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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
CW
3376
Cabot-Wellington
Boston,
Massachusetts
| USD 172 M | -USD 1.54 M | -0.9% | 5.18% | 65% | 15 | 6.67% | 3.6 |
|
| 3377 |
CMI
3377
Cider Mill Investments
Greenwich,
Connecticut
| USD 172 M | +USD 12.6 M | +8% | 8.57% | – | 27 | 33.33% | 0.4 |
|
| 3378 |
PWMAG
3378
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 172 M | +USD 10.3 M | +6% | 4.4% | 80.5% | 142 | 4.23% | 1.9 |
|
| 3379 |
CWM
3379
Catamount Wealth Management
Westport,
Connecticut
| USD 172 M | +USD 7.57 M | +5% | 8.64% | 70.7% | 215 | 30.7% | 1.4 |
|
| 3380 |
2L
3380
22NW LP
Seattle,
Washington
| USD 171 M | -USD 5.74 M | -3% | 4.97% | 138% | 97 | 27.84% | 0.6 |
|
| 3381 |
SAM
3381
Sequent Asset Management
Houston,
Texas
| USD 171 M | +USD 7.35 M | +4% | 2.54% | 51.3% | 63 | 4.76% | 2.7 |
|
| 3382 |
FA
3382
FMA Advisory
Harrisburg,
Pennsylvania
| USD 171 M | -USD 23.6 M | -12% | 2.58% | 46.7% | 141 | 27.66% | 0.4 |
|
| 3383 |
SAM
3383
Solaris Asset Management
New York
| USD 171 M | +USD 8.95 M | +6% | 5.14% | 74% | 330 | 23.64% | 1.8 |
|
| 3384 |
FVCM
3384
F&V Capital Management
Boca Raton,
Florida
| USD 171 M | -USD 5.27 M | -3% | 5.22% | 123% | 66 | 7.58% | 2.5 |
|
| 3385 |
3385
Mirador Capital Partners
Pleasanton,
California
| USD 171 M | +USD 7.31 M | +4% | 4.08% | 120% | 147 | 7.48% | 1 |
|
| 3386 |
3386
Connecticut Wealth Management
Farmington,
Connecticut
| USD 170 M | +USD 5.7 M | +3% | 3.8% | 70.2% | 67 | 10.45% | 0.9 |
|
| 3387 |
3387
Westover Capital Advisors
Wilmington,
Delaware
| USD 170 M | +USD 18 M | +12% | 5.54% | 133% | 132 | 29.55% | 1.4 |
|
| 3388 |
DR
3388
Davis Rea
Toronto,
Ontario, Canada
| USD 170 M | +USD 12 M | +8% | 6.01% | 66.9% | 42 | 4.76% | 3 |
|
| 3389 |
3389
Bourgeon Capital Management
Darien,
Connecticut
| USD 170 M | +USD 10.1 M | +6% | 4.93% | 121% | 99 | 27.27% | 1.9 |
|
| 3390 |
BGMBH
3390
Burda Gesellschaft mit beschrankter Haftung
Offenburg,
Germany
| USD 170 M | +USD 11.8 M | +7% | 0% | – | 1 | 0% | 0.5 |
|
| 3391 |
SCM
3391
Stonepine Capital Management
Bend,
Oregon
| USD 170 M | -USD 15.5 M | -8% | 2.81% | 231% | 32 | 46.88% | 0.6 |
|
| 3392 |
SCPM
3392
Sagard Capital Partners Management
New York
| USD 170 M | +USD 17.2 M | +11% | 12.5% | 37.4% | 3 | 0% | 2.9 |
|
| 3393 |
3393
Canal Capital Management
Richmond,
Virginia
| USD 170 M | +USD 7.6 M | +5% | 4.34% | 67.8% | 121 | 12.4% | 1.4 |
|
| 3394 |
EM
3394
Endicott Management
New York
| USD 169 M | -USD 5.53 M | -3% | 6% | 229% | 12 | 16.67% | 2.2 |
|
| 3395 |
FCC
3395
Florin Court Capital
London,
United Kingdom
| USD 169 M | -USD 316 k | -0.2% | 2.43% | 108% | 28 | 17.86% | 0.5 |
|
| 3396 |
CCM
3396
Cloverdale Capital Management
Dallas,
Texas
| USD 169 M | +USD 72.7 M | +75% | 2.18% | 20.8% | 24 | 75% | 0.1 |
|
| 3397 |
3397
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| USD 169 M | +USD 1.42 M | +0.8% | 4.82% | 89.7% | 18 | 5.56% | 1.1 |
|
| 3398 |
LMAM
3398
Legg Mason Asset Management
Tokyo,
Japan
| USD 169 M | +USD 47.5 M | +39% | 4.3% | – | 135 | 15.56% | 1.1 |
|
| 3399 |
PC
3399
Permit Capital
West Conshohocken,
Pennsylvania
| USD 169 M | -USD 787 k | -0.5% | 3.85% | 121% | 27 | 3.7% | 3.5 |
|
| 3400 |
3400
Private Advisory Group
Redmond,
Washington
| USD 169 M | +USD 868 k | +0.5% | 5.37% | 177% | 143 | 29.37% | 0.5 |
|