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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 357 M | -USD 6.52 M | -2% | 0.85% | 61.9% | 14 | 7.14% | 2.8 |
|
| 2502 |
2502
PL Capital Advisors
Naples,
Florida
| USD 357 M | -USD 20.6 M | -5% | 0.54% | 100% | 34 | 14.71% | 2.9 |
|
| 2503 |
2503
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 356 M | +USD 229 M | +181% | 26% | 320% | 85 | 68.24% | 0.7 |
|
| 2504 |
2504
Roundview Capital
Princeton,
New Jersey
| USD 355 M | -USD 31.9 M | -8% | 1.37% | 77.7% | 243 | 20.99% | 2.5 |
|
| 2505 |
2505
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 355 M | -USD 2.56 M | -0.7% | 1.18% | 83.5% | 372 | 13.98% | 2.3 |
|
| 2506 |
NTCM
2506
Nine Ten Capital Management
Chicago,
Illinois
| USD 355 M | +USD 67.5 M | +23% | 17% | 166% | 8 | 0% | 2.4 |
|
| 2507 |
2507
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 354 M | -USD 1.14 M | -0.3% | 0.92% | 55.8% | 152 | 6.58% | 2.9 |
|
| 2508 |
2508
Cubic Asset Management
Boston,
Massachusetts
| USD 354 M | -USD 4.97 M | -1% | 3.52% | 40.5% | 174 | 10.34% | 3.2 |
|
| 2509 |
CFMC
2509
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 354 M | +USD 172 M | +95% | 1.4% | 69.6% | 169 | 6.51% | 3 |
|
| 2510 |
2510
Oak Hill Capital Management
New York
| USD 353 M | -USD 46.9 M | -12% | 11.5% | 1.19% | 3 | 0% | 1.5 |
|
| 2511 |
2511
NTV Asset Management
Charleston,
West Virginia
| USD 352 M | -USD 6.89 M | -2% | 1.54% | 110% | 189 | 7.41% | 3.4 |
|
| 2512 |
2512
Ativo Capital Management
Chicago,
Illinois
| USD 352 M | -USD 23.6 M | -6% | 3.5% | 63.2% | 271 | 41.33% | 1.4 |
|
| 2513 |
2513
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 352 M | -USD 14.7 M | -4% | 2.03% | 83.8% | 162 | 14.2% | 3 |
|
| 2514 |
2514
East Coast Asset Management
Essex,
Massachusetts
| USD 351 M | -USD 16.1 M | -4% | 5.6% | 153% | 95 | 24.21% | 4 |
|
| 2515 |
2515
Pensionfund Sabic
Sittard,
Netherlands
| USD 351 M | +USD 6.24 M | +2% | 2.87% | 63.6% | 237 | 27.85% | 1.6 |
|
| 2516 |
CMG
2516
Cavalry Management Group
San Francisco,
California
| USD 350 M | +USD 7.76 M | +2% | 16.3% | 59.6% | 32 | 68.75% | 0.4 |
|
| 2517 |
2517
West Coast Financial
Santa Barbara,
California
| USD 350 M | -USD 5.46 M | -2% | 0.31% | 22.2% | 111 | 5.41% | 3 |
|
| 2518 |
2518
Ritholtz Wealth Management
New York
| USD 350 M | +USD 12.5 M | +4% | 1.38% | 93% | 131 | 27.48% | 0.7 |
|
| 2519 |
2519
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 350 M | +USD 40.2 M | +13% | 2.6% | 119% | 42 | 21.43% | 2 |
|
| 2520 |
2520
Needham Investment Management
New York
| USD 350 M | -USD 26.2 M | -7% | 1.79% | 424% | 98 | 12.24% | 3.3 |
|
| 2521 |
2521
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 350 M | +USD 14.1 M | +4% | 1.79% | 22.7% | 50 | 16% | 2.4 |
|
| 2522 |
OM
2522
Opaleye Management
Boston,
Massachusetts
| USD 350 M | +USD 37.4 M | +12% | 20.4% | 748% | 48 | 47.92% | 0.9 |
|
| 2523 |
TCM
2523
Tradition Capital Management
Summit,
New Jersey
| USD 350 M | -USD 18.7 M | -5% | 1.41% | 43.5% | 184 | 13.04% | 2.9 |
|
| 2524 |
2524
Whitney & Co
Rochester,
New York
| USD 350 M | +USD 4.28 M | +1% | 1.84% | 93.2% | 311 | 64.63% | 1.1 |
|
| 2525 |
2525
Lathrop Investment Management
Little Rock,
Arkansas
| USD 349 M | -USD 13.9 M | -4% | 0.96% | 72.2% | 67 | 10.45% | 3.6 |
|