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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 |
1551
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 1567 M | +USD 64.2 M | +4% | 6.5% | 78.8% | 273 | 8.42% | 6.9 |
|
| 1552 |
1552
Hilltop Holdings
Dallas,
Texas
| USD 1566 M | +USD 700 M | +81% | 7.19% | 96.7% | 849 | 32.63% | 2.8 |
|
| 1553 |
1553
Sprott Inc
Toronto,
Ontario, Canada
| USD 1564 M | +USD 215 M | +16% | 14.4% | 203% | 158 | 16.46% | 4 |
|
| 1554 |
1554
Hodges Capital Management
Dallas,
Texas
| USD 1561 M | +USD 67.6 M | +5% | 9.17% | 200% | 244 | 24.59% | 2.9 |
|
| 1555 |
1555
Stairway Partners
Chicago,
Illinois
| USD 1561 M | +USD 288 M | +23% | 6.31% | 48.1% | 18 | 16.67% | 6.2 |
|
| 1556 |
1556
Full Sail Capital
Oklahoma City,
Oklahoma
| USD 1560 M | +USD 73.1 M | +5% | 5.95% | 55.4% | 177 | 12.99% | 3.6 |
|
| 1557 |
1557
Graypoint LLC
Albany,
New York
| USD 1560 M | +USD 113 M | +8% | 6.06% | 72.8% | 507 | 10.45% | 2.4 |
|
| 1558 |
1558
Equitable Trust
Nashville,
Tennessee
| USD 1559 M | +USD 105 M | +7% | 9.78% | 109% | 461 | 10.41% | 3.3 |
|
| 1559 |
1559
Ranger Investment Management
Dallas,
Texas
| USD 1558 M | +USD 88.6 M | +6% | 7.02% | 111% | 98 | 14.29% | 4 |
|
| 1560 |
1560
HS Management Partners
New York
| USD 1555 M | -USD 256 M | -14% | 7.65% | 27.7% | 25 | 20% | 2.8 |
|
| 1561 |
1561
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 1554 M | -USD 46.6 M | -3% | 5.7% | 31.4% | 1,518 | 16.86% | 2.9 |
|
| 1562 |
SFG
1562
Sather Financial Group
Victoria,
Texas
| USD 1554 M | +USD 110 M | +8% | 5.68% | 70% | 96 | 15.63% | 3.6 |
|
| 1563 |
1563
Partners Group Holding
Baar-Zug,
Switzerland
| USD 1553 M | +USD 226 M | +17% | 11.4% | 23.3% | 48 | 18.75% | 5.5 |
|
| 1564 |
TFS
1564
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 1550 M | +USD 55.9 M | +4% | 6.22% | 166% | 692 | 13.58% | 2.1 |
|
| 1565 |
1565
PFG Investments
Woodbury,
New York
| USD 1549 M | +USD 148 M | +11% | 7.59% | 106% | 1,072 | 16.79% | 0.8 |
|
| 1566 |
1566
Adelante Capital Management
Alameda,
California
| USD 1549 M | +USD 282 M | +22% | 15.6% | 43.2% | 47 | 21.28% | 4.1 |
|
| 1567 |
1567
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 1548 M | +USD 68 M | +5% | 6.37% | 71.2% | 107 | 12.15% | 7.3 |
|
| 1568 |
1568
Meeder Advisory Services
Dublin,
Ohio
| USD 1545 M | +USD 131 M | +9% | 6.26% | 91.4% | 572 | 13.29% | 1.2 |
|
| 1569 |
1569
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 1543 M | +USD 161 M | +12% | 5.47% | 50.4% | 44 | 47.73% | 2.9 |
|
| 1570 |
1570
TIG Advisors LLC
New York
| USD 1543 M | +USD 155 M | +11% | 7.93% | 379% | 78 | 64.1% | 0.3 |
|
| 1571 |
1571
Willis Investment Counsel
Gainesville,
Georgia
| USD 1539 M | +USD 95.6 M | +7% | 8.93% | 65.3% | 114 | 7.02% | 5.5 |
|
| 1572 |
1572
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 1539 M | +USD 167 M | +12% | 11.5% | 80.4% | 60 | 10% | 3.1 |
|
| 1573 |
1573
HPS Investment Partners
New York
| USD 1538 M | +USD 209 M | +16% | 16.9% | 55.9% | 7 | 42.86% | 2.4 |
|
| 1574 |
1574
Evensky & Katz
Coral Gables,
Florida
| USD 1536 M | +USD 100 M | +7% | 6.04% | 57.1% | 86 | 3.49% | 5.8 |
|
| 1575 |
1575
CSM Advisors
Warrendale,
Pennsylvania
| USD 1535 M | +USD 116 M | +8% | 5.66% | 105% | 141 | 23.4% | 2.3 |
|