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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Caprock Group
Boise,
Idaho
| USD 1362 M | +USD 71.6 M | +6% | 9.02% | – | 702 | 14.81% | 2.7 |
|
| 1477 |
1477
Sigma Investment Counselors
Northville,
Michigan
| USD 1361 M | +USD 73.1 M | +6% | 5.4% | 54.9% | 198 | 7.07% | 5.2 |
|
| 1478 |
1478
H&F Corporate Investors X
San Francisco,
California
| USD 1358 M | +USD 131 M | +11% | 10.6% | – | 1 | 0% | 1.3 |
|
| 1479 |
1479
Basswood Capital Management
New York
| USD 1358 M | -USD 77.2 M | -5% | 8.17% | 111% | 119 | 23.53% | 4 |
|
| 1480 |
1480
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 1356 M | +USD 98.4 M | +8% | 8.33% | 106% | 237 | 9.28% | 5 |
|
| 1481 |
1481
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 1352 M | +USD 58.2 M | +4% | 6.21% | 99.5% | 256 | 11.33% | 5.3 |
|
| 1482 |
1482
Natixis Investment Managers International
Paris,
France
| USD 1349 M | +USD 26.3 M | +2% | 8.57% | 34.7% | 241 | 8.3% | 2.1 |
|
| 1483 |
HIG
1483
Herr Investment Group
Austin,
Texas
| USD 1348 M | -USD 38.6 M | -3% | 4.53% | – | 61 | 37.7% | 0.4 |
|
| 1484 |
1484
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 1346 M | +USD 593 M | +79% | 7.65% | 96.4% | 389 | 28.28% | 0.3 |
|
| 1485 |
1485
Paradice Investment Management
Denver,
Colorado
| USD 1343 M | +USD 29.1 M | +2% | 3.77% | 72.2% | 44 | 15.91% | 3.5 |
|
| 1486 |
1486
Strategic Financial Services
Utica,
New York
| USD 1341 M | +USD 48.2 M | +4% | 2.94% | 58.7% | 125 | 7.2% | 5.4 |
|
| 1487 |
MCI
1487
McDonald Capital Investors
Orinda,
California
| USD 1340 M | +USD 27.5 M | +2% | 6.24% | 60.2% | 24 | 8.33% | 5.5 |
|
| 1488 |
1488
Jana Partners
New York
| USD 1338 M | +USD 17.1 M | +1% | 5.23% | 36% | 10 | 20% | 1.7 |
|
| 1489 |
1489
Cambridge Associates
Boston,
Massachusetts
| USD 1338 M | +USD 46.1 M | +4% | 4.47% | 50.1% | 48 | 22.92% | 4.1 |
|
| 1490 |
1490
Vigilant Capital Management
Portland,
Maine
| USD 1338 M | +USD 106 M | +9% | 7.25% | 48.8% | 487 | 17.66% | 3.6 |
|
| 1491 |
1491
Broadwood Capital
New York
| USD 1338 M | -USD 83.7 M | -6% | 5.05% | 110% | 7 | 0% | 7.9 |
|
| 1492 |
1492
Investment House LLC
Redondo Beach,
California
| USD 1336 M | +USD 119 M | +10% | 11.6% | 137% | 201 | 16.42% | 6 |
|
| 1493 |
1493
Parsifal Capital Management
Greenwich,
Connecticut
| USD 1335 M | -USD 11.2 M | -0.8% | 3.99% | 154% | 22 | 36.36% | 0.8 |
|
| 1494 |
1494
Aureus Asset Management
Boston,
Massachusetts
| USD 1334 M | +USD 70.1 M | +6% | 9.81% | 93.9% | 191 | 8.9% | 4.1 |
|
| 1495 |
1495
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 1333 M | +USD 112 M | +9% | 10.1% | 115% | 496 | 1.01% | 7.1 |
|
| 1496 |
1496
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 1332 M | +USD 53.3 M | +4% | 4.65% | 63.2% | 310 | 9.35% | 3.8 |
|
| 1497 |
1497
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 1331 M | +USD 65.6 M | +5% | 4.99% | 54.5% | 157 | 17.2% | 3.5 |
|
| 1498 |
1498
Ellevest Inc
New York
| USD 1330 M | +USD 43 M | +3% | 4.67% | 73.8% | 1,866 | 80.6% | 3.3 |
|
| 1499 |
1499
Readystate Asset Management
Chicago,
Illinois
| USD 1330 M | +USD 252 M | +23% | 2.39% | 43.4% | 434 | 63.59% | 0.2 |
|
| 1500 |
1500
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 1330 M | +USD 75.8 M | +6% | 7.14% | 83.5% | 165 | 54.55% | 3 |
|