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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Legg Mason Asset Management
Tokyo,
Japan
| USD 185 M | -USD 2.4 M | -1% | 8.23% | – | 139 | 30.94% | 0.2 |
|
| 2552 |
SEP
2552
Sound Energy Partners
Greenwich,
Connecticut
| USD 184 M | +USD 107 M | +139% | 30.4% | – | 48 | 43.75% | 0.2 |
|
| 2553 |
2553
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| USD 184 M | -USD 312 k | -0.2% | 2.49% | 33.7% | 97 | 10.31% | 0.2 |
|
| 2554 |
2554
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 184 M | +USD 6.7 M | +4% | 5.37% | 147% | 202 | 3.47% | 0.2 |
|
| 2555 |
ACQC
2555
Asian Century Quest Capital
New York
| USD 184 M | -USD 216 M | -54% | 37% | – | 21 | 66.67% | 0.2 |
|
| 2556 |
2556
Montgomery Investment Management
Rockville,
Maryland
| USD 184 M | +USD 1.07 M | +0.6% | 3.03% | 98.4% | 79 | 3.8% | 0.3 |
|
| 2557 |
2557
Orleans Capital Management
Mandeville,
Louisiana
| USD 184 M | +USD 6.53 M | +4% | 4.24% | 94.6% | 100 | 14% | 0.2 |
|
| 2558 |
2558
Segment Wealth Management
Houston,
Texas
| USD 184 M | +USD 16.5 M | +10% | 4.16% | 102% | 164 | 16.46% | 0.2 |
|
| 2559 |
2559
Savant Capital
Rockford,
Illinois
| USD 184 M | +USD 11.3 M | +7% | 7.09% | 61.2% | 159 | 10.06% | 0.2 |
|
| 2560 |
2560
Harbert Management Corporation
Birmingham,
Alabama
| USD 183 M | +USD 15.8 M | +9% | 5.14% | – | 36 | 47.22% | 0.2 |
|
| 2561 |
2561
NFC Investments
Memphis,
Tennessee
| USD 183 M | +USD 16.7 M | +10% | 7.7% | – | 39 | 0% | 0.3 |
|
| 2562 |
2562
Mazama Capital Management
Portland,
Oregon
| USD 183 M | +USD 22.4 M | +14% | 14.2% | – | 307 | 39.41% | 0.2 |
|
| 2563 |
2563
Verus Financial Partners
Richmond,
Virginia
| USD 183 M | +USD 7.56 M | +4% | 3.96% | 41.6% | 45 | 13.33% | 0.2 |
|
| 2564 |
2564
Baxter Bros Inc
Riverside,
Connecticut
| USD 183 M | +USD 18 M | +11% | 2.65% | 73.8% | 91 | 14.29% | 0.2 |
|
| 2565 |
2565
Catalyst Capital Advisors
Huntington,
New York
| USD 183 M | +USD 53.8 M | +42% | 9.27% | 62.7% | 355 | 49.01% | 0.2 |
|
| 2566 |
2566
Rodgers Brothers
Harmony,
Pennsylvania
| USD 182 M | +USD 14.6 M | +9% | 4.28% | 108% | 165 | 17.58% | 0.2 |
|
| 2567 |
2567
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 182 M | +USD 7.71 M | +4% | 4.09% | 95.8% | 110 | 2.73% | 0.2 |
|
| 2568 |
2568
Osmium Partners
Greenbrae,
California
| USD 182 M | +USD 30.4 M | +20% | 15.1% | 28.4% | 29 | 20.69% | 0.2 |
|
| 2569 |
2569
Doheny Asset Management
Los Angeles,
California
| USD 182 M | +USD 6.66 M | +4% | 7.45% | 135% | 109 | 18.35% | 0.2 |
|
| 2570 |
2570
Raptor Capital Management
Boston,
Massachusetts
| USD 182 M | -USD 6.89 M | -4% | 7.94% | – | 61 | 67.21% | 0.1 |
|
| 2571 |
RC
2571
Riversville Capital
Greenwich,
Connecticut
| USD 182 M | +USD 9.6 M | +6% | 6.54% | – | 120 | 3.33% | 0.2 |
|
| 2572 |
2572
Haverford Financial Services
Radnor,
Pennsylvania
| USD 182 M | +USD 3.96 M | +2% | 4.45% | 57.9% | 55 | 47.27% | 0.2 |
|
| 2573 |
2573
Cambridge Financial Group
Columbus,
Ohio
| USD 181 M | -USD 17 M | -9% | 10.3% | – | 37 | 37.84% | 0.2 |
|
| 2574 |
2574
MCF Advisors
Covington,
Kentucky
| USD 181 M | +USD 15.2 M | +9% | 5.03% | 50.2% | 429 | 31.24% | 0.2 |
|
| 2575 |
2575
Cheviot Value Management
Beverly Hills,
California
| USD 181 M | -USD 1.92 M | -1% | 1.59% | 77.8% | 31 | 0% | 0.3 |
|