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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 851 |
851
Country Trust Bank
Bloomington,
Illinois
| USD 1993 M | – | – | 5.31% | 76.2% | 188 | – | 0 |
|
| 852 |
852
Stephens Inc
Little Rock,
Arkansas
| USD 1986 M | +USD 151 M | +8% | 5.47% | 76.1% | 887 | 14.54% | 0.8 |
|
| 853 |
853
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 1984 M | +USD 14.1 M | +0.7% | 4.03% | 60% | 261 | 6.9% | 0.9 |
|
| 854 |
FRGX
854
First Reserve GP XI
Stamford,
Connecticut
| USD 1982 M | +USD 164 M | +9% | 2.97% | 26.4% | 4 | 25% | 0.4 |
|
| 855 |
855
Avalon Investment & Advisory
Houston,
Texas
| USD 1978 M | +USD 167 M | +9% | 7.32% | 93.5% | 198 | 22.73% | 0.8 |
|
| 856 |
TCP
856
TAMRO Capital Partners
Alexandria,
Virginia
| USD 1977 M | -USD 319 M | -14% | 2.25% | – | 118 | 14.41% | 0.7 |
|
| 857 |
HCM
857
Highline Capital Management
New York
| USD 1969 M | +USD 512 M | +35% | 13.2% | 198% | 47 | 59.57% | 0.3 |
|
| 858 |
858
Nikko Asset Management Americas
New York
| USD 1969 M | -USD 240 M | -11% | 8.22% | 234% | 190 | 11.58% | 0.7 |
|
| 859 |
859
HM Payson & Co
Portland,
Maine
| USD 1946 M | +USD 57 M | +3% | 4.36% | 94.4% | 298 | 8.39% | 0.9 |
|
| 860 |
860
Basswood Capital Management
New York
| USD 1946 M | +USD 24.1 M | +1% | 0.14% | 111% | 185 | 16.22% | 0.8 |
|
| 861 |
861
Evercore Wealth Management
New York
| USD 1939 M | +USD 156 M | +9% | 5.43% | 84.8% | 1,079 | 21.41% | 0.8 |
|
| 862 |
BPM
862
Bronson Point Management
Fairfield,
Connecticut
| USD 1938 M | +USD 432 M | +29% | 6.83% | 7.56% | 90 | 55.56% | 0.4 |
|
| 863 |
CC
863
Coastland Capital
Palo Alto,
California
| USD 1935 M | -USD 544 M | -22% | 6.22% | 133% | 166 | 49.4% | 0.3 |
|
| 864 |
SIM
864
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 1934 M | +USD 34.2 M | +2% | 4.53% | 103% | 550 | 7.64% | 0.9 |
|
| 865 |
SRFM
865
Shannon River Fund Management
New York
| USD 1927 M | +USD 355 M | +23% | 8.58% | 554% | 73 | 42.47% | 0.5 |
|
| 866 |
KG
866
Killen Group
Berwyn,
Pennsylvania
| USD 1921 M | +USD 90.3 M | +5% | 1.55% | 34.3% | 122 | 5.74% | 0.8 |
|
| 867 |
867
Chubb Corp
Warren,
New Jersey
| USD 1921 M | +USD 106 M | +6% | 8.23% | – | 111 | 2.7% | 1 |
|
| 868 |
ARTA
868
A.R.T. Advisors
New York
| USD 1920 M | +USD 32.9 M | +2% | 3.8% | 81.8% | 1,808 | 58.02% | 0.3 |
|
| 869 |
SVG
869
Sun Valley Gold
Sun Valley,
Idaho
| USD 1920 M | +USD 1345 M | +234% | 17.4% | 160% | 31 | 16.13% | 0.8 |
|
| 870 |
870
Kovitz Investment Group
Chicago,
Illinois
| USD 1920 M | -USD 27.2 M | -1% | 3.17% | – | 123 | 23.58% | 0.8 |
|
| 871 |
PIA
871
Piedmont Investment Advisors
Durham,
North Carolina
| USD 1912 M | +USD 86.8 M | +5% | 6.11% | 35.4% | 361 | 24.65% | 0.7 |
|
| 872 |
872
Caxton Associates (New York)
New York
| USD 1912 M | +USD 282 M | +17% | 5.15% | 73.9% | 270 | 76.3% | 0.2 |
|
| 873 |
873
Saba Capital Management
New York
| USD 1910 M | +USD 135 M | +8% | 2.81% | 35% | 245 | 35.1% | 0.5 |
|
| 874 |
DGHMC
874
Dalton, Greiner, Hartman, Maher & Co
New York
| USD 1904 M | +USD 177 M | +10% | 4.92% | 63% | 200 | 15% | 0.8 |
|
| 875 |
875
Lombard Odier Asset Management (USA)
New York
| USD 1900 M | -USD 686 M | -27% | 6.75% | 96.8% | 264 | 56.44% | 0.3 |
|