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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Shaker Investments
Cleveland,
Ohio
| USD 162 M | +USD 951 k | +0.6% | 11.2% | 205% | 87 | 27.59% | 1.7 |
|
| 3677 |
3677
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 162 M | +USD 4.48 M | +3% | 3.07% | 84.4% | 127 | 4.72% | 4 |
|
| 3678 |
3678
Perennial Advisors
New York
| USD 162 M | +USD 3.76 M | +2% | 1.92% | – | 225 | 15.56% | 1.2 |
|
| 3679 |
3679
ACON Equity Management
Washington,
District of Columbia
| USD 162 M | +USD 56.1 M | +53% | 52.9% | 32.1% | 1 | 0% | 0.5 |
|
| 3680 |
MC
3680
Miles Capital
West Des Moines,
Iowa
| USD 162 M | -USD 18.9 M | -10% | 2.95% | 15.4% | 223 | 21.08% | 1.5 |
|
| 3681 |
SM
3681
Saya Management
New York
| USD 162 M | +USD 3.04 M | +2% | 0.84% | 34.8% | 11 | 27.27% | 0.5 |
|
| 3682 |
3682
Delphi Management
Brookline,
Massachusetts
| USD 162 M | -USD 2.25 M | -1% | 0.3% | 111% | 97 | 25.77% | 2 |
|
| 3683 |
3683
Eidelman Virant Capital
Saint Louis,
Missouri
| USD 162 M | +USD 9.08 M | +6% | 7.95% | 46.2% | 118 | 16.1% | 2.7 |
|
| 3684 |
3684
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 162 M | -USD 1.14 M | -0.7% | 1.99% | 64.1% | 169 | 17.75% | 1.2 |
|
| 3685 |
3685
Crestview Partners II
New York
| USD 161 M | -USD 24 M | -13% | 9.65% | 157% | 3 | 33.33% | 1.3 |
|
| 3686 |
3686
Round Hill Asset Management
Pasadena,
California
| USD 161 M | -USD 4.15 M | -3% | 4.02% | 43.2% | 64 | 9.38% | 1.4 |
|
| 3687 |
3687
Family Management
New York
| USD 161 M | +USD 28.3 M | +21% | 7.32% | 69% | 84 | 33.33% | 1.8 |
|
| 3688 |
3688
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 161 M | +USD 1.92 M | +1% | 0.95% | 11.8% | 55 | 7.27% | 2.9 |
|
| 3689 |
JA
3689
JVL Advisors
Houston,
Texas
| USD 161 M | -USD 48.8 M | -23% | 21.4% | 89.4% | 9 | 22.22% | 2.4 |
|
| 3690 |
3690
Lowe Wealth Advisors
Columbia,
Maryland
| USD 161 M | +USD 1.8 M | +1% | 1.95% | 63.3% | 277 | 7.58% | 2.5 |
|
| 3691 |
3691
First Reserve GP XIII
Stamford,
Connecticut
| USD 161 M | +USD 10.3 M | +7% | 6.86% | 5.56% | 1 | 0% | 0.5 |
|
| 3692 |
3692
Knightsbridge Asset Management
Newport Beach,
California
| USD 161 M | +USD 40 k | +0% | 5.27% | 150% | 30 | 23.33% | 2 |
|
| 3693 |
3693
Daily Journal Corp
Los Angeles,
California
| USD 161 M | +USD 569 k | +0.4% | 0.68% | 108% | 4 | 0% | 4.5 |
|
| 3694 |
BW
3694
Biegel & Waller
Columbia,
Maryland
| USD 161 M | +USD 3.11 M | +2% | 1.68% | 28.2% | 73 | 24.66% | 1 |
|
| 3695 |
3695
Lingohr Asset Management
Duesseldorf,
Germany
| USD 160 M | +USD 286 k | +0.2% | 0.17% | 141% | 143 | 45.45% | 1.3 |
|
| 3696 |
3696
Cumberland Advisors
Sarasota,
Florida
| USD 160 M | -USD 3.36 M | -2% | 0.01% | 73.5% | 47 | 23.4% | 1.6 |
|
| 3697 |
3697
TLWM Financial
San Antonio,
Texas
| USD 160 M | +USD 9.7 M | +6% | 1.23% | 53.9% | 55 | 12.73% | 0.4 |
|
| 3698 |
3698
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| USD 160 M | +USD 47.8 M | +43% | 8.29% | 47.7% | 4 | 25% | 2.6 |
|
| 3699 |
3699
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 160 M | +USD 903 k | +0.6% | 5.03% | 121% | 81 | 13.58% | 2.6 |
|
| 3700 |
3700
Progeny 3 Inc
Kirkland,
Washington
| USD 160 M | -USD 8.89 M | -5% | 0.67% | 96.8% | 36 | 41.67% | 1.1 |
|