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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
MIG Capital
Newport Beach,
California
| USD 259 M | -USD 9.9 M | -4% | 0.49% | 118% | 30 | 20% | 0.7 |
|
| 2452 |
2452
Electron Capital Partners
New York
| USD 259 M | +USD 88.6 M | +52% | 19.5% | 333% | 42 | 42.86% | 0.3 |
|
| 2453 |
CBT
2453
Central Bank & Trust
Lexington,
Kentucky
| USD 259 M | +USD 2.62 M | +1% | 5.11% | 118% | 327 | 10.7% | 0.9 |
|
| 2454 |
2454
Evanson Asset Management
Carmel,
California
| USD 258 M | +USD 30.6 M | +13% | 5.83% | 66.6% | 194 | 11.34% | 0.4 |
|
| 2455 |
2455
Segment Wealth Management
Houston,
Texas
| USD 258 M | +USD 43.2 M | +20% | 5.9% | 102% | 175 | 14.29% | 0.8 |
|
| 2456 |
2456
Ipswich Investment Management
Beverly,
Massachusetts
| USD 258 M | +USD 25.8 M | +11% | 5.37% | 104% | 151 | 17.88% | 0.8 |
|
| 2457 |
MAA
2457
Mraz Amerine & Associates
Modesto,
California
| USD 258 M | +USD 19 M | +8% | 5.79% | 69.8% | 149 | 6.71% | 0.9 |
|
| 2458 |
2458
Waterfront Capital Partners
New York
| USD 258 M | +USD 28.2 M | +12% | 4.71% | 88.3% | 58 | 44.83% | 0.3 |
|
| 2459 |
2459
Giralda Advisors
New York
| USD 258 M | +USD 1.56 M | +0.6% | 4.85% | 36.8% | 10 | 0% | 0.7 |
|
| 2460 |
2460
Shelter Insurance Profit Sharing
Columbia,
Missouri
| USD 258 M | +USD 4.48 M | +2% | 4.86% | – | 45 | 2.22% | 1 |
|
| 2461 |
2461
AGF Investments America
Toronto,
Ontario, Canada
| USD 258 M | -USD 18 k | -0% | 5.48% | 72.1% | 86 | 17.44% | 0.8 |
|
| 2462 |
2462
MAK Capital One
New York
| USD 257 M | -USD 209 M | -45% | 2.76% | 200% | 21 | 57.14% | 0.5 |
|
| 2463 |
2463
Rho Capital Partners
New York
| USD 257 M | +USD 1.21 M | +0.5% | 5.54% | – | 6 | 0% | 0.6 |
|
| 2464 |
2464
FIC Capital
New York
| USD 257 M | +USD 11.9 M | +5% | 6.61% | 49.7% | 149 | 12.08% | 0.9 |
|
| 2465 |
KFS
2465
Kurt F. Somerville
| USD 257 M | +USD 5.27 M | +2% | 4.77% | 92.9% | 105 | 5.71% | 0.9 |
|
| 2466 |
2466
Security National Trust
Wheeling,
West Virginia
| USD 256 M | +USD 9.36 M | +4% | 4.59% | 58.3% | 556 | 8.63% | 0.9 |
|
| 2467 |
2467
Guinness Asset Management
London,
United Kingdom
| USD 256 M | +USD 92.3 M | +56% | 13.2% | 73.9% | 64 | 6.25% | 1 |
|
| 2468 |
PCM
2468
Piermont Capital Management
St. Louis,
Missouri
| USD 256 M | +USD 48.6 M | +23% | 2.99% | 33.2% | 186 | 44.62% | 0.3 |
|
| 2469 |
2469
Aviance Capital Partners
Naples,
Florida
| USD 256 M | +USD 19.6 M | +8% | 5.47% | 98.2% | 238 | 14.29% | 0.8 |
|
| 2470 |
2470
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 256 M | +USD 11.4 M | +5% | 6.7% | 80.3% | 47 | 6.38% | 0.9 |
|
| 2471 |
2471
Cutler Capital Management
Worcester,
Massachusetts
| USD 256 M | -USD 3.05 M | -1% | 2.85% | 39.7% | 111 | 17.12% | 0.7 |
|
| 2472 |
2472
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 256 M | +USD 2.86 M | +1% | 4.48% | 65.9% | 155 | 12.26% | 0.8 |
|
| 2473 |
2473
Robotti Robert
| USD 255 M | -USD 6.55 M | -3% | 4.31% | 107% | 63 | 3.17% | 0.9 |
|
| 2474 |
2474
Chatham Capital Group
Savannah,
Georgia
| USD 255 M | +USD 13.7 M | +6% | 3.43% | 97% | 109 | 5.5% | 0.9 |
|
| 2475 |
2475
Financial Sense Advisors
San Diego,
California
| USD 255 M | +USD 23.7 M | +10% | 7.41% | 152% | 145 | 33.1% | 0.6 |
|