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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 |
HCM
3876
HMS Capital Management
Nashville,
Tennessee
| USD 117 M | +USD 4.65 M | +4% | 6.72% | 130% | 161 | 15.53% | 0.7 |
|
| 3877 |
SIM
3877
Sigma Investment Management
Portland,
Oregon
| USD 117 M | +USD 1.06 M | +0.9% | 2.11% | 8.4% | 16 | 6.25% | 3.2 |
|
| 3878 |
PAPAIJV
3878
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| USD 117 M | +USD 29 M | +33% | 17.6% | 168% | 25 | 48% | 1 |
|
| 3879 |
SCM
3879
SkyTop Capital Management
Rutherford,
New Jersey
| USD 117 M | +USD 5.79 M | +5% | 15.4% | 50.2% | 27 | 55.56% | 0.3 |
|
| 3880 |
KCM
3880
Knoll Capital Management
Miami,
Florida
| USD 117 M | +USD 41.5 M | +55% | 74.5% | 258% | 16 | 6.25% | 1.9 |
|
| 3881 |
WA
3881
Wheatland Advisors
Lancaster,
Pennsylvania
| USD 117 M | +USD 5.94 M | +5% | 4.86% | 30.5% | 97 | 7.22% | 3.1 |
|
| 3882 |
AWMF
3882
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 117 M | +USD 11.2 M | +11% | 0.85% | 101% | 68 | 25% | 1.2 |
|
| 3883 |
MIS
3883
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| USD 117 M | -USD 38.3 M | -25% | 0% | 0.23% | 59 | 0% | 1.9 |
|
| 3884 |
IP
3884
Investment Partners
New Philadelphia,
Ohio
| USD 117 M | +USD 6.77 M | +6% | 4.23% | 74.1% | 127 | 11.02% | 1.9 |
|
| 3885 |
SAMC
3885
Spectrum Asset Management (California)
Newport Beach,
California
| USD 117 M | +USD 8.42 M | +8% | 5.19% | 68.3% | 75 | 13.33% | 1.4 |
|
| 3886 |
CCC
3886
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 116 M | +USD 4.09 M | +4% | 4.02% | 56% | 27 | 0% | 3.1 |
|
| 3887 |
FMTCOCP
3887
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 116 M | +USD 629 k | +0.5% | 3.37% | 65.5% | 295 | 9.83% | 0.7 |
|
| 3888 |
PIA
3888
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 116 M | -USD 291 k | -0.2% | 4.53% | 24.2% | 82 | 6.1% | 3.3 |
|
| 3889 |
PVMCV
3889
Polaris Venture Management Co V
Boston,
Massachusetts
| USD 116 M | +USD 19.7 M | +20% | 12% | 281% | 9 | 11.11% | 2.5 |
|
| 3890 |
EWMCB
3890
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 116 M | +USD 19 k | +0% | 3.72% | 13% | 31 | 3.23% | 2.3 |
|
| 3891 |
TCM
3891
Tieton Capital Management
Yakima,
Washington
| USD 116 M | +USD 7.95 M | +7% | 16.1% | 172% | 28 | 3.57% | 2.6 |
|
| 3892 |
WPA
3892
Winning Points Advisors
Boca Raton,
Florida
| USD 116 M | +USD 13.7 M | +13% | 4.52% | – | 70 | 5.71% | 0.7 |
|
| 3893 |
RSA
3893
Robertson Stephens Advisors
San Francisco,
California
| USD 116 M | +USD 4.66 M | +4% | 4.77% | – | 75 | 17.33% | 0.7 |
|
| 3894 |
CAM
3894
Concorde Asset Management
Ann Arbor,
Michigan
| USD 115 M | +USD 41.4 M | +56% | 3.66% | – | 162 | 32.1% | 0.9 |
|
| 3895 |
WVP
3895
Worth Venture Partners
Fort Lee,
New Jersey
| USD 115 M | -USD 677 k | -0.6% | 2.65% | 105% | 157 | 42.04% | 0.4 |
|
| 3896 |
PIM
3896
Profit Investment Management
North Bethesda,
Maryland
| USD 115 M | +USD 4.27 M | +4% | 6.78% | 101% | 96 | 12.5% | 3.2 |
|
| 3897 |
RAM
3897
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 115 M | -USD 4.38 M | -4% | 4.88% | 47.6% | 20 | 5% | 2 |
|
| 3898 |
BP
3898
Bandera Partners
New York
| USD 115 M | +USD 4.48 M | +4% | 0.87% | 55.4% | 14 | 7.14% | 2.3 |
|
| 3899 |
3899
INVST
Indianapolis,
Indiana
| USD 114 M | +USD 44 M | +63% | 4.32% | 78.5% | 36 | 38.89% | 0.2 |
|
| 3900 |
LSC
3900
Lesa Sroufe & Co
Seattle,
Washington
| USD 114 M | +USD 6.32 M | +6% | 5.05% | – | 42 | 9.52% | 2.8 |
|