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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
HNB
4051
Hilltop National Bank
Casper,
Wyoming
| USD 468 M | +USD 47.9 M | +11% | 21.4% | – | 835 | 8.38% | 1.8 |
|
| 4052 |
DM
4052
Diversified Management
Milwaukee,
Wisconsin
| USD 468 M | -USD 115 M | -20% | 25.1% | – | 271 | 40.22% | 0.5 |
|
| 4053 |
PAM
4053
Paradigm Asset Management
New York
| USD 468 M | +USD 41.6 M | +10% | 18.3% | 73.8% | 494 | 29.35% | 3.4 |
|
| 4054 |
KLWA
4054
Kelly Lawrence W & Associates
Pasadens,
California
| USD 468 M | +USD 108 M | +30% | 52% | 123% | 128 | 3.13% | 6.4 |
|
| 4055 |
SP
4055
Sequent Planning
Omaha,
Nebraska
| USD 468 M | +USD 54.4 M | +13% | 10% | – | 271 | 11.44% | 1.2 |
|
| 4056 |
MAM
4056
Mystic Asset Management
Warwick,
Rhode Island
| USD 468 M | +USD 36.5 M | +8% | 16.7% | 114% | 231 | 8.23% | 3 |
|
| 4057 |
TOCUITCONY
4057
Trustees of Columbia University in the City of New York
New York
| USD 468 M | -USD 423 M | -47% | 14.3% | – | 4 | 50% | 2.1 |
|
| 4058 |
QFA
4058
Quattro Financial Advisors
The Woodlands,
Texas
| USD 468 M | +USD 137 M | +41% | 7.37% | 77.6% | 105 | 24.76% | 2 |
|
| 4059 |
STCG
4059
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 468 M | +USD 28.8 M | +7% | 10.1% | 34.2% | 39 | 7.69% | 7.7 |
|
| 4060 |
THC
4060
Truffle Hound Capital
Bethesda,
Maryland
| USD 468 M | +USD 81.7 M | +21% | 1.72% | – | 64 | 39.06% | 0.8 |
|
| 4061 |
GC
4061
Guidance Capital
Lousville,
Kentucky
| USD 468 M | +USD 21.7 M | +5% | 13.2% | 62.6% | 243 | 9.88% | 1.5 |
|
| 4062 |
FGP
4062
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 468 M | +USD 34.1 M | +8% | 7.08% | 57.2% | 72 | 12.5% | 4.5 |
|
| 4063 |
SCP
4063
Steamboat Capital Partners
Rye,
New York
| USD 468 M | +USD 65 M | +16% | 44.9% | 280% | 64 | 20.31% | 2.2 |
|
| 4064 |
BAM
4064
Brave Asset Management
Summit,
New Jersey
| USD 467 M | +USD 40.8 M | +10% | 16.3% | 76.3% | 173 | 22.54% | 5.6 |
|
| 4065 |
MB
4065
Mizuho Bank
Tokyo,
Japan
| USD 467 M | +USD 97.9 M | +26% | 8.97% | 99.8% | 8 | 75% | 2.2 |
|
| 4066 |
TAM
4066
Talaria Asset Management
Melbourne,
Australia
| USD 467 M | -USD 28 M | -6% | 0.44% | – | 12 | 0% | 0.9 |
|
| 4067 |
KFS
4067
Kelly Financial Services
Braintree,
Massachusetts
| USD 467 M | +USD 53.4 M | +13% | 12.8% | 58.4% | 147 | 17.01% | 3 |
|
| 4068 |
SCA
4068
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 467 M | +USD 20.9 M | +5% | 8.37% | 61.3% | 121 | 16.53% | 3.3 |
|
| 4069 |
ACM
4069
ADW Capital Management
Miami Beach,
Florida
| USD 467 M | +USD 210 M | +81% | 12.4% | 78.2% | 12 | 16.67% | 2 |
|
| 4070 |
CMHI
4070
CVC Management Holdings II
St. Helier,
Jersey
| USD 467 M | +USD 46.9 M | +11% | 4.52% | – | 4 | 25% | 1.3 |
|
| 4071 |
RCP
4071
Rothschild Capital Partners
New York
| USD 467 M | +USD 58.9 M | +14% | 14.5% | 90.8% | 101 | 21.78% | 2.8 |
|
| 4072 |
PCM
4072
Poehling Capital Management
Madison,
Wisconsin
| USD 466 M | -USD 8.7 M | -2% | 10.8% | 70.9% | 179 | 21.79% | 3.5 |
|
| 4073 |
PNFS
4073
PW Nova Financial Services
Newtown,
Pennsylvania
| USD 466 M | +USD 67.5 M | +17% | 17.9% | – | 215 | 21.86% | 0.3 |
|
| 4074 |
PGA
4074
Pilgrim Global Advisors
Reno,
Nevada
| USD 466 M | -USD 306 M | -40% | 11.9% | – | 3 | 0% | 2.2 |
|
| 4075 |
MIC
4075
Meridian Investment Counsel
Lafayette,
California
| USD 466 M | +USD 46 M | +11% | 21.9% | 116% | 254 | 8.27% | 6.2 |
|