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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 |
CDH
1451
Charles D. Hyman
| USD 958 M | -USD 14.4 M | -1% | 4.32% | 36.8% | 201 | 11.94% | 3.7 |
|
| 1452 |
1452
Honeycomb Asset Management
New York
| USD 958 M | -USD 596 M | -38% | 8.33% | 49% | 51 | 70.59% | 0.2 |
|
| 1453 |
SBCM
1453
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 957 M | +USD 46.7 M | +5% | 6.16% | 72.3% | 57 | 8.77% | 4.1 |
|
| 1454 |
1454
Rivulet Capital
Summit,
New Jersey
| USD 957 M | -USD 108 M | -10% | 7.76% | 27.4% | 10 | 20% | 1.5 |
|
| 1455 |
1455
Relative Value Partners Group
| USD 957 M | +USD 22 M | +2% | 2.02% | 8.9% | 173 | 9.83% | 2.2 |
|
| 1456 |
1456
Investment House LLC
Redondo Beach,
California
| USD 955 M | +USD 29.9 M | +3% | 4.74% | 137% | 204 | 17.16% | 4 |
|
| 1457 |
1457
Leavell Investment Management
Mobile,
Alabama
| USD 950 M | +USD 54.6 M | +6% | 4.63% | 84.5% | 390 | 6.92% | 4.2 |
|
| 1458 |
1458
First Mercantile Trust
Cordova,
Tennessee
| USD 949 M | +USD 523 M | +123% | 3.69% | 51.2% | 922 | 15.73% | 2.6 |
|
| 1459 |
1459
Pembroke Management
Montreal,
Quebec, Canada
| USD 947 M | +USD 22.4 M | +2% | 6.88% | 105% | 66 | 15.15% | 2.1 |
|
| 1460 |
1460
Sachem Head Capital Management
New York
| USD 947 M | -USD 698 M | -42% | 11.2% | 172% | 14 | 71.43% | 0.3 |
|
| 1461 |
1461
Lee, Danner & Bass
Nashville,
Tennessee
| USD 946 M | +USD 38.2 M | +4% | 3.34% | – | 180 | 5% | 4.5 |
|
| 1462 |
1462
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 946 M | -USD 7.53 M | -0.8% | 2.62% | 16% | 249 | 14.86% | 1.1 |
|
| 1463 |
1463
Neville Rodie & Shaw
New York
| USD 945 M | +USD 1.15 M | +0.1% | 3.58% | 125% | 260 | 7.31% | 4.5 |
|
| 1464 |
1464
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 944 M | +USD 646 k | +0.1% | 4.21% | 95.8% | 241 | 20.75% | 1.9 |
|
| 1465 |
1465
Equitable Trust
Nashville,
Tennessee
| USD 942 M | +USD 76.4 M | +9% | 5.93% | 109% | 293 | 12.63% | 0.8 |
|
| 1466 |
1466
Valley Wealth Managers
Paramus,
New Jersey
| USD 942 M | +USD 25.2 M | +3% | 3.43% | 118% | 208 | 12.02% | 2.2 |
|
| 1467 |
1467
Skye Global Management
West Palm Beach,
Florida
| USD 941 M | +USD 128 M | +16% | 5.41% | 77.8% | 65 | 56.92% | 0.5 |
|
| 1468 |
1468
Comerica Securities
Detroit,
Michigan
| USD 941 M | +USD 50.3 M | +6% | 3.18% | 25.6% | 461 | 19.52% | 2.5 |
|
| 1469 |
1469
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 940 M | +USD 52.5 M | +6% | 2.69% | 68.7% | 268 | 11.94% | 2.3 |
|
| 1470 |
1470
Sand Grove Capital Management
London,
United Kingdom
| USD 940 M | +USD 533 M | +131% | 28.1% | 410% | 19 | 78.95% | 0.2 |
|
| 1471 |
1471
Ashfield Capital Partners
San Francisco,
California
| USD 937 M | +USD 25.7 M | +3% | 4.72% | 48.8% | 249 | 24.9% | 4.6 |
|
| 1472 |
1472
Welch Group
Birmingham,
Alabama
| USD 937 M | +USD 28.6 M | +3% | 3.91% | 73.2% | 150 | 10% | 4.2 |
|
| 1473 |
1473
Phocas Financial Corp
Alameda,
California
| USD 935 M | -USD 60 M | -6% | 3.71% | – | 329 | 35.56% | 1.5 |
|
| 1474 |
1474
Alaska Wealth Advisors
Anchorage,
Alaska
| USD 934 M | USD 0 | 0% | 1.74% | 44.3% | 64 | 0% | 1 |
|
| 1475 |
1475
Next Financial Group
Houston,
Texas
| USD 934 M | +USD 539 M | +137% | 3.41% | 85.4% | 2,477 | 33.1% | 0.8 |
|