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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
Tree Line Advisors
Central,
Hong Kong
| USD 548 M | +USD 163 M | +43% | 34.9% | 670% | 6 | 33.33% | 0.8 |
|
| 3377 |
3377
Childress Capital Advisors
Houston,
Texas
| USD 547 M | +USD 150 M | +38% | 9.45% | 107% | 322 | 26.4% | 1.5 |
|
| 3378 |
3378
Kinsale Capital Group
Richmond,
Virginia
| USD 547 M | +USD 60.1 M | +12% | 5.18% | 70.9% | 38 | 2.63% | 2.2 |
|
| 3379 |
3379
Greenstone Partners
Larkspur,
California
| USD 547 M | – | – | 47% | – | 11 | – | 0 |
|
| 3380 |
3380
Greenstone Partners & Co
Larkspur,
California
| USD 547 M | +USD 120 M | +28% | 47% | 527% | 13 | 30.77% | 2.9 |
|
| 3381 |
3381
Altiora Financial Group
Lebanon,
Ohio
| USD 547 M | +USD 34.9 M | +7% | 4.94% | 38.3% | 98 | 9.18% | 1.9 |
|
| 3382 |
3382
New World Advisors
Hingham,
Massachusetts
| USD 546 M | +USD 76.2 M | +16% | 15.3% | 84.1% | 81 | 18.52% | 2.1 |
|
| 3383 |
3383
RV Capital
Schindellegi,
Switzerland
| USD 546 M | +USD 6.03 M | +1% | 9.21% | 250% | 13 | 7.69% | 2.5 |
|
| 3384 |
3384
IFC Advisors
Los Angeles,
California
| USD 546 M | +USD 11.3 M | +2% | 8.09% | – | 176 | 7.39% | 0.6 |
|
| 3385 |
CFSG
3385
Community Financial Services Group
Newport,
Vermont
| USD 546 M | +USD 43 M | +9% | 8.08% | – | 102 | 8.82% | 4.6 |
|
| 3386 |
3386
Wilsey Asset Management
San Diego,
California
| USD 545 M | +USD 2.54 M | +0.5% | 7.89% | 66.9% | 29 | 20.69% | 3.9 |
|
| 3387 |
3387
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 545 M | +USD 43.8 M | +9% | 3.36% | 53.9% | 27 | 40.74% | 1.2 |
|
| 3388 |
3388
Eclectic Associates
Fullerton,
California
| USD 545 M | +USD 84.7 M | +18% | 6.41% | 53.8% | 129 | 7.75% | 2.8 |
|
| 3389 |
3389
Steginsky Capital
Port Washington,
New York
| USD 545 M | +USD 55.6 M | +11% | 14% | 99.4% | 8 | 0% | 7.6 |
|
| 3390 |
3390
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 545 M | +USD 35.7 M | +7% | 7.29% | 65.6% | 102 | 16.67% | 2.9 |
|
| 3391 |
IAM
3391
Infinitum Asset Management
Fort Lauderdale,
Florida
| USD 544 M | +USD 92.3 M | +20% | 10.6% | – | 33 | 51.52% | 0.5 |
|
| 3392 |
3392
Versor Investments
New York
| USD 543 M | -USD 24.2 M | -4% | 20.7% | 240% | 954 | 64.88% | 0.4 |
|
| 3393 |
3393
O'Neil Global Advisors
Los Angeles,
California
| USD 543 M | +USD 108 M | +25% | 29.2% | 1,833% | 90 | 70% | 0.2 |
|
| 3394 |
3394
Harfst & Associates
Sheridan,
Wyoming
| USD 542 M | +USD 57.3 M | +12% | 9.23% | 88.1% | 112 | 12.5% | 3.7 |
|
| 3395 |
3395
Gibson Capital
Wexford,
Pennsylvania
| USD 542 M | +USD 35.7 M | +7% | 7.14% | 67.2% | 91 | 15.38% | 3.9 |
|
| 3396 |
3396
Lathrop Investment Management
Little Rock,
Arkansas
| USD 542 M | +USD 13.3 M | +3% | 6.14% | 72.2% | 86 | 8.14% | 6.8 |
|
| 3397 |
3397
Twele Capital Management
Minnetonka,
Minnesota
| USD 542 M | +USD 37.9 M | +8% | 4.7% | 37.1% | 39 | 0% | 9.4 |
|
| 3398 |
3398
Key Financial Inc
West Chester,
Pennsylvania
| USD 541 M | +USD 44.3 M | +9% | 7.16% | 55.5% | 1,500 | 6.87% | 3.3 |
|
| 3399 |
3399
Catalio Capital Management
New York
| USD 541 M | +USD 64 M | +13% | 56.6% | – | 50 | 44% | 0.4 |
|
| 3400 |
3400
Westover Capital Advisors
Wilmington,
Delaware
| USD 541 M | +USD 40.4 M | +8% | 11.4% | 144% | 240 | 16.25% | 3.1 |
|