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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Elser Financial Planning
Indianapolis,
Indiana
| USD 2306 M | +USD 246 M | +12% | 13.7% | – | 142 | 19.72% | 1 |
|
| 1502 |
1502
Cambiar Investors
Denver,
Colorado
| USD 2304 M | +USD 145 M | +7% | 13% | 59.2% | 155 | 9.68% | 3.5 |
|
| 1503 |
1503
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 2302 M | +USD 313 M | +16% | 23.5% | 106% | 288 | 11.81% | 5.2 |
|
| 1504 |
1504
Palisade Capital Management
Fort Lee,
New Jersey
| USD 2296 M | -USD 707 M | -24% | 20.8% | 70.5% | 311 | 10.29% | 4.9 |
|
| 1505 |
1505
Syon Capital
San Francisco,
California
| USD 2296 M | +USD 307 M | +15% | 14.8% | 74% | 1,020 | 18.04% | 1.5 |
|
| 1506 |
1506
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 2295 M | +USD 234 M | +11% | 13.5% | 71.4% | 470 | 9.57% | 3.1 |
|
| 1507 |
1507
Goelzer Investment Management
Carmel,
Indiana
| USD 2295 M | +USD 227 M | +11% | 18.5% | 97.2% | 331 | 15.41% | 5.4 |
|
| 1508 |
1508
Ares Management
Los Angeles,
California
| USD 2294 M | +USD 777 M | +51% | 18.7% | 2.02% | 45 | 20% | 2.9 |
|
| 1509 |
1509
ARS Investment Partners
New York
| USD 2289 M | +USD 365 M | +19% | 43% | 260% | 202 | 20.3% | 3.8 |
|
| 1510 |
1510
Alerus Financial
Grand Forks,
North Dakota
| USD 2286 M | +USD 266 M | +13% | 18.1% | 97.1% | 531 | 8.66% | 2.2 |
|
| 1511 |
1511
Strategic Financial Services
Utica,
New York
| USD 2283 M | +USD 182 M | +9% | 11.5% | 58.7% | 162 | 9.26% | 6 |
|
| 1512 |
1512
New South Capital Management
Memphis,
Tennessee
| USD 2281 M | +USD 194 M | +9% | 22.1% | 106% | 54 | 16.67% | 8 |
|
| 1513 |
1513
Darlington Partners Capital Management
Greenbrae,
California
| USD 2265 M | +USD 39.5 M | +2% | 4.11% | 18.1% | 10 | 0% | 2.6 |
|
| 1514 |
1514
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 2260 M | +USD 278 M | +14% | 21.3% | 108% | 209 | 12.92% | 7.2 |
|
| 1515 |
1515
TIG Advisors LLC
New York
| USD 2257 M | +USD 94 M | +4% | 15.4% | 379% | 165 | 69.09% | 0.2 |
|
| 1516 |
1516
Texas Permanent School Fund
Austin,
Texas
| USD 2256 M | -USD 441 M | -16% | 4.22% | 44.6% | 21 | 76.19% | 0.5 |
|
| 1517 |
1517
GW Henssler & Associates
Kennesaw,
Georgia
| USD 2248 M | +USD 125 M | +6% | 6.96% | 62.4% | 280 | 21.43% | 3.3 |
|
| 1518 |
1518
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 2247 M | +USD 241 M | +12% | 14.3% | 78.8% | 350 | 8.57% | 6.6 |
|
| 1519 |
1519
Heartland Advisors
Milwaukee,
Wisconsin
| USD 2246 M | +USD 285 M | +15% | 19.9% | 88.6% | 255 | 8.63% | 2.8 |
|
| 1520 |
1520
3EDGE Asset Management
Naples,
Florida
| USD 2242 M | +USD 173 M | +8% | 4.58% | 44.1% | 101 | 16.83% | 1.7 |
|
| 1521 |
1521
NXG Investment Management
Dallas,
Texas
| USD 2235 M | +USD 215 M | +11% | 13.6% | 136% | 80 | 26.25% | 3.2 |
|
| 1522 |
1522
Garde Capital
Seattle,
Washington
| USD 2232 M | +USD 562 M | +34% | 11% | 57.6% | 250 | 22.4% | 4.5 |
|
| 1523 |
1523
Meridiem Capital Partners
Dallas,
Texas
| USD 2231 M | +USD 697 M | +45% | 37.1% | – | 121 | 76.86% | 0.2 |
|
| 1524 |
1524
American Capital Management
New York
| USD 2230 M | +USD 368 M | +20% | 32.5% | 96.7% | 82 | 10.98% | 5.3 |
|
| 1525 |
1525
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 2228 M | +USD 158 M | +8% | 8.3% | 31.4% | 2,595 | 81.7% | 4.4 |
|