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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
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 363 M | +USD 21.7 M | +6% | 6.97% | 22.7% | 42 | 4.76% | 3.1 |
|
| 2552 |
2552
Private Capital Advisors
Darien,
Connecticut
| USD 362 M | +USD 43.1 M | +14% | 9.22% | 132% | 98 | 2.04% | 3.3 |
|
| 2553 |
JCM
2553
JS Capital Management
New York
| USD 362 M | +USD 56.3 M | +18% | 7.52% | 52.4% | 44 | 47.73% | 0.5 |
|
| 2554 |
OIA
2554
Optimum Investment Advisors
Chicago,
Illinois
| USD 362 M | +USD 14.7 M | +4% | 6.24% | 125% | 1,126 | 12.7% | 1.4 |
|
| 2555 |
HJA
2555
Hugh Johnson Advisors
Albany,
New York
| USD 362 M | +USD 16.3 M | +5% | 7.01% | 41.5% | 97 | 3.09% | 3.8 |
|
| 2556 |
2556
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 362 M | +USD 17.5 M | +5% | 7.51% | 63.5% | 183 | 9.84% | 3.4 |
|
| 2557 |
2557
Brasada Capital Management
Houston,
Texas
| USD 361 M | +USD 35.4 M | +11% | 6.23% | 76.5% | 416 | 40.38% | 0.4 |
|
| 2558 |
2558
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 361 M | +USD 20.2 M | +6% | 4.84% | 72.5% | 64 | 20.31% | 1.5 |
|
| 2559 |
AR
2559
Argyll Research
Wilmington,
Delaware
| USD 360 M | -USD 23.1 M | -6% | 5.57% | 0.8% | 2 | 0% | 4.1 |
|
| 2560 |
2560
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 360 M | -USD 7.41 M | -2% | 3.71% | 119% | 42 | 19.05% | 2.1 |
|
| 2561 |
2561
Founders Financial Securities
Towson,
Maryland
| USD 360 M | +USD 34.9 M | +11% | 4.3% | 64.3% | 108 | 26.85% | 1.4 |
|
| 2562 |
2562
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| USD 360 M | +USD 29.5 M | +9% | 6.52% | 39.8% | 154 | 3.25% | 3.9 |
|
| 2563 |
2563
Quantitative Advantage
Minnetonka,
Minnesota
| USD 359 M | +USD 15.3 M | +4% | 4.64% | 45.9% | 59 | 20.34% | 1.4 |
|
| 2564 |
2564
Hutchinson Capital Management
San Rafael,
California
| USD 359 M | +USD 37.7 M | +12% | 6.6% | 52.6% | 55 | 7.27% | 3.7 |
|
| 2565 |
2565
Paradigm Asset Management
New York
| USD 359 M | +USD 15.2 M | +4% | 4.38% | 73.8% | 451 | 17.07% | 2 |
|
| 2566 |
2566
Mizuho Trust & Banking
Tokyo,
Japan
| USD 359 M | -USD 84.8 M | -19% | 4.85% | 36.1% | 16 | 50% | 0.6 |
|
| 2567 |
2567
Northcape Capital
Sydney,
Australia
| USD 358 M | -USD 10.1 M | -3% | 5.69% | – | 12 | 8.33% | 1.7 |
|
| 2568 |
2568
Shelter Mutual Insurance
Columbia,
Missouri
| USD 358 M | +USD 20.1 M | +6% | 7.02% | 51.2% | 45 | 0% | 4.2 |
|
| 2569 |
EVM
2569
Evelyn V. Moreno
| USD 357 M | +USD 14.5 M | +4% | 8.16% | 39.4% | 65 | 3.08% | 3.9 |
|
| 2570 |
2570
First Command Bank
Fort Worth,
Texas
| USD 357 M | +USD 15.5 M | +5% | 2.19% | 34.1% | 408 | 11.27% | 1.4 |
|
| 2571 |
2571
First Command Financial Services
Fort Worth,
Texas
| USD 357 M | -USD 2506 M | -88% | 2.19% | 34.4% | 424 | 14.39% | 1.4 |
|
| 2572 |
2572
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 357 M | +USD 21.8 M | +7% | 7.39% | 70.6% | 71 | 5.63% | 3.3 |
|
| 2573 |
2573
Stansberry Asset Management
Westlake,
Texas
| USD 357 M | +USD 54.7 M | +18% | 10.6% | 79.6% | 115 | 44.35% | 0.4 |
|
| 2574 |
2574
Fairfield, Bush & Co
Darien,
Connecticut
| USD 356 M | +USD 16 M | +5% | 10.4% | 112% | 163 | 6.13% | 3.5 |
|
| 2575 |
2575
LVW Advisors
Pittsford,
New York
| USD 356 M | +USD 40.7 M | +13% | 5.75% | 79.1% | 161 | 13.04% | 1.9 |
|