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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
Leuthold Group
Minneapolis,
Minnesota
| USD 1001 M | +USD 11.1 M | +1% | 5.8% | 126% | 225 | 28.44% | 1.5 |
|
| 1377 |
1377
Monarch Alternative Capital
New York
| USD 1001 M | -USD 472 M | -32% | 14.8% | 497% | 8 | 37.5% | 0.5 |
|
| 1378 |
1378
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 1000 M | +USD 91 M | +10% | 5.81% | 68.2% | 251 | 15.54% | 2.5 |
|
| 1379 |
1379
Patten & Patten
Chattanooga,
Tennessee
| USD 1000 M | +USD 50.5 M | +5% | 7.67% | 74.1% | 255 | 7.06% | 3 |
|
| 1380 |
1380
Neumeier Poma Investment Counsel
Carmel,
California
| USD 999 M | +USD 41.9 M | +4% | 7.58% | 229% | 40 | 7.5% | 2.3 |
|
| 1381 |
1381
Sage Advisory Services
Austin,
Texas
| USD 997 M | +USD 68 M | +7% | 2.81% | 33.9% | 52 | 28.85% | 0.6 |
|
| 1382 |
1382
Stack Financial Management
Whitefish,
Montana
| USD 994 M | +USD 70.6 M | +8% | 6.92% | 58.4% | 57 | 10.53% | 2.7 |
|
| 1383 |
1383
Simmons Bank
Pine Bluff,
Arkansas
| USD 993 M | +USD 27 M | +3% | 6.93% | 92.9% | 318 | 7.55% | 1.4 |
|
| 1384 |
M
1384
MOTCO
San Antonio,
Texas
| USD 991 M | +USD 14.9 M | +2% | 3.18% | 63.5% | 633 | 21.64% | 2.8 |
|
| 1385 |
CI
1385
CPMG Inc
Dallas,
Texas
| USD 989 M | – | – | 1.84% | 878% | 17 | – | 0 |
|
| 1386 |
1386
Evergreen Capital Management
Bellevue,
Washington
| USD 989 M | +USD 133 M | +16% | 1.88% | 77.2% | 257 | 37.35% | 1.1 |
|
| 1387 |
1387
WealthTrust Fairport
Cleveland,
Ohio
| USD 988 M | +USD 40.3 M | +4% | 5.19% | 31.4% | 169 | 10.65% | 2.8 |
|
| 1388 |
FHAM
1388
Folger Hill Asset Management
New York
| USD 987 M | -USD 166 M | -14% | 9.51% | 83.9% | 250 | 62.4% | 0.3 |
|
| 1389 |
1389
E.S. Barr & Co
Lexington,
Kentucky
| USD 985 M | +USD 45.4 M | +5% | 5.73% | 73.5% | 94 | 9.57% | 3.3 |
|
| 1390 |
1390
Symphony Asset Management
San Francisco,
California
| USD 984 M | +USD 85 M | +9% | 4.8% | 21.6% | 402 | 27.36% | 1.4 |
|
| 1391 |
1391
Lee, Danner & Bass
Nashville,
Tennessee
| USD 984 M | +USD 54.8 M | +6% | 8.95% | – | 177 | 6.21% | 3.5 |
|
| 1392 |
BPIM
1392
Brant Point Investment Management
New York
| USD 983 M | +USD 22.2 M | +2% | 8.82% | 169% | 169 | 37.87% | 1.5 |
|
| 1393 |
1393
Sabal Trust
St. Petersburg,
Florida
| USD 981 M | -USD 18.9 M | -2% | 4.36% | 18.4% | 141 | 11.35% | 2.8 |
|
| 1394 |
1394
Seven Eight Capital
New York
| USD 979 M | +USD 161 M | +20% | 8.69% | 13.6% | 661 | 69.89% | 0.3 |
|
| 1395 |
1395
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 979 M | +USD 82.5 M | +9% | 5.59% | 84.4% | 168 | 18.45% | 1.8 |
|
| 1396 |
1396
Old Mutual Customised Solutions
Pinelands,
South Africa
| USD 978 M | +USD 241 M | +33% | 7.01% | 49.7% | 792 | 6.44% | 3.6 |
|
| 1397 |
1397
QCI Asset Management
Pittsford,
New York
| USD 977 M | +USD 79.4 M | +9% | 7.13% | 53.4% | 657 | 12.94% | 2.8 |
|
| 1398 |
1398
Sun Life Financial
Toronto,
Ontario, Canada
| USD 977 M | -USD 34.9 M | -3% | 4.94% | 65.7% | 517 | 5.22% | 1.2 |
|
| 1399 |
1399
Formuepleje A/S
Aarhus C,
Denmark
| USD 976 M | +USD 66.3 M | +7% | 10.1% | 92.1% | 67 | 10.45% | 1.8 |
|
| 1400 |
1400
Crestline Management
Fort Worth,
Texas
| USD 976 M | +USD 257 M | +36% | 6.42% | 80.2% | 234 | 81.62% | 0.1 |
|