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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
HPCM
2376
High Pointe Capital Management
Chicago,
Illinois
| USD 254 M | +USD 4.92 M | +2% | 9.84% | 92.4% | 182 | 31.87% | 0.4 |
|
| 2377 |
2377
Acadia Trust
Portland,
Maine
| USD 254 M | +USD 20.7 M | +9% | 8.46% | 36.1% | 78 | 8.97% | 0.5 |
|
| 2378 |
2378
Oceanic Investment Management
Douglas,
Isle Of Man
| USD 253 M | +USD 17 M | +7% | 19.7% | – | 28 | 53.57% | 0.3 |
|
| 2379 |
CIA
2379
CSat Investment Advisory
Detroit,
Michigan
| USD 253 M | -USD 95.3 M | -27% | 10.6% | 87.4% | 30 | 30% | 0.4 |
|
| 2380 |
AIM
2380
Acuity Investment Management
Toronto,
Ontario, Canada
| USD 253 M | -USD 478 M | -65% | 7.03% | – | 194 | 49.48% | 0.3 |
|
| 2381 |
2381
Technology Crossover Management VI
Menlo Park,
California
| USD 253 M | +USD 127 M | +101% | 19.5% | 25.5% | 4 | 25% | 0.5 |
|
| 2382 |
2382
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 253 M | +USD 16.2 M | +7% | 8.67% | 60.5% | 47 | 0% | 0.5 |
|
| 2383 |
2383
C.V. Starr & Co Trust
New York
| USD 252 M | +USD 700 k | +0.3% | 2.5% | 51.7% | 30 | 3.33% | 0.5 |
|
| 2384 |
2384
Claar Advisors
New York
| USD 252 M | – | – | 9.04% | 65.5% | 27 | – | 0 |
|
| 2385 |
2385
United Bank (West Virginia)
Parkersburg,
West Virginia
| USD 252 M | +USD 18.4 M | +8% | 8.23% | 22.5% | 128 | 10.16% | 0.5 |
|
| 2386 |
OA
2386
Outfitter Advisors
Mclean,
Virginia
| USD 251 M | +USD 13.2 M | +6% | 7.2% | 35.6% | 142 | 10.56% | 0.5 |
|
| 2387 |
GIM
2387
Greystone Investment Management
Cincinnati,
Ohio
| USD 251 M | +USD 15.9 M | +7% | 6.5% | 32.8% | 57 | 8.77% | 0.5 |
|
| 2388 |
2388
Maple Capital Management
Montpelier,
Vermont
| USD 251 M | +USD 24 M | +11% | 8.35% | 100% | 132 | 9.09% | 0.4 |
|
| 2389 |
2389
Secor Capital Advisors
New York
| USD 251 M | – | – | 8.37% | 43.5% | 298 | – | 0 |
|
| 2390 |
2390
USCA RIA
Houston,
Texas
| USD 251 M | +USD 30.8 M | +14% | 9.01% | 60.6% | 294 | 29.93% | 0.4 |
|
| 2391 |
2391
Cutler Capital Management
Worcester,
Massachusetts
| USD 251 M | +USD 3.26 M | +1% | 4.11% | 39.7% | 110 | 16.36% | 0.4 |
|
| 2392 |
2392
Herald Investment Management
London,
United Kingdom
| USD 251 M | +USD 20 M | +9% | 9.56% | 493% | 84 | 3.57% | 0.5 |
|
| 2393 |
2393
American National Bank & Trust
Wichita Falls,
Texas
| USD 250 M | +USD 15.1 M | +6% | 9.11% | 102% | 91 | 9.89% | 0.5 |
|
| 2394 |
2394
Sandhill Capital Partners
Buffalo,
New York
| USD 250 M | +USD 27.7 M | +12% | 9.8% | 64.9% | 96 | 20.83% | 0.5 |
|
| 2395 |
IFS
2395
Ifrah Financial Services
Little Rock,
Arkansas
| USD 250 M | +USD 43.4 M | +21% | 6.32% | 64.1% | 196 | 46.94% | 0.3 |
|
| 2396 |
FSC
2396
Fiduciary Services Corp
Savannah,
Georgia
| USD 250 M | +USD 23.9 M | +11% | 10.5% | – | 161 | 12.42% | 0.5 |
|
| 2397 |
CC
2397
Casablanca Capital
New York
| USD 250 M | – | – | 23.9% | – | 29 | – | 0 |
|
| 2398 |
2398
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 250 M | +USD 28.6 M | +13% | 12.9% | 80.3% | 53 | 13.21% | 0.5 |
|
| 2399 |
2399
Bath Savings Trust
Bath,
Maine
| USD 250 M | +USD 20.5 M | +9% | 9.46% | 57.8% | 107 | 9.35% | 0.5 |
|
| 2400 |
2400
Stonebridge Capital Management
Los Angeles,
California
| USD 249 M | +USD 28.5 M | +13% | 7.8% | – | 190 | 12.63% | 0.4 |
|