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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
PCMK
2526
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 258 M | +USD 1.21 M | +0.5% | 5.99% | 87.5% | 66 | 19.7% | 2.1 |
|
| 2527 |
2527
BDT Capital Partners
Chicago,
Illinois
| USD 258 M | -USD 72.5 M | -22% | 21.9% | 25.5% | 1 | 0% | 2.5 |
|
| 2528 |
2528
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| USD 258 M | +USD 16.5 M | +7% | 4.73% | 30.8% | 92 | 8.7% | 0.8 |
|
| 2529 |
CT
2529
Chicago Trust
Grayslake,
Illinois
| USD 258 M | -USD 2.65 M | -1% | 6.01% | 85.9% | 178 | 14.61% | 0.7 |
|
| 2530 |
2530
American National Bank & Trust
Wichita Falls,
Texas
| USD 257 M | +USD 22.7 M | +10% | 6.63% | 102% | 267 | 17.6% | 1.3 |
|
| 2531 |
2531
GoodHaven Capital Management
Millburn,
New Jersey
| USD 257 M | -USD 815 k | -0.3% | 0.89% | 80.7% | 25 | 12% | 1.9 |
|
| 2532 |
2532
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 257 M | -USD 4.63 M | -2% | 1.76% | 13.4% | 3 | 0% | 1 |
|
| 2533 |
2533
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 257 M | – | – | 5.68% | 66.7% | 10 | – | 0 |
|
| 2534 |
2534
Tinicum
New York
| USD 257 M | +USD 50.4 M | +24% | 24% | 21.1% | 15 | 33.33% | 1.4 |
|
| 2535 |
2535
Palouse Capital Management
Spokane,
Washington
| USD 256 M | -USD 2.88 M | -1% | 2.83% | 67.8% | 127 | 28.35% | 1.3 |
|
| 2536 |
NCM
2536
Numina Capital Management
New York
| USD 256 M | -USD 63.3 M | -20% | 8.02% | 40.2% | 47 | 72.34% | 0.4 |
|
| 2537 |
2537
TT International
London,
United Kingdom
| USD 256 M | +USD 60.2 M | +31% | 13% | – | 48 | 41.67% | 0.3 |
|
| 2538 |
2538
Domani Wealth
Lancaster,
Pennsylvania
| USD 256 M | +USD 71 M | +38% | 3.17% | 48.6% | 120 | 22.5% | 0.5 |
|
| 2539 |
2539
LVW Advisors
Pittsford,
New York
| USD 255 M | +USD 38.6 M | +18% | 6.12% | 79.1% | 162 | 17.28% | 0.8 |
|
| 2540 |
2540
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 255 M | +USD 4.44 M | +2% | 7.93% | 76.8% | 122 | 8.2% | 2.3 |
|
| 2541 |
2541
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 255 M | +USD 64.5 M | +34% | 6.18% | 67.7% | 117 | 54.7% | 1 |
|
| 2542 |
2542
Security National Trust
Wheeling,
West Virginia
| USD 255 M | -USD 1.94 M | -0.8% | 7.31% | 58.3% | 512 | 13.09% | 2 |
|
| 2543 |
2543
JOYN Advisors
Atlanta,
Georgia
| USD 255 M | -USD 3.24 M | -1% | 3.79% | 0.77% | 34 | 44.12% | 1.4 |
|
| 2544 |
HC
2544
Hawkins Capital
Houston,
Texas
| USD 254 M | +USD 40.8 M | +19% | 4.06% | 8.54% | 25 | 36% | 1 |
|
| 2545 |
2545
SPC Financial Inc
Rockville,
Maryland
| USD 254 M | +USD 21.6 M | +9% | 5.86% | 65.1% | 111 | 13.51% | 1.6 |
|
| 2546 |
2546
Yorktown Energy Partners VIII
New York
| USD 254 M | – | – | 1.04% | 15.2% | 2 | – | 0 |
|
| 2547 |
2547
Neuberger Berman Canada
Toronto,
Ontario, Canada
| USD 254 M | +USD 25.8 M | +11% | 3.5% | 15.7% | 211 | 38.39% | 0.7 |
|
| 2548 |
2548
MV Capital Management
Bethesda,
Maryland
| USD 254 M | +USD 33.9 M | +15% | 3.93% | 67.6% | 310 | 8.39% | 0.9 |
|
| 2549 |
2549
NTV Asset Management
Charleston,
West Virginia
| USD 253 M | -USD 54.3 M | -18% | 5.83% | 110% | 203 | 23.65% | 2.1 |
|
| 2550 |
2550
Harvey Capital Management
Palm Beach,
Florida
| USD 253 M | +USD 2.66 M | +1% | 8.67% | 147% | 85 | 9.41% | 1.6 |
|