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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 93.5 M | -USD 14.2 M | -13% | 13.2% | 125% | 87 | 12.64% | 0.9 |
|
| 4602 |
4602
Osmium Partners
Greenbrae,
California
| USD 93.5 M | -USD 21.1 M | -18% | 14% | 28.4% | 22 | 31.82% | 2.4 |
|
| 4603 |
4603
Western Asset Management Company
Pasadena,
California
| USD 93.4 M | -USD 7.85 M | -8% | 1.94% | 2.29% | 23 | 39.13% | 0.9 |
|
| 4604 |
4604
Seelaus Asset Management
Chatham,
New Jersey
| USD 93.4 M | -USD 28 M | -23% | 14.1% | 134% | 187 | 24.6% | 0.9 |
|
| 4605 |
4605
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 93.3 M | -USD 18.3 M | -16% | 11.2% | 98.6% | 123 | 13.01% | 1.5 |
|
| 4606 |
SCA
4606
Strategic Capital Advisers
Denver,
Colorado
| USD 93.2 M | -USD 47.3 M | -34% | 9.98% | 51.4% | 63 | 25.4% | 0.9 |
|
| 4607 |
LFGH
4607
Lee Financial Group Hawaii
Honolulu,
Hawaii
| USD 93.1 M | -USD 19.3 M | -17% | 12.2% | 12.9% | 37 | 35.14% | 0.7 |
|
| 4608 |
OFCM
4608
One Fin Capital Management
San Francisco,
California
| USD 93.1 M | – | – | 13.6% | 92% | 15 | – | 0 |
|
| 4609 |
4609
Lingohr Asset Management
Duesseldorf,
Germany
| USD 93 M | -USD 54.7 M | -37% | 17.8% | 141% | 143 | 48.95% | 1 |
|
| 4610 |
4610
VeraBank
Henderson,
Texas
| USD 93 M | – | – | 9.82% | 60.6% | 83 | – | 0 |
|
| 4611 |
4611
Clearshares
New York
| USD 93 M | -USD 17.6 M | -16% | 9.4% | – | 36 | 22.22% | 0.8 |
|
| 4612 |
4612
Biltmore Capital Advisors
Princeton,
New Jersey
| USD 93 M | – | – | 9.4% | 80.4% | 31 | – | 0 |
|
| 4613 |
4613
New Potomac Partners
Bethesda,
Maryland
| USD 93 M | -USD 14.9 M | -14% | 10.8% | 37.2% | 151 | 5.96% | 0.9 |
|
| 4614 |
4614
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 92.9 M | -USD 16 M | -15% | 8.43% | 130% | 93 | 22.58% | 0.9 |
|
| 4615 |
WA
4615
Wintergreen Advisers
Mount Olive,
New Jersey
| USD 92.8 M | -USD 34.9 M | -27% | 15.8% | 25.4% | 6 | 16.67% | 4 |
|
| 4616 |
4616
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 92.8 M | – | – | 10% | 74% | 70 | – | 0 |
|
| 4617 |
4617
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 92.6 M | +USD 11.7 M | +14% | 14.4% | 68.3% | 64 | 73.44% | 0.9 |
|
| 4618 |
4618
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 92.5 M | – | – | 18.4% | 201% | 8 | – | 0 |
|
| 4619 |
4619
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 92.4 M | -USD 16.7 M | -15% | 15.1% | 66.3% | 26 | 7.69% | 3.1 |
|
| 4620 |
4620
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 92.2 M | -USD 13.4 M | -13% | 8.76% | 70.6% | 500 | 47% | 0.8 |
|
| 4621 |
4621
TPG Financial Advisors
Portland,
Oregon
| USD 92.1 M | – | – | 7.45% | – | 37 | – | 0 |
|
| 4622 |
4622
Durational Capital Management
New York
| USD 91.9 M | – | – | 7.51% | – | 2 | – | 0 |
|
| 4623 |
4623
AMG Funds
Stamford,
Connecticut
| USD 91.9 M | -USD 45.4 M | -33% | 12.7% | 6.28% | 118 | 13.56% | 1.8 |
|
| 4624 |
SMP
4624
Santa Monica Partners
Palm Beach Gardens,
Florida
| USD 91.7 M | -USD 31.1 M | -25% | 24.2% | 135% | 27 | 0% | 1 |
|
| 4625 |
SA
4625
Sunesis Advisors
Overland Park,
Kansas
| USD 91.7 M | -USD 7.44 M | -8% | 8.59% | – | 34 | 38.24% | 0.3 |
|