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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
NBT Bank
Norwich,
New York
| USD 698 M | +USD 27.2 M | +4% | 9.21% | 77% | 215 | 6.98% | 0.5 |
|
| 1427 |
1427
Olstein Capital Management
Purchase,
New York
| USD 698 M | +USD 45.8 M | +7% | 10.1% | 16.6% | 133 | 13.53% | 0.4 |
|
| 1428 |
1428
First Allied Asset Management
San Diego,
California
| USD 695 M | +USD 30.3 M | +5% | 5.95% | – | 204 | 33.33% | 0.4 |
|
| 1429 |
1429
Thomas White International
Chicago,
Illinois
| USD 695 M | +USD 5.23 M | +0.8% | 5.31% | 34.9% | 409 | 17.36% | 0.4 |
|
| 1430 |
1430
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 695 M | +USD 65 M | +10% | 8.77% | 86.6% | 711 | 11.39% | 0.4 |
|
| 1431 |
1431
SCGE Management
Menlo Park,
California
| USD 692 M | +USD 91.1 M | +15% | 18.9% | 154% | 34 | 52.94% | 0.3 |
|
| 1432 |
LM
1432
Litespeed Management
New York
| USD 692 M | +USD 106 M | +18% | 1.46% | 73.7% | 26 | 57.69% | 0.3 |
|
| 1433 |
1433
Dorsey Wright & Associates
Pasadena,
California
| USD 690 M | -USD 21.4 M | -3% | 9.14% | 311% | 151 | 54.3% | 0.2 |
|
| 1434 |
VOAM
1434
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| USD 690 M | -USD 47.9 M | -6% | 10.8% | 107% | 131 | 41.22% | 0.3 |
|
| 1435 |
1435
Starwood Real Estate Securities
Greenwich,
Connecticut
| USD 688 M | +USD 72.9 M | +12% | 4.21% | – | 30 | 50% | 0.3 |
|
| 1436 |
1436
Consulta
London,
United Kingdom
| USD 688 M | +USD 35.3 M | +5% | 8.2% | 30.7% | 17 | 17.65% | 0.4 |
|
| 1437 |
1437
Bingham Osborn & Scarborough
San Francisco,
California
| USD 687 M | +USD 62 M | +10% | 8.8% | 51.7% | 106 | 16.04% | 0.4 |
|
| 1438 |
1438
QS Legg Mason Global Asset Allocation
New York
| USD 687 M | +USD 171 M | +33% | 4.61% | – | 64 | 26.56% | 0.4 |
|
| 1439 |
1439
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 686 M | +USD 59.1 M | +9% | 8.86% | 99.5% | 207 | 15.46% | 0.4 |
|
| 1440 |
MRCP
1440
Manor Road Capital Partners
New York
| USD 683 M | +USD 226 M | +50% | 13.6% | 78.3% | 15 | 26.67% | 0.4 |
|
| 1441 |
1441
D.J. St. Germain
Springfield,
Massachusetts
| USD 682 M | +USD 61.2 M | +10% | 8% | 65.3% | 107 | 7.48% | 0.5 |
|
| 1442 |
1442
Country Club Trust
Kansas City,
Missouri
| USD 682 M | +USD 50.9 M | +8% | 8.85% | 74.1% | 237 | 19.41% | 0.4 |
|
| 1443 |
1443
Novo Holdings A/S
Hellerup,
Denmark
| USD 681 M | +USD 277 M | +69% | 8.83% | 205% | 7 | 28.57% | 0.3 |
|
| 1444 |
1444
Cetera Advisors
Denver,
Colorado
| USD 676 M | +USD 116 M | +21% | 8.73% | 27.6% | 540 | 24.07% | 0.4 |
|
| 1445 |
1445
Archer Capital Management
New York
| USD 673 M | +USD 205 M | +44% | 9.36% | 72.3% | 35 | 51.43% | 0.3 |
|
| 1446 |
1446
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 672 M | +USD 47.3 M | +8% | 9.45% | 82.8% | 221 | 10.41% | 0.5 |
|
| 1447 |
1447
Hood River Capital Management
Palm Beach Gardens,
Florida
| USD 671 M | -USD 8.14 M | -1% | 17.7% | 696% | 94 | 29.79% | 0.4 |
|
| 1448 |
1448
First Horizon Advisors
Memphis,
Tennessee
| USD 668 M | +USD 46.1 M | +7% | 6.65% | 55.2% | 1,535 | 29.77% | 0.3 |
|
| 1449 |
1449
Redwood Investments
Boston,
Massachusetts
| USD 668 M | -USD 38.3 M | -5% | 12.2% | 74.1% | 203 | 23.15% | 0.4 |
|
| 1450 |
1450
Parsons Capital Management
Providence,
Rhode Island
| USD 666 M | +USD 55.7 M | +9% | 10.9% | 84.9% | 358 | 10.89% | 0.5 |
|