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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 |
SG
2501
Swarthmore Group
Philadelphia,
Pennsylvania
| USD 431 M | +USD 26.1 M | +6% | 8.27% | 44.2% | 36 | 13.89% | 1.9 |
|
| 2502 |
OH
2502
Overlook Holdings
Tortola,
British Virgin Islands
| USD 431 M | +USD 93.3 M | +28% | 20% | – | 3 | 33.33% | 2.3 |
|
| 2503 |
2503
Vestar Capital Partners
New York
| USD 430 M | – | – | 18.8% | – | 1 | – | 3.3 |
|
| 2504 |
2504
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 430 M | +USD 31.2 M | +8% | 8.93% | 78% | 132 | 10.61% | 2.1 |
|
| 2505 |
2505
Glendon Capital Management
Santa Monica,
California
| USD 430 M | -USD 3.37 M | -0.8% | 0.21% | 142% | 30 | 13.33% | 2.8 |
|
| 2506 |
2506
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 430 M | -USD 217 M | -34% | 11.1% | 79.4% | 69 | 4.35% | 1.5 |
|
| 2507 |
PA
2507
Paracle Advisors
Mercer Island,
Washington
| USD 430 M | +USD 16.8 M | +4% | 5.57% | 30.9% | 69 | 36.23% | 3.4 |
|
| 2508 |
2508
Compass Group
New York
| USD 429 M | +USD 121 M | +39% | 5.7% | 64.6% | 21 | 33.33% | 0.8 |
|
| 2509 |
TCOT
2509
Trust Company of Toledo
Holland,
Ohio
| USD 429 M | +USD 18.5 M | +5% | 5.89% | 109% | 188 | 7.98% | 4.9 |
|
| 2510 |
2510
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 428 M | +USD 36.7 M | +9% | 8.06% | 63.2% | 192 | 19.27% | 3.1 |
|
| 2511 |
2511
Vision Capital Management
Portland,
Oregon
| USD 427 M | +USD 42.1 M | +11% | 7.93% | 78.4% | 95 | 13.68% | 3.1 |
|
| 2512 |
CAM
2512
Centre Asset Management
New York
| USD 426 M | -USD 6.86 M | -2% | 9.96% | 45.3% | 77 | 32.47% | 1.1 |
|
| 2513 |
2513
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 426 M | +USD 18.8 M | +5% | 21.5% | 39.2% | 7 | 57.14% | 0.7 |
|
| 2514 |
2514
BHZ Capital Management
San Jose,
California
| USD 426 M | +USD 13.4 M | +3% | 8.78% | 3.24% | 154 | 13.64% | 2 |
|
| 2515 |
2515
Sompo Asset Management
Tokyo,
Japan
| USD 426 M | +USD 24.5 M | +6% | 7.04% | 84.7% | 124 | 12.9% | 1.5 |
|
| 2516 |
2516
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| USD 426 M | +USD 54.2 M | +15% | 6.45% | 72.3% | 261 | 28.35% | 0.7 |
|
| 2517 |
2517
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 426 M | +USD 33.5 M | +9% | 7.94% | 59.5% | 92 | 16.3% | 3.6 |
|
| 2518 |
2518
Capital Asset Advisory Services
Williamston,
Michigan
| USD 425 M | +USD 275 M | +183% | 5.83% | 51% | 600 | 81.83% | 0.3 |
|
| 2519 |
2519
Faithward Advisors
Lancaster,
Pennsylvania
| USD 425 M | -USD 26.5 M | -6% | 5.62% | 119% | 246 | 60.16% | 0.1 |
|
| 2520 |
2520
Harber Asset Management
Asheville,
North Carolina
| USD 425 M | +USD 70.2 M | +20% | 9.1% | 63.6% | 46 | 30.43% | 1.6 |
|
| 2521 |
2521
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 425 M | +USD 24.9 M | +6% | 6.43% | 83.8% | 150 | 10% | 4.1 |
|
| 2522 |
2522
Tortoise Investment Management
White Plains,
New York
| USD 424 M | +USD 36.7 M | +9% | 5.81% | 40.2% | 641 | 7.96% | 3.6 |
|
| 2523 |
PL
2523
PWMCO LLC
Chicago,
Illinois
| USD 424 M | +USD 29.2 M | +7% | 7.05% | – | 65 | 9.23% | 1.3 |
|
| 2524 |
2524
Hills Bank & Trust
North Liberty,
Iowa
| USD 424 M | +USD 27.5 M | +7% | 7.98% | 52.8% | 166 | 5.42% | 3.8 |
|
| 2525 |
2525
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 424 M | +USD 18.8 M | +5% | 6.76% | 114% | 311 | 29.26% | 1.7 |
|