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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Terra Nova Asset Management
New York
| USD 121 M | – | – | 2.87% | 172% | 117 | – | 0 |
|
| 3552 |
3552
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| USD 121 M | +USD 36.5 M | +43% | 2.38% | 1.64% | 19 | 10.53% | 0.5 |
|
| 3553 |
3553
Hedeker Wealth
Lincolnshire,
Illinois
| USD 120 M | -USD 3.38 M | -3% | 1.8% | 141% | 174 | 53.45% | 0.2 |
|
| 3554 |
3554
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 120 M | -USD 38.5 M | -24% | 0.17% | 15.3% | 95 | 25.26% | 0.9 |
|
| 3555 |
TSBJ
3555
Trevor, Stewart, Burton & Jacobsen
New York
| USD 120 M | -USD 4.96 M | -4% | 0.28% | – | 60 | 56.67% | 1 |
|
| 3556 |
3556
Jolley Asset Management
Rocky Mount,
North Carolina
| USD 120 M | -USD 369 k | -0.3% | 2.56% | 3.47% | 129 | 13.95% | 1.5 |
|
| 3557 |
3557
Genesis Wealth Advisors
Braintree,
Massachusetts
| USD 120 M | -USD 5.73 M | -5% | 1.67% | – | 516 | 10.85% | 0.2 |
|
| 3558 |
3558
NGP MR Management
Dallas,
Texas
| USD 120 M | -USD 2.22 M | -2% | 1.8% | 21.9% | 2 | 0% | 0.9 |
|
| 3559 |
3559
CFO4Life
Coppell,
Texas
| USD 120 M | -USD 1.1 M | -0.9% | 1.87% | – | 94 | 25.53% | 0.2 |
|
| 3560 |
3560
Polaris Venture Management Co IV
Boston,
Massachusetts
| USD 120 M | -USD 6.98 M | -5% | 1.83% | 52.2% | 3 | 0% | 1.1 |
|
| 3561 |
3561
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 120 M | +USD 6.82 M | +6% | 3.2% | 92.4% | 364 | 12.36% | 0.9 |
|
| 3562 |
CK
3562
Carnick & Kubik
Colorado Springs,
Colorado
| USD 120 M | +USD 2.39 M | +2% | 3.8% | 45.1% | 124 | 11.29% | 1.1 |
|
| 3563 |
3563
Horan Capital Advisors
Cincinnati,
Ohio
| USD 120 M | -USD 1.25 M | -1% | 1.65% | 26.6% | 62 | 19.35% | 1.3 |
|
| 3564 |
3564
Opus Point Partners Management
New York
| USD 119 M | +USD 18.2 M | +18% | 16.5% | 85.2% | 75 | 36% | 0.2 |
|
| 3565 |
RCM
3565
Rotella Capital Management
Bellevue,
Washington
| USD 119 M | +USD 3.99 M | +3% | 7.12% | 26.6% | 696 | 75.43% | 0.2 |
|
| 3566 |
3566
Perkins Capital Management
Wayzata,
Minnesota
| USD 119 M | +USD 2.77 M | +2% | 6.63% | 303% | 144 | 13.89% | 1.2 |
|
| 3567 |
3567
Catterton Management Company
Greenwich,
Connecticut
| USD 119 M | -USD 60.9 M | -34% | 33.8% | 13.2% | 1 | 0% | 1.8 |
|
| 3568 |
3568
Bennicas & Associates
Portola Valley,
California
| USD 119 M | -USD 6.32 M | -5% | 2% | 40.3% | 90 | 5.56% | 1.5 |
|
| 3569 |
MG
3569
Meditor Group
Hamilton,
Bermuda
| USD 119 M | +USD 22.8 M | +24% | 33.6% | 41.1% | 3 | 0% | 1.8 |
|
| 3570 |
3570
Tactical Allocation Group
Birmingham,
Michigan
| USD 119 M | -USD 38.6 M | -25% | 3.39% | 15.2% | 22 | 22.73% | 0.9 |
|
| 3571 |
3571
Acuta Capital Partners
Redwood City,
California
| USD 119 M | -USD 29.2 M | -20% | 16% | 7,269% | 88 | 69.32% | 0.1 |
|
| 3572 |
3572
Oppenheimer & Close
New York
| USD 119 M | -USD 551 k | -0.5% | 0.07% | 149% | 55 | 12.73% | 1.4 |
|
| 3573 |
3573
Financial Consulate
Hunt Valley,
Maryland
| USD 119 M | -USD 33.2 M | -22% | 1.03% | 53.3% | 70 | 27.14% | 0.2 |
|
| 3574 |
3574
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 119 M | -USD 5.2 M | -4% | 0.81% | – | 396 | 12.37% | 1.1 |
|
| 3575 |
JCM
3575
JD Capital Management
Darien,
Connecticut
| USD 119 M | -USD 474 M | -80% | 0.25% | 47.8% | 153 | 92.16% | 0.9 |
|