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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 |
3501
Permit Capital
West Conshohocken,
Pennsylvania
| USD 185 M | +USD 5 M | +3% | 1.81% | 121% | 28 | 10.71% | 3.7 |
|
| 3502 |
3502
Doheny Asset Management
Los Angeles,
California
| USD 184 M | -USD 6.02 M | -3% | 4.7% | 135% | 108 | 12.04% | 3.6 |
|
| 3503 |
3503
Bank of Stockton
Stockton,
California
| USD 184 M | -USD 54.8 M | -23% | 3.16% | 99.2% | 110 | 10.91% | 3.5 |
|
| 3504 |
3504
IRON Financial
Northbrook,
Illinois
| USD 184 M | +USD 28.4 M | +18% | 1.17% | 51.4% | 101 | 21.78% | 1.5 |
|
| 3505 |
3505
American Financial Network Advisory Services
Calabasas,
California
| USD 184 M | -USD 7.35 M | -4% | 2.21% | – | 188 | 15.96% | 0.6 |
|
| 3506 |
RHFI
3506
Reilly Herbert Faulkner III
| USD 184 M | +USD 7.73 M | +4% | 5.12% | 80.6% | 47 | 10.64% | 3.5 |
|
| 3507 |
3507
Mirador Capital Partners
Pleasanton,
California
| USD 184 M | +USD 40.2 M | +28% | 2.2% | 120% | 150 | 26% | 1.3 |
|
| 3508 |
3508
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 184 M | +USD 2 M | +1% | 2.99% | 86.4% | 79 | 3.8% | 2.7 |
|
| 3509 |
3509
Polaris Venture Management Co V
Boston,
Massachusetts
| USD 183 M | +USD 8.08 M | +5% | 16.3% | 281% | 12 | 8.33% | 2.5 |
|
| 3510 |
3510
Blume Capital Management
Berkeley,
California
| USD 183 M | +USD 3.53 M | +2% | 4.04% | 96.9% | 232 | 19.83% | 3.1 |
|
| 3511 |
3511
Greywolf Capital Management
Purchase,
New York
| USD 183 M | +USD 29.3 M | +19% | 14.2% | 174% | 8 | 0% | 2.1 |
|
| 3512 |
RAG
3512
Roof Advisory Group
Harrisburg,
Pennsylvania
| USD 183 M | -USD 15.4 M | -8% | 0.94% | – | 38 | 18.42% | 0.4 |
|
| 3513 |
3513
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 182 M | +USD 5.38 M | +3% | 3.9% | 72.6% | 74 | 6.76% | 4.2 |
|
| 3514 |
3514
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 182 M | +USD 10.7 M | +6% | 1.52% | 72.7% | 135 | 15.56% | 0.4 |
|
| 3515 |
3515
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 182 M | +USD 7.73 M | +4% | 0.88% | 62% | 121 | 5.79% | 0.5 |
|
| 3516 |
3516
Dimension Capital Management
Coral Gables,
Florida
| USD 182 M | +USD 3.1 M | +2% | 0.2% | 65.5% | 95 | 29.47% | 0.9 |
|
| 3517 |
3517
Crabel Capital Management
Los Angeles,
California
| USD 182 M | +USD 69.9 M | +63% | 4.64% | 13.9% | 106 | 50% | 0.3 |
|
| 3518 |
3518
Keystone Financial Planning
Cleveland,
Ohio
| USD 182 M | +USD 2.15 M | +1% | 0.09% | 46% | 49 | 12.24% | 3.2 |
|
| 3519 |
3519
Flowering Tree Investment Management
Singapore
| USD 181 M | -USD 3.99 M | -2% | 2.1% | 47.4% | 8 | 0% | 2.3 |
|
| 3520 |
3520
Pacific Edge Advisors
Corona Del Mar,
California
| USD 181 M | +USD 18.7 M | +12% | 0.22% | 31.3% | 46 | 21.74% | 0.4 |
|
| 3521 |
3521
Wall Capital Group
Phoenix,
Arizona
| USD 181 M | +USD 7.41 M | +4% | 2.65% | – | 35 | 5.71% | 1.1 |
|
| 3522 |
3522
BCM Advisors
Lafayette,
Louisiana
| USD 181 M | +USD 12.2 M | +7% | 0.99% | 59.3% | 35 | 5.71% | 1.3 |
|
| 3523 |
3523
Sio Capital Management
New York
| USD 181 M | +USD 14.5 M | +9% | 8% | 564% | 61 | 68.85% | 0.3 |
|
| 3524 |
3524
Hays Advisory
Franklin,
Tennessee
| USD 181 M | -USD 26.3 M | -13% | 1.67% | 31.8% | 165 | 53.94% | 1.8 |
|
| 3525 |
MC
3525
MRJ Capital
New York
| USD 181 M | -USD 1.68 M | -0.9% | 1% | 127% | 60 | 28.33% | 3 |
|