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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 1056 M | -USD 136 M | -11% | 11.6% | 86% | 448 | 33.93% | 3 |
|
| 1252 |
1252
Neumeier Poma Investment Counsel
Carmel,
California
| USD 1054 M | -USD 154 M | -13% | 16% | 229% | 47 | 21.28% | 2.4 |
|
| 1253 |
CG
1253
Cutler Group
San Francisco,
California
| USD 1054 M | -USD 387 M | -27% | 15.7% | 57.7% | 5,097 | 42.81% | 1.2 |
|
| 1254 |
1254
Farr Miller & Washington
Washington,
District of Columbia
| USD 1051 M | -USD 130 M | -11% | 12.1% | 62.3% | 153 | 15.03% | 3.9 |
|
| 1255 |
1255
Voleon Capital Management
Berkeley,
California
| USD 1049 M | – | – | 13.4% | – | 58 | – | 0 |
|
| 1256 |
1256
Truepoint Inc
Cincinnati,
Ohio
| USD 1047 M | -USD 111 M | -10% | 11.9% | 43.4% | 113 | 18.58% | 2.5 |
|
| 1257 |
1257
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 1046 M | -USD 177 M | -14% | 14.8% | 41% | 714 | 35.99% | 1.1 |
|
| 1258 |
1258
Punch & Associates Investment Management
Edina,
Minnesota
| USD 1045 M | -USD 217 M | -17% | 15.7% | 97.5% | 221 | 6.79% | 2.9 |
|
| 1259 |
1259
Sandy Spring Bank
Olney,
Maryland
| USD 1044 M | -USD 177 M | -14% | 13% | 31.4% | 824 | 13.96% | 3.5 |
|
| 1260 |
1260
Northeast Investment Management
Boston,
Massachusetts
| USD 1039 M | -USD 213 M | -17% | 12.4% | 93.4% | 176 | 13.64% | 4 |
|
| 1261 |
1261
Wealthspire Advisors (New York)
New York
| USD 1038 M | – | – | 9.93% | 59% | 948 | – | 0 |
|
| 1262 |
1262
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 1036 M | -USD 189 M | -15% | 12.4% | 54.3% | 168 | 7.74% | 4.2 |
|
| 1263 |
1263
Chesley Taft & Associates
Chicago,
Illinois
| USD 1036 M | -USD 222 M | -18% | 10.7% | 93.1% | 292 | 16.78% | 3.7 |
|
| 1264 |
1264
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 1035 M | -USD 211 M | -17% | 7.59% | 307% | 186 | 50% | 0.6 |
|
| 1265 |
1265
Trust Company of Vermont
Brattleboro,
Vermont
| USD 1034 M | -USD 150 M | -13% | 10.2% | – | 1,129 | 14.35% | 3.3 |
|
| 1266 |
OHM
1266
Ordinal Holdings ManageCo
New York
| USD 1032 M | +USD 846 M | +454% | 26% | 19.5% | 1 | 0% | 1 |
|
| 1267 |
1267
Chilton Capital Management
Houston,
Texas
| USD 1031 M | -USD 179 M | -15% | 11.4% | 95.3% | 218 | 13.76% | 2.9 |
|
| 1268 |
1268
Coldstream Capital Management
Bellevue,
Washington
| USD 1030 M | -USD 73.7 M | -7% | 11.6% | 71% | 410 | 35.37% | 2.2 |
|
| 1269 |
1269
Penserra Capital Management
Orinda,
California
| USD 1030 M | -USD 599 M | -37% | 12.5% | 209% | 846 | 47.04% | 0.8 |
|
| 1270 |
1270
1ST Source Bank
South Bend,
Indiana
| USD 1029 M | -USD 232 M | -18% | 15.1% | 80.8% | 236 | 13.98% | 4.3 |
|
| 1271 |
1271
Davide Leone & Partners Investment Company
London,
United Kingdom
| USD 1028 M | +USD 150 M | +17% | 15.6% | 64.1% | 12 | 25% | 1.4 |
|
| 1272 |
1272
Manikay Partners
New York
| USD 1028 M | -USD 403 M | -28% | 7.38% | 91.7% | 48 | 72.92% | 0.9 |
|
| 1273 |
1273
Steelhead Partners
Seattle,
Washington
| USD 1026 M | -USD 54.4 M | -5% | 0.48% | 0.4% | 50 | 2% | 1.4 |
|
| 1274 |
1274
Grimes & Company
Westborough,
Massachusetts
| USD 1025 M | -USD 224 M | -18% | 8.28% | 66.2% | 264 | 14.77% | 2.9 |
|
| 1275 |
1275
Summitry LLC
Foster City,
California
| USD 1024 M | -USD 150 M | -13% | 12.6% | 68.1% | 87 | 19.54% | 3.7 |
|