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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Rand Wealth
Baltimore,
Maryland
| USD 867 M | +USD 129 M | +17% | 3.43% | 40.4% | 225 | 7.56% | 3.2 |
|
| 1452 |
VEPM
1452
Vista Equity Partners Management
San Francisco,
California
| USD 866 M | +USD 603 M | +229% | 5.33% | 3.45% | 27 | 25.93% | 0.9 |
|
| 1453 |
1453
EP Wealth Advisors
Torrance,
California
| USD 866 M | +USD 50 M | +6% | 4.19% | – | 192 | 14.58% | 1.9 |
|
| 1454 |
CA
1454
Cornerstone Advisors
Asheville,
North Carolina
| USD 864 M | +USD 319 M | +58% | 5.47% | 108% | 286 | 30.42% | 1.1 |
|
| 1455 |
1455
Relative Value Partners Group
| USD 863 M | +USD 10.6 M | +1% | 1.93% | 8.9% | 131 | 15.27% | 1.5 |
|
| 1456 |
1456
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 863 M | +USD 85 M | +11% | 4.81% | 68.1% | 89 | 17.98% | 2.5 |
|
| 1457 |
AIA
1457
Affinity Investment Advisors
Newport Beach,
California
| USD 863 M | +USD 24.6 M | +3% | 5.8% | 189% | 186 | 17.74% | 1.5 |
|
| 1458 |
1458
First National Trust
Hermitage,
Pennsylvania
| USD 863 M | +USD 44.6 M | +5% | 4.1% | 82.9% | 337 | 7.42% | 2.8 |
|
| 1459 |
ALS
1459
Andrew L. Share
| USD 862 M | +USD 68.8 M | +9% | 8.67% | 14.8% | 1 | 0% | 0.8 |
|
| 1460 |
1460
Coldstream Capital Management
Bellevue,
Washington
| USD 860 M | +USD 84.4 M | +11% | 4.41% | 71% | 316 | 16.77% | 1.6 |
|
| 1461 |
CP
1461
Centerbridge Partners
New York
| USD 859 M | -USD 149 M | -15% | 2.67% | 15.9% | 22 | 18.18% | 1.4 |
|
| 1462 |
NYLIC
1462
New York Life Insurance Company
New York
| USD 858 M | +USD 78.7 M | +10% | 3.6% | 61.5% | 12 | 0% | 0.5 |
|
| 1463 |
1463
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 856 M | -USD 6.65 M | -0.8% | 4.13% | 181% | 721 | 26.21% | 1.4 |
|
| 1464 |
MB
1464
Mizuho Bank
Tokyo,
Japan
| USD 856 M | +USD 256 M | +43% | 5.67% | 99.8% | 15 | 46.67% | 1.6 |
|
| 1465 |
1465
Evergreen Capital Management
Bellevue,
Washington
| USD 855 M | +USD 235 M | +38% | 1.31% | 77.2% | 210 | 46.19% | 1.3 |
|
| 1466 |
PCP
1466
P2 Capital Partners
New York
| USD 855 M | -USD 4.86 M | -0.6% | 7.84% | 7.96% | 17 | 29.41% | 1.4 |
|
| 1467 |
1467
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 855 M | +USD 33.1 M | +4% | 4.36% | 112% | 359 | 5.29% | 2.7 |
|
| 1468 |
1468
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 853 M | +USD 27.5 M | +3% | 4.04% | 82.8% | 232 | 11.21% | 3.1 |
|
| 1469 |
1469
NorthCoast Asset Management
Greenwich,
Connecticut
| USD 851 M | -USD 15 M | -2% | 4.48% | 34.4% | 208 | 44.23% | 0.6 |
|
| 1470 |
BCM
1470
Bluefin Capital Management
New York
| USD 850 M | -USD 75.2 M | -8% | 4.32% | – | 681 | 58% | 0.6 |
|
| 1471 |
1471
Armistice Capital
New York
| USD 849 M | +USD 64.3 M | +8% | 0.89% | 79.7% | 87 | 57.47% | 0.5 |
|
| 1472 |
1472
Goelzer Investment Management
Carmel,
Indiana
| USD 848 M | +USD 32.7 M | +4% | 4.03% | 97.2% | 204 | 6.37% | 2.9 |
|
| 1473 |
1473
Parsons Capital Management
Providence,
Rhode Island
| USD 848 M | +USD 27.9 M | +3% | 4.14% | 84.9% | 364 | 4.95% | 2.9 |
|
| 1474 |
DAM
1474
Davis Asset Management
Sausalito,
California
| USD 845 M | +USD 63.3 M | +8% | 6.23% | 97.3% | 27 | 11.11% | 2.6 |
|
| 1475 |
1475
Sequoia Financial Advisors
Akron,
Ohio
| USD 844 M | +USD 37.3 M | +5% | 4.19% | 78.3% | 309 | 14.24% | 1.8 |
|