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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Monarch Alternative Capital
New York
| USD 277 M | +USD 90.8 M | +49% | 22.2% | 497% | 10 | 70% | 0.1 |
|
| 2127 |
2127
Boltwood Capital Management
Walnut Creek,
California
| USD 276 M | +USD 33.3 M | +14% | 2.73% | 63% | 88 | 4.55% | 0.2 |
|
| 2128 |
ICM
2128
Invicta Capital Management
New York
| USD 276 M | +USD 35.2 M | +15% | 33% | – | 32 | 46.88% | 0.2 |
|
| 2129 |
2129
Newport Asia
San Francisco,
California
| USD 276 M | +USD 102 M | +58% | 37.5% | – | 5 | 20% | 0.3 |
|
| 2130 |
RPGK
2130
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 276 M | +USD 32.6 M | +13% | 5.18% | 54.7% | 85 | 15.29% | 0.2 |
|
| 2131 |
KRC
2131
Kingdom Ridge Capital
White Plains,
New York
| USD 276 M | +USD 58.1 M | +27% | 33.2% | 51.6% | 34 | 61.76% | 0.1 |
|
| 2132 |
LIC
2132
Lodestar Investment Counsel
Chicago,
Illinois
| USD 275 M | +USD 14 M | +5% | 2.9% | 45.1% | 98 | 6.12% | 0.2 |
|
| 2133 |
2133
Private Capital Advisors
Darien,
Connecticut
| USD 275 M | +USD 6.02 M | +2% | 8.81% | 132% | 126 | 22.22% | 0.2 |
|
| 2134 |
2134
GHP Investment Advisors
Denver,
Colorado
| USD 275 M | +USD 24.5 M | +10% | 7.26% | 81.4% | 261 | 6.51% | 0.2 |
|
| 2135 |
SIG
2135
Schooner Investment Group
Wayne,
Pennsylvania
| USD 275 M | +USD 52.2 M | +23% | 2.69% | 24.3% | 134 | 32.09% | 0.2 |
|
| 2136 |
AGCJ
2136
Alden Global Capital (Jersey)
St. Helier,
Jersey
| USD 275 M | -USD 20.9 M | -7% | 8.29% | – | 15 | 53.33% | 0.1 |
|
| 2137 |
2137
Wind River Trust Company
Jackson,
Wyoming
| USD 275 M | +USD 87.6 M | +47% | 6.46% | 62.1% | 13 | 15.38% | 0.2 |
|
| 2138 |
2138
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 275 M | +USD 25.8 M | +10% | 7.46% | 140% | 144 | 19.44% | 0.2 |
|
| 2139 |
2139
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 275 M | -USD 25.8 M | -9% | 5.12% | 66.8% | 203 | 27.59% | 0.2 |
|
| 2140 |
LA
2140
Leonetti & Associates
Buffalo Grove,
Illinois
| USD 274 M | +USD 13 M | +5% | 7.27% | 49.5% | 43 | 32.56% | 0.2 |
|
| 2141 |
2141
Nottingham Advisors
Amherst,
New York
| USD 274 M | +USD 34.7 M | +14% | 5.12% | 44.3% | 57 | 14.04% | 0.2 |
|
| 2142 |
CM
2142
Cascabel Management
New York
| USD 274 M | +USD 84.3 M | +44% | 33.5% | – | 34 | 55.88% | 0.2 |
|
| 2143 |
2143
Howe & Rusling
Rochester,
New York
| USD 274 M | -USD 85.8 M | -24% | 9.51% | 82% | 969 | 15.58% | 0.2 |
|
| 2144 |
2144
Oakwood Capital Management
Los Angeles,
California
| USD 274 M | +USD 20.6 M | +8% | 2.66% | 72.7% | 74 | 10.81% | 0.2 |
|
| 2145 |
2145
Emery Howard Portfolio Management
Burlingame,
California
| USD 272 M | +USD 14.1 M | +5% | 6.32% | 66.5% | 31 | 12.9% | 0.2 |
|
| 2146 |
2146
Blackthorn Investment Group
Overland Park,
Kansas
| USD 272 M | -USD 55.6 M | -17% | 3.2% | – | 345 | 64.06% | 0.1 |
|
| 2147 |
2147
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 272 M | +USD 16.2 M | +6% | 25.1% | 109% | 97 | 14.43% | 0.2 |
|
| 2148 |
2148
Spirit of America Management Corp
Syosset,
New York
| USD 272 M | -USD 5.21 M | -2% | 1.42% | 113% | 316 | 17.72% | 0.2 |
|
| 2149 |
2149
Accredited Investors
Edina,
Minnesota
| USD 271 M | +USD 17.7 M | +7% | 7.16% | 74% | 58 | 10.34% | 0.2 |
|
| 2150 |
2150
Benjamin F. Edwards & Company
St. Louis,
Missouri
| USD 270 M | +USD 20.5 M | +8% | 5.06% | 19.7% | 893 | 12.88% | 0.2 |
|