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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
PAM
3501
Pope Asset Management
Memphis,
Tennessee
| USD 125 M | -USD 42.5 M | -25% | 6.41% | – | 24 | 0% | 1.1 |
|
| 3502 |
3502
Veritas Investment Management (UK)
London,
United Kingdom
| USD 125 M | -USD 11.7 M | -9% | 5.46% | 151% | 56 | 19.64% | 1.3 |
|
| 3503 |
3503
Longwood Fund
Boston,
Massachusetts
| USD 125 M | – | – | 166% | – | 1 | – | 0 |
|
| 3504 |
AIM
3504
Acuity Investment Management
Toronto,
Ontario, Canada
| USD 124 M | -USD 5.66 M | -4% | 2.18% | – | 180 | 26.11% | 0.9 |
|
| 3505 |
3505
Keel Point Advisors
Vienna,
Virginia
| USD 124 M | – | – | 4.41% | – | 70 | – | 0 |
|
| 3506 |
3506
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 124 M | +USD 2.88 M | +2% | 8.17% | 52.2% | 579 | 11.23% | 1.2 |
|
| 3507 |
3507
Trees Investment Counsel
Chicago,
Illinois
| USD 124 M | +USD 441 k | +0.4% | 3.48% | – | 59 | 11.86% | 1.3 |
|
| 3508 |
JCM
3508
Jasinkiewicz Capital Management
Summit,
New Jersey
| USD 124 M | -USD 69.2 M | -36% | 22.6% | – | 57 | 68.42% | 0.5 |
|
| 3509 |
3509
Malaga Cove Capital
Pv Estates,
California
| USD 124 M | -USD 449 k | -0.4% | 6.32% | 88.1% | 108 | 55.56% | 0.3 |
|
| 3510 |
3510
Hedeker Wealth
Lincolnshire,
Illinois
| USD 124 M | – | – | 4.44% | 141% | 164 | – | 0 |
|
| 3511 |
3511
BSW Wealth Partners
Boulder,
Colorado
| USD 124 M | -USD 3.88 M | -3% | 0.3% | 75.4% | 59 | 16.95% | 1.2 |
|
| 3512 |
KCP
3512
Kortright Capital Partners
New York
| USD 124 M | +USD 25.8 M | +26% | 18.9% | – | 29 | 58.62% | 0.4 |
|
| 3513 |
3513
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 124 M | +USD 5.62 M | +5% | 4.63% | – | 388 | 7.22% | 0.9 |
|
| 3514 |
3514
Adelphi Capital
London,
United Kingdom
| USD 124 M | – | – | 17.1% | – | 6 | – | 0 |
|
| 3515 |
3515
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 124 M | +USD 812 k | +0.7% | 2.14% | 113% | 102 | 15.69% | 0.8 |
|
| 3516 |
3516
Summit Financial Strategies
Columbus,
Ohio
| USD 124 M | – | – | 3.54% | 59.4% | 40 | – | 0 |
|
| 3517 |
3517
Wills Financial Group
Richmond,
Virginia
| USD 123 M | +USD 5.12 M | +4% | 2.82% | 57.5% | 84 | 15.48% | 0.9 |
|
| 3518 |
BOC
3518
Barbara Oil Co
Chicago,
Illinois
| USD 123 M | +USD 5.02 M | +4% | 5.34% | 76.9% | 82 | 4.88% | 0.9 |
|
| 3519 |
SLA
3519
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 123 M | +USD 1.05 M | +0.9% | 4.58% | 70.9% | 82 | 13.41% | 0.9 |
|
| 3520 |
3520
Paradigm Financial Advisors
Des Peres,
Missouri
| USD 123 M | +USD 5.92 M | +5% | 2.53% | 114% | 84 | 14.29% | 0.9 |
|
| 3521 |
ST
3521
Sphinx Trading
Chicago,
Illinois
| USD 123 M | – | – | 5.34% | – | 100 | – | 0 |
|
| 3522 |
3522
AMI Investment Management
Kendallville,
Indiana
| USD 123 M | +USD 5.56 M | +5% | 6.48% | 47.9% | 40 | 17.5% | 1 |
|
| 3523 |
LBS
3523
Lawrence B. Seidman
| USD 123 M | -USD 17 M | -12% | 8.72% | 12.3% | 29 | 20.69% | 0.8 |
|
| 3524 |
RP
3524
Raiff Partners
New York
| USD 123 M | +USD 24.5 M | +25% | 13.3% | 125% | 46 | 89.13% | 0.1 |
|
| 3525 |
3525
Engaged Capital
Newport Beach,
California
| USD 123 M | -USD 12.8 M | -9% | 8.91% | 26.2% | 17 | 47.06% | 0.6 |
|