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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
BE
3601
Bonness Enterprises
Washington,
District of Columbia
| USD 116 M | +USD 4.39 M | +4% | 4.62% | 98.6% | 50 | 4% | 1.4 |
|
| 3602 |
3602
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 116 M | – | – | 5.33% | 118% | 139 | – | 0 |
|
| 3603 |
3603
Lincoln Capital
Lincoln,
Nebraska
| USD 115 M | – | – | 5.27% | 67.1% | 55 | – | 0 |
|
| 3604 |
3604
St. Johns Investment Management
Jacksonville,
Florida
| USD 115 M | +USD 1.91 M | +2% | 4.87% | 80.9% | 156 | 5.13% | 0.7 |
|
| 3605 |
KAM
3605
Kazazian Asset Management
Fort Lauderdale,
Florida
| USD 115 M | – | – | 1.24% | – | 96 | – | 0 |
|
| 3606 |
RCM
3606
Rotella Capital Management
Bellevue,
Washington
| USD 115 M | +USD 20.1 M | +21% | 10.1% | 26.6% | 511 | 68.3% | 0.3 |
|
| 3607 |
3607
Dunvegan Associates
Santa Barbara,
California
| USD 115 M | +USD 4.59 M | +4% | 2.37% | – | 212 | 8.96% | 0.9 |
|
| 3608 |
3608
Capital Planning Advisors
Roseville,
California
| USD 115 M | – | – | 2.74% | 64.2% | 88 | – | 0 |
|
| 3609 |
3609
Hillview Capital Advisors
Wayne,
Pennsylvania
| USD 115 M | – | – | 6.26% | 20.9% | 11 | – | 0 |
|
| 3610 |
3610
Biltmore Wealth Management
Tempe,
Arizona
| USD 115 M | – | – | 5.43% | 59.8% | 38 | – | 0 |
|
| 3611 |
AWW
3611
Alan W. Weber
| USD 115 M | – | – | 15.1% | 192% | 50 | – | 0 |
|
| 3612 |
3612
Hillswick Asset Management
Stamford,
Connecticut
| USD 115 M | – | – | 5.69% | 40.2% | 13 | – | 0 |
|
| 3613 |
BC
3613
Balestra Capital
New York
| USD 114 M | +USD 38.9 M | +52% | 4.27% | – | 26 | 57.69% | 0.4 |
|
| 3614 |
3614
Aquiline Capital Partners
New York
| USD 114 M | -USD 106 M | -48% | 8.04% | 14.7% | 3 | 0% | 1.5 |
|
| 3615 |
3615
Hellman & Friedman Investors V
George Town, Grand Cayman,
Cayman Islands
| USD 114 M | -USD 171 M | -60% | 0.9% | – | 1 | 0% | 1.5 |
|
| 3616 |
3616
Limestone Value Partners
Houston,
Texas
| USD 114 M | – | – | 14.2% | – | 28 | – | 0 |
|
| 3617 |
3617
Crossvault Capital Management
San Antonio,
Texas
| USD 114 M | +USD 8.31 M | +8% | 4.67% | 56.4% | 65 | 13.85% | 0.9 |
|
| 3618 |
3618
Aldebaran Financial
| USD 114 M | +USD 1.97 M | +2% | 3.96% | 89.7% | 123 | 21.95% | 0.8 |
|
| 3619 |
PCM
3619
Price Capital Management
Lafayette,
Louisiana
| USD 113 M | – | – | 30.9% | 124% | 64 | – | 0 |
|
| 3620 |
3620
Beaconlight Capital
New York
| USD 113 M | +USD 17.3 M | +18% | 6.55% | 282% | 24 | 54.17% | 0.6 |
|
| 3621 |
3621
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 113 M | +USD 26.3 M | +30% | 1.92% | 58.2% | 70 | 28.57% | 0.9 |
|
| 3622 |
MCA
3622
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 113 M | – | – | 3.39% | 59.6% | 288 | – | 0 |
|
| 3623 |
3623
Capital Innovations
Pewaukee,
Wisconsin
| USD 113 M | +USD 4.71 M | +4% | 5.9% | – | 98 | 27.55% | 0.8 |
|
| 3624 |
3624
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 113 M | -USD 68 k | -0.1% | 5.56% | 92.4% | 365 | 10.41% | 0.7 |
|
| 3625 |
3625
First Houston Capital
Houston,
Texas
| USD 113 M | +USD 6.11 M | +6% | 6.27% | 39.2% | 88 | 23.86% | 1.1 |
|