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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
AMAL
3201
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 128 M | – | – | 8.26% | 124% | 28 | – | 0 |
|
| 3202 |
3202
Somerset Group
Wayzata,
Minnesota
| USD 128 M | -USD 7.53 M | -6% | 8.98% | 84.6% | 91 | 24.18% | 0.4 |
|
| 3203 |
3203
Whippoorwill Associates
White Plains,
New York
| USD 128 M | – | – | 11.8% | – | 8 | – | 0 |
|
| 3204 |
3204
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 127 M | – | – | 9% | 15.3% | 76 | – | 0 |
|
| 3205 |
OM
3205
Opaleye Management
Boston,
Massachusetts
| USD 127 M | – | – | 26.6% | 748% | 23 | – | 0 |
|
| 3206 |
WCM
3206
Wesley Capital Management
New York
| USD 127 M | -USD 48.4 M | -28% | 4.44% | 6.19% | 39 | 56.41% | 0.2 |
|
| 3207 |
3207
Jolley Asset Management
Rocky Mount,
North Carolina
| USD 127 M | +USD 6.71 M | +6% | 7.32% | 3.47% | 133 | 14.29% | 0.4 |
|
| 3208 |
3208
Central Square Management
Naperville,
Illinois
| USD 127 M | -USD 27.5 M | -18% | 15.5% | 8.22% | 61 | 42.62% | 0.3 |
|
| 3209 |
3209
Summit Asset Management
Memphis,
Tennessee
| USD 127 M | +USD 13.8 M | +12% | 7.33% | 48.9% | 90 | 10% | 0.4 |
|
| 3210 |
KCM
3210
Keane Capital Management
Charlotte,
North Carolina
| USD 127 M | +USD 2.44 M | +2% | 11.9% | – | 83 | 34.94% | 0.4 |
|
| 3211 |
3211
Black Diamond Capital Management
Stamford,
Connecticut
| USD 126 M | – | – | 2.67% | 28.3% | 4 | – | 0 |
|
| 3212 |
3212
Spirit of America Management Corp
Syosset,
New York
| USD 126 M | -USD 146 M | -54% | 0.07% | 113% | 306 | 74.84% | 0.4 |
|
| 3213 |
HA
3213
Havens Advisors
New York
| USD 126 M | -USD 53.5 M | -30% | 15.1% | 460% | 67 | 70.15% | 0.2 |
|
| 3214 |
3214
Girard Partners
King Of Prussia,
Pennsylvania
| USD 126 M | – | – | 9.59% | 25.7% | 130 | – | 0 |
|
| 3215 |
TPCM
3215
Tide Point Capital Management
Old Greenwich,
Connecticut
| USD 126 M | – | – | 16% | 144% | 35 | – | 0 |
|
| 3216 |
3216
First Citizens Bancorporation
Columbia,
South Carolina
| USD 126 M | +USD 10.4 M | +9% | 9.55% | – | 110 | 20% | 0.4 |
|
| 3217 |
3217
Trees Investment Counsel
Chicago,
Illinois
| USD 126 M | +USD 10.9 M | +10% | 8.43% | – | 59 | 8.47% | 0.4 |
|
| 3218 |
3218
Forester Capital Management
Lake Forest,
Illinois
| USD 126 M | -USD 110 k | -0.1% | 9.41% | 33.2% | 54 | 9.26% | 0.5 |
|
| 3219 |
J
3219
JWest
Carmel,
Indiana
| USD 126 M | – | – | 16.5% | – | 27 | – | 0 |
|
| 3220 |
MM
3220
Meridian Management
Little Rock,
Arkansas
| USD 126 M | +USD 8.89 M | +8% | 8.41% | 57.8% | 61 | 6.56% | 0.5 |
|
| 3221 |
FVCM
3221
F&V Capital Management
Boca Raton,
Florida
| USD 125 M | +USD 7.46 M | +6% | 11.5% | 123% | 69 | 18.84% | 0.5 |
|
| 3222 |
ACM
3222
Altalis Capital Management
New York
| USD 125 M | – | – | 8.84% | 3.82% | 21 | – | 0 |
|
| 3223 |
SRCM
3223
Swift Run Capital Management
Charlottesville,
Virginia
| USD 125 M | – | – | 8.42% | 9.9% | 49 | – | 0 |
|
| 3224 |
3224
Ospraie Management
New York
| USD 125 M | +USD 6.19 M | +5% | 9.19% | 37.6% | 34 | 61.76% | 0.1 |
|
| 3225 |
3225
BSW Wealth Partners
Boulder,
Colorado
| USD 125 M | +USD 10.3 M | +9% | 6.42% | 75.4% | 50 | 8% | 0.4 |
|