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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8201 |
HIIL
8201
HS Investments IV Ltd
St Peter Port,
| USD 112 M | +USD 31.5 M | +39% | 39.6% | – | 2 | 0% | 0.4 |
|
| 8202 |
LCS
8202
Luma Capital SA
Luxembourg,
| USD 112 M | +USD 8.22 M | +8% | 9.26% | – | 12 | 0% | 0.5 |
|
| 8203 |
TCM
8203
Traub Capital Management
Needham,
Massachusetts
| USD 112 M | +USD 11.3 M | +11% | 15.9% | – | 145 | 19.31% | 0.8 |
|
| 8204 |
TLM
8204
Town Lane Management
New York
| USD 112 M | +USD 6.02 M | +6% | 14.6% | – | 4 | 25% | 0.5 |
|
| 8205 |
WM
8205
Whitford Management
New York
| USD 112 M | +USD 14.1 M | +14% | 16.9% | 76.2% | 29 | 37.93% | 0.9 |
|
| 8206 |
B
8206
BennBridge
Edinburgh,
United Kingdom
| USD 112 M | -USD 8.14 M | -7% | 1.22% | – | 7 | 0% | 1.1 |
|
| 8207 |
BAM
8207
Banta Asset Management
Newport Beach,
California
| USD 112 M | +USD 12.5 M | +13% | 13.6% | – | 20 | 0% | 4.2 |
|
| 8208 |
CS
8208
Crescent Sterling
Metairie,
Louisiana
| USD 112 M | +USD 8.45 M | +8% | 10.4% | 68.6% | 89 | 14.61% | 2.4 |
|
| 8209 |
WAM
8209
Watershed Asset Management
San Francisco,
California
| USD 112 M | +USD 15.3 M | +16% | 18.7% | – | 145 | 38.62% | 0.6 |
|
| 8210 |
SCM
8210
Scopia Capital Management
New York
| USD 112 M | -USD 34.1 M | -23% | 27.3% | 58.7% | 23 | 21.74% | 2.2 |
|
| 8211 |
SWM
8211
Stonebridge Wealth Management
Oak Brook,
Illinois
| USD 112 M | +USD 7.36 M | +7% | 6.9% | – | 38 | 7.89% | 0.9 |
|
| 8212 |
TFS
8212
truNorth Financial Services
Chambersburg,
Pennsylvania
| USD 112 M | +USD 15 M | +15% | 7.63% | – | 60 | 20% | 0.4 |
|
| 8213 |
BU
8213
Brown University
Providence,
Rhode Island
| USD 112 M | +USD 9.8 M | +10% | 34.7% | 37.9% | 13 | 30.77% | 2 |
|
| 8214 |
TBFA
8214
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| USD 112 M | +USD 8.25 M | +8% | 10.5% | – | 329 | 5.47% | 0.5 |
|
| 8215 |
VDC
8215
Van Diest Capital
Poly City,
Iowa
| USD 112 M | -USD 15.4 M | -12% | 23.2% | – | 234 | 43.59% | 0.3 |
|
| 8216 |
RQS
8216
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 112 M | +USD 15 M | +16% | 13.4% | 42% | 68 | 91.18% | 0.2 |
|
| 8217 |
IMT
8217
Investment Management Trust
Fitchburg,
Massachusetts
| USD 112 M | +USD 8.97 M | +9% | 16.4% | – | 89 | 21.35% | 0.2 |
|
| 8218 |
RM
8218
RCW Management
Jacksonville,
Florida
| USD 112 M | +USD 14 M | +14% | 15.1% | – | 69 | 2.9% | 0.5 |
|
| 8219 |
MASM
8219
MH & Associates Securities Management
Carlsbad,
California
| USD 112 M | -USD 3.1 M | -3% | 10.3% | – | 101 | 3.96% | 0.5 |
|
| 8220 |
LA
8220
Layline Advisors
Rochester,
New York
| USD 111 M | +USD 22.1 M | +25% | 10.9% | – | 81 | 19.75% | 0.2 |
|
| 8221 |
CCM
8221
Chiron Capital Management
Tallahassee,
Florida
| USD 111 M | +USD 13.9 M | +14% | 4.62% | – | 149 | 30.2% | 1.9 |
|
| 8222 |
WCBA
8222
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 111 M | +USD 6.6 M | +6% | 9.01% | 52.2% | 63 | 3.17% | 6.6 |
|
| 8223 |
VR
8223
Valued Retirements
Houston,
Texas
| USD 111 M | +USD 9.04 M | +9% | 13.2% | – | 105 | 18.1% | 1.6 |
|
| 8224 |
GH
8224
GLP Holdings
Cumming,
Georgia
| USD 111 M | +USD 13.6 M | +14% | 14% | – | 4 | 0% | 0.5 |
|
| 8225 |
KAM
8225
Kazazian Asset Management
Fort Lauderdale,
Florida
| USD 111 M | +USD 19.8 M | +22% | 14.6% | – | 55 | 29.09% | 1.9 |
|