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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
MAM
2276
Mercator Asset Management
Boca Raton,
Florida
| USD 277 M | -USD 36.8 M | -12% | 1.33% | – | 6 | 16.67% | 0.5 |
|
| 2277 |
CBCM
2277
Charter Bridge Capital Management
New York
| USD 277 M | +USD 16.7 M | +6% | 6.56% | – | 32 | 34.38% | 0.4 |
|
| 2278 |
2278
Vestor Capital
Chicago,
Illinois
| USD 277 M | +USD 29.8 M | +12% | 11% | 188% | 71 | 2.82% | 0.5 |
|
| 2279 |
2279
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 276 M | +USD 25.3 M | +10% | 6.5% | 21.9% | 93 | 8.6% | 0.5 |
|
| 2280 |
ACMM
2280
American Capital Mortgage Management
Bethesda,
Maryland
| USD 276 M | – | – | 13.1% | – | 4 | – | 0 |
|
| 2281 |
2281
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 276 M | +USD 19.2 M | +7% | 7.84% | 56.2% | 62 | 4.84% | 0.5 |
|
| 2282 |
2282
American Economic Planning Group
Warren,
New Jersey
| USD 276 M | +USD 31.6 M | +13% | 4.99% | 25.9% | 33 | 39.39% | 0.3 |
|
| 2283 |
2283
L & S Advisors
Los Angeles,
California
| USD 276 M | +USD 28.6 M | +12% | 12.1% | 231% | 119 | 63.03% | 0.2 |
|
| 2284 |
2284
Sageworth Trust
Lancaster,
Pennsylvania
| USD 275 M | +USD 28.7 M | +12% | 6.53% | 64.5% | 34 | 17.65% | 0.4 |
|
| 2285 |
2285
Joel Isaacson & Co
New York
| USD 275 M | +USD 30.6 M | +12% | 8.17% | 72.5% | 548 | 16.79% | 0.4 |
|
| 2286 |
2286
G2 Investment Partners Management
New York
| USD 275 M | – | – | 21% | 1,145% | 79 | – | 0 |
|
| 2287 |
2287
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 275 M | +USD 22.9 M | +9% | 11.9% | 160% | 141 | 14.18% | 0.4 |
|
| 2288 |
2288
Tactical Allocation Group
Birmingham,
Michigan
| USD 275 M | +USD 42.1 M | +18% | 3.62% | 15.2% | 22 | 18.18% | 0.3 |
|
| 2289 |
2289
SeaTown Holdings
Singapore
| USD 275 M | +USD 10.9 M | +4% | 9.46% | 220% | 22 | 63.64% | 0.1 |
|
| 2290 |
2290
SignatureFD
Atlanta,
Georgia
| USD 275 M | +USD 40.9 M | +18% | 9.04% | 81.3% | 868 | 26.04% | 0.4 |
|
| 2291 |
LHC
2291
Levy Harkins & Co
New York
| USD 275 M | +USD 23.2 M | +9% | 13.1% | 62.9% | 21 | 9.52% | 0.5 |
|
| 2292 |
2292
Weiss Asset Management
Boston,
Massachusetts
| USD 274 M | +USD 109 M | +66% | 2.98% | 138% | 129 | 87.6% | 0 |
|
| 2293 |
2293
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 274 M | +USD 13.4 M | +5% | 11.5% | 113% | 140 | 29.29% | 0.4 |
|
| 2294 |
2294
Wallington Asset Management
Indianapolis,
Indiana
| USD 274 M | +USD 30.5 M | +13% | 9.22% | 108% | 93 | 4.3% | 0.5 |
|
| 2295 |
2295
Berkshire Money Management
Dalton,
Massachusetts
| USD 273 M | +USD 43.3 M | +19% | 8.22% | 61.8% | 17 | 17.65% | 0.4 |
|
| 2296 |
2296
Blackthorn Investment Group
Overland Park,
Kansas
| USD 273 M | +USD 1.08 M | +0.4% | 4.59% | – | 310 | 58.39% | 0.2 |
|
| 2297 |
RCP
2297
RPM Capital Partners
New York
| USD 273 M | -USD 140 M | -34% | 1.28% | 8.37% | 1 | 0% | 0.5 |
|
| 2298 |
2298
Cabot-Wellington
Boston,
Massachusetts
| USD 272 M | +USD 16.9 M | +7% | 9.02% | 65% | 41 | 2.44% | 0.5 |
|
| 2299 |
CAMI
2299
Concord Asset Management (Illinois)
Chicago,
Illinois
| USD 271 M | +USD 11.1 M | +4% | 8.99% | – | 54 | 9.26% | 0.5 |
|
| 2300 |
2300
Fund Evaluation Group
Cincinnati,
Ohio
| USD 271 M | +USD 16 M | +6% | 4.33% | 51.6% | 18 | 44.44% | 0.3 |
|