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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
ZCG
2326
Zesiger Capital Group
New York
| USD 264 M | +USD 17.3 M | +7% | 9.81% | – | 27 | 33.33% | 0.4 |
|
| 2327 |
2327
Gibson Capital
Wexford,
Pennsylvania
| USD 264 M | +USD 10.3 M | +4% | 3.34% | 67.2% | 16 | 0% | 0.5 |
|
| 2328 |
2328
Kathryn A. Hall
| USD 264 M | +USD 7.25 M | +3% | 0.3% | 95.2% | 11 | 9.09% | 0.4 |
|
| 2329 |
2329
Modera Wealth Management
Westwood,
New Jersey
| USD 263 M | +USD 54.7 M | +26% | 5.26% | 68.2% | 84 | 35.71% | 0.3 |
|
| 2330 |
2330
Argent Trust Company
Ruston,
Louisiana
| USD 263 M | +USD 26.9 M | +11% | 9.96% | – | 148 | 6.76% | 0.4 |
|
| 2331 |
2331
TPH Asset Management
Houston,
Texas
| USD 263 M | +USD 15 M | +6% | 5.72% | 8.46% | 131 | 49.62% | 0.3 |
|
| 2332 |
2332
Mather Group
Chicago,
Illinois
| USD 263 M | +USD 21.8 M | +9% | 5.22% | 54.1% | 27 | 40.74% | 0.3 |
|
| 2333 |
IP
2333
Interval Partners
New York
| USD 263 M | – | – | 7.81% | 106% | 57 | – | 0 |
|
| 2334 |
2334
JLB & Associates
Plymouth,
Michigan
| USD 263 M | +USD 25.4 M | +11% | 11.3% | 69.5% | 75 | 2.67% | 0.5 |
|
| 2335 |
2335
Schooner Capital
Vero Beach,
Florida
| USD 262 M | +USD 28.8 M | +12% | 12.3% | 31.1% | 1 | 0% | 0.5 |
|
| 2336 |
2336
Tyrus Capital S.A.M.
Monaco
| USD 262 M | -USD 83.3 M | -24% | 4.06% | – | 21 | 80.95% | 0.1 |
|
| 2337 |
2337
Palouse Capital Management
Spokane,
Washington
| USD 262 M | +USD 14.3 M | +6% | 9.01% | 67.8% | 130 | 23.08% | 0.4 |
|
| 2338 |
2338
Callan Capital
La Jolla,
California
| USD 262 M | +USD 52.1 M | +25% | 6.93% | 20.1% | 59 | 30.51% | 0.3 |
|
| 2339 |
2339
Stonerise Capital Management
San Francisco,
California
| USD 261 M | +USD 75.4 M | +41% | 13.9% | 0.77% | 13 | 23.08% | 0.4 |
|
| 2340 |
KFS
2340
Kurt F. Somerville
| USD 261 M | +USD 10.2 M | +4% | 10.5% | 92.9% | 109 | 7.34% | 0.5 |
|
| 2341 |
2341
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 261 M | +USD 81.7 M | +46% | 12.6% | 192% | 120 | 66.67% | 0.2 |
|
| 2342 |
2342
SOL Capital Management
Rockville,
Maryland
| USD 261 M | +USD 19.3 M | +8% | 8.88% | 56.6% | 195 | 14.87% | 0.4 |
|
| 2343 |
2343
Annex Advisory Services
Brookfield,
Wisconsin
| USD 260 M | +USD 45.8 M | +21% | 6.27% | 85.8% | 104 | 18.27% | 0.5 |
|
| 2344 |
2344
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 260 M | +USD 45.1 M | +21% | 5.21% | 34.1% | 11 | 18.18% | 0.4 |
|
| 2345 |
2345
Cowen Prime Advisors
New York
| USD 260 M | +USD 3.76 M | +1% | 14.8% | 116% | 318 | 22.33% | 0.4 |
|
| 2346 |
2346
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 260 M | +USD 19.9 M | +8% | 8.73% | 76.1% | 169 | 8.28% | 0.5 |
|
| 2347 |
WA
2347
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 260 M | +USD 17 M | +7% | 8.02% | 125% | 207 | 15.94% | 0.4 |
|
| 2348 |
2348
Hilton Capital Management
Garden City,
New York
| USD 260 M | +USD 49.1 M | +23% | 6.53% | 58.2% | 94 | 23.4% | 0.4 |
|
| 2349 |
2349
CPWM LLC
Seattle,
Washington
| USD 259 M | +USD 15.5 M | +6% | 5.02% | 36.6% | 133 | 21.05% | 0.4 |
|
| 2350 |
2350
RBO & Co
Saint Helena,
California
| USD 259 M | +USD 26 M | +11% | 9.03% | 27.9% | 52 | 5.77% | 0.5 |
|