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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
ECP
3751
Empirical Capital Partners
Ringgold,
Georgia
| USD 101 M | – | – | 9.36% | – | 27 | – | 0 |
|
| 3752 |
3752
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 101 M | – | – | 0.6% | 47.1% | 27 | – | 0 |
|
| 3753 |
OPPM
3753
Opus Point Partners Management
New York
| USD 101 M | – | – | 20.4% | 85.2% | 57 | – | 0 |
|
| 3754 |
RHIC
3754
Richmond Hill Investment Company
New York
| USD 101 M | – | – | 2.35% | 7.84% | 11 | – | 0 |
|
| 3755 |
PCM
3755
Princeton Capital Management
Red Bank,
New Jersey
| USD 101 M | -USD 8.99 M | -8% | 4.95% | 180% | 98 | 29.59% | 1.1 |
|
| 3756 |
LAIC
3756
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 101 M | – | – | 5.46% | 75.5% | 73 | – | 0 |
|
| 3757 |
WI
3757
Wedgewood Investors
Erie,
Pennsylvania
| USD 101 M | +USD 4.11 M | +4% | 2.77% | – | 127 | 7.09% | 1.3 |
|
| 3758 |
3758
Regents of the University of California
Oakland,
California
| USD 101 M | -USD 76.1 M | -43% | 4.8% | 86.1% | 116 | 59.48% | 0.6 |
|
| 3759 |
SAM
3759
Security Asset Management
New York
| USD 101 M | – | – | 3.97% | 67.4% | 76 | – | 0 |
|
| 3760 |
RTM
3760
Rizvi Traverse Management
West Palm Beach,
Florida
| USD 101 M | -USD 44 M | -30% | 30.5% | – | 1 | 0% | 0.5 |
|
| 3761 |
AACA
3761
American Assets Capital Advisers
San Diego,
California
| USD 100 M | – | – | 11.7% | 73.5% | 35 | – | 0 |
|
| 3762 |
SCA
3762
Sippican Capital Advisors
Boston,
Massachusetts
| USD 100 M | +USD 1.79 M | +2% | 4.06% | 90.1% | 113 | 11.5% | 0.2 |
|
| 3763 |
CGC
3763
Cloud Gate Capital
Chicago,
Illinois
| USD 100 M | – | – | 9.94% | – | 24 | – | 0 |
|
| 3764 |
BHBT
3764
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 100 M | -USD 2.38 M | -2% | 2.79% | 67.8% | 108 | 9.26% | 1.4 |
|
| 3765 |
IM
3765
ISF Management
New York
| USD 100 M | – | – | 6.66% | – | 21 | – | 0 |
|
| 3766 |
NA
3766
NSB Advisors
Fishkill,
New York
| USD 100 M | -USD 18.8 M | -16% | 4.84% | – | 30 | 13.33% | 1.3 |
|
| 3767 |
VV
3767
Valentine Ventures
Bend,
Oregon
| USD 100 M | – | – | 0.22% | – | 25 | – | 0 |
|
| 3768 |
BCFS
3768
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 100 M | – | – | 3.02% | 81% | 104 | – | 0 |
|
| 3769 |
EM
3769
Excalibur Management
Waltham,
Massachusetts
| USD 99.2 M | +USD 1.95 M | +2% | 1.84% | 81.7% | 66 | 10.61% | 1.3 |
|
| 3770 |
TM
3770
TigerShark Management
New York
| USD 98.9 M | -USD 24.1 M | -20% | 5.05% | – | 65 | 30.77% | 0.9 |
|
| 3771 |
IF
3771
IRON Financial
Northbrook,
Illinois
| USD 98.9 M | +USD 20.5 M | +26% | 3.97% | 51.4% | 102 | 44.12% | 0.5 |
|
| 3772 |
CMO
3772
Covenant Multifamily Offices
San Antonio,
Texas
| USD 98.8 M | -USD 16 M | -14% | 3.68% | 38.3% | 30 | 20% | 0.9 |
|
| 3773 |
MP
3773
Manifold Partners
San Francisco,
California
| USD 98.6 M | -USD 50.8 M | -34% | 1.16% | 24.9% | 71 | 52.11% | 0.4 |
|
| 3774 |
MPA
3774
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 98.4 M | +USD 147 k | +0.1% | 7.86% | 392% | 73 | 39.73% | 0.7 |
|
| 3775 |
SC
3775
Scholtz & Company
Stamford,
Connecticut
| USD 98.2 M | -USD 3.21 M | -3% | 9.9% | 89.2% | 77 | 50.65% | 0.5 |
|