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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
HPCM
5101
High Pointe Capital Management
Chicago,
Illinois
| USD 82.4 M | +USD 6.33 M | +8% | 8.28% | 92.4% | 92 | 27.17% | 1.6 |
|
| 5102 |
5102
Camarda Financial Advisors
Fleming Island,
Florida
| USD 82.4 M | +USD 10.9 M | +15% | 10.2% | 196% | 49 | 24.49% | 1.6 |
|
| 5103 |
5103
Yaupon Capital Management
New York
| USD 82.3 M | -USD 36.8 M | -31% | 11.9% | 122% | 42 | 57.14% | 0.6 |
|
| 5104 |
JC
5104
JCSD Capital
Walnut Creek,
California
| USD 82.1 M | +USD 13.1 M | +19% | 5.45% | – | 47 | 29.79% | 1.5 |
|
| 5105 |
SCC
5105
Steel Canyon Capital
Phoenix,
Arizona
| USD 81.9 M | +USD 4.56 M | +6% | 7.08% | 62.8% | 21 | 4.76% | 0.7 |
|
| 5106 |
5106
Harbert Fund Advisors
Birmingham,
Alabama
| USD 81.8 M | -USD 5.97 M | -7% | 12.9% | 70.8% | 24 | 37.5% | 1 |
|
| 5107 |
5107
WESPAC Advisors
Orinda,
California
| USD 80.7 M | -USD 7.4 M | -8% | 8.43% | 126% | 111 | 32.43% | 0.9 |
|
| 5108 |
5108
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 80.6 M | -USD 5.58 M | -6% | 2.64% | 108% | 26 | 3.85% | 3.3 |
|
| 5109 |
5109
Sippican Capital Advisors
Boston,
Massachusetts
| USD 80.4 M | +USD 6.24 M | +8% | 3.74% | 81.1% | 110 | 16.36% | 3.8 |
|
| 5110 |
5110
Conrad N. Hilton Foundation
Agoura Hills,
California
| USD 80 M | -USD 75.8 M | -49% | 4.12% | – | 4 | 25% | 2.8 |
|
| 5111 |
5111
Indie Asset Partners
Carmel,
Indiana
| USD 79.8 M | +USD 129 k | +0.2% | 8.23% | 119% | 99 | 13.13% | 0.6 |
|
| 5112 |
MFM
5112
Mohican Financial Management
Wilton,
Connecticut
| USD 79.7 M | +USD 24.4 M | +44% | 0% | 0% | 54 | 38.89% | 0.9 |
|
| 5113 |
5113
Assured Investment Management
New York
| USD 79.5 M | +USD 20.8 M | +35% | 35.5% | 18.3% | 2 | 50% | 0.8 |
|
| 5114 |
5114
Euclidean Technologies Management
Seattle,
Washington
| USD 79.5 M | +USD 8.24 M | +12% | 12.1% | 124% | 62 | 16.13% | 1.2 |
|
| 5115 |
5115
Siris Capital Group
New York
| USD 79 M | -USD 38.8 M | -33% | 11.3% | – | 3 | 33.33% | 0.8 |
|
| 5116 |
5116
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 78.8 M | +USD 1.88 M | +2% | 8.07% | 80.2% | 75 | 24% | 2.2 |
|
| 5117 |
5117
KPCB DGF II Associates
Menlo Park,
California
| USD 78.6 M | +USD 5.39 M | +7% | 55.9% | 2.08% | 2 | 0% | 0.8 |
|
| 5118 |
5118
Mad River Investors
Boston,
Massachusetts
| USD 78.6 M | -USD 8.57 M | -10% | 3.03% | 169% | 23 | 8.7% | 3.8 |
|
| 5119 |
LC
5119
LNZ Capital
New York
| USD 78.4 M | -USD 58.5 M | -43% | 10.3% | 58.8% | 27 | 85.19% | 0.1 |
|
| 5120 |
5120
QP Wealth Management
Eatontown,
New Jersey
| USD 78.1 M | +USD 5.8 M | +8% | 13.1% | – | 68 | 20.59% | 0.6 |
|
| 5121 |
5121
Global Strategic Management
San Juan,
Puerto Rico
| USD 77.9 M | +USD 206 k | +0.3% | 13.5% | – | 33 | 18.18% | 1.4 |
|
| 5122 |
5122
Harvey Partners
Tarrytown,
New York
| USD 77 M | -USD 5.96 M | -7% | 9.92% | 174% | 50 | 36% | 0.9 |
|
| 5123 |
5123
CAZ Investments
Houston,
Texas
| USD 76.9 M | -USD 29.6 M | -28% | 0.43% | 263% | 44 | 27.27% | 1 |
|
| 5124 |
PI
5124
Pachira Investments
Dana Point,
California
| USD 76.7 M | +USD 20.6 M | +37% | 6.48% | 82.3% | 20 | 30% | 1.5 |
|
| 5125 |
5125
Oppenheimer & Close
New York
| USD 76.1 M | +USD 1.16 M | +2% | 6.23% | 149% | 46 | 6.52% | 3.8 |
|