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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Symmetry Partners
Glastonbury,
Connecticut
| USD 1943 M | +USD 666 M | +52% | 0.66% | 58.5% | 555 | 11.53% | 3.3 |
|
| 1327 |
1327
Connecticut Wealth Management
Farmington,
Connecticut
| USD 1938 M | +USD 58.4 M | +3% | 1.74% | 70.2% | 344 | 12.5% | 2.5 |
|
| 1328 |
1328
Summitry LLC
Foster City,
California
| USD 1936 M | +USD 29.3 M | +2% | 0.5% | 68.1% | 125 | 18.4% | 3.6 |
|
| 1329 |
WBG
1329
Wharton Business Group
Malvern,
Pennsylvania
| USD 1936 M | -USD 143 M | -7% | 1.63% | 72.5% | 139 | 3.6% | 3.9 |
|
| 1330 |
1330
Osterweis Capital Management
San Francisco,
California
| USD 1935 M | +USD 233 M | +14% | 2.77% | 93.7% | 204 | 9.8% | 2.5 |
|
| 1331 |
1331
Linscomb Wealth
Houston,
Texas
| USD 1933 M | -USD 11.3 M | -0.6% | 0.69% | 75.2% | 295 | 7.12% | 6.8 |
|
| 1332 |
TA
1332
Trivest Advisors
Hong Kong
| USD 1930 M | -USD 917 M | -32% | 12.5% | 2,977% | 33 | 57.58% | 0.6 |
|
| 1333 |
1333
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 1929 M | -USD 545 M | -22% | 9.47% | 45.5% | 34 | 5.88% | 6.4 |
|
| 1334 |
1334
Steelhead Partners
Seattle,
Washington
| USD 1926 M | +USD 22.2 M | +1% | 0.01% | 0.4% | 49 | 4.08% | 1 |
|
| 1335 |
1335
Sofinnova Investments
Menlo Park,
California
| USD 1924 M | +USD 129 M | +7% | 1.57% | 450% | 94 | 37.23% | 0.9 |
|
| 1336 |
1336
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 1920 M | +USD 97.7 M | +5% | 2.79% | 85.6% | 704 | 15.06% | 2.5 |
|
| 1337 |
1337
Rheos Capital Works
Tokyo,
Japan
| USD 1909 M | -USD 180 M | -9% | 8.01% | 220% | 117 | 33.33% | 1.3 |
|
| 1338 |
1338
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| USD 1909 M | -USD 11.8 M | -0.6% | 11.5% | 478% | 251 | 20.72% | 2 |
|
| 1339 |
1339
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 1907 M | +USD 21.4 M | +1% | 1.32% | 50% | 1,103 | 11.51% | 6.3 |
|
| 1340 |
1340
Weitz Investment Management
Omaha,
Nebraska
| USD 1906 M | -USD 75.4 M | -4% | 3.06% | 36.1% | 56 | 8.93% | 6 |
|
| 1341 |
1341
Joel Isaacson & Co
New York
| USD 1904 M | +USD 79.8 M | +4% | 3.02% | 72.5% | 357 | 8.68% | 5.1 |
|
| 1342 |
1342
Carronade Capital Management
Darien,
Connecticut
| USD 1902 M | +USD 304 M | +19% | 1.78% | 215% | 40 | 62.5% | 0.5 |
|
| 1343 |
1343
Boxer Capital
San Diego,
California
| USD 1899 M | -USD 126 M | -6% | 0.6% | 262% | 63 | 9.52% | 2.3 |
|
| 1344 |
1344
Rockland Trust
Hanover,
Massachusetts
| USD 1897 M | -USD 1.12 M | -0.1% | 1.15% | 61.5% | 308 | 7.79% | 5.5 |
|
| 1345 |
1345
Merewether Investment Management
Dallas,
Texas
| USD 1896 M | +USD 16.9 M | +0.9% | 5.38% | 262% | 55 | 43.64% | 0.5 |
|
| 1346 |
1346
Eagle Global Advisors
Houston,
Texas
| USD 1893 M | +USD 120 M | +7% | 5.34% | 105% | 250 | 12% | 4.9 |
|
| 1347 |
1347
Distillate Capital Partners
Chicago,
Illinois
| USD 1890 M | +USD 1889 M | +317,289% | 6.52% | 9.94% | 114 | 72.81% | 0.3 |
|
| 1348 |
1348
Patient Capital Management
Baltimore,
Maryland
| USD 1883 M | -USD 172 M | -8% | 0.44% | 131% | 44 | 13.64% | 1.7 |
|
| 1349 |
1349
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 1879 M | -USD 68.6 M | -4% | 1.79% | 54.3% | 186 | 7.53% | 7.2 |
|
| 1350 |
1350
Moors & Cabot
Boston,
Massachusetts
| USD 1878 M | +USD 33.4 M | +2% | 3.96% | 124% | 960 | 15.52% | 4.6 |
|