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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Starwood Real Estate Securities
Greenwich,
Connecticut
| USD 113 M | -USD 402 M | -78% | 10.3% | – | 25 | 32% | 0.8 |
|
| 3627 |
RHFI
3627
Reilly Herbert Faulkner III
| USD 113 M | +USD 11.1 M | +11% | 8.8% | 80.6% | 41 | 7.32% | 0.9 |
|
| 3628 |
WFH
3628
Wealthy Fountain Holdings
Shanghai,
China
| USD 113 M | – | – | 55.4% | 97.9% | 1 | – | 0 |
|
| 3629 |
3629
Orca Investment Management
Roseburg,
Oregon
| USD 113 M | -USD 3.65 M | -3% | 7.36% | 122% | 92 | 25% | 0.8 |
|
| 3630 |
3630
Kassirer Asset Management
Toronto,
Ontario, Canada
| USD 113 M | – | – | 22% | 577% | 68 | – | 0 |
|
| 3631 |
3631
Seven Post Investment Office
San Francisco,
California
| USD 112 M | -USD 9.21 M | -8% | 0.01% | 52.6% | 8 | 0% | 1.2 |
|
| 3632 |
3632
Somerset Group
Wayzata,
Minnesota
| USD 112 M | +USD 4 M | +4% | 6.61% | 84.6% | 80 | 18.75% | 1.2 |
|
| 3633 |
3633
Stanley Capital Management
Houston,
Texas
| USD 112 M | – | – | 3.18% | 158% | 32 | – | 0 |
|
| 3634 |
RHDIC
3634
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 112 M | +USD 1.97 M | +2% | 3.71% | 55.9% | 61 | 6.56% | 0.9 |
|
| 3635 |
3635
Strategic Global Advisors
Newport Beach,
California
| USD 112 M | – | – | 6.17% | 137% | 130 | – | 0 |
|
| 3636 |
AIA
3636
AIMZ Investment Advisors
Los Altos,
California
| USD 112 M | – | – | 6.29% | 81.3% | 91 | – | 0 |
|
| 3637 |
WCM
3637
Weyland Capital Management
Portsmouth,
New Hampshire
| USD 112 M | +USD 1.67 M | +2% | 4.48% | 25.7% | 13 | 15.38% | 1.3 |
|
| 3638 |
3638
Heritage Wealth Advisors
Richmond,
Virginia
| USD 112 M | +USD 15.8 M | +16% | 1.03% | 65% | 93 | 24.73% | 0.7 |
|
| 3639 |
3639
US Financial Advisors
Braintree,
Massachusetts
| USD 112 M | – | – | 2.87% | 12.6% | 368 | – | 0 |
|
| 3640 |
3640
Oslo Asset Management AS
Oslo,
Norway
| USD 112 M | -USD 55.1 M | -33% | 30.2% | 82.7% | 11 | 36.36% | 0.8 |
|
| 3641 |
3641
Siguler Guff Advisers
New York
| USD 112 M | +USD 7.1 M | +7% | 8.82% | 37.7% | 5 | 0% | 1.2 |
|
| 3642 |
3642
Commonwealth Financial Services
Vienna,
West Virginia
| USD 112 M | – | – | 4.07% | 64.2% | 241 | – | 0 |
|
| 3643 |
GOCM
3643
Green Owl Capital Management
New York
| USD 112 M | – | – | 8.61% | – | 100 | – | 0 |
|
| 3644 |
3644
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 112 M | – | – | 6.24% | 56.6% | 36 | – | 0 |
|
| 3645 |
3645
Argent Trust
San Antonio,
Texas
| USD 111 M | – | – | 3.22% | 25.8% | 106 | – | 0 |
|
| 3646 |
3646
Water Oak Advisors
Winter Park,
Florida
| USD 111 M | -USD 4.63 M | -4% | 1.71% | 12.9% | 14 | 14.29% | 0.5 |
|
| 3647 |
SC
3647
Spindletop Capital
Chappaqua,
New York
| USD 111 M | – | – | 4.84% | – | 14 | – | 0 |
|
| 3648 |
LCM
3648
Lafitte Capital Management
Austin,
Texas
| USD 111 M | -USD 38.9 M | -26% | 0.93% | 55.2% | 27 | 37.04% | 0.8 |
|
| 3649 |
3649
Phoenix Investment Adviser
New York
| USD 111 M | +USD 11.2 M | +11% | 1.84% | 25% | 54 | 37.04% | 0.7 |
|
| 3650 |
3650
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 111 M | – | – | 12.2% | 53.8% | 66 | – | 0 |
|