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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
RB Capital Management
Reno,
Nevada
| USD 127 M | -USD 13.2 M | -9% | 1.73% | 79.4% | 144 | 8.33% | 1 |
|
| 4027 |
4027
Cascade Investment Advisors
Oregon City,
Oregon
| USD 127 M | +USD 1.01 M | +0.8% | 2.27% | 71.4% | 226 | 22.57% | 1.1 |
|
| 4028 |
4028
River Oaks Capital
Wayzata,
Minnesota
| USD 127 M | +USD 1.8 M | +1% | 3.2% | – | 62 | 9.68% | 1.1 |
|
| 4029 |
ACM
4029
ADI Capital Management
New York
| USD 127 M | -USD 20 M | -14% | 5.73% | 113% | 22 | 63.64% | 0.5 |
|
| 4030 |
4030
Global Trust Asset Management
West Palm Beach,
Florida
| USD 127 M | -USD 13.9 M | -10% | 1.06% | 178% | 415 | 10.6% | 0.2 |
|
| 4031 |
OH
4031
Oikos Holdings
New York
| USD 127 M | -USD 45.7 M | -26% | 27.3% | 5.54% | 10 | 20% | 0.2 |
|
| 4032 |
4032
Point72 Europe
London,
United Kingdom
| USD 127 M | -USD 24.2 M | -16% | 0.57% | 95.4% | 34 | 70.59% | 0.3 |
|
| 4033 |
4033
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 127 M | -USD 49.4 M | -28% | 1.54% | 21.9% | 91 | 57.14% | 4.2 |
|
| 4034 |
BCA
4034
Benchmark Capital Advisors
New York
| USD 127 M | -USD 1.68 M | -1% | 0.83% | 29.5% | 142 | 11.97% | 2.9 |
|
| 4035 |
LSCM
4035
LaSalle Street Capital Management
Chicago,
Illinois
| USD 126 M | -USD 18.7 M | -13% | 2.51% | 30.5% | 112 | 18.75% | 1.9 |
|
| 4036 |
4036
AllSquare Wealth Management
Albany,
New York
| USD 126 M | -USD 715 k | -0.6% | 1.38% | 62.4% | 434 | 13.13% | 1.2 |
|
| 4037 |
4037
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 126 M | -USD 67.6 M | -35% | 12.9% | 167% | 65 | 52.31% | 0.8 |
|
| 4038 |
4038
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 126 M | +USD 9.04 M | +8% | 0.51% | 59.6% | 76 | 38.16% | 0.2 |
|
| 4039 |
4039
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 126 M | -USD 1.06 M | -0.8% | 1.73% | 91.9% | 63 | 6.35% | 0.9 |
|
| 4040 |
4040
Physicians Financial Services
Raleigh,
North Carolina
| USD 126 M | -USD 5.11 M | -4% | 0.93% | 100% | 118 | 21.19% | 2 |
|
| 4041 |
4041
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 126 M | -USD 6.34 M | -5% | 2.14% | 61.6% | 88 | 4.55% | 3.2 |
|
| 4042 |
4042
Kathryn A. Hall
| USD 126 M | +USD 4.45 M | +4% | 8.28% | 95.2% | 7 | 42.86% | 2.2 |
|
| 4043 |
4043
Madrona Financial Services
Everett,
Washington
| USD 126 M | +USD 7.24 M | +6% | 0.32% | 85.1% | 46 | 19.57% | 1.8 |
|
| 4044 |
4044
Rezny Wealth Management
Fort Myers,
Florida
| USD 126 M | -USD 10.7 M | -8% | 0.96% | 99.6% | 14 | 28.57% | 2.2 |
|
| 4045 |
4045
RiverGlades Family Offices
Naples,
Florida
| USD 125 M | +USD 3.63 M | +3% | 1.08% | – | 86 | 30.23% | 0.2 |
|
| 4046 |
4046
Copernicus Capital Management
San Francisco,
California
| USD 125 M | -USD 8.83 M | -7% | 2.79% | 126% | 30 | 56.67% | 0.2 |
|
| 4047 |
4047
Mill Road Capital Management
Greenwich,
Connecticut
| USD 125 M | +USD 20.7 M | +20% | 24% | 85.1% | 13 | 23.08% | 2.1 |
|
| 4048 |
4048
Ballast Inc
Lexington,
Kentucky
| USD 125 M | +USD 6.87 M | +6% | 1.11% | 71.3% | 87 | 8.05% | 0.2 |
|
| 4049 |
CCM
4049
Consolidated Capital Management
Burbank,
California
| USD 125 M | +USD 28.4 M | +29% | 0.53% | 166% | 58 | 34.48% | 0.9 |
|
| 4050 |
BOCM
4050
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 125 M | -USD 2.96 M | -2% | 2.53% | 49.6% | 29 | 0% | 2.1 |
|