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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
Leavell Investment Management
Mobile,
Alabama
| USD 789 M | +USD 10.2 M | +1% | 2.71% | 84.5% | 385 | 9.35% | 3.1 |
|
| 1502 |
OCM
1502
Olstein Capital Management
Purchase,
New York
| USD 788 M | +USD 6.55 M | +0.8% | 2.58% | 16.6% | 124 | 19.35% | 1.9 |
|
| 1503 |
1503
Sargent Bickham Lagudis
Boulder,
Colorado
| USD 785 M | +USD 12.3 M | +2% | 2.88% | 19.1% | 873 | 18.44% | 1 |
|
| 1504 |
1504
Armistice Capital
New York
| USD 785 M | +USD 300 M | +62% | 8.91% | 79.7% | 72 | 52.78% | 0.5 |
|
| 1505 |
LIC
1505
Lodestar Investment Counsel
Chicago,
Illinois
| USD 785 M | +USD 15 M | +2% | 2.54% | 45.1% | 163 | 3.68% | 2.8 |
|
| 1506 |
CPIM
1506
Columbia Partners Investment Management
Alexandria,
Virginia
| USD 784 M | -USD 717 k | -0.1% | 5.74% | 69.7% | 287 | 24.04% | 1.8 |
|
| 1507 |
CDH
1507
Charles D. Hyman
| USD 783 M | +USD 29.5 M | +4% | 3.16% | 36.8% | 161 | 12.42% | 3 |
|
| 1508 |
DAM
1508
Davis Asset Management
Sausalito,
California
| USD 782 M | +USD 17 M | +2% | 2.64% | 97.3% | 26 | 0% | 2.5 |
|
| 1509 |
1509
AFAM Capital
Austin,
Texas
| USD 781 M | +USD 60.2 M | +8% | 2.2% | 52.1% | 203 | 14.78% | 2.3 |
|
| 1510 |
1510
Omni Partners
London,
United Kingdom
| USD 781 M | +USD 287 M | +58% | 7.82% | 412% | 38 | 71.05% | 0.1 |
|
| 1511 |
1511
USCA RIA
Houston,
Texas
| USD 781 M | +USD 98.8 M | +14% | 1.7% | 60.6% | 441 | 17.23% | 2.1 |
|
| 1512 |
1512
Portolan Capital Management
Boston,
Massachusetts
| USD 779 M | +USD 9.6 M | +1% | 9.36% | 738% | 144 | 35.42% | 1 |
|
| 1513 |
NYLIC
1513
New York Life Insurance Company
New York
| USD 779 M | +USD 94.4 M | +14% | 2.6% | 61.5% | 12 | 16.67% | 0.2 |
|
| 1514 |
1514
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 778 M | +USD 8.34 M | +1% | 2.21% | 68.1% | 81 | 4.94% | 2.7 |
|
| 1515 |
1515
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 778 M | -USD 47.2 M | -6% | 2.94% | 69% | 513 | 25.93% | 1.6 |
|
| 1516 |
1516
Bank of the West
Monterey Park,
California
| USD 777 M | -USD 16.8 M | -2% | 2.74% | 35.4% | 306 | 7.52% | 2.7 |
|
| 1517 |
1517
SouthState Corp
Winter Haven,
Florida
| USD 777 M | +USD 10.1 M | +1% | 2.25% | 78.9% | 272 | 14.34% | 2.6 |
|
| 1518 |
BAC
1518
Boys Arnold & Co
Asheville,
North Carolina
| USD 776 M | +USD 142 M | +22% | 2.01% | 11.5% | 282 | 7.09% | 2.3 |
|
| 1519 |
GLRA
1519
Gerald L. Ray & Associates
Dallas,
Texas
| USD 775 M | +USD 45 M | +6% | 4.6% | 38.2% | 331 | 7.55% | 2.9 |
|
| 1520 |
1520
Coldstream Capital Management
Bellevue,
Washington
| USD 775 M | +USD 51.4 M | +7% | 2.73% | 71% | 290 | 18.97% | 1.6 |
|
| 1521 |
TAM
1521
THB Asset Management
Norwalk,
Connecticut
| USD 774 M | -USD 28 M | -3% | 6.36% | 104% | 191 | 20.94% | 1.6 |
|
| 1522 |
1522
SVA Wealth Management
Madison,
Wisconsin
| USD 772 M | +USD 34.4 M | +5% | 2.55% | 44.5% | 206 | 6.31% | 2.5 |
|
| 1523 |
1523
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 771 M | +USD 40.1 M | +5% | 2.52% | 80.6% | 199 | 20.6% | 1.7 |
|
| 1524 |
1524
Wedbush Securities
Los Angeles,
California
| USD 771 M | +USD 32.5 M | +4% | 2.9% | 99.9% | 916 | 16.38% | 2 |
|
| 1525 |
MFP
1525
Michael F. Price
| USD 771 M | -USD 36.6 M | -5% | 1.31% | 42.6% | 131 | 20.61% | 1.9 |
|