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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
Tremblant Capital Group
West Palm Beach,
Florida
| USD 909 M | -USD 15 M | -2% | 9.86% | 131% | 48 | 22.92% | 2.4 |
|
| 2252 |
2252
Pertento Partners
London,
United Kingdom
| USD 908 M | -USD 81.3 M | -8% | 13.7% | 196% | 30 | 30% | 0.9 |
|
| 2253 |
2253
Nadler Financial Group
Deerfield,
Illinois
| USD 907 M | +USD 56.3 M | +7% | 6.22% | 81.8% | 125 | 12.8% | 5.6 |
|
| 2254 |
2254
China Universal Asset Management Company
Shanghai,
China
| USD 907 M | +USD 198 M | +28% | 6.21% | 292% | 434 | 6.68% | 1.7 |
|
| 2255 |
2255
Riposte Capital
New York
| USD 907 M | +USD 107 M | +13% | 12.9% | 370% | 31 | 64.52% | 0.4 |
|
| 2256 |
2256
Keeley-Teton Advisors
Chicago,
Illinois
| USD 907 M | +USD 126 M | +16% | 10.1% | 28.6% | 387 | 14.21% | 3.3 |
|
| 2257 |
EC
2257
Euclidean Capital
New York
| USD 907 M | +USD 111 M | +14% | 6.49% | 79.7% | 12 | 8.33% | 2.6 |
|
| 2258 |
2258
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 905 M | +USD 163 M | +22% | 10.3% | 89.9% | 8 | 37.5% | 3.8 |
|
| 2259 |
2259
Middleton & Co
Boston,
Massachusetts
| USD 905 M | +USD 44.3 M | +5% | 5.9% | 81.8% | 172 | 8.14% | 6.1 |
|
| 2260 |
2260
Nottingham Advisors
Amherst,
New York
| USD 904 M | +USD 60.8 M | +7% | 6.34% | 44.3% | 174 | 26.44% | 4.5 |
|
| 2261 |
2261
Southeast Asset Advisors
Thomasville,
Georgia
| USD 904 M | +USD 72.4 M | +9% | 10.2% | 91.5% | 172 | 9.88% | 4.3 |
|
| 2262 |
2262
Hudson Valley Investment Advisors
Goshen,
New York
| USD 904 M | +USD 134 M | +17% | 6.28% | 102% | 193 | 16.06% | 6 |
|
| 2263 |
2263
Heartwood Wealth Advisors
Richmond,
Virginia
| USD 903 M | +USD 66.6 M | +8% | 6.87% | 59.4% | 180 | 7.78% | 2.2 |
|
| 2264 |
2264
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 903 M | +USD 105 M | +13% | 6.09% | 58.2% | 308 | 10.06% | 3.3 |
|
| 2265 |
KCM
2265
Kingdon Capital Management
New York
| USD 902 M | -USD 31.1 M | -3% | 9.36% | 217% | 112 | 56.25% | 0.9 |
|
| 2266 |
2266
Van Cleef Asset Management
Beachwood,
Ohio
| USD 901 M | +USD 103 M | +13% | 10.8% | 104% | 123 | 11.38% | 6.6 |
|
| 2267 |
2267
SOL Capital Management
Rockville,
Maryland
| USD 901 M | +USD 67.2 M | +8% | 7.58% | 56.6% | 319 | 8.78% | 6.4 |
|
| 2268 |
2268
Means Investment Company
Bangor,
Maine
| USD 900 M | +USD 63.6 M | +8% | 5.42% | 87.9% | 205 | 7.32% | 3.8 |
|
| 2269 |
2269
Leuthold Group
Minneapolis,
Minnesota
| USD 900 M | +USD 34.4 M | +4% | 9.27% | 126% | 205 | 28.29% | 2.3 |
|
| 2270 |
2270
Matrix Asset Advisors
White Plains,
New York
| USD 899 M | +USD 61.7 M | +7% | 8.7% | 84.9% | 106 | 8.49% | 4.6 |
|
| 2271 |
2271
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 897 M | +USD 94.2 M | +12% | 11.6% | 97.9% | 30 | 3.33% | 5.8 |
|
| 2272 |
2272
CCM Investment Advisers
Columbia,
South Carolina
| USD 897 M | +USD 45.3 M | +5% | 6.04% | 170% | 83 | 13.25% | 4.7 |
|
| 2273 |
2273
Elequin Capital
New York
| USD 897 M | +USD 519 M | +137% | 1.36% | 52.4% | 480 | 79.58% | 0.1 |
|
| 2274 |
2274
Griffin Asset Management
New York
| USD 894 M | +USD 30.7 M | +4% | 7.01% | 88.9% | 222 | 9.01% | 5.6 |
|
| 2275 |
TIM
2275
Total Investment Management
Scottsdale,
Arizona
| USD 893 M | +USD 132 M | +17% | 6.19% | 44.4% | 77 | 20.78% | 2.9 |
|