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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Reliant Investment Management
Memphis,
Tennessee
| USD 111 M | +USD 3.27 M | +3% | 3.84% | 129% | 66 | 16.67% | 0.8 |
|
| 3652 |
DIS
3652
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 111 M | -USD 8.96 M | -7% | 0.19% | 86% | 67 | 17.91% | 1.2 |
|
| 3653 |
3653
Penbrook Management
New York
| USD 111 M | +USD 2.44 M | +2% | 3.52% | 107% | 129 | 13.18% | 0.8 |
|
| 3654 |
3654
JRM Investment Counsel
Omaha,
Nebraska
| USD 111 M | – | – | 0.6% | 65.5% | 39 | – | 0 |
|
| 3655 |
P
3655
PhaseCapital
New York
| USD 111 M | – | – | 3% | 25.1% | 7 | – | 0 |
|
| 3656 |
3656
Fullerton Fund Management
Singapore
| USD 111 M | – | – | 30.8% | 412% | 8 | – | 0 |
|
| 3657 |
AP
3657
Agilis Partners
Waltham,
Massachusetts
| USD 111 M | – | – | 0.88% | 8.47% | 12 | – | 0 |
|
| 3658 |
3658
Trustco Bank (New York)
Albany,
New York
| USD 111 M | +USD 1.9 M | +2% | 4.28% | 131% | 69 | 2.9% | 1.4 |
|
| 3659 |
KCM
3659
Key Colony Management
Little Rock,
Arkansas
| USD 110 M | -USD 4.92 M | -4% | 6.65% | 113% | 26 | 42.31% | 0.8 |
|
| 3660 |
3660
Institutional Venture Management XIV
Menlo Park,
California
| USD 110 M | – | – | 14.1% | 18.1% | 2 | – | 0 |
|
| 3661 |
GBA
3661
Garrison Bradford & Associates
New York
| USD 110 M | +USD 10.3 M | +10% | 7.77% | 63.5% | 116 | 13.79% | 1.2 |
|
| 3662 |
3662
Sonata Capital Group
Seattle,
Washington
| USD 110 M | – | – | 4.71% | 66.5% | 92 | – | 0 |
|
| 3663 |
3663
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 110 M | -USD 44.1 M | -29% | 2.89% | 64% | 50 | 56% | 0.8 |
|
| 3664 |
3664
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 110 M | – | – | 5.74% | 61.1% | 286 | – | 0 |
|
| 3665 |
LA
3665
Lau Associates
Greenville,
Delaware
| USD 110 M | +USD 1.19 M | +1% | 2.98% | 44.5% | 65 | 3.08% | 1.3 |
|
| 3666 |
3666
McNamara Financial Services
Marshfield,
Massachusetts
| USD 110 M | – | – | 5.23% | 42.6% | 206 | – | 0 |
|
| 3667 |
HIM
3667
Hutchens Investment Management
Concord,
New Hampshire
| USD 110 M | – | – | 5.23% | 56.8% | 206 | – | 0 |
|
| 3668 |
3668
Elm Advisors
Burlingame,
California
| USD 110 M | +USD 3.99 M | +4% | 4.3% | 50.5% | 78 | 11.54% | 0.9 |
|
| 3669 |
RMSCM
3669
R.M. Sincerbeaux Capital Management
New York
| USD 109 M | +USD 230 k | +0.2% | 4.49% | 76.4% | 62 | 17.74% | 0.9 |
|
| 3670 |
3670
Central Square Management
Naperville,
Illinois
| USD 109 M | +USD 6.13 M | +6% | 3.71% | 8.22% | 55 | 56.36% | 0.5 |
|
| 3671 |
3671
S.R. Schill & Associates
Mercer Island,
Washington
| USD 109 M | – | – | 4.5% | 42.7% | 56 | – | 0 |
|
| 3672 |
3672
Ruggie Capital Group
Tavares,
Florida
| USD 109 M | – | – | 3.34% | 22% | 229 | – | 0 |
|
| 3673 |
GP
3673
Grow Partners
San Diego,
California
| USD 109 M | -USD 2.42 M | -2% | 12.7% | – | 46 | 71.74% | 0.3 |
|
| 3674 |
3674
Guild Investment Management
Los Angeles,
California
| USD 109 M | +USD 24 M | +28% | 6.45% | 101% | 51 | 94.12% | 0.1 |
|
| 3675 |
3675
Advance Emerging Capital
London,
United Kingdom
| USD 109 M | -USD 24.5 M | -18% | 0% | – | 15 | 26.67% | 1 |
|