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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Steelhead Partners
Seattle,
Washington
| USD 1578 M | +USD 42.1 M | +3% | 0% | 0.4% | 46 | 0% | 0.8 |
|
| 1352 |
1352
Bogart Wealth LLC
Mclean,
Virginia
| USD 1578 M | +USD 79.7 M | +5% | 2.8% | 60.5% | 1,156 | 13.41% | 2.4 |
|
| 1353 |
1353
P. Schoenfeld Asset Management (PSAM)
New York
| USD 1577 M | +USD 446 M | +39% | 1.49% | 367% | 168 | 50.6% | 1 |
|
| 1354 |
1354
Sabal Trust
St. Petersburg,
Florida
| USD 1574 M | +USD 139 M | +10% | 1.96% | 18.4% | 212 | 31.13% | 3.8 |
|
| 1355 |
1355
Allstate Corporation
Northbrook,
Illinois
| USD 1570 M | +USD 224 M | +17% | 1.57% | 59.7% | 220 | 13.18% | 3.8 |
|
| 1356 |
1356
Trilogy Capital
Irvine,
California
| USD 1569 M | +USD 161 M | +11% | 2.49% | 57.6% | 273 | 15.02% | 1.6 |
|
| 1357 |
1357
Tokio Marine Asset Management
Tokyo,
Japan
| USD 1563 M | +USD 129 M | +9% | 10.4% | 129% | 583 | 6.35% | 3.2 |
|
| 1358 |
1358
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 1557 M | +USD 84.2 M | +6% | 7.04% | 64.4% | 142 | 10.56% | 5.1 |
|
| 1359 |
1359
Cary Street Partners Investment Advisory
Richmond,
Virginia
| USD 1556 M | +USD 164 M | +12% | 5.74% | 84.1% | 1,811 | 10.77% | 0.8 |
|
| 1360 |
1360
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 1553 M | +USD 84.4 M | +6% | 6.35% | 68.1% | 102 | 12.75% | 4.1 |
|
| 1361 |
DCP
1361
Darsana Capital Partners
New York
| USD 1550 M | +USD 64.5 M | +4% | 9.98% | 144% | 14 | 50% | 2.2 |
|
| 1362 |
1362
1ST Source Bank
South Bend,
Indiana
| USD 1549 M | +USD 44.5 M | +3% | 4.73% | 80.8% | 257 | 7.78% | 6.8 |
|
| 1363 |
1363
Relative Value Partners Group
| USD 1548 M | +USD 82.4 M | +6% | 3.22% | 8.9% | 252 | 7.54% | 2.6 |
|
| 1364 |
1364
Lingotto Investment Management
London,
United Kingdom
| USD 1548 M | +USD 151 M | +11% | 16.2% | 388% | 33 | 39.39% | 1.4 |
|
| 1365 |
1365
Donor Advised Charitable Giving
San Francisco,
California
| USD 1545 M | +USD 455 M | +42% | 50.7% | 365% | 50 | 50% | 2.7 |
|
| 1366 |
GC
1366
Gobi Capital
San Francisco,
California
| USD 1544 M | +USD 146 M | +10% | 19.1% | 93.7% | 10 | 0% | 3.1 |
|
| 1367 |
1367
LMCG Investments
Boston,
Massachusetts
| USD 1544 M | +USD 45.1 M | +3% | 7.42% | 135% | 303 | 5.94% | 5.5 |
|
| 1368 |
1368
Stadion Money Management
Watkinsville,
Georgia
| USD 1540 M | +USD 276 M | +22% | 5.15% | 55.3% | 20 | 30% | 3.1 |
|
| 1369 |
1369
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 1538 M | +USD 188 M | +14% | 8.36% | 142% | 338 | 23.96% | 4.8 |
|
| 1370 |
1370
Avior Wealth Management
Omaha,
Nebraska
| USD 1537 M | +USD 79.3 M | +5% | 5.84% | 71.4% | 1,708 | 13.29% | 3 |
|
| 1371 |
1371
Prelude Capital Management
New York
| USD 1536 M | -USD 135 M | -8% | 9.77% | 198% | 1,512 | 53.17% | 0.7 |
|
| 1372 |
1372
Trust Company of Vermont
Brattleboro,
Vermont
| USD 1535 M | +USD 102 M | +7% | 6.8% | – | 926 | 15.98% | 3.6 |
|
| 1373 |
1373
Willis Investment Counsel
Gainesville,
Georgia
| USD 1533 M | +USD 1.35 M | +0.1% | 2.59% | 65.3% | 113 | 5.31% | 5.2 |
|
| 1374 |
1374
Efficient Advisors
Mason,
Ohio
| USD 1531 M | +USD 95.7 M | +7% | 2.18% | 30.6% | 72 | 4.17% | 5.5 |
|
| 1375 |
1375
Mizuho Markets Americas
New York
| USD 1531 M | -USD 956 M | -38% | 6.83% | 121% | 90 | 63.33% | 1.2 |
|