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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1GA
1576
1st Global Advisors
Dallas,
Texas
| USD 636 M | -USD 32.2 M | -5% | 1.92% | 23.5% | 486 | 18.11% | 0.9 |
|
| 1577 |
1577
Donaldson Capital Management
Evansville,
Indiana
| USD 632 M | +USD 8.61 M | +1% | 0.38% | 77.7% | 161 | 14.91% | 0.9 |
|
| 1578 |
1578
Sterne Agee Group
Birmingham,
Alabama
| USD 629 M | +USD 31.1 M | +5% | 1.3% | – | 303 | 15.51% | 0.7 |
|
| 1579 |
1579
Leavell Investment Management
Mobile,
Alabama
| USD 629 M | -USD 3.08 M | -0.5% | 0.54% | 84.5% | 410 | 5.37% | 1.1 |
|
| 1580 |
1580
Patten & Patten
Chattanooga,
Tennessee
| USD 629 M | +USD 13.4 M | +2% | 0.01% | 74.1% | 217 | 11.52% | 1.1 |
|
| 1581 |
MRCP
1581
Manor Road Capital Partners
New York
| USD 627 M | -USD 48.5 M | -7% | 1.29% | 78.3% | 10 | 10% | 1.1 |
|
| 1582 |
CEI
1582
Clark Estates Inc
New York
| USD 627 M | -USD 73.9 M | -11% | 1.85% | 34.5% | 143 | 27.97% | 0.9 |
|
| 1583 |
1583
Gabelli & Co Investment Advisers
Rye,
New York
| USD 627 M | +USD 163 M | +35% | 8.15% | 248% | 209 | 51.2% | 0.4 |
|
| 1584 |
1584
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 626 M | -USD 433 k | -0.1% | 0.5% | 78.8% | 196 | 6.63% | 1.1 |
|
| 1585 |
1585
Pier Capital
Stamford,
Connecticut
| USD 625 M | -USD 79.7 M | -11% | 2.05% | 223% | 182 | 47.8% | 0.5 |
|
| 1586 |
1586
FineMark National Bank & Trust
Fort Myers,
Florida
| USD 625 M | +USD 32 M | +5% | 0.1% | 69.8% | 1,475 | 10.71% | 1.1 |
|
| 1587 |
PAM
1587
Private Asset Management
San Diego,
California
| USD 625 M | +USD 3.41 M | +0.5% | 0.76% | 38.2% | 148 | 5.41% | 1.1 |
|
| 1588 |
1588
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| USD 624 M | -USD 9.7 M | -2% | 0.33% | 54.1% | 171 | 18.13% | 0.9 |
|
| 1589 |
1589
Frontier Investment Management
Dallas,
Texas
| USD 624 M | -USD 9.36 M | -1% | 2.84% | 16.4% | 180 | 16.67% | 0.9 |
|
| 1590 |
1590
NBT Bank
Norwich,
New York
| USD 623 M | -USD 35.8 M | -5% | 0.15% | 77% | 204 | 3.92% | 1.2 |
|
| 1591 |
ACM
1591
Argentus Capital Management
Dallas,
Texas
| USD 623 M | +USD 242 M | +63% | 1.12% | 30.8% | 347 | 42.65% | 0.5 |
|
| 1592 |
1592
Clearline Capital
New York
| USD 620 M | -USD 4.99 M | -0.8% | 3.28% | 57.4% | 85 | 54.12% | 0.3 |
|
| 1593 |
1593
Spinnaker Trust
Portland,
Maine
| USD 619 M | +USD 9.09 M | +1% | 0.55% | 68.2% | 189 | 15.34% | 1 |
|
| 1594 |
1594
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 619 M | -USD 22 M | -3% | 0.23% | 107% | 454 | 14.54% | 0.9 |
|
| 1595 |
CHA
1595
Cedar Hill Associates
Chicago,
Illinois
| USD 618 M | -USD 13.7 M | -2% | 1.46% | 21% | 83 | 10.84% | 1.1 |
|
| 1596 |
1596
EP Wealth Advisors
Torrance,
California
| USD 618 M | +USD 187 M | +43% | 0.03% | – | 122 | 13.93% | 1 |
|
| 1597 |
JCM
1597
JS Capital Management
New York
| USD 616 M | +USD 52.9 M | +9% | 3.19% | 52.4% | 82 | 20.73% | 0.5 |
|
| 1598 |
1598
Kahn Brothers Group
New York
| USD 615 M | -USD 72.5 M | -11% | 4.38% | 53.4% | 44 | 2.27% | 1.2 |
|
| 1599 |
GLRA
1599
Gerald L. Ray & Associates
Dallas,
Texas
| USD 615 M | +USD 27.8 M | +5% | 4.69% | 38.2% | 315 | 6.03% | 1.1 |
|
| 1600 |
1600
Portfolio Solutions
Royal Oak,
Michigan
| USD 613 M | -USD 19.8 M | -3% | 2.97% | 11.6% | 6 | 0% | 1.2 |
|