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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
River Global Investors
London,
United Kingdom
| USD 354 M | +USD 38.7 M | +12% | 11% | 49.7% | 96 | 17.71% | 1.3 |
|
| 2252 |
PAI
2252
ProQuest Associates IV
Naples,
Florida
| USD 353 M | -USD 9.8 M | -3% | 9.51% | 113% | 4 | 25% | 2 |
|
| 2253 |
2253
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 353 M | – | – | 3.86% | 78% | 104 | – | 0 |
|
| 2254 |
2254
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 352 M | -USD 128 M | -27% | 16.1% | 38.5% | 408 | 42.65% | 1.6 |
|
| 2255 |
2255
Yorktown Energy Partners X
New York
| USD 352 M | – | – | 8.28% | 95.9% | 1 | – | 0 |
|
| 2256 |
2256
Plancorp LLC
Saint Louis,
Missouri
| USD 351 M | +USD 194 M | +123% | 0.41% | 67.3% | 165 | 58.79% | 0.4 |
|
| 2257 |
2257
Aveo Capital Partners
Englewood,
Colorado
| USD 351 M | – | – | 0.61% | 19.1% | 232 | – | 0 |
|
| 2258 |
2258
Algert Global
San Francisco,
California
| USD 350 M | +USD 3.84 M | +1% | 10.5% | 194% | 451 | 48.12% | 0.7 |
|
| 2259 |
2259
First Wilshire Securities Management
Pasadena,
California
| USD 349 M | +USD 15.8 M | +5% | 12.6% | 135% | 133 | 16.54% | 2.4 |
|
| 2260 |
2260
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 348 M | +USD 51.3 M | +17% | 11.6% | 52.1% | 170 | 12.35% | 2.5 |
|
| 2261 |
2261
NBW Capital
Boston,
Massachusetts
| USD 348 M | +USD 201 k | +0.1% | 5.72% | 86% | 78 | 14.1% | 2.1 |
|
| 2262 |
2262
Toth Financial Advisory
Leesburg,
Virginia
| USD 348 M | +USD 7.39 M | +2% | 2.11% | 90.4% | 128 | 12.5% | 2.6 |
|
| 2263 |
2263
Oak Management Corp
Wilton,
Connecticut
| USD 348 M | -USD 10 M | -3% | 0.37% | 96.4% | 9 | 0% | 1 |
|
| 2264 |
2264
First Reserve GP XII
Stamford,
Connecticut
| USD 348 M | +USD 23.8 M | +7% | 7.4% | – | 3 | 0% | 1.6 |
|
| 2265 |
2265
Everence Capital Management
Goshen,
Indiana
| USD 348 M | +USD 11 M | +3% | 4.43% | 108% | 358 | 27.93% | 2.3 |
|
| 2266 |
2266
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 348 M | -USD 836 k | -0.2% | 2.42% | 66.8% | 765 | 76.86% | 2.5 |
|
| 2267 |
2267
Garde Capital
Seattle,
Washington
| USD 348 M | +USD 34.5 M | +11% | 0.35% | 57.6% | 166 | 45.18% | 1.6 |
|
| 2268 |
2268
William Harris Investors
Chicago,
Illinois
| USD 347 M | -USD 22.3 M | -6% | 3.77% | 3.28% | 115 | 36.52% | 1.8 |
|
| 2269 |
2269
Nitorum Capital
New York
| USD 347 M | +USD 99 M | +40% | 2.7% | 87.1% | 27 | 14.81% | 0.8 |
|
| 2270 |
DS
2270
Dalal Street
West Lake Hills,
Texas
| USD 347 M | +USD 8.94 M | +3% | 21.3% | 92.7% | 8 | 12.5% | 1.4 |
|
| 2271 |
2271
GCA Investment Management
New York
| USD 346 M | +USD 21.8 M | +7% | 1.13% | 27.3% | 30 | 16.67% | 0.8 |
|
| 2272 |
GII
2272
Gryphon International Investment
Toronto,
Ontario, Canada
| USD 346 M | -USD 113 M | -25% | 0.01% | 5.67% | 26 | 19.23% | 2.1 |
|
| 2273 |
2273
Capital Advantage
Walnut Creek,
California
| USD 345 M | -USD 11.2 M | -3% | 0.94% | 49.2% | 84 | 16.67% | 1.9 |
|
| 2274 |
2274
Girard Partners
King Of Prussia,
Pennsylvania
| USD 344 M | +USD 44.1 M | +15% | 2.23% | 25.7% | 226 | 13.72% | 1.8 |
|
| 2275 |
2275
Argent Trust
San Antonio,
Texas
| USD 344 M | +USD 15 M | +5% | 4.91% | 25.8% | 209 | 8.61% | 1.2 |
|