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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
C
1551
Chescapmanager
Baltimore,
Maryland
| USD 729 M | +USD 457 M | +168% | 14% | 202% | 47 | 46.81% | 0.1 |
|
| 1552 |
1552
Standard Investments
New York
| USD 728 M | +USD 182 M | +33% | 17.9% | 29.6% | 15 | 26.67% | 1.4 |
|
| 1553 |
1553
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 728 M | +USD 23.9 M | +3% | 7.58% | 108% | 236 | 10.17% | 2.4 |
|
| 1554 |
1554
Quest Investment Management
Lake Oswego,
Oregon
| USD 727 M | -USD 56 M | -7% | 7.09% | 105% | 108 | 14.81% | 2.5 |
|
| 1555 |
1555
North Star Investment Management
Chicago,
Illinois
| USD 727 M | +USD 61.9 M | +9% | 3.15% | 80.6% | 1,110 | 15.32% | 1.8 |
|
| 1556 |
1556
Efficient Market Advisors
San Diego,
California
| USD 727 M | +USD 55.9 M | +8% | 3.08% | 5.97% | 52 | 9.62% | 2.6 |
|
| 1557 |
1557
FJ Capital Management
Mclean,
Virginia
| USD 727 M | +USD 53.2 M | +8% | 2.72% | 97.9% | 92 | 21.74% | 1.8 |
|
| 1558 |
1558
Skylands Capital
Milwaukee,
Wisconsin
| USD 726 M | +USD 68.5 M | +10% | 10% | 61% | 202 | 20.79% | 2.2 |
|
| 1559 |
1559
South Street Advisors
New York
| USD 726 M | +USD 442 M | +156% | 6.55% | 169% | 62 | 8.06% | 2.5 |
|
| 1560 |
1560
EP Wealth Advisors
Torrance,
California
| USD 725 M | +USD 40.7 M | +6% | 6.67% | – | 171 | 25.15% | 1.7 |
|
| 1561 |
BA
1561
Broadview Advisors
Milwaukee,
Wisconsin
| USD 725 M | -USD 24.2 M | -3% | 3.84% | 65.3% | 110 | 17.27% | 1.8 |
|
| 1562 |
1562
Bridges Investment Management
Omaha,
Nebraska
| USD 724 M | +USD 19.2 M | +3% | 5.56% | 77.9% | 135 | 8.89% | 3 |
|
| 1563 |
1563
Coldstream Capital Management
Bellevue,
Washington
| USD 724 M | +USD 109 M | +18% | 5.42% | 71% | 270 | 19.63% | 1.6 |
|
| 1564 |
1564
CIBC Bank USA
Chicago,
Illinois
| USD 723 M | +USD 34.8 M | +5% | 5.5% | 32.3% | 279 | 14.7% | 2.5 |
|
| 1565 |
1565
Ashfield Capital Partners
San Francisco,
California
| USD 721 M | -USD 300 M | -29% | 7.38% | 48.8% | 262 | 9.54% | 2.9 |
|
| 1566 |
1566
AFAM Capital
Austin,
Texas
| USD 721 M | +USD 59.7 M | +9% | 5.72% | 52.1% | 194 | 10.31% | 2.2 |
|
| 1567 |
1567
BTS Asset Management
Lincoln,
Massachusetts
| USD 720 M | +USD 170 M | +31% | 1.59% | 8.8% | 8 | 37.5% | 1.4 |
|
| 1568 |
1568
D.J. St. Germain
Springfield,
Massachusetts
| USD 718 M | -USD 21.1 M | -3% | 3.94% | 65.3% | 147 | 8.16% | 2.6 |
|
| 1569 |
SMA
1569
Simply Money Advisors
Cincinnati,
Ohio
| USD 715 M | +USD 20.3 M | +3% | 2.76% | 11.5% | 31 | 12.9% | 2 |
|
| 1570 |
1570
Efficient Advisors
Mason,
Ohio
| USD 715 M | +USD 16.4 M | +2% | 3.84% | 30.6% | 63 | 14.29% | 2.3 |
|
| 1571 |
1571
Riverpark Capital Management
New York
| USD 713 M | +USD 632 M | +773% | 10.4% | 152% | 36 | 0% | 2.2 |
|
| 1572 |
1572
Avity Investment Management
Greenwich,
Connecticut
| USD 713 M | +USD 48.5 M | +7% | 7.29% | 119% | 76 | 5.26% | 2.6 |
|
| 1573 |
1573
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 712 M | -USD 12.8 M | -2% | 3.91% | 284% | 411 | 44.77% | 0.9 |
|
| 1574 |
1574
P2 Capital Partners
New York
| USD 712 M | -USD 49.7 M | -7% | 8.09% | 7.96% | 15 | 26.67% | 1.9 |
|
| 1575 |
1575
Portfolio Solutions
Royal Oak,
Michigan
| USD 712 M | +USD 10.6 M | +2% | 4.29% | 11.6% | 197 | 82.74% | 0.2 |
|