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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Penserra Capital Management
Orinda,
California
| USD 822 M | +USD 113 M | +16% | 18.7% | 208% | 1,046 | 14.44% | 0.6 |
|
| 1377 |
1377
Truepoint Inc
Cincinnati,
Ohio
| USD 822 M | +USD 43.8 M | +6% | 3.8% | 43.4% | 81 | 12.35% | 1.4 |
|
| 1378 |
JDR
1378
Jay D. Rosenbaum
| USD 822 M | +USD 124 M | +18% | 17.8% | 12.9% | 56 | 12.5% | 1.2 |
|
| 1379 |
1379
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 821 M | +USD 18.6 M | +2% | 3.14% | 78.9% | 214 | 5.61% | 2.6 |
|
| 1380 |
1380
Lee, Danner & Bass
Nashville,
Tennessee
| USD 821 M | -USD 5.37 M | -0.6% | 0.24% | – | 167 | 2.4% | 2.7 |
|
| 1381 |
1381
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 820 M | +USD 128 M | +18% | 2.84% | 45.9% | 134 | 27.61% | 1.6 |
|
| 1382 |
MAMNY
1382
Marathon Asset Management (New York)
New York
| USD 819 M | -USD 1070 M | -57% | 20.2% | 490% | 16 | 56.25% | 0.6 |
|
| 1383 |
LHC
1383
Lodge Hill Capital
New York
| USD 819 M | -USD 212 M | -21% | 8.65% | 17.9% | 48 | 66.67% | 0.2 |
|
| 1384 |
1384
Rothschild Investment LLC
Chicago,
Illinois
| USD 817 M | +USD 33 M | +4% | 5.32% | 99.4% | 522 | 14.37% | 2.2 |
|
| 1385 |
SCM
1385
Sandler Capital Management
New York
| USD 814 M | +USD 56.3 M | +7% | 11% | 325% | 158 | 63.92% | 0.3 |
|
| 1386 |
1386
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 814 M | +USD 39.1 M | +5% | 1.67% | 58.6% | 313 | 20.77% | 2.3 |
|
| 1387 |
1387
E.S. Barr & Co
Lexington,
Kentucky
| USD 813 M | -USD 13.2 M | -2% | 1.77% | 73.5% | 88 | 11.36% | 2.6 |
|
| 1388 |
CCM
1388
Century Capital Management
Boston,
Massachusetts
| USD 813 M | -USD 92.3 M | -10% | 7.48% | 79.8% | 225 | 21.33% | 1.2 |
|
| 1389 |
1389
WealthTrust Fairport
Cleveland,
Ohio
| USD 813 M | +USD 38.4 M | +5% | 3.42% | 31.4% | 159 | 16.35% | 2 |
|
| 1390 |
WBG
1390
Wharton Business Group
Malvern,
Pennsylvania
| USD 811 M | -USD 33.7 M | -4% | 6.09% | 72.5% | 128 | 13.28% | 2.4 |
|
| 1391 |
1391
Gerstein Fisher
New York
| USD 811 M | +USD 47.9 M | +6% | 3.9% | 28.7% | 458 | 18.12% | 1.8 |
|
| 1392 |
VDBMI
1392
Van Den Berg Management I
Austin,
Texas
| USD 811 M | +USD 32.7 M | +4% | 6.94% | 187% | 83 | 2.41% | 1.8 |
|
| 1393 |
HC
1393
Henshaw Capital
Woburn,
Massachusetts
| USD 810 M | +USD 42.1 M | +5% | 2.87% | 128% | 288 | 15.28% | 0.4 |
|
| 1394 |
TCA
1394
Taconic Capital Advisors
New York
| USD 809 M | -USD 522 M | -39% | 2.48% | 273% | 54 | 50% | 0.9 |
|
| 1395 |
TEC
1395
Tiger Eye Capital
Nashville,
Tennessee
| USD 808 M | +USD 96.6 M | +14% | 12.6% | 116% | 48 | 58.33% | 0.3 |
|
| 1396 |
OCBV
1396
Ownership Capital B.V.
Amsterdam,
Netherlands
| USD 804 M | +USD 180 M | +29% | 10.4% | 62.8% | 14 | 0% | 0.9 |
|
| 1397 |
1397
Sun Life Financial
Toronto,
Ontario, Canada
| USD 804 M | -USD 42.4 M | -5% | 2.92% | 65.7% | 124 | 20.97% | 2.4 |
|
| 1398 |
1398
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 804 M | -USD 6.43 M | -0.8% | 2.8% | 107% | 493 | 21.5% | 2 |
|
| 1399 |
1399
Pitcairn
Conshohocken,
Pennsylvania
| USD 804 M | +USD 24 M | +3% | 2.56% | 111% | 530 | 21.7% | 1.9 |
|
| 1400 |
1400
Buckingham Capital Management (New York)
New York
| USD 801 M | -USD 22.5 M | -3% | 6.06% | 62.5% | 101 | 29.7% | 1.4 |
|