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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Georgian Partners I
Toronto,
Ontario, Canada
| USD 94.3 M | – | – | 26.7% | – | 1 | – | 0 |
|
| 3877 |
3877
BHZ Capital Management
San Jose,
California
| USD 94.3 M | – | – | 9.9% | 3.24% | 79 | – | 0 |
|
| 3878 |
3878
Heartwood Wealth Management
London,
United Kingdom
| USD 94.3 M | – | – | 7.5% | – | 15 | – | 0 |
|
| 3879 |
3879
Marcus Capital
Northbrook,
Illinois
| USD 94.1 M | – | – | 8.71% | 101% | 49 | – | 0 |
|
| 3880 |
3880
Progressive Investment Management
Lake Oswego,
Oregon
| USD 93.6 M | +USD 6.96 M | +8% | 6.75% | 126% | 83 | 16.87% | 1.1 |
|
| 3881 |
PLCM
3881
Plymouth Lane Capital Management
New York
| USD 93.5 M | -USD 102 M | -52% | 10.7% | – | 33 | 72.73% | 0.2 |
|
| 3882 |
CCPM
3882
Cooper Creek Partners Management
New York
| USD 93.4 M | -USD 5.69 M | -6% | 1.05% | 86.4% | 37 | 48.65% | 0.6 |
|
| 3883 |
3883
Perkins Capital Management
Wayzata,
Minnesota
| USD 93.2 M | +USD 3.31 M | +4% | 10% | 303% | 132 | 17.42% | 1.6 |
|
| 3884 |
3884
Guardian Investment Management
Tiburon,
California
| USD 93.2 M | +USD 3.05 M | +3% | 8.96% | 103% | 56 | 7.14% | 1.9 |
|
| 3885 |
3885
Billings Capital Management
Arlington,
Virginia
| USD 92.9 M | – | – | 9.94% | – | 12 | – | 0 |
|
| 3886 |
3886
Euclidean Technologies Management
Seattle,
Washington
| USD 92.8 M | -USD 2.79 M | -3% | 0.29% | 124% | 59 | 15.25% | 1 |
|
| 3887 |
LA
3887
Lau Associates
Greenville,
Delaware
| USD 92.8 M | +USD 7.74 M | +9% | 6.78% | 44.5% | 70 | 7.14% | 2.1 |
|
| 3888 |
3888
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 92.7 M | +USD 5.22 M | +6% | 1.18% | 37.8% | 29 | 0% | 0.9 |
|
| 3889 |
3889
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 92.6 M | +USD 1.88 M | +2% | 2.09% | 42.6% | 23 | 4.35% | 0.9 |
|
| 3890 |
SST
3890
S Squared Technology
New York
| USD 92.6 M | +USD 6.86 M | +8% | 10.9% | 223% | 51 | 11.76% | 1.5 |
|
| 3891 |
3891
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 92.5 M | +USD 7.22 M | +8% | 5.99% | 73.7% | 242 | 9.92% | 1.6 |
|
| 3892 |
THCM
3892
Tipp Hill Capital Management
New York
| USD 92.4 M | -USD 5.25 M | -5% | 6.46% | 1.13% | 33 | 48.48% | 0.5 |
|
| 3893 |
RMSCM
3893
R.M. Sincerbeaux Capital Management
New York
| USD 92.3 M | -USD 2.52 M | -3% | 5.04% | 76.4% | 53 | 3.77% | 1.8 |
|
| 3894 |
3894
Black Diamond Capital Management
Stamford,
Connecticut
| USD 92.2 M | +USD 11.3 M | +14% | 14.4% | 28.3% | 3 | 0% | 1.5 |
|
| 3895 |
3895
Reynolds Capital Management
Las Vegas,
Nevada
| USD 92.1 M | +USD 12.2 M | +15% | 12.9% | 164% | 169 | 44.97% | 1.2 |
|
| 3896 |
3896
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 92.1 M | – | – | 2.48% | 47.6% | 15 | – | 0 |
|
| 3897 |
3897
Colorado Capital Management
Boulder,
Colorado
| USD 92.1 M | – | – | 3.13% | 60.4% | 65 | – | 0 |
|
| 3898 |
SPC
3898
Standard Pacific Capital
San Francisco,
California
| USD 92 M | -USD 8.02 M | -8% | 4.08% | – | 38 | 55.26% | 0.5 |
|
| 3899 |
3899
Morgenthaler Management Partners IX
Portola Valley,
California
| USD 91.9 M | – | – | 7.78% | – | 4 | – | 0 |
|
| 3900 |
3900
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 91.6 M | – | – | 4.01% | 101% | 141 | – | 0 |
|