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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
VCM
2476
Violich Capital Management
San Francisco,
California
| USD 621 M | +USD 33.8 M | +6% | 8.39% | 111% | 113 | 11.5% | 6.2 |
|
| 2477 |
2477
Cortland Associates
St Louis,
Missouri
| USD 620 M | -USD 7.64 M | -1% | 5.99% | 57.1% | 53 | 3.77% | 5.8 |
|
| 2478 |
PRC
2478
Pearl River Capital
Niles,
Michigan
| USD 620 M | -USD 9.5 M | -2% | 6.52% | 20.3% | 647 | 54.25% | 0.5 |
|
| 2479 |
2479
Parker Investment Management
Menlo Park,
California
| USD 620 M | +USD 119 M | +24% | 15% | 208% | 30 | 23.33% | 3.3 |
|
| 2480 |
2480
Twele Capital Management
Minnetonka,
Minnesota
| USD 620 M | +USD 8.5 M | +1% | 3.11% | 37.1% | 41 | 7.32% | 7.7 |
|
| 2481 |
2481
Wedgewood Partners
St Louis,
Missouri
| USD 620 M | +USD 30.6 M | +5% | 9.29% | 78.1% | 41 | 19.51% | 4.6 |
|
| 2482 |
2482
Glassman Wealth Services
Vienna,
Virginia
| USD 620 M | +USD 44.6 M | +8% | 8.07% | 62.6% | 2,050 | 14.88% | 3.4 |
|
| 2483 |
2483
Hendershot Investments
Centreville,
Virginia
| USD 620 M | +USD 25.1 M | +4% | 6.57% | 50.5% | 144 | 2.78% | 4.2 |
|
| 2484 |
2484
Alley Investment Management Company
Lake Forest,
Illinois
| USD 620 M | +USD 20.6 M | +3% | 4.17% | 54.6% | 81 | 0% | 1.2 |
|
| 2485 |
2485
Robotti Robert
| USD 619 M | +USD 51.5 M | +9% | 21.7% | 107% | 65 | 10.77% | 4.5 |
|
| 2486 |
2486
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 619 M | +USD 17.5 M | +3% | 6.11% | 82.1% | 518 | 19.88% | 2.4 |
|
| 2487 |
2487
Mark Asset Management
New York
| USD 619 M | +USD 71.7 M | +13% | 18.5% | 325% | 59 | 27.12% | 2.6 |
|
| 2488 |
2488
Olstein Capital Management
Purchase,
New York
| USD 618 M | -USD 19.9 M | -3% | 2.82% | 16.6% | 101 | 2.97% | 5.3 |
|
| 2489 |
2489
Cahill Financial Advisors
Edina,
Minnesota
| USD 618 M | +USD 54.7 M | +10% | 4.89% | 55.9% | 247 | 9.31% | 4.2 |
|
| 2490 |
FCP
2490
Fine Capital Partners
New York
| USD 618 M | +USD 66 M | +12% | 14.5% | 95.5% | 2 | 0% | 7.9 |
|
| 2491 |
2491
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 617 M | +USD 23 M | +4% | 5.64% | – | 271 | 8.49% | 5.8 |
|
| 2492 |
2492
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| USD 616 M | +USD 90.7 M | +17% | 5.75% | 52% | 913 | 14.79% | 4.3 |
|
| 2493 |
2493
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 616 M | -USD 5.86 M | -0.9% | 0.42% | 50.6% | 58 | 8.62% | 5.9 |
|
| 2494 |
OP
2494
ORG Partners
Roanoke,
Indiana
| USD 616 M | +USD 206 M | +50% | 3.49% | 69.5% | 1,415 | 75.9% | 0 |
|
| 2495 |
2495
Teza Capital Management
Chicago,
Illinois
| USD 616 M | +USD 153 M | +33% | 6.22% | 133% | 766 | 65.14% | 0.3 |
|
| 2496 |
2496
GDS Wealth Management
Flower Mound,
Texas
| USD 616 M | +USD 50.3 M | +9% | 4.08% | 82.2% | 124 | 12.9% | 1.1 |
|
| 2497 |
2497
Mattern Capital Management
Lakewood,
Colorado
| USD 616 M | +USD 49.2 M | +9% | 3.69% | 31.5% | 135 | 11.85% | 2.5 |
|
| 2498 |
2498
Thompson Investment Management
Madison,
Wisconsin
| USD 616 M | +USD 24.7 M | +4% | 6.05% | 100% | 425 | 7.06% | 2.7 |
|
| 2499 |
2499
Teamwork Financial Advisors
San Antonio,
Texas
| USD 615 M | +USD 74.5 M | +14% | 9.66% | 134% | 212 | 24.53% | 1.6 |
|
| 2500 |
2500
Institutional & Family Asset Management
Fort Collins,
Colorado
| USD 615 M | +USD 7.93 M | +1% | 2.37% | 19% | 803 | 15.44% | 3.6 |
|