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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 |
3376
Engle Capital Management
Greenwich,
Connecticut
| USD 195 M | -USD 13.4 M | -6% | 13.6% | 398% | 32 | 40.63% | 0.6 |
|
| 3377 |
3377
Lumbard & Kellner
Hollis,
New Hampshire
| USD 195 M | +USD 11.2 M | +6% | 4.91% | 137% | 91 | 10.99% | 2.5 |
|
| 3378 |
3378
Stone Run Capital
New York
| USD 195 M | +USD 128 k | +0.1% | 5.48% | 77.8% | 73 | 8.22% | 3.5 |
|
| 3379 |
GA
3379
Greytown Advisors
Miami,
Florida
| USD 195 M | +USD 21.3 M | +12% | 3.64% | 14.1% | 73 | 12.33% | 0.9 |
|
| 3380 |
3380
Stewardship Financial Advisors
Stockbridge,
Georgia
| USD 195 M | +USD 20.6 M | +12% | 5.27% | 39.1% | 47 | 10.64% | 1.5 |
|
| 3381 |
3381
Piershale Financial Group
Barrington,
Illinois
| USD 194 M | +USD 17.8 M | +10% | 6.67% | 82% | 30 | 56.67% | 1.3 |
|
| 3382 |
3382
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 194 M | -USD 28.1 M | -13% | 2.12% | 16.6% | 8 | 12.5% | 3.1 |
|
| 3383 |
3383
Rowland Carmichael Advisors
Scottsdale,
Arizona
| USD 194 M | +USD 13.7 M | +8% | 4.55% | 39% | 335 | 17.31% | 1.2 |
|
| 3384 |
3384
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 194 M | +USD 28.4 M | +17% | 14.7% | 41.8% | 29 | 17.24% | 0.8 |
|
| 3385 |
3385
Consolidated Investment Group
Englewood,
Colorado
| USD 194 M | -USD 3.81 M | -2% | 4.48% | 140% | 47 | 0% | 3.2 |
|
| 3386 |
APSP
3386
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 194 M | +USD 12.6 M | +7% | 2.98% | 62.1% | 322 | 14.91% | 1.9 |
|
| 3387 |
3387
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 194 M | +USD 48 M | +33% | 6.44% | 167% | 71 | 50.7% | 0.7 |
|
| 3388 |
3388
Clearline Capital
New York
| USD 194 M | +USD 56.2 M | +41% | 2.5% | 57.4% | 80 | 80% | 0.2 |
|
| 3389 |
3389
Monetta Financial Services
Wheaton,
Illinois
| USD 193 M | +USD 9.2 M | +5% | 8.97% | 275% | 57 | 50.88% | 1.8 |
|
| 3390 |
LGC
3390
Laurel Grove Capital
Los Angeles,
California
| USD 193 M | +USD 990 k | +0.5% | 7.43% | 59.2% | 103 | 7.77% | 3.1 |
|
| 3391 |
3391
Cheviot Value Management
Beverly Hills,
California
| USD 193 M | +USD 9.09 M | +5% | 5.27% | 77.8% | 60 | 10% | 2.5 |
|
| 3392 |
3392
Rational Advisors
Huntington,
New York
| USD 193 M | +USD 6.14 M | +3% | 3.8% | 37.7% | 423 | 60.28% | 0.6 |
|
| 3393 |
3393
Slow Capital
Greenbrae,
California
| USD 193 M | – | – | 8.18% | 124% | 190 | – | 0 |
|
| 3394 |
3394
Retirement Capital Strategies
San Jose,
California
| USD 193 M | +USD 7.37 M | +4% | 3.33% | 59% | 21 | 28.57% | 2.2 |
|
| 3395 |
3395
Occidental Asset Management
Burlingame,
California
| USD 193 M | +USD 11.6 M | +6% | 3.57% | 82.5% | 153 | 16.34% | 1.8 |
|
| 3396 |
LFR
3396
Lehman Financial Resources
Media,
Pennsylvania
| USD 193 M | -USD 4.14 M | -2% | 4.46% | 58.2% | 82 | 19.51% | 2.3 |
|
| 3397 |
FVCM
3397
F&V Capital Management
Boca Raton,
Florida
| USD 193 M | +USD 21.5 M | +13% | 6.88% | 123% | 65 | 10.77% | 2.7 |
|
| 3398 |
3398
Catalus Capital Management
Greenwich,
Connecticut
| USD 192 M | – | – | 8.38% | – | 1 | – | 0 |
|
| 3399 |
3399
Blue Sky Asset Management
Greenwood Village,
Colorado
| USD 192 M | +USD 18.3 M | +11% | 3.37% | – | 132 | 78.03% | 0.2 |
|
| 3400 |
BI
3400
Boulegeris Investments
Sandy Springs,
Georgia
| USD 192 M | +USD 12.3 M | +7% | 6.17% | 39.1% | 53 | 5.66% | 2.2 |
|