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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Signia Capital Management
Spokane,
Washington
| USD 276 M | +USD 7.26 M | +3% | 4.57% | 27% | 84 | 13.1% | 0.7 |
|
| 2302 |
2302
Fund Evaluation Group
Cincinnati,
Ohio
| USD 276 M | +USD 4.68 M | +2% | 1.74% | 51.6% | 13 | 7.69% | 0.5 |
|
| 2303 |
LHC
2303
Levy Harkins & Co
New York
| USD 275 M | +USD 851 k | +0.3% | 2.33% | 62.9% | 20 | 0% | 0.7 |
|
| 2304 |
ZCG
2304
Zesiger Capital Group
New York
| USD 275 M | +USD 11.2 M | +4% | 3.54% | – | 23 | 13.04% | 0.6 |
|
| 2305 |
2305
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 275 M | +USD 17.1 M | +7% | 1.69% | 121% | 75 | 20% | 0.5 |
|
| 2306 |
2306
Windward Capital Management
Los Angeles,
California
| USD 275 M | -USD 13.1 M | -5% | 0.69% | 78.5% | 68 | 8.82% | 0.7 |
|
| 2307 |
MPAM
2307
Monarch Partners Asset Management
Boston,
Massachusetts
| USD 274 M | +USD 3.92 M | +1% | 4.09% | 136% | 155 | 44.52% | 0.4 |
|
| 2308 |
2308
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 274 M | -USD 4.01 M | -1% | 1.13% | 58.2% | 194 | 9.79% | 0.6 |
|
| 2309 |
2309
Highland Management Partners VII
Cambridge,
Massachusetts
| USD 274 M | +USD 70.1 M | +34% | 9.67% | 131% | 4 | 25% | 0.2 |
|
| 2310 |
2310
Kathryn A. Hall
| USD 273 M | +USD 9.9 M | +4% | 1.59% | 95.2% | 10 | 10% | 0.6 |
|
| 2311 |
2311
Mather Group
Chicago,
Illinois
| USD 273 M | +USD 9.8 M | +4% | 0.87% | 54.1% | 29 | 27.59% | 0.5 |
|
| 2312 |
2312
Bremer Trust National Association
St. Cloud,
Minnesota
| USD 271 M | +USD 6.37 M | +2% | 1.71% | 31.2% | 215 | 13.02% | 0.6 |
|
| 2313 |
2313
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 271 M | +USD 30.3 M | +13% | 2.63% | 56.2% | 83 | 25.3% | 0.5 |
|
| 2314 |
2314
RBO & Co
Saint Helena,
California
| USD 270 M | +USD 10.8 M | +4% | 0.42% | 27.9% | 53 | 9.43% | 0.7 |
|
| 2315 |
CG
2315
Clinton Group
New York
| USD 270 M | -USD 33.2 M | -11% | 6.37% | 10.2% | 510 | 79.41% | 0.1 |
|
| 2316 |
2316
Oslo Asset Management AS
Oslo,
Norway
| USD 270 M | +USD 45.7 M | +20% | 4.13% | 82.7% | 8 | 12.5% | 0.6 |
|
| 2317 |
2317
G2 Investment Partners Management
New York
| USD 270 M | -USD 5.53 M | -2% | 9.75% | 1,145% | 107 | 50.47% | 0.2 |
|
| 2318 |
2318
Annex Advisory Services
Brookfield,
Wisconsin
| USD 269 M | +USD 8.49 M | +3% | 2.3% | 85.8% | 98 | 17.35% | 0.7 |
|
| 2319 |
2319
Baystate Wealth Management
Boston,
Massachusetts
| USD 269 M | +USD 31.2 M | +13% | 1.4% | 14.6% | 51 | 21.57% | 0.4 |
|
| 2320 |
SCM
2320
Stonehill Capital Management
New York
| USD 269 M | -USD 19.3 M | -7% | 2.5% | 117% | 11 | 27.27% | 0.4 |
|
| 2321 |
2321
MIG Capital
Newport Beach,
California
| USD 269 M | +USD 39.7 M | +17% | 1.77% | 118% | 30 | 30% | 0.5 |
|
| 2322 |
2322
JLB & Associates
Plymouth,
Michigan
| USD 268 M | +USD 5.72 M | +2% | 1.26% | 69.5% | 77 | 5.19% | 0.7 |
|
| 2323 |
2323
Cabot-Wellington
Boston,
Massachusetts
| USD 268 M | -USD 4.37 M | -2% | 2% | 65% | 46 | 15.22% | 0.7 |
|
| 2324 |
2324
First American Trust
Santa Ana,
California
| USD 268 M | -USD 28.4 M | -10% | 1.43% | 84.6% | 131 | 32.82% | 0.7 |
|
| 2325 |
2325
Stonerise Capital Management
San Francisco,
California
| USD 268 M | +USD 6.5 M | +2% | 3.48% | 0.77% | 14 | 35.71% | 0.5 |
|