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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Matrix Asset Advisors
White Plains,
New York
| USD 824 M | +USD 82.4 M | +11% | 10.6% | 84.9% | 81 | 13.58% | 0.4 |
|
| 1302 |
1302
Arden Trust
Wilmington,
Delaware
| USD 824 M | +USD 40.1 M | +5% | 7.61% | 22.5% | 337 | 16.62% | 0.4 |
|
| 1303 |
1303
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 822 M | +USD 22.7 M | +3% | 9.66% | 140% | 31 | 16.13% | 0.4 |
|
| 1304 |
1304
Affinity Investment Advisors
Newport Beach,
California
| USD 822 M | +USD 50.5 M | +7% | 12.5% | 189% | 86 | 8.14% | 0.5 |
|
| 1305 |
1305
Check Capital Management
Costa Mesa,
California
| USD 819 M | +USD 67.7 M | +9% | 7% | 66.6% | 56 | 19.64% | 0.4 |
|
| 1306 |
1306
Halcyon Offshore Asset Management
New York
| USD 819 M | +USD 379 M | +86% | 13.9% | – | 91 | 47.25% | 0.3 |
|
| 1307 |
LCM
1307
Lonestar Capital Management
San Francisco,
California
| USD 818 M | -USD 245 M | -23% | 12.3% | 260% | 48 | 47.92% | 0.3 |
|
| 1308 |
1308
Elm Ridge Management
Briarcliff Manor,
New York
| USD 817 M | -USD 103 M | -11% | 7.77% | 93.6% | 71 | 25.35% | 0.4 |
|
| 1309 |
1309
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 816 M | +USD 73 M | +10% | 9.49% | 54.3% | 144 | 11.81% | 0.4 |
|
| 1310 |
1310
Linscomb Wealth
Houston,
Texas
| USD 815 M | +USD 52.9 M | +7% | 7.15% | 75.2% | 256 | 14.45% | 0.5 |
|
| 1311 |
TAM
1311
Taylor Asset Management
Toronto,
Ontario, Canada
| USD 815 M | +USD 44.7 M | +6% | 9.47% | 12.9% | 35 | 34.29% | 0.4 |
|
| 1312 |
1312
Kestrel Investment Management
San Mateo,
California
| USD 813 M | -USD 160 M | -16% | 9.76% | 89.2% | 57 | 19.3% | 0.4 |
|
| 1313 |
1313
Zimmer Partners
New York
| USD 813 M | +USD 296 M | +57% | 8.71% | 67.7% | 55 | 65.45% | 0.2 |
|
| 1314 |
1314
Perella Weinberg Partners Capital Management
New York
| USD 811 M | -USD 124 M | -13% | 11.6% | 1.52% | 154 | 71.43% | 0.2 |
|
| 1315 |
1315
Redmile Group
San Francisco,
California
| USD 810 M | +USD 146 M | +22% | 15.1% | 777% | 72 | 52.78% | 0.2 |
|
| 1316 |
1316
Meritage Portfolio Management
Overland Park,
Kansas
| USD 808 M | +USD 35.6 M | +5% | 9.07% | 97.4% | 215 | 15.81% | 0.4 |
|
| 1317 |
1317
Hirzel Capital Management
Dallas,
Texas
| USD 807 M | +USD 213 M | +36% | 11.7% | 63.7% | 25 | 24% | 0.3 |
|
| 1318 |
1318
E.S. Barr & Co
Lexington,
Kentucky
| USD 807 M | +USD 66.5 M | +9% | 10.7% | 73.5% | 100 | 13% | 0.4 |
|
| 1319 |
1319
American Capital Management
New York
| USD 807 M | +USD 62.3 M | +8% | 10.1% | 96.7% | 88 | 13.64% | 0.5 |
|
| 1320 |
1320
Kingstown Capital Management
New York
| USD 806 M | +USD 150 M | +23% | 14.9% | 38.6% | 24 | 29.17% | 0.4 |
|
| 1321 |
1321
Private Capital Management (Florida)
Naples,
Florida
| USD 806 M | -USD 284 M | -26% | 9.84% | 118% | 76 | 11.84% | 0.5 |
|
| 1322 |
1322
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 806 M | +USD 39.4 M | +5% | 8.84% | 57.2% | 91 | 8.79% | 0.4 |
|
| 1323 |
1323
Howland Capital Management
Boston,
Massachusetts
| USD 805 M | +USD 71 M | +10% | 8.66% | 84.1% | 190 | 10% | 0.4 |
|
| 1324 |
1324
Mountain Pacific Investment Advisers
Boise,
Idaho
| USD 802 M | +USD 81.5 M | +11% | 11.7% | 79.5% | 105 | 8.57% | 0.5 |
|
| 1325 |
1325
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 801 M | +USD 126 M | +19% | 13.7% | 141% | 29 | 6.9% | 0.5 |
|