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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
CM
3476
Conifer Management
New York
| USD 607 M | +USD 82.8 M | +16% | 1.59% | 22.7% | 7 | 28.57% | 2.7 |
|
| 3477 |
3477
SKBA Capital Management
San Francisco,
California
| USD 606 M | -USD 122 M | -17% | 4.29% | 53.9% | 80 | 2.5% | 5.2 |
|
| 3478 |
NPPM
3478
North Point Portfolio Managers
Orange Village,
Ohio
| USD 606 M | +USD 44.6 M | +8% | 12.9% | 72.8% | 82 | 10.98% | 4.6 |
|
| 3479 |
SFCM
3479
Seven Fleet Capital Management
Mountain View,
California
| USD 606 M | +USD 288 M | +90% | 32.7% | – | 138 | 47.1% | 0.3 |
|
| 3480 |
3480
Banc Funds Company
Chicago,
Illinois
| USD 605 M | +USD 68.3 M | +13% | 11.6% | 69% | 102 | 14.71% | 6.8 |
|
| 3481 |
VV
3481
Verbena Value
Westport,
Connecticut
| USD 605 M | -USD 5.69 M | -0.9% | 1.54% | – | 33 | 27.27% | 0.3 |
|
| 3482 |
3482
Requisite Capital Management
Dallas,
Texas
| USD 605 M | +USD 68.3 M | +13% | 10.4% | 41% | 139 | 25.18% | 1.5 |
|
| 3483 |
3483
VeraBank
Henderson,
Texas
| USD 604 M | +USD 58.1 M | +11% | 11.9% | 60.6% | 180 | 11.11% | 4.6 |
|
| 3484 |
EFL
3484
ERn Financial LLC
Middleton,
Wisconsin
| USD 604 M | +USD 72.5 M | +14% | 12.2% | 55.9% | 166 | 12.65% | 4 |
|
| 3485 |
3485
Sio Capital Management
New York
| USD 604 M | -USD 93 M | -13% | 10.6% | 564% | 92 | 53.26% | 0.7 |
|
| 3486 |
MAM
3486
Morse Asset Management
Darien,
Connecticut
| USD 604 M | +USD 123 M | +26% | 44.6% | 222% | 457 | 21.01% | 2.2 |
|
| 3487 |
3487
Advisors Management Group
La Crosse,
Wisconsin
| USD 604 M | +USD 55.1 M | +10% | 36.2% | 125% | 165 | 7.88% | 4.9 |
|
| 3488 |
3488
Varenne Capital Partners
Paris,
France
| USD 603 M | +USD 190 M | +46% | 20.4% | 212% | 46 | 69.57% | 0.4 |
|
| 3489 |
3489
Eagle Health Investments
Greenwich,
Connecticut
| USD 603 M | +USD 31.5 M | +6% | 37.1% | 241% | 33 | 33.33% | 1.4 |
|
| 3490 |
3490
Perkins Coie Trust Company
Seattle,
Washington
| USD 603 M | +USD 83.2 M | +16% | 14.9% | 83.2% | 250 | 6.8% | 7.1 |
|
| 3491 |
FRM
3491
Fox Run Management
Greenwich,
Connecticut
| USD 603 M | +USD 31.7 M | +6% | 17.9% | 64% | 1,374 | 72.85% | 0.2 |
|
| 3492 |
3492
Oakwell Private Wealth Management
Austin,
Texas
| USD 603 M | +USD 43 M | +8% | 14% | 63% | 91 | 21.98% | 2.9 |
|
| 3493 |
F1I
3493
Fund 1 Investments
Rincon,
Puerto Rico
| USD 603 M | -USD 269 M | -31% | 22.6% | 128% | 92 | 77.17% | 0.7 |
|
| 3494 |
3494
GSK plc
London,
| USD 602 M | +USD 3.07 M | +0.5% | 4.24% | – | 13 | 0% | 0.5 |
|
| 3495 |
3495
Family Investment Center
Saint Joseph,
Missouri
| USD 602 M | +USD 82.6 M | +16% | 12.6% | 49.8% | 124 | 29.84% | 1.7 |
|
| 3496 |
3496
Westover Capital Advisors
Wilmington,
Delaware
| USD 602 M | +USD 58.5 M | +11% | 16.9% | 133% | 256 | 14.45% | 3.2 |
|
| 3497 |
3497
Precedent Wealth Partners
Houston,
Texas
| USD 601 M | +USD 102 M | +20% | 12.1% | – | 217 | 28.11% | 1.5 |
|
| 3498 |
MAM
3498
Marotta Asset Management
Charlottesville,
Virginia
| USD 601 M | +USD 57.8 M | +11% | 12.5% | 51% | 104 | 1.92% | 4.7 |
|
| 3499 |
3499
Kendall Capital Management
Rockville,
Maryland
| USD 600 M | +USD 112 M | +23% | 28.3% | 120% | 253 | 15.42% | 3.7 |
|
| 3500 |
3500
Holderness Investments Company
Greensboro,
North Carolina
| USD 600 M | +USD 102 M | +20% | 33.2% | 144% | 270 | 10% | 5.8 |
|