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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Ally Bridge Group
New York
| USD 151 M | +USD 41.7 M | +38% | 6.59% | 844% | 52 | 82.69% | 0.3 |
|
| 4852 |
4852
Barrett & Company
Providence,
Rhode Island
| USD 151 M | – | – | 5.55% | 83.6% | 590 | – | 0 |
|
| 4853 |
4853
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 151 M | +USD 3.87 M | +3% | 4.89% | 83.9% | 144 | 15.28% | 0.7 |
|
| 4854 |
4854
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 151 M | -USD 20.8 M | -12% | 4.28% | 70.2% | 382 | 4.71% | 3.1 |
|
| 4855 |
KCM
4855
Kempner Capital Management
Galveston,
Texas
| USD 151 M | -USD 13 M | -8% | 4.92% | 60.9% | 67 | 17.91% | 3.5 |
|
| 4856 |
4856
GS Investments
Minneapolis,
Minnesota
| USD 151 M | -USD 23.3 M | -13% | 3.48% | 108% | 155 | 1.94% | 1.9 |
|
| 4857 |
WA1
4857
Wimmer Associates 1
Pasadena,
California
| USD 151 M | -USD 2.36 M | -2% | 6.1% | 78.9% | 113 | 7.08% | 5 |
|
| 4858 |
4858
Running Point Capital Advisors
El Segundo,
California
| USD 151 M | -USD 4.77 M | -3% | 6.57% | 52.1% | 243 | 13.17% | 0.9 |
|
| 4859 |
BOCM
4859
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 151 M | -USD 10.8 M | -7% | 7.16% | 49.6% | 31 | 3.23% | 4 |
|
| 4860 |
4860
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 151 M | +USD 2.47 M | +2% | 2.48% | 99.7% | 128 | 16.41% | 1.1 |
|
| 4861 |
SL
4861
SOF Ltd
George Town,
Cayman Islands
| USD 151 M | -USD 4.6 M | -3% | 2.96% | 42.3% | 1 | 0% | 5.8 |
|
| 4862 |
4862
Forte Asset Management
Bedford,
New York
| USD 151 M | +USD 6.27 M | +4% | 4.57% | 57.7% | 60 | 0% | 0.3 |
|
| 4863 |
4863
Ceera Investments
Bellaire,
Texas
| USD 151 M | -USD 24.3 M | -14% | 4.54% | 56.1% | 73 | 17.81% | 1.1 |
|
| 4864 |
4864
Aisling Capital Management
New York
| USD 151 M | +USD 10.4 M | +7% | 19% | 793% | 19 | 10.53% | 2.4 |
|
| 4865 |
4865
AREX Capital Management
New York
| USD 151 M | -USD 12.7 M | -8% | 6.52% | 36.2% | 17 | 17.65% | 1.1 |
|
| 4866 |
4866
Union Heritage Capital
Bloomfield Hills,
Michigan
| USD 151 M | -USD 4.72 M | -3% | 2.44% | 82.1% | 53 | 0% | 1.5 |
|
| 4867 |
4867
Coyle Financial Counsel
Glenview,
Illinois
| USD 150 M | -USD 32.5 M | -18% | 5.21% | 67.3% | 62 | 11.29% | 3 |
|
| 4868 |
4868
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 150 M | -USD 11.1 M | -7% | 5.07% | 98.6% | 129 | 14.73% | 4.2 |
|
| 4869 |
MG
4869
Meditor Group
Hamilton,
Bermuda
| USD 150 M | -USD 51.9 M | -26% | 16.2% | 41.1% | 4 | 0% | 6.8 |
|
| 4870 |
HCM
4870
Hall Capital Management
Barrington,
Rhode Island
| USD 150 M | -USD 1.63 M | -1% | 5.34% | – | 92 | 4.35% | 5.2 |
|
| 4871 |
4871
Wealth Management Resources
Smithfield,
Rhode Island
| USD 150 M | -USD 12.3 M | -8% | 4.73% | 37.7% | 40 | 0% | 0.7 |
|
| 4872 |
SCM
4872
Springhouse Capital Management
Westport,
Connecticut
| USD 150 M | -USD 51.4 M | -25% | 4.16% | 52% | 66 | 42.42% | 1.1 |
|
| 4873 |
4873
Harvest Group Wealth Management
Waltham,
Massachusetts
| USD 150 M | -USD 12 M | -7% | 5.22% | 28.1% | 214 | 17.29% | 0.8 |
|
| 4874 |
4874
United Bank (Georgia)
Zebulon,
Georgia
| USD 150 M | -USD 10.8 M | -7% | 5.94% | 93.7% | 86 | 1.16% | 4 |
|
| 4875 |
4875
Strategic Value Bank Partners
Cleveland,
Ohio
| USD 150 M | +USD 21 M | +16% | 5.2% | 98.1% | 22 | 13.64% | 0.6 |
|