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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Pettee Investors
Rowayton,
Connecticut
| USD 106 M | – | – | 10% | 96.1% | 56 | – | 0 |
|
| 3402 |
3402
Washington State Investment Board
Olympia,
Washington
| USD 106 M | +USD 5.86 M | +6% | 5.87% | 567% | 26 | 0% | 0.5 |
|
| 3403 |
3403
Avalon Global Asset Management
San Francisco,
California
| USD 106 M | – | – | 12.5% | 278% | 32 | – | 0 |
|
| 3404 |
3404
Kepos Capital
New York
| USD 106 M | -USD 92.8 M | -47% | 3.41% | 21.1% | 8 | 37.5% | 0.4 |
|
| 3405 |
GBA
3405
Garrison Bradford & Associates
New York
| USD 106 M | +USD 8.11 M | +8% | 8.36% | 63.5% | 115 | 10.43% | 0.5 |
|
| 3406 |
HCM
3406
Highlander Capital Management
Short Hills,
New Jersey
| USD 106 M | +USD 6 M | +6% | 6.3% | 34.4% | 875 | 7.77% | 0.5 |
|
| 3407 |
KCP
3407
Kortright Capital Partners
New York
| USD 106 M | – | – | 14.7% | – | 17 | – | 0 |
|
| 3408 |
3408
Avior Wealth Management
Omaha,
Nebraska
| USD 105 M | – | – | 6.45% | 71.4% | 59 | – | 0 |
|
| 3409 |
3409
Point View Wealth Management
Summit,
New Jersey
| USD 105 M | – | – | 9.78% | 27% | 178 | – | 0 |
|
| 3410 |
3410
Triangle Peak Partners
Carmel,
California
| USD 105 M | – | – | 4.18% | – | 35 | – | 0 |
|
| 3411 |
3411
Reliance Trust
Atlanta,
Georgia
| USD 105 M | +USD 2.8 M | +3% | 8.38% | 32.1% | 170 | 14.71% | 0.5 |
|
| 3412 |
3412
Corbenic Partners
Bethlehem,
Pennsylvania
| USD 105 M | +USD 30.2 M | +40% | 5.95% | – | 134 | 32.84% | 0.4 |
|
| 3413 |
3413
Aldebaran Financial
| USD 105 M | – | – | 9.23% | 89.7% | 115 | – | 0 |
|
| 3414 |
3414
Sandell Investment Services
New York
| USD 105 M | -USD 9.31 M | -8% | 6.8% | – | 30 | 56.67% | 0.3 |
|
| 3415 |
3415
Westover Capital Advisors
Wilmington,
Delaware
| USD 105 M | +USD 8.3 M | +9% | 9.37% | 133% | 84 | 22.62% | 0.4 |
|
| 3416 |
3416
Falcon Point Capital
San Francisco,
California
| USD 105 M | +USD 10.8 M | +12% | 16.5% | 119% | 142 | 30.99% | 0.4 |
|
| 3417 |
3417
Reliant Investment Management
Memphis,
Tennessee
| USD 104 M | – | – | 9.1% | 129% | 66 | – | 0 |
|
| 3418 |
WCM
3418
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 104 M | – | – | 7.78% | 33.6% | 69 | – | 0 |
|
| 3419 |
CIP
3419
Centerline Investment Partners
New York
| USD 104 M | – | – | 12.8% | – | 29 | – | 0 |
|
| 3420 |
NLCM
3420
Neon Liberty Capital Management
New York
| USD 104 M | – | – | 9.46% | – | 13 | – | 0 |
|
| 3421 |
3421
Bellecapital
Zurich,
Switzerland
| USD 104 M | – | – | 9.7% | 152% | 72 | – | 0 |
|
| 3422 |
WCM
3422
Weyland Capital Management
Portsmouth,
New Hampshire
| USD 104 M | +USD 8.14 M | +8% | 7.48% | 25.7% | 11 | 9.09% | 0.5 |
|
| 3423 |
3423
Element Capital Management
New York
| USD 104 M | – | – | 8.21% | 49.4% | 1 | – | 0 |
|
| 3424 |
NERM
3424
New England Research & Management
Chicago,
Illinois
| USD 104 M | – | – | 7.96% | 65% | 150 | – | 0 |
|
| 3425 |
3425
Crossvault Capital Management
San Antonio,
Texas
| USD 104 M | – | – | 8.17% | 56.4% | 59 | – | 0 |
|