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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Balasa Dinverno & Foltz
| USD 615 M | +USD 23.1 M | +4% | 3.5% | 23.2% | 222 | 13.96% | 2.5 |
|
| 1752 |
1752
Vigilant Capital Management
Portland,
Maine
| USD 614 M | +USD 39.9 M | +7% | 2.86% | 48.8% | 284 | 10.21% | 2.5 |
|
| 1753 |
1753
NBT Bank
Norwich,
New York
| USD 614 M | +USD 11.5 M | +2% | 1.97% | 68.2% | 212 | 8.96% | 3.3 |
|
| 1754 |
1754
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 614 M | +USD 110 M | +22% | 3.02% | 64% | 188 | 19.15% | 1.9 |
|
| 1755 |
1755
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 614 M | +USD 27.2 M | +5% | 2.47% | 77.5% | 69 | 2.9% | 3.4 |
|
| 1756 |
1756
Compass Capital Management
Minneapolis,
Minnesota
| USD 614 M | +USD 33.1 M | +6% | 5.03% | 50.8% | 44 | 6.82% | 3.2 |
|
| 1757 |
ECAU
1757
Everett Capital Advisors (UK)
London,
United Kingdom
| USD 614 M | +USD 32.5 M | +6% | 1.92% | 30.7% | 42 | 61.9% | 0.2 |
|
| 1758 |
CCM
1758
Clearfield Capital Management
New York
| USD 613 M | +USD 155 M | +34% | 7.34% | 421% | 30 | 56.67% | 0.4 |
|
| 1759 |
1759
Wellington Shields Capital Management
New York
| USD 613 M | -USD 7.07 M | -1% | 0.6% | 137% | 355 | 14.37% | 2.5 |
|
| 1760 |
1760
Main Street Research
Lakeville,
Connecticut
| USD 612 M | +USD 41.2 M | +7% | 4.75% | 232% | 132 | 19.7% | 2.3 |
|
| 1761 |
1761
Sentinel Trust
Houston,
Texas
| USD 612 M | -USD 20.2 M | -3% | 0.48% | 79.2% | 121 | 12.4% | 2.6 |
|
| 1762 |
1762
Denali Advisors
San Diego,
California
| USD 612 M | -USD 68.7 M | -10% | 1.7% | 106% | 319 | 31.97% | 1.5 |
|
| 1763 |
RC
1763
Rivulet Capital
Summit,
New Jersey
| USD 611 M | +USD 74.5 M | +14% | 5.94% | 27.4% | 11 | 9.09% | 1.7 |
|
| 1764 |
NCM
1764
Numina Capital Management
New York
| USD 609 M | +USD 88.6 M | +17% | 2.73% | 40.2% | 45 | 66.67% | 0.5 |
|
| 1765 |
1765
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 609 M | -USD 44 M | -7% | 5.61% | 43% | 46 | 8.7% | 2.6 |
|
| 1766 |
1766
InterOcean Capital
Chicago,
Illinois
| USD 608 M | +USD 67.7 M | +13% | 1.65% | 32.1% | 158 | 12.03% | 2.2 |
|
| 1767 |
AW
1767
ACG Wealth
Atlanta,
Georgia
| USD 608 M | +USD 62.5 M | +11% | 4.37% | 45.5% | 347 | 21.9% | 1.7 |
|
| 1768 |
NA
1768
Newport Asia
San Francisco,
California
| USD 608 M | +USD 97.1 M | +19% | 15.8% | – | 6 | 0% | 2.3 |
|
| 1769 |
CPP
1769
Crow Point Partners
Boston,
Massachusetts
| USD 608 M | -USD 38 M | -6% | 2.38% | 56.9% | 315 | 41.27% | 1.2 |
|
| 1770 |
BCA
1770
Bernzott Capital Advisors
Camarillo,
California
| USD 607 M | +USD 26.1 M | +4% | 3.39% | 46.6% | 49 | 6.12% | 2.7 |
|
| 1771 |
MIM
1771
Marco Investment Management
Atlanta,
Georgia
| USD 605 M | +USD 16.2 M | +3% | 2.31% | 127% | 184 | 8.7% | 3.1 |
|
| 1772 |
1772
EAM Investors
Solana Beach,
California
| USD 605 M | -USD 29.7 M | -5% | 23.8% | 6,012% | 427 | 59.95% | 0.4 |
|
| 1773 |
1773
Citizens Business Bank
Ontario,
California
| USD 603 M | +USD 5.64 M | +0.9% | 1.75% | 108% | 298 | 12.42% | 2.6 |
|
| 1774 |
1774
Cormorant Asset Management
Boston,
Massachusetts
| USD 603 M | -USD 85.4 M | -12% | 4.81% | 3,977% | 86 | 30.23% | 1.5 |
|
| 1775 |
1775
Quinn Opportunity Partners
Charlottesville,
Virginia
| USD 603 M | +USD 170 M | +39% | 8.14% | 77.6% | 192 | 26.56% | 0.9 |
|