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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
Shaker Financial Services
Arlington,
Virginia
| USD 212 M | +USD 22.7 M | +12% | 1.09% | 12.9% | 145 | 50.34% | 0.7 |
|
| 3252 |
3252
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 211 M | – | – | 4.65% | 72.8% | 34 | – | 0 |
|
| 3253 |
3253
Raytheon Master Pension Trust
Waltham,
Massachusetts
| USD 211 M | +USD 128 M | +154% | 5.62% | 36.3% | 5 | 40% | 1.4 |
|
| 3254 |
TL
3254
TowerView LLC
New York
| USD 211 M | +USD 18.3 M | +10% | 0.44% | 17.9% | 25 | 16% | 2.9 |
|
| 3255 |
3255
Pacific Grove Capital
San Francisco,
California
| USD 211 M | -USD 40 M | -16% | 2.52% | 9.9% | 118 | 64.41% | 0.3 |
|
| 3256 |
3256
Point View Wealth Management
Summit,
New Jersey
| USD 211 M | +USD 2.52 M | +1% | 6.5% | 27% | 279 | 13.62% | 2.8 |
|
| 3257 |
3257
Confluence Wealth Management
Portland,
Oregon
| USD 211 M | +USD 6.48 M | +3% | 4.8% | 31.9% | 127 | 7.09% | 2.5 |
|
| 3258 |
3258
Stordahl Capital Management
Greenwood Village,
Colorado
| USD 210 M | – | – | 3.94% | 54% | 43 | – | 0 |
|
| 3259 |
UIM
3259
Underhill Investment Management
Greenbrae,
California
| USD 210 M | +USD 25.3 M | +14% | 13.6% | 59.8% | 26 | 15.38% | 2 |
|
| 3260 |
3260
American National Registered Investment Advisor
Galveston,
Texas
| USD 210 M | +USD 10.5 M | +5% | 6.78% | 95.8% | 247 | 4.05% | 3.4 |
|
| 3261 |
BCM
3261
BlueMar Capital Management
Miami,
Florida
| USD 210 M | +USD 10 M | +5% | 12.5% | 27.4% | 79 | 51.9% | 0.9 |
|
| 3262 |
VM
3262
VPR Management
Houston,
Texas
| USD 209 M | +USD 8.42 M | +4% | 5.08% | 54.5% | 14 | 7.14% | 0.4 |
|
| 3263 |
3263
Lannebo Fonder
Stockholm,
Sweden
| USD 209 M | +USD 23.5 M | +13% | 9.74% | 49.8% | 23 | 8.7% | 1.6 |
|
| 3264 |
3264
SigFig Wealth Management
San Francisco,
California
| USD 209 M | +USD 59.6 M | +40% | 3.45% | 49.3% | 32 | 12.5% | 0.7 |
|
| 3265 |
3265
Roanoke Asset Management
Jersey City,
New Jersey
| USD 209 M | -USD 3.18 M | -1% | 6.62% | 50.3% | 108 | 3.7% | 3.4 |
|
| 3266 |
3266
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 209 M | +USD 9.7 M | +5% | 7.02% | 83.3% | 83 | 7.23% | 1.6 |
|
| 3267 |
3267
Aquamarine Capital Management
New York
| USD 209 M | +USD 11.8 M | +6% | 6.11% | 23% | 18 | 11.11% | 2.5 |
|
| 3268 |
3268
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 209 M | +USD 8.41 M | +4% | 5.77% | 101% | 127 | 19.69% | 2.7 |
|
| 3269 |
3269
Summit Asset Management
Memphis,
Tennessee
| USD 209 M | +USD 9.08 M | +5% | 5.11% | 48.9% | 111 | 8.11% | 3.2 |
|
| 3270 |
3270
Bard Associates
Chicago,
Illinois
| USD 208 M | -USD 6.31 M | -3% | 0.1% | 241% | 183 | 7.1% | 3.1 |
|
| 3271 |
3271
Cedar Capital
Barrington,
Illinois
| USD 208 M | -USD 3.7 M | -2% | 3.99% | 98% | 138 | 20.29% | 0.9 |
|
| 3272 |
BCA
3272
Bray Capital Advisors
Naples,
Florida
| USD 208 M | +USD 19.1 M | +10% | 5.02% | 36.6% | 141 | 18.44% | 1.7 |
|
| 3273 |
HEC
3273
Hudson Executive Capital
New York
| USD 208 M | +USD 9.47 M | +5% | 12.2% | 127% | 8 | 37.5% | 0.9 |
|
| 3274 |
3274
Water Asset Management
New York
| USD 208 M | +USD 8.38 M | +4% | 7.63% | 48.9% | 21 | 23.81% | 2.2 |
|
| 3275 |
3275
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 208 M | -USD 15.2 M | -7% | 2.31% | 7.8% | 101 | 32.67% | 1.3 |
|