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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Mittleman Investment Management
Melville,
New York
| USD 148 M | -USD 21.2 M | -13% | 4.57% | 11.6% | 7 | 0% | 3.9 |
|
| 4002 |
4002
Sloane Robinson
London,
United Kingdom
| USD 148 M | +USD 64.1 M | +77% | 30.3% | 175% | 27 | 33.33% | 1.1 |
|
| 4003 |
SL
4003
Signition LP
New York
| USD 148 M | -USD 8.93 M | -6% | 16.4% | – | 310 | 66.77% | 0.3 |
|
| 4004 |
4004
Daily Journal Corp
Los Angeles,
California
| USD 148 M | +USD 10.7 M | +8% | 7.93% | 108% | 4 | 0% | 5.3 |
|
| 4005 |
4005
JLP Asset Management
New York
| USD 148 M | +USD 35 M | +31% | 16.3% | 16.1% | 30 | 0% | 0.3 |
|
| 4006 |
4006
Wills Financial Group
Richmond,
Virginia
| USD 147 M | +USD 17.3 M | +13% | 10.8% | 57.5% | 60 | 8.33% | 3.3 |
|
| 4007 |
4007
Brand Asset Management Group
Chesterfield,
Missouri
| USD 147 M | +USD 21.3 M | +17% | 12% | 70.2% | 324 | 36.11% | 0.5 |
|
| 4008 |
4008
Tegean Capital Management
New York
| USD 147 M | +USD 44.2 M | +43% | 14.7% | – | 24 | 33.33% | 1.6 |
|
| 4009 |
4009
Riggs Asset Management
Dallas,
Pennsylvania
| USD 147 M | +USD 9.26 M | +7% | 11.1% | 207% | 273 | 14.65% | 2.8 |
|
| 4010 |
CAM
4010
Coltrane Asset Management
New York
| USD 147 M | +USD 63.7 M | +76% | 25% | 50.3% | 4 | 50% | 0.2 |
|
| 4011 |
4011
Kellner Capital
New York
| USD 147 M | -USD 5.32 M | -3% | 21.7% | 390% | 44 | 72.73% | 0.4 |
|
| 4012 |
4012
Private Wealth Advisors (California)
Fresno,
California
| USD 147 M | +USD 23 M | +19% | 12.1% | 63.6% | 59 | 5.08% | 0.2 |
|
| 4013 |
4013
Bronson Point Management
Fairfield,
Connecticut
| USD 147 M | +USD 90.3 M | +160% | 7.1% | 7.56% | 51 | 86.27% | 0.3 |
|
| 4014 |
HIS
4014
Horizon Investment Services
Hammond,
Indiana
| USD 147 M | +USD 19.8 M | +16% | 13.2% | 250% | 94 | 21.28% | 2.1 |
|
| 4015 |
4015
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| USD 147 M | +USD 21 M | +17% | 8.9% | 47.9% | 447 | 14.09% | 0.2 |
|
| 4016 |
4016
Cabot-Wellington
Boston,
Massachusetts
| USD 147 M | -USD 2.88 M | -2% | 11.5% | 65% | 9 | 0% | 5.1 |
|
| 4017 |
4017
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 147 M | -USD 7.98 M | -5% | 10.8% | 97% | 142 | 16.9% | 1.1 |
|
| 4018 |
FA
4018
Financial Advisors
Andover,
Massachusetts
| USD 146 M | +USD 23.4 M | +19% | 11.7% | 71.5% | 61 | 6.56% | 0.2 |
|
| 4019 |
4019
Israel Discount Bank of New York
New York
| USD 146 M | +USD 16.2 M | +12% | 11.5% | 40.8% | 439 | 5.92% | 1.8 |
|
| 4020 |
4020
Peak Capital Management
Greenwood Village,
Colorado
| USD 146 M | +USD 6.84 M | +5% | 8.94% | 9.52% | 36 | 27.78% | 1.5 |
|
| 4021 |
4021
Princeton Global Asset Management
Princeton,
New Jersey
| USD 146 M | +USD 32.6 M | +29% | 11.7% | 110% | 361 | 43.21% | 0.1 |
|
| 4022 |
APSI
4022
Asset Planning Services Inc
Covington,
Louisiana
| USD 146 M | +USD 14.4 M | +11% | 12.9% | 138% | 41 | 17.07% | 1.8 |
|
| 4023 |
SFA
4023
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 146 M | +USD 14.6 M | +11% | 13% | 187% | 113 | 86.73% | 0.9 |
|
| 4024 |
LB
4024
Landmark Bank
Columbia,
Missouri
| USD 146 M | +USD 10.7 M | +8% | 12.9% | – | 96 | 19.79% | 0.6 |
|
| 4025 |
4025
X-Square Capital
Guaynabo,
Puerto Rico
| USD 146 M | +USD 18.5 M | +15% | 18.4% | 158% | 75 | 14.67% | 1.1 |
|