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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 214 M | +USD 12.2 M | +6% | 6.44% | 79.3% | 73 | 4.11% | 3.3 |
|
| 3327 |
CRM
3327
Capital Returns Management
Rye,
New York
| USD 214 M | -USD 81.9 M | -28% | 8.25% | 4.39% | 34 | 47.06% | 1.1 |
|
| 3328 |
3328
MGO One Seven
Beachwood,
Ohio
| USD 214 M | – | – | 6.72% | 90.7% | 357 | – | 0.7 |
|
| 3329 |
3329
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 213 M | +USD 13.6 M | +7% | 4.21% | 69.3% | 240 | 18.75% | 1.1 |
|
| 3330 |
3330
Dalton Investments
Las Vegas,
Nevada
| USD 213 M | -USD 19.8 M | -8% | 4.66% | 95.1% | 40 | 15% | 2.2 |
|
| 3331 |
3331
Sanders Morris Harris
Houston,
Texas
| USD 213 M | -USD 2.6 M | -1% | 1.3% | 85.8% | 153 | 19.61% | 1.7 |
|
| 3332 |
1C
3332
1060 Capital
Denver,
Colorado
| USD 213 M | -USD 159 M | -43% | 0.16% | 301% | 44 | 95.45% | 0.1 |
|
| 3333 |
3333
Stanley Capital Management
Houston,
Texas
| USD 213 M | -USD 14.4 M | -6% | 2.86% | 158% | 34 | 5.88% | 2.7 |
|
| 3334 |
LFR
3334
Lehman Financial Resources
Media,
Pennsylvania
| USD 213 M | +USD 14.9 M | +8% | 4.25% | 58.2% | 105 | 19.05% | 2.3 |
|
| 3335 |
SH
3335
Sandia Holdings
Greenwich,
Connecticut
| USD 213 M | -USD 9.8 M | -4% | 5.05% | – | 21 | 14.29% | 1.2 |
|
| 3336 |
3336
Compass Group
New York
| USD 213 M | -USD 54.2 M | -20% | 3.29% | 64.6% | 17 | 41.18% | 0.5 |
|
| 3337 |
3337
Tegean Capital Management
New York
| USD 213 M | +USD 21.1 M | +11% | 4.04% | – | 22 | 18.18% | 1.8 |
|
| 3338 |
DCM
3338
DeGreen Capital Management
Scottsdale,
Arizona
| USD 213 M | +USD 1.29 M | +0.6% | 1.73% | 28.5% | 19 | 36.84% | 1.6 |
|
| 3339 |
DCCA
3339
D.C. Capital Advisors
New York
| USD 213 M | -USD 6.24 M | -3% | 4.63% | 59.9% | 31 | 32.26% | 1.8 |
|
| 3340 |
3340
Cheviot Value Management
Beverly Hills,
California
| USD 213 M | +USD 8.85 M | +4% | 6.45% | 77.8% | 71 | 8.45% | 2.7 |
|
| 3341 |
GCA
3341
Gideon Capital Advisors
New York
| USD 212 M | +USD 12.5 M | +6% | 2.4% | 37.6% | 552 | 76.99% | 0.2 |
|
| 3342 |
3342
Stewardship Financial Advisors
Stockbridge,
Georgia
| USD 212 M | +USD 11.6 M | +6% | 5.44% | 39.1% | 76 | 38.16% | 1.4 |
|
| 3343 |
3343
Firsthand Capital Management
San Jose,
California
| USD 212 M | -USD 1.07 M | -0.5% | 17.7% | 265% | 56 | 17.86% | 2.6 |
|
| 3344 |
3344
Brickley Wealth Management
San Mateo,
California
| USD 212 M | -USD 5.37 M | -2% | 4.77% | 62.6% | 42 | 42.86% | 0.4 |
|
| 3345 |
3345
Arcus Capital Partners
Atlanta,
Georgia
| USD 212 M | +USD 7.02 M | +3% | 2.48% | 69.2% | 113 | 13.27% | 1.5 |
|
| 3346 |
3346
Parkside Investments
Deerfield,
Illinois
| USD 212 M | +USD 7.46 M | +4% | 4.42% | 70.4% | 162 | 48.77% | 0.6 |
|
| 3347 |
3347
Omega Fund Management
Boston,
Massachusetts
| USD 211 M | +USD 75.9 M | +56% | 1.48% | 106% | 14 | 7.14% | 2.1 |
|
| 3348 |
DLG
3348
Daniel L. Goodwin
| USD 211 M | -USD 5.02 M | -2% | 1.39% | 72.6% | 99 | 7.07% | 3 |
|
| 3349 |
LP
3349
LGL Partners
Philadelphia,
Pennsylvania
| USD 211 M | -USD 1.36 M | -0.6% | 3.4% | 68.9% | 59 | 11.86% | 2.1 |
|
| 3350 |
APSP
3350
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 211 M | +USD 6.09 M | +3% | 5.49% | 62.1% | 290 | 10% | 2.5 |
|