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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 62.4 M | -USD 69 k | -0.1% | 1.48% | 63.9% | 68 | 44.12% | 0.2 |
|
| 3252 |
3252
GCP Capital Partners
New York
| USD 62.2 M | -USD 295 M | -83% | 10.8% | – | 1 | 0% | 0.3 |
|
| 3253 |
3253
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 61.6 M | -USD 38.8 M | -39% | 4.87% | 80.4% | 30 | 13.33% | 0.2 |
|
| 3254 |
3254
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| USD 61.1 M | +USD 31.1 M | +104% | 7.69% | – | 275 | 34.55% | 0.2 |
|
| 3255 |
EWP
3255
Edmunds White Partners
Richmond,
Virginia
| USD 60.4 M | -USD 1.28 M | -2% | 14.1% | – | 70 | 67.14% | 0.1 |
|
| 3256 |
BCM
3256
Blenheim Capital Management
Berkeley Heights,
New Jersey
| USD 60.3 M | +USD 22.2 M | +58% | 25.6% | – | 12 | 33.33% | 0.2 |
|
| 3257 |
3257
BP Capital Management
Dallas,
Texas
| USD 60.1 M | -USD 41.8 M | -41% | 18.9% | – | 43 | 69.77% | 0.2 |
|
| 3258 |
SM
3258
Southport Management
Wilson,
Wyoming
| USD 59.5 M | -USD 11.6 M | -16% | 11.5% | 107% | 48 | 64.58% | 0.1 |
|
| 3259 |
3259
Thoma Cressey Bravo
Chicago,
Illinois
| USD 59.3 M | +USD 872 k | +1% | 18% | – | 2 | 0% | 0.3 |
|
| 3260 |
3260
Post Advisory Group
Santa Monica,
California
| USD 58.4 M | -USD 10.7 M | -15% | 0% | – | 3 | 0% | 0.3 |
|
| 3261 |
3261
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 58.4 M | -USD 1.26 M | -2% | 3.2% | 72.7% | 64 | 7.81% | 0.2 |
|
| 3262 |
CCM
3262
Credo Capital Management
Baltimore,
Maryland
| USD 58.2 M | -USD 71.6 M | -55% | 9.56% | – | 193 | 30.05% | 0.2 |
|
| 3263 |
3263
Macroview Investment Management
Bethesda,
Maryland
| USD 58.1 M | -USD 37.9 M | -39% | 0% | 67.2% | 299 | 47.49% | 0.2 |
|
| 3264 |
3264
Cornerstone Advisors (Washington)
Bellevue,
Washington
| USD 58 M | +USD 17.3 M | +43% | 2.5% | 24.3% | 357 | 18.77% | 0.2 |
|
| 3265 |
3265
Charles River Partnership XIII
Cambridge,
Massachusetts
| USD 57.8 M | – | – | 3.54% | – | 2 | – | 0 |
|
| 3266 |
3266
SCGF Genpar
Menlo Park,
California
| USD 56.9 M | -USD 488 M | -90% | 31.5% | – | 3 | 33.33% | 0.3 |
|
| 3267 |
RJ
3267
Ronald Juvonen
| USD 55.5 M | +USD 4.69 M | +9% | 30.4% | – | 8 | 0% | 0.3 |
|
| 3268 |
AWS
3268
Aris Wealth Services
State College,
Pennsylvania
| USD 54.6 M | +USD 7.88 M | +17% | 1.35% | – | 98 | 26.53% | 0.2 |
|
| 3269 |
DAL
3269
David A. Lorber
| USD 54.5 M | +USD 25.9 M | +91% | 11.4% | 44.6% | 59 | 71.19% | 0.1 |
|
| 3270 |
3270
Security National Bank of So Dak
Sioux City,
Iowa
| USD 54.4 M | -USD 4.16 M | -7% | 4.88% | 67.7% | 74 | 10.81% | 0.2 |
|
| 3271 |
RCM
3271
Rotella Capital Management
Bellevue,
Washington
| USD 53.7 M | +USD 22.3 M | +71% | 5.62% | 26.6% | 216 | 72.22% | 0.1 |
|
| 3272 |
3272
Marshall & Sullivan
Seattle,
Washington
| USD 53.5 M | +USD 4.14 M | +8% | 8.58% | 82% | 37 | 5.41% | 0.2 |
|
| 3273 |
UPA
3273
Union Point Advisors
San Mateo,
California
| USD 53.4 M | – | – | 23.2% | – | 21 | – | 0 |
|
| 3274 |
3274
Marcuard Family Office
Zurich,
Switzerland
| USD 52.4 M | -USD 9.8 M | -16% | 5.65% | – | 35 | 14.29% | 0.2 |
|
| 3275 |
GDF
3275
Graham & Dodd Fund
New York
| USD 51.8 M | +USD 1.59 M | +3% | 6.05% | – | 61 | 29.51% | 0.2 |
|