1.09% | 81.7% | 60 | 5% | 0.2 |
|