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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 |
2276
SP Asset Management
Cupertino,
California
| USD 477 M | +USD 109 M | +30% | 26.8% | 92.4% | 90 | 17.78% | 1.5 |
|
| 2277 |
MG
2277
Meditor Group
Hamilton,
Bermuda
| USD 477 M | +USD 186 M | +64% | 47.8% | 41.1% | 6 | 0% | 4.7 |
|
| 2278 |
SCM
2278
Stamina Capital Management
New York
| USD 476 M | -USD 36.9 M | -7% | 31.5% | 292% | 35 | 45.71% | 0.3 |
|
| 2279 |
2279
Forte Capital
Rochester,
New York
| USD 476 M | +USD 186 M | +64% | 32.5% | 98.3% | 182 | 55.49% | 1.8 |
|
| 2280 |
2280
Tompkins Financial
Ithaca,
New York
| USD 476 M | +USD 42.7 M | +10% | 17.9% | 84.4% | 433 | 16.86% | 4.2 |
|
| 2281 |
2281
Gemmer Asset Management
Walnut Creek,
California
| USD 476 M | +USD 100 M | +27% | 24.4% | 96.8% | 1,413 | 14.08% | 3.9 |
|
| 2282 |
2282
Incline Global Management
New York
| USD 476 M | +USD 84.5 M | +22% | 23.4% | 40.1% | 23 | 39.13% | 1.1 |
|
| 2283 |
2283
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 475 M | +USD 184 M | +63% | 70.9% | 282% | 35 | 20% | 1.4 |
|
| 2284 |
2284
Bouchey Financial Group
Troy,
New York
| USD 475 M | +USD 97.9 M | +26% | 17.3% | 66.7% | 75 | 29.33% | 2.9 |
|
| 2285 |
2285
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 474 M | +USD 126 M | +36% | 16.3% | 67% | 119 | 25.21% | 2.2 |
|
| 2286 |
2286
Hills Bank & Trust
North Liberty,
Iowa
| USD 474 M | +USD 134 M | +39% | 21.2% | 52.8% | 226 | 35.4% | 2.9 |
|
| 2287 |
2287
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 473 M | +USD 23.4 M | +5% | 20.6% | 64.1% | 167 | 22.75% | 1.9 |
|
| 2288 |
2288
Northstar Investment Advisors
Denver,
Colorado
| USD 472 M | +USD 67.7 M | +17% | 21.5% | 85.8% | 129 | 8.53% | 3.4 |
|
| 2289 |
LCM
2289
Lomas Capital Management
New York
| USD 471 M | -USD 532 M | -53% | 28.2% | 66.3% | 31 | 54.84% | 0.8 |
|
| 2290 |
2290
Kemper
Chicago,
Illinois
| USD 471 M | +USD 31.1 M | +7% | 17.9% | 28.6% | 46 | 4.35% | 2.4 |
|
| 2291 |
2291
Harbor Investment Advisory
Lutherville,
Maryland
| USD 471 M | +USD 99.5 M | +27% | 25.8% | 97.5% | 1,260 | 21.83% | 0.4 |
|
| 2292 |
2292
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 471 M | +USD 57.2 M | +14% | 14.4% | 61.8% | 88 | 14.77% | 4 |
|
| 2293 |
2293
McAdam LLC
Philadelphia,
Pennsylvania
| USD 471 M | +USD 98.7 M | +27% | 17.5% | 65.4% | 131 | 22.14% | 1.4 |
|
| 2294 |
2294
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 470 M | +USD 139 M | +42% | 33.6% | 312% | 192 | 48.44% | 0.8 |
|
| 2295 |
2295
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 470 M | +USD 215 M | +84% | 62.7% | 555% | 180 | 70% | 0.7 |
|
| 2296 |
2296
Adventist Health System West
Roseville,
California
| USD 469 M | +USD 130 M | +38% | 19.5% | 60.2% | 4 | 0% | 1 |
|
| 2297 |
2297
Brown Advisory Securities
Baltimore,
Maryland
| USD 469 M | +USD 77.2 M | +20% | 25.6% | 51% | 247 | 14.57% | 4.4 |
|
| 2298 |
2298
Spearhead Capital Advisors
Wellington,
Florida
| USD 468 M | +USD 121 M | +35% | 23.6% | 25.2% | 164 | 41.46% | 0.9 |
|
| 2299 |
2299
Centerbridge Partners
New York
| USD 468 M | +USD 55.9 M | +14% | 11.9% | 15.9% | 21 | 28.57% | 1 |
|
| 2300 |
2300
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 468 M | +USD 43.7 M | +10% | 12.4% | 69.5% | 201 | 18.41% | 1.5 |
|