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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
FPCM
3176
Fox Point Capital Management
New York
| USD 132 M | -USD 55 M | -29% | 12.2% | 201% | 40 | 77.5% | 0.2 |
|
| 3177 |
3177
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 132 M | – | – | 0.93% | 76.8% | 59 | – | 0 |
|
| 3178 |
3178
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| USD 132 M | -USD 46.3 M | -26% | 4.27% | 41.3% | 61 | 29.51% | 0.3 |
|
| 3179 |
3179
Stringer Asset Management
Memphis,
Tennessee
| USD 132 M | +USD 18.1 M | +16% | 1.91% | 16.4% | 30 | 36.67% | 0.2 |
|
| 3180 |
3180
IRON Financial
Northbrook,
Illinois
| USD 131 M | +USD 33.4 M | +34% | 0.79% | 51.4% | 86 | 62.79% | 0.1 |
|
| 3181 |
3181
Somerset Trust
Somerset,
Pennsylvania
| USD 131 M | -USD 263 k | -0.2% | 0.94% | 80.5% | 211 | 13.74% | 0.2 |
|
| 3182 |
KCM
3182
Keane Capital Management
Charlotte,
North Carolina
| USD 131 M | +USD 4.58 M | +4% | 5.74% | – | 105 | 54.29% | 0.4 |
|
| 3183 |
3183
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| USD 131 M | +USD 207 k | +0.2% | 1.02% | 72.3% | 74 | 8.11% | 0.3 |
|
| 3184 |
3184
Yorkville Capital Management
New York
| USD 131 M | +USD 6.64 M | +5% | 7.36% | – | 58 | 15.52% | 0.7 |
|
| 3185 |
3185
Caxton Corporation
Princeton,
New Jersey
| USD 131 M | -USD 26.5 M | -17% | 16.8% | 512% | 4 | 50% | 0.3 |
|
| 3186 |
3186
Western Asset Management Company
Pasadena,
California
| USD 131 M | +USD 9.49 M | +8% | 5.13% | 2.29% | 24 | 25% | 0.5 |
|
| 3187 |
3187
Barings Real Estate Advisers
Hartford,
Connecticut
| USD 131 M | -USD 10.1 M | -7% | 10.1% | 44.2% | 60 | 35% | 0.5 |
|
| 3188 |
NVIM
3188
New Vernon Investment Management
Highland Park,
Illinois
| USD 131 M | +USD 32.8 M | +33% | 4.84% | 83.1% | 48 | 43.75% | 0.4 |
|
| 3189 |
3189
Mad River Investors
Boston,
Massachusetts
| USD 131 M | -USD 3.41 M | -3% | 1.68% | 225% | 34 | 11.76% | 0.7 |
|
| 3190 |
3190
Beck Capital Management
Austin,
Texas
| USD 131 M | +USD 6.42 M | +5% | 4.07% | 291% | 159 | 18.24% | 0.2 |
|
| 3191 |
APAI
3191
Asia Pacific Associates III
Georgetown Grand Cayman,
British Columbia, Canada
| USD 131 M | +USD 1.32 M | +1% | 1.02% | – | 1 | 0% | 0.8 |
|
| 3192 |
3192
Institutional Venture Management XIII
Menlo Park,
California
| USD 131 M | – | – | 4.39% | – | 3 | – | 0 |
|
| 3193 |
3193
Camarda Financial Advisors
Fleming Island,
Florida
| USD 130 M | +USD 7.66 M | +6% | 2.35% | 196% | 249 | 44.58% | 0.3 |
|
| 3194 |
3194
Parkside Advisors
Berkeley,
California
| USD 130 M | +USD 8.01 M | +7% | 1.05% | 36.7% | 31 | 9.68% | 0.2 |
|
| 3195 |
3195
Whippoorwill Associates
White Plains,
New York
| USD 130 M | +USD 2.6 M | +2% | 0.31% | – | 8 | 12.5% | 0.3 |
|
| 3196 |
ACM
3196
Azentus Capital Management
Hong Kong
| USD 130 M | +USD 1.47 M | +1% | 8.19% | – | 12 | 83.33% | 0.2 |
|
| 3197 |
NFG
3197
Noven Financial Group
Denver,
Colorado
| USD 130 M | -USD 15.2 M | -10% | 1.69% | 45.1% | 38 | 31.58% | 0.2 |
|
| 3198 |
TC
3198
Teilinger Capital
Houston,
Texas
| USD 130 M | +USD 48.8 M | +60% | 11.1% | 30.2% | 14 | 85.71% | 0.2 |
|
| 3199 |
3199
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
| USD 130 M | +USD 27.6 M | +27% | 0.89% | 19.2% | 162 | 19.75% | 0.2 |
|
| 3200 |
RJA
3200
Robshaw & Julian Associates
Williamsville,
New York
| USD 130 M | +USD 8.8 M | +7% | 0.1% | 19.3% | 43 | 16.28% | 0.7 |
|