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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Horizon Financial Services
Winston Salem,
North Carolina
| USD 156 M | +USD 14 M | +10% | 4.3% | 42.6% | 261 | 78.54% | 0.5 |
|
| 5952 |
5952
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| USD 156 M | +USD 11.8 M | +8% | 7.51% | 68.7% | 231 | 25.11% | 0.8 |
|
| 5953 |
KAM
5953
Kinney Asset Management
Chicago,
Illinois
| USD 156 M | +USD 10.9 M | +8% | 15.2% | 10.1% | 4 | 0% | 3.4 |
|
| 5954 |
5954
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 156 M | -USD 11.1 M | -7% | 4.93% | 261% | 76 | 48.68% | 1.7 |
|
| 5955 |
5955
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 156 M | -USD 239 M | -61% | 57.4% | 667% | 13 | 15.38% | 2.5 |
|
| 5956 |
5956
Garrison Point Advisors
Walnut Creek,
California
| USD 156 M | +USD 13.7 M | +10% | 11% | 81.5% | 150 | 3.33% | 4 |
|
| 5957 |
5957
Solas Capital Management
Darien,
Connecticut
| USD 156 M | -USD 5.56 M | -3% | 19.2% | 62.5% | 26 | 38.46% | 2 |
|
| 5958 |
5958
Hudson Canyon Capital Management
New York
| USD 155 M | +USD 18.1 M | +13% | 16.9% | 182% | 56 | 7.14% | 2.6 |
|
| 5959 |
5959
Von Berge Wealth Management Group
San Diego,
California
| USD 155 M | +USD 25.3 M | +19% | 8.33% | 60.5% | 74 | 20.27% | 1.7 |
|
| 5960 |
II
5960
Ironclad Investments
Maitland,
Florida
| USD 155 M | +USD 5.18 M | +3% | 10.1% | – | 3 | 0% | 0.3 |
|
| 5961 |
PHM
5961
Prospect Hill Management
Short Hills,
New Jersey
| USD 155 M | -USD 12.3 M | -7% | 3.82% | 85.1% | 16 | 12.5% | 2.6 |
|
| 5962 |
BWA
5962
BlueChip Wealth Advisors
Milton,
Georgia
| USD 155 M | +USD 12.4 M | +9% | 6.88% | 62.2% | 132 | 20.45% | 0.2 |
|
| 5963 |
5963
Omega Fund Management
Boston,
Massachusetts
| USD 155 M | +USD 31.6 M | +26% | 73.9% | 106% | 14 | 21.43% | 2.8 |
|
| 5964 |
5964
Flagship Private Wealth
Woburn,
Massachusetts
| USD 155 M | +USD 25.1 M | +19% | 7.98% | 70.2% | 93 | 16.13% | 2.2 |
|
| 5965 |
5965
Heronetta Management
New York
| USD 155 M | +USD 13.7 M | +10% | 10.7% | 59.7% | 23 | 0% | 6.4 |
|
| 5966 |
5966
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 155 M | +USD 5.95 M | +4% | 7.51% | 85.5% | 30 | 3.33% | 4.8 |
|
| 5967 |
5967
SQN Investors
Menlo Park,
California
| USD 155 M | -USD 4.91 M | -3% | 3.98% | – | 24 | 50% | 1.2 |
|
| 5968 |
5968
LCM Capital Management
Chicago,
Illinois
| USD 155 M | +USD 16.5 M | +12% | 14.8% | 128% | 95 | 8.42% | 2.6 |
|
| 5969 |
5969
Delphi Financial Group
Wilmington,
Delaware
| USD 155 M | -USD 15.9 M | -9% | 8.94% | 66.3% | 23 | 8.7% | 1.8 |
|
| 5970 |
5970
Burns Matteson Capital Management
Corning,
New York
| USD 155 M | +USD 12.3 M | +9% | 9.48% | 137% | 180 | 38.89% | 1.2 |
|
| 5971 |
5971
Eschler Asset Management
London,
United Kingdom
| USD 155 M | +USD 28.5 M | +23% | 21.8% | 274% | 127 | 64.57% | 0.3 |
|
| 5972 |
5972
Continental Grain Company
New York
| USD 154 M | +USD 10.7 M | +7% | 5.51% | 5.73% | 3 | 33.33% | 2.5 |
|
| 5973 |
5973
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 154 M | +USD 8.07 M | +6% | 7.18% | 70.2% | 120 | 29.17% | 2.2 |
|
| 5974 |
5974
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 154 M | +USD 18.5 M | +14% | 8.93% | 90.6% | 77 | 1.3% | 3.1 |
|
| 5975 |
5975
Lakeridge Wealth Management
Mentor,
Ohio
| USD 154 M | +USD 16 M | +12% | 8.94% | – | 140 | 10.71% | 0.2 |
|