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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
JCM
2151
Jasinkiewicz Capital Management
Summit,
New Jersey
| USD 307 M | +USD 7.4 M | +2% | 7.85% | – | 94 | 61.7% | 0.2 |
|
| 2152 |
TCM
2152
Tradition Capital Management
Summit,
New Jersey
| USD 306 M | +USD 22.9 M | +8% | 9.19% | 43.5% | 139 | 9.35% | 0.5 |
|
| 2153 |
2153
Boltwood Capital Management
Walnut Creek,
California
| USD 305 M | +USD 29.3 M | +11% | 8.78% | 63% | 88 | 2.27% | 0.5 |
|
| 2154 |
2154
Gratry & Company
Beachwood,
Ohio
| USD 305 M | +USD 21.8 M | +8% | 8.35% | 44.3% | 75 | 21.33% | 0.4 |
|
| 2155 |
2155
Vantage Investment Partners
Kansas City,
Missouri
| USD 305 M | -USD 12 M | -4% | 2.03% | 66.8% | 49 | 14.29% | 0.5 |
|
| 2156 |
2156
Kemper
Chicago,
Illinois
| USD 305 M | +USD 3.13 M | +1% | 5.21% | 28.6% | 55 | 1.82% | 0.5 |
|
| 2157 |
2157
Hollow Brook Wealth Management
Katonah,
New York
| USD 305 M | +USD 19.3 M | +7% | 14.6% | 92.8% | 70 | 21.43% | 0.4 |
|
| 2158 |
2158
Fosun International
Hong Kong,
China
| USD 305 M | – | – | 14.7% | 41.3% | 8 | – | 0 |
|
| 2159 |
2159
First Merchants Corp
Muncie,
Indiana
| USD 304 M | +USD 9.46 M | +3% | 8.52% | 55.6% | 130 | 5.38% | 0.5 |
|
| 2160 |
2160
Smith Hayes Advisers
Lincoln,
Nebraska
| USD 304 M | +USD 42.3 M | +16% | 10.3% | 35.2% | 261 | 9.96% | 0.4 |
|
| 2161 |
DVC
2161
Deer VI & Co
Larchmont,
New York
| USD 304 M | +USD 24.7 M | +9% | 8.95% | 1,560% | 3 | 0% | 0.5 |
|
| 2162 |
2162
Sterne Agee Group
Birmingham,
Alabama
| USD 304 M | +USD 45.7 M | +18% | 8.2% | – | 328 | 58.54% | 0.3 |
|
| 2163 |
2163
GHP Investment Advisors
Denver,
Colorado
| USD 303 M | +USD 28.1 M | +10% | 9.78% | 81.4% | 268 | 6.72% | 0.5 |
|
| 2164 |
2164
ACK Asset Management
Greenwich,
Connecticut
| USD 303 M | +USD 43.2 M | +17% | 11.5% | 132% | 47 | 61.7% | 0.2 |
|
| 2165 |
FPCM
2165
Financial Partners Capital Management
New York
| USD 303 M | +USD 51.8 M | +21% | 7.68% | 34.2% | 117 | 24.79% | 0.4 |
|
| 2166 |
CG
2166
Clinton Group
New York
| USD 303 M | -USD 25.5 M | -8% | 4.23% | 10.2% | 494 | 77.73% | 0.1 |
|
| 2167 |
2167
Newport Asia
San Francisco,
California
| USD 302 M | +USD 25.6 M | +9% | 29.6% | – | 5 | 20% | 0.4 |
|
| 2168 |
2168
Covalent Partners
Concord,
Massachusetts
| USD 302 M | +USD 13.8 M | +5% | 7.07% | 36.6% | 34 | 41.18% | 0.4 |
|
| 2169 |
HPBT
2169
High Point Bank & Trust
High Point,
North Carolina
| USD 302 M | +USD 13.3 M | +5% | 5.79% | 16.5% | 447 | 8.5% | 0.5 |
|
| 2170 |
2170
Phillips Financial Management
Fort Wayne,
Indiana
| USD 302 M | +USD 19 M | +7% | 5.14% | 45.6% | 61 | 1.64% | 0.5 |
|
| 2171 |
2171
Keywise Capital Management
Grand Cayman,
Cayman Islands
| USD 301 M | -USD 62 M | -17% | 26.2% | 219% | 12 | 50% | 0.3 |
|
| 2172 |
2172
Oakwood Capital Management
Los Angeles,
California
| USD 301 M | +USD 27.1 M | +10% | 4.85% | 72.7% | 79 | 16.46% | 0.4 |
|
| 2173 |
2173
Canal Insurance Company
Greenville,
South Carolina
| USD 300 M | -USD 994 k | -0.3% | 7.66% | 114% | 86 | 9.3% | 0.5 |
|
| 2174 |
2174
Crosspoint Capital Strategies
Orinda,
California
| USD 300 M | – | – | 20.4% | – | 578 | – | 0 |
|
| 2175 |
TFP
2175
Triple Frond Partners
San Francisco,
California
| USD 300 M | -USD 27.9 M | -9% | 12.9% | 92.9% | 10 | 10% | 0.4 |
|