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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Private Trust Company
Cleveland,
Ohio
| USD 307 M | +USD 41.9 M | +16% | 4.55% | 87.7% | 2,128 | 17.06% | 0.8 |
|
| 2252 |
2252
Hilton Capital Management
Garden City,
New York
| USD 307 M | +USD 50.5 M | +20% | 7.36% | 58.2% | 102 | 20.59% | 0.7 |
|
| 2253 |
HC
2253
HHG & Company
Darien,
Connecticut
| USD 307 M | +USD 14 M | +5% | 3.53% | 22% | 178 | 7.3% | 0.9 |
|
| 2254 |
HPBT
2254
High Point Bank & Trust
High Point,
North Carolina
| USD 307 M | -USD 135 k | -0% | 3.28% | 16.5% | 420 | 5% | 0.9 |
|
| 2255 |
2255
Schooner Capital
Vero Beach,
Florida
| USD 306 M | +USD 66.5 M | +28% | 27.8% | 31.1% | 2 | 0% | 0.6 |
|
| 2256 |
2256
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 306 M | +USD 17.8 M | +6% | 7.4% | 63.5% | 201 | 18.41% | 0.7 |
|
| 2257 |
2257
SeaTown Holdings
Singapore
| USD 306 M | +USD 38.7 M | +14% | 1.6% | 220% | 25 | 72% | 0.2 |
|
| 2258 |
2258
Gibson Capital
Wexford,
Pennsylvania
| USD 305 M | +USD 21.1 M | +7% | 4.46% | 60.4% | 32 | 25% | 0.6 |
|
| 2259 |
2259
Toscafund Asset Management
London,
United Kingdom
| USD 305 M | -USD 141 M | -32% | 1.24% | 80.9% | 18 | 44.44% | 0.8 |
|
| 2260 |
GJCM
2260
Grand Jean Capital Management
San Francisco,
California
| USD 304 M | +USD 27 M | +10% | 8.49% | 61.4% | 42 | 23.81% | 0.7 |
|
| 2261 |
2261
Tiger Veda Management
New York
| USD 304 M | +USD 10.9 M | +4% | 8.14% | – | 20 | 35% | 0.6 |
|
| 2262 |
2262
Fund Evaluation Group
Cincinnati,
Ohio
| USD 304 M | +USD 28 M | +10% | 6.16% | 51.6% | 13 | 7.69% | 0.8 |
|
| 2263 |
2263
Cubic Asset Management
Boston,
Massachusetts
| USD 304 M | +USD 13.1 M | +5% | 5.3% | 40.5% | 159 | 8.81% | 0.9 |
|
| 2264 |
2264
First Western Capital Management
Los Angeles,
California
| USD 303 M | +USD 19.7 M | +7% | 8.08% | 43% | 143 | 24.48% | 0.4 |
|
| 2265 |
2265
Monroe Bank & Trust
Monroe,
Michigan
| USD 302 M | +USD 2.96 M | +1% | 2.91% | 24.7% | 320 | 6.56% | 0.8 |
|
| 2266 |
2266
Winslow Evans & Crocker
Boston,
Massachusetts
| USD 302 M | +USD 12.1 M | +4% | 5.39% | 76.2% | 1,371 | 11.89% | 0.5 |
|
| 2267 |
2267
Destrier Capital Management
New York
| USD 302 M | +USD 99.4 M | +49% | 6% | 5.28% | 43 | 44.19% | 0.3 |
|
| 2268 |
2268
Mangrove Partners
Greenwich,
Connecticut
| USD 302 M | +USD 1.88 M | +0.6% | 5.06% | 185% | 46 | 30.43% | 0.5 |
|
| 2269 |
2269
Reservoir Operations
New York
| USD 301 M | +USD 42.3 M | +16% | 4.25% | 12% | 34 | 11.76% | 0.4 |
|
| 2270 |
JWBC
2270
J.W. Burns & Co
Dewitt,
New York
| USD 301 M | +USD 18.9 M | +7% | 4.2% | 95.4% | 160 | 7.5% | 0.9 |
|
| 2271 |
2271
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 301 M | +USD 5.16 M | +2% | 3.22% | – | 192 | 7.29% | 0.9 |
|
| 2272 |
FBP
2272
Flippin Bruce & Porter
Lynchburg,
Virginia
| USD 301 M | -USD 12.8 M | -4% | 4.33% | 44.4% | 90 | 15.56% | 0.9 |
|
| 2273 |
DMAM
2273
Del Mar Asset Management
New York
| USD 300 M | +USD 161 M | +116% | 7.47% | – | 51 | 62.75% | 0.3 |
|
| 2274 |
2274
Stratos Wealth Partners
Beachwood,
Ohio
| USD 300 M | – | – | 5.73% | 83.3% | 314 | – | 0 |
|
| 2275 |
2275
Bow Street
New York
| USD 300 M | +USD 90 M | +43% | 8.67% | 43.3% | 48 | 77.08% | 0.1 |
|