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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
KG
3301
Karamaan Group
New York
| USD 125 M | +USD 7.21 M | +6% | 14.9% | – | 29 | 13.79% | 0.4 |
|
| 3302 |
SJL
3302
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 125 M | +USD 40 k | +0% | 1.99% | 73.4% | 23 | 8.7% | 0.9 |
|
| 3303 |
3303
Blue Fin Capital
Warren,
Rhode Island
| USD 125 M | +USD 11.3 M | +10% | 5.04% | 125% | 131 | 10.69% | 0.4 |
|
| 3304 |
TWA
3304
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 125 M | +USD 14.7 M | +13% | 4.8% | 27.4% | 50 | 24% | 0.4 |
|
| 3305 |
WCBA
3305
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 124 M | +USD 4.82 M | +4% | 8.11% | 52.2% | 586 | 13.48% | 0.9 |
|
| 3306 |
TCM
3306
Tuttle Capital Management
Riverside,
Connecticut
| USD 124 M | +USD 6.39 M | +5% | 6.17% | 115% | 31 | 38.71% | 0.2 |
|
| 3307 |
OFC
3307
Open Field Capital
New York,
United States
| USD 124 M | +USD 9.6 M | +8% | 6.05% | – | 37 | 16.22% | 0.4 |
|
| 3308 |
RTS
3308
Round Table Services
Westfield,
New Jersey
| USD 124 M | +USD 33.5 M | +37% | 4.53% | 16.1% | 54 | 12.96% | 0.7 |
|
| 3309 |
MCM
3309
Marathon Capital Management
Hunt Valley,
Maryland
| USD 124 M | -USD 8.78 M | -7% | 4.23% | 70.9% | 101 | 19.8% | 0.8 |
|
| 3310 |
CNC
3310
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 124 M | -USD 3.79 M | -3% | 3.44% | 73.3% | 83 | 7.23% | 0.9 |
|
| 3311 |
RA
3311
Raffles Associates
New York
| USD 124 M | +USD 24.1 M | +24% | 13.1% | 50% | 60 | 23.33% | 0.8 |
|
| 3312 |
3312
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 124 M | +USD 8.69 M | +8% | 2.86% | 41% | 70 | 21.43% | 0.7 |
|
| 3313 |
OC
3313
Oppenheimer & Close
New York
| USD 124 M | +USD 4.35 M | +4% | 5.96% | 149% | 55 | 9.09% | 0.9 |
|
| 3314 |
DFIM
3314
Detwiler Fenton Investment Management
Boston,
Massachusetts
| USD 124 M | +USD 7.93 M | +7% | 8.38% | – | 133 | 54.89% | 0.4 |
|
| 3315 |
IACGFA
3315
IDG-Accel China Growth Fund Associates
Central,
Hong Kong
| USD 123 M | -USD 26.3 M | -18% | 13.9% | – | 3 | 0% | 0.5 |
|
| 3316 |
FF
3316
Friedenthal Financial
Marlton,
New Jersey
| USD 123 M | +USD 5.04 M | +4% | 4.08% | 111% | 44 | 34.09% | 0.3 |
|
| 3317 |
T
3317
TradeWorx
Red Bank,
New Jersey
| USD 123 M | +USD 8.51 M | +7% | 9.08% | – | 566 | 87.28% | 0.1 |
|
| 3318 |
3318
Atika Capital Management
New York
| USD 123 M | +USD 5.54 M | +5% | 10.2% | 811% | 93 | 67.74% | 0.2 |
|
| 3319 |
NIS
3319
National Investment Services
Milwaukee,
Wisconsin
| USD 123 M | +USD 6.64 M | +6% | 4.09% | 47.2% | 58 | 24.14% | 0.8 |
|
| 3320 |
PVMCV
3320
Polaris Venture Management Co V
Boston,
Massachusetts
| USD 123 M | +USD 2.34 M | +2% | 8.58% | 281% | 7 | 42.86% | 0.2 |
|
| 3321 |
ACM
3321
Artha Capital Management
Stamford,
Connecticut
| USD 123 M | -USD 105 M | -46% | 4% | – | 25 | 68% | 0.3 |
|
| 3322 |
LWM
3322
LBA Wealth Management
Jacksonville,
Florida
| USD 123 M | +USD 567 k | +0.5% | 3.9% | 19.2% | 287 | 14.29% | 0.4 |
|
| 3323 |
GL
3323
Globe Life
Mckinney,
Texas
| USD 123 M | +USD 5.95 M | +5% | 4.59% | 60.1% | 27 | 14.81% | 0.8 |
|
| 3324 |
PVMCI
3324
Polaris Venture Management Co IV
Boston,
Massachusetts
| USD 122 M | -USD 29.1 M | -19% | 5.96% | 52.2% | 4 | 50% | 0.3 |
|
| 3325 |
PFG
3325
Piershale Financial Group
Barrington,
Illinois
| USD 122 M | +USD 36.6 M | +43% | 5.17% | 82% | 222 | 39.19% | 0.5 |
|