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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 |
KFS
2151
Kurt F. Somerville
| USD 500 M | +USD 46.5 M | +10% | 9.98% | 92.9% | 111 | 10.81% | 3.7 |
|
| 2152 |
2152
SPC Financial Inc
Rockville,
Maryland
| USD 500 M | +USD 41.6 M | +9% | 5.51% | 65.1% | 138 | 10.87% | 2.5 |
|
| 2153 |
2153
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 499 M | +USD 20.3 M | +4% | 7.93% | 145% | 99 | 11.11% | 1.9 |
|
| 2154 |
2154
Private Capital Group
West Hartford,
Connecticut
| USD 499 M | +USD 37 M | +8% | 5.7% | 30.1% | 2,506 | 9.38% | 0.6 |
|
| 2155 |
2155
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 499 M | +USD 73.2 M | +17% | 5.7% | 50.4% | 13 | 7.69% | 3.2 |
|
| 2156 |
MRCP
2156
Manor Road Capital Partners
New York
| USD 498 M | -USD 142 M | -22% | 7.88% | 78.3% | 17 | 47.06% | 1.1 |
|
| 2157 |
2157
Skye Global Management
West Palm Beach,
Florida
| USD 498 M | +USD 33.8 M | +7% | 13.5% | 77.8% | 56 | 67.86% | 0.2 |
|
| 2158 |
2158
INCA Investments
Miami,
Florida
| USD 497 M | +USD 84.5 M | +20% | 2.1% | 128% | 12 | 8.33% | 2.3 |
|
| 2159 |
SFG
2159
Sather Financial Group
Victoria,
Texas
| USD 497 M | +USD 45 M | +10% | 6.58% | 70% | 72 | 22.22% | 3 |
|
| 2160 |
2160
Glynn Capital Management
Menlo Park,
California
| USD 497 M | +USD 33.3 M | +7% | 15% | 252% | 42 | 11.9% | 3.7 |
|
| 2161 |
2161
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 497 M | +USD 37.9 M | +8% | 7.06% | 80.1% | 186 | 8.6% | 3.2 |
|
| 2162 |
2162
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 496 M | -USD 39.3 M | -7% | 6.59% | 98.6% | 290 | 22.41% | 2.8 |
|
| 2163 |
2163
Dundas Partners
Edinburgh,
United Kingdom
| USD 495 M | +USD 202 M | +69% | 6.84% | 87.6% | 36 | 11.11% | 0.5 |
|
| 2164 |
2164
KG Funds Management
New York
| USD 495 M | +USD 43.7 M | +10% | 10.2% | 45.8% | 9 | 22.22% | 1.5 |
|
| 2165 |
2165
Credential Qtrade Securities
Vancouver,
| USD 494 M | – | – | 5.08% | 27.7% | 288 | – | 0 |
|
| 2166 |
2166
Crestview Partners III
New York
| USD 494 M | +USD 51.2 M | +12% | 9.24% | 51.2% | 2 | 0% | 0.8 |
|
| 2167 |
2167
Modera Wealth Management
Westwood,
New Jersey
| USD 494 M | +USD 19.4 M | +4% | 2.54% | 68.2% | 147 | 10.88% | 2.8 |
|
| 2168 |
2168
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 493 M | +USD 74.4 M | +18% | 5.92% | 71.5% | 470 | 33.19% | 0.9 |
|
| 2169 |
2169
Lenox Wealth Advisors
New York
| USD 492 M | +USD 39.7 M | +9% | 3.98% | 35.7% | 599 | 36.23% | 1.1 |
|
| 2170 |
2170
American Assets Capital Advisers
San Diego,
California
| USD 492 M | -USD 31.9 M | -6% | 4.52% | 73.5% | 28 | 17.86% | 2.5 |
|
| 2171 |
2171
Evanson Asset Management
Carmel,
California
| USD 492 M | -USD 12.2 M | -2% | 1.95% | 66.6% | 257 | 9.73% | 3 |
|
| 2172 |
2172
Strategy Asset Managers
Pasadena,
California
| USD 492 M | +USD 18.7 M | +4% | 7.73% | 115% | 162 | 44.44% | 1.9 |
|
| 2173 |
2173
Caprock Group
Boise,
Idaho
| USD 492 M | +USD 19 M | +4% | 7.37% | – | 477 | 22.01% | 1.6 |
|
| 2174 |
2174
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 491 M | -USD 226 M | -32% | 8.78% | 284% | 383 | 41.25% | 1.3 |
|
| 2175 |
2175
Private Trust Company
Cleveland,
Ohio
| USD 490 M | +USD 28.8 M | +6% | 7.02% | 87.7% | 395 | 11.9% | 3.1 |
|