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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Portfolio Solutions
Royal Oak,
Michigan
| USD 681 M | +USD 24.6 M | +4% | 4.52% | 11.6% | 33 | 9.09% | 1 |
|
| 1527 |
1527
Estabrook Capital Management
New York
| USD 681 M | +USD 13 M | +2% | 3.79% | 87.2% | 438 | 5.48% | 2.7 |
|
| 1528 |
1528
Lincluden Management
Mississauga,
Ontario, Canada
| USD 681 M | +USD 78 M | +13% | 4.61% | 56.6% | 82 | 1.22% | 2.7 |
|
| 1529 |
1529
Valley Wealth Managers
Paramus,
New Jersey
| USD 680 M | +USD 24.3 M | +4% | 3.11% | 118% | 241 | 22.41% | 1.3 |
|
| 1530 |
1530
Efficient Advisors
Mason,
Ohio
| USD 680 M | +USD 51 M | +8% | 4.13% | 30.6% | 86 | 39.53% | 1.3 |
|
| 1531 |
1531
Private Capital Management (Florida)
Naples,
Florida
| USD 680 M | -USD 4.03 M | -0.6% | 12.8% | 118% | 61 | 13.11% | 2.7 |
|
| 1532 |
1532
Leavell Investment Management
Mobile,
Alabama
| USD 679 M | +USD 438 k | +0.1% | 1.95% | 84.5% | 397 | 10.08% | 2.7 |
|
| 1533 |
BCM
1533
Basso Capital Management
Stamford,
Connecticut
| USD 678 M | +USD 32.8 M | +5% | 0.08% | 85.5% | 174 | 25.29% | 0.7 |
|
| 1534 |
1534
Global Atlantic Investment Advisors
Indianapolis,
Indiana
| USD 678 M | +USD 9.24 M | +1% | 2.97% | – | 8 | 0% | 1.8 |
|
| 1535 |
1535
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 678 M | -USD 48.9 M | -7% | 8.47% | 284% | 435 | 54.71% | 0.8 |
|
| 1536 |
1536
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 677 M | +USD 30 M | +5% | 1.24% | 68.1% | 79 | 5.06% | 2.3 |
|
| 1537 |
GJL
1537
Gendell Jeffrey L
| USD 676 M | +USD 188 M | +39% | 22.7% | 748% | 61 | 6.56% | 2 |
|
| 1538 |
1538
Parkwood LLC
Cleveland,
Ohio
| USD 674 M | +USD 75.8 M | +13% | 8.19% | 120% | 551 | 33.58% | 1 |
|
| 1539 |
FI
1539
FormulaFolio Investments
Grand Rapids,
Michigan
| USD 674 M | +USD 85.4 M | +15% | 0.85% | 41.4% | 159 | 35.22% | 0.7 |
|
| 1540 |
1540
Sumitomo Life Insurance
Tokyo,
Japan
| USD 674 M | -USD 55.8 M | -8% | 4.44% | 69.6% | 301 | 10.3% | 2.5 |
|
| 1541 |
CDH
1541
Charles D. Hyman
| USD 674 M | +USD 5.9 M | +0.9% | 0.51% | 36.8% | 144 | 4.86% | 2.9 |
|
| 1542 |
1542
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 672 M | +USD 70.2 M | +12% | 7.85% | 110% | 547 | 4.02% | 2.7 |
|
| 1543 |
1543
Wedbush Securities
Los Angeles,
California
| USD 671 M | +USD 60.4 M | +10% | 3.62% | 99.9% | 913 | 22.12% | 1.7 |
|
| 1544 |
1544
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| USD 671 M | +USD 118 M | +21% | 3.28% | 85.5% | 197 | 75.13% | 0.5 |
|
| 1545 |
OCA
1545
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 669 M | +USD 116 M | +21% | 7.6% | 173% | 89 | 48.31% | 0.6 |
|
| 1546 |
1546
Silver Point Capital
Greenwich,
Connecticut
| USD 669 M | -USD 216 M | -24% | 18.5% | 108% | 19 | 36.84% | 1.4 |
|
| 1547 |
1547
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 669 M | -USD 1.16 M | -0.2% | 4.97% | 68.8% | 170 | 12.35% | 1.9 |
|
| 1548 |
1548
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 669 M | +USD 22.8 M | +4% | 4.94% | 82.7% | 153 | 15.69% | 2 |
|
| 1549 |
1549
Osborne Partners Capital Management
San Francisco,
California
| USD 668 M | -USD 2.69 M | -0.4% | 3.17% | 60.8% | 181 | 9.39% | 2.7 |
|
| 1550 |
1550
Neumeier Poma Investment Counsel
Carmel,
California
| USD 667 M | +USD 34.6 M | +5% | 10.1% | 229% | 47 | 21.28% | 1.9 |
|