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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
VCM
2201
Violich Capital Management
San Francisco,
California
| USD 256 M | +USD 9.6 M | +4% | 5.18% | 111% | 113 | 11.5% | 0.2 |
|
| 2202 |
2202
Kathryn A. Hall
| USD 256 M | +USD 32.1 M | +14% | 1.05% | 95.2% | 12 | 66.67% | 0.1 |
|
| 2203 |
2203
Cowen Prime Advisors
New York
| USD 256 M | +USD 16.3 M | +7% | 13% | 116% | 326 | 25.15% | 0.2 |
|
| 2204 |
RGL
2204
RMF GP LLC
New York
| USD 256 M | +USD 3.73 M | +1% | 2% | – | 27 | 22.22% | 0.2 |
|
| 2205 |
2205
Hartline Investment Corp
Winnetka,
Illinois
| USD 256 M | +USD 7.14 M | +3% | 5.84% | 201% | 104 | 5.77% | 0.2 |
|
| 2206 |
2206
Aquiline Capital Partners
New York
| USD 255 M | +USD 8.65 M | +4% | 1.07% | 14.7% | 3 | 0% | 0.3 |
|
| 2207 |
2207
Cabot-Wellington
Boston,
Massachusetts
| USD 255 M | +USD 17.1 M | +7% | 8.24% | 65% | 40 | 2.5% | 0.2 |
|
| 2208 |
2208
Windward Capital Management
Los Angeles,
California
| USD 255 M | -USD 8.57 M | -3% | 10.4% | 78.5% | 76 | 17.11% | 0.3 |
|
| 2209 |
2209
Fund Evaluation Group
Cincinnati,
Ohio
| USD 255 M | +USD 22.5 M | +10% | 3.15% | 51.6% | 20 | 40% | 0.2 |
|
| 2210 |
2210
Penobscot Investment Management
Boston,
Massachusetts
| USD 255 M | +USD 15.1 M | +6% | 3.71% | 103% | 164 | 7.32% | 0.2 |
|
| 2211 |
2211
Beese Fulmer Investment Management
Canton,
Ohio
| USD 254 M | +USD 21 M | +9% | 5.45% | 124% | 151 | 17.22% | 0.2 |
|
| 2212 |
NM
2212
Newtyn Management
New York
| USD 254 M | +USD 24.5 M | +11% | 10.9% | 52% | 24 | 45.83% | 0.2 |
|
| 2213 |
2213
Gibson Capital
Wexford,
Pennsylvania
| USD 254 M | +USD 2.75 M | +1% | 2.9% | 67.2% | 16 | 6.25% | 0.2 |
|
| 2214 |
2214
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 253 M | +USD 8.61 M | +4% | 4.5% | 92.8% | 26 | 0% | 0.3 |
|
| 2215 |
NC
2215
Nokomis Capital
Dallas,
Texas
| USD 253 M | -USD 17.3 M | -6% | 9.47% | 145% | 46 | 36.96% | 0.2 |
|
| 2216 |
2216
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 253 M | +USD 22 M | +10% | 7.1% | 80.6% | 234 | 31.62% | 0.2 |
|
| 2217 |
2217
FundX Investment Group
San Francisco,
California
| USD 253 M | +USD 18.4 M | +8% | 8.97% | 94.6% | 30 | 50% | 0.2 |
|
| 2218 |
ARMC
2218
American Research & Management Company
Marion,
Massachusetts
| USD 252 M | +USD 3.52 M | +1% | 3.28% | 35.1% | 387 | 3.88% | 0.2 |
|
| 2219 |
BCM
2219
Birmingham Capital Management
Birmingham,
Alabama
| USD 252 M | +USD 11.6 M | +5% | 7.13% | 103% | 109 | 3.67% | 0.2 |
|
| 2220 |
2220
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 252 M | +USD 20.8 M | +9% | 11.2% | 160% | 141 | 19.86% | 0.2 |
|
| 2221 |
2221
Greywolf Capital Management
Purchase,
New York
| USD 252 M | -USD 73 k | -0% | 14.8% | 174% | 12 | 25% | 0.3 |
|
| 2222 |
2222
C.V. Starr & Co Trust
New York
| USD 252 M | +USD 509 k | +0.2% | 0.74% | 51.7% | 30 | 3.33% | 0.3 |
|
| 2223 |
LCM
2223
Leonard Capital Management
Vero Beach,
Florida
| USD 251 M | -USD 10.9 M | -4% | 11% | – | 150 | 15.33% | 0.2 |
|
| 2224 |
LHC
2224
Levy Harkins & Co
New York
| USD 251 M | +USD 17.2 M | +7% | 8.54% | 62.9% | 21 | 9.52% | 0.2 |
|
| 2225 |
2225
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 251 M | +USD 21.4 M | +9% | 5.24% | 21.9% | 91 | 9.89% | 0.2 |
|