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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 305 M | -USD 48.3 M | -14% | 10.8% | 75.9% | 139 | 7.19% | 3.8 |
|
| 2627 |
2627
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 305 M | -USD 42.5 M | -12% | 16.7% | 312% | 118 | 32.2% | 1 |
|
| 2628 |
2628
Abbrea Capital
Greenbrae,
California
| USD 305 M | -USD 34.8 M | -10% | 10.1% | 38% | 176 | 12.5% | 1.7 |
|
| 2629 |
2629
Avitas Wealth Management
Los Angeles,
California
| USD 305 M | -USD 47.7 M | -14% | 10.2% | 56.2% | 196 | 45.92% | 0.4 |
|
| 2630 |
2630
D'Orazio & Associates
Falls Church,
Virginia
| USD 305 M | +USD 30.7 M | +11% | 11% | 66.7% | 320 | 12.81% | 2.6 |
|
| 2631 |
2631
Foresite Capital Management III
Larkspur,
California
| USD 304 M | -USD 149 M | -33% | 31.9% | 444% | 25 | 16% | 1.6 |
|
| 2632 |
NTCM
2632
Nine Ten Capital Management
Chicago,
Illinois
| USD 304 M | -USD 34 M | -10% | 9.65% | 166% | 8 | 12.5% | 3.1 |
|
| 2633 |
2633
Alley Company
Lake Forest,
Illinois
| USD 304 M | -USD 22.7 M | -7% | 9.11% | 88.2% | 84 | 4.76% | 3.8 |
|
| 2634 |
2634
12th Street Asset Management Company
Nashville,
Tennessee
| USD 304 M | -USD 116 M | -28% | 21.9% | 106% | 34 | 44.12% | 1.1 |
|
| 2635 |
EEP
2635
Edgehill Endowment Partners
Hamden,
Connecticut
| USD 304 M | – | – | 5.07% | 11.6% | 7 | – | 0 |
|
| 2636 |
NAP
2636
New Amsterdam Partners
New York
| USD 304 M | -USD 85.8 M | -22% | 16.7% | 73.9% | 132 | 25.76% | 1.3 |
|
| 2637 |
FPCM
2637
Financial Partners Capital Management
New York
| USD 303 M | -USD 48.8 M | -14% | 11.8% | 34.2% | 90 | 22.22% | 3.4 |
|
| 2638 |
2638
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 303 M | -USD 50 M | -14% | 10.7% | 86.4% | 127 | 6.3% | 4.3 |
|
| 2639 |
2639
Rutabaga Capital Management
Boston,
Massachusetts
| USD 303 M | -USD 133 M | -30% | 19.9% | 57% | 51 | 15.69% | 2 |
|
| 2640 |
DCM
2640
Divisar Capital Management
San Francisco,
California
| USD 303 M | -USD 11.7 M | -4% | 11% | 194% | 31 | 19.35% | 1.2 |
|
| 2641 |
2641
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 303 M | -USD 34.4 M | -10% | 13.3% | 63.2% | 160 | 8.75% | 3.2 |
|
| 2642 |
EVM
2642
Evelyn V. Moreno
| USD 303 M | -USD 54.6 M | -15% | 12% | 39.4% | 64 | 3.13% | 4.3 |
|
| 2643 |
2643
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 302 M | -USD 19.6 M | -6% | 15.9% | 129% | 78 | 21.79% | 0.6 |
|
| 2644 |
MAA
2644
Mraz Amerine & Associates
Modesto,
California
| USD 302 M | -USD 35.4 M | -10% | 11.7% | 63.2% | 171 | 14.04% | 3.7 |
|
| 2645 |
2645
JHL Capital Group
Chicago,
Illinois
| USD 302 M | -USD 329 M | -52% | 20.1% | – | 16 | 62.5% | 0.4 |
|
| 2646 |
2646
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 302 M | -USD 32.2 M | -10% | 7.42% | 71.3% | 76 | 5.26% | 4.7 |
|
| 2647 |
2647
Greenspring Associates
Owings Mills,
Maryland
| USD 302 M | – | – | 2.7% | – | 7 | – | 0 |
|
| 2648 |
2648
Yorktown Management & Research Company
Forest,
Virginia
| USD 302 M | -USD 40 M | -12% | 12.3% | 211% | 373 | 24.93% | 1.5 |
|
| 2649 |
2649
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 301 M | -USD 53.3 M | -15% | 12.3% | 113% | 156 | 16.67% | 3.1 |
|
| 2650 |
2650
Income Research & Management
Boston,
Massachusetts
| USD 301 M | -USD 14.7 M | -5% | 0.07% | 1.19% | 28 | 7.14% | 2.7 |
|