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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 |
BPM
1576
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 618 M | +USD 165 M | +36% | 0.29% | 45.7% | 200 | 30.5% | 1.5 |
|
| 1577 |
GLRA
1577
Gerald L. Ray & Associates
Dallas,
Texas
| USD 617 M | -USD 15.9 M | -3% | 1.47% | 38.2% | 317 | 9.46% | 2.3 |
|
| 1578 |
SCI
1578
S&CO Inc
Boston,
Massachusetts
| USD 617 M | +USD 21.7 M | +4% | 2.55% | 68.8% | 148 | 11.49% | 2.1 |
|
| 1579 |
1579
Rutabaga Capital Management
Boston,
Massachusetts
| USD 617 M | -USD 178 M | -22% | 4.96% | 57% | 70 | 27.14% | 1.9 |
|
| 1580 |
1580
Princeton Alpha Management
Princeton Junction,
New Jersey
| USD 617 M | +USD 34.7 M | +6% | 2.91% | 9.26% | 1,085 | 71.71% | 0.2 |
|
| 1581 |
1581
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 617 M | +USD 28 M | +5% | 6.02% | 67.9% | 68 | 10.29% | 2.1 |
|
| 1582 |
1582
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 615 M | +USD 8.81 M | +1% | 3.72% | 80.6% | 155 | 39.35% | 1.6 |
|
| 1583 |
TFP
1583
Triple Frond Partners
San Francisco,
California
| USD 614 M | +USD 77.9 M | +15% | 2.74% | 92.9% | 8 | 12.5% | 1.1 |
|
| 1584 |
1584
AFAM Capital
Austin,
Texas
| USD 612 M | -USD 33.4 M | -5% | 2% | 52.1% | 173 | 18.5% | 1.8 |
|
| 1585 |
1585
Packer & Co
Cottesloe,
Australia
| USD 612 M | -USD 19.6 M | -3% | 0.3% | – | 22 | 9.09% | 0.2 |
|
| 1586 |
NAM
1586
North American Management
Boston,
Massachusetts
| USD 612 M | -USD 10.5 M | -2% | 1.91% | 61.7% | 161 | 17.39% | 1.9 |
|
| 1587 |
1587
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 611 M | +USD 40.4 M | +7% | 4.05% | 82.7% | 149 | 16.78% | 1.7 |
|
| 1588 |
1588
Blackhill Capital
Morristown,
New Jersey
| USD 610 M | -USD 32.2 M | -5% | 3.07% | 212% | 92 | 9.78% | 2.2 |
|
| 1589 |
1589
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 610 M | +USD 30.8 M | +5% | 0.43% | 84.4% | 134 | 16.42% | 1.3 |
|
| 1590 |
WFI
1590
West Family Investments
Carlsbad,
California
| USD 610 M | +USD 220 M | +56% | 1.45% | 116% | 127 | 14.17% | 1.8 |
|
| 1591 |
LT
1591
LJ Trust
Reno,
Nevada
| USD 608 M | +USD 11.7 M | +2% | 2.66% | 19.3% | 13 | 0% | 2 |
|
| 1592 |
1592
Braver Wealth Management
Needham,
Massachusetts
| USD 608 M | +USD 121 M | +25% | 1.61% | 20.4% | 158 | 56.96% | 0.7 |
|
| 1593 |
1593
Waterfront Capital Partners
New York
| USD 606 M | -USD 130 M | -18% | 1.07% | 88.3% | 55 | 60% | 0.4 |
|
| 1594 |
1594
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 604 M | +USD 35.6 M | +6% | 5.08% | 68.1% | 88 | 15.91% | 1.9 |
|
| 1595 |
1595
SVA Wealth Management
Madison,
Wisconsin
| USD 604 M | +USD 26 M | +4% | 1.76% | 44.5% | 222 | 13.51% | 1.7 |
|
| 1596 |
1596
RK Capital Management (Colorado)
Denver,
Colorado
| USD 604 M | +USD 31 M | +5% | 3.34% | 89% | 55 | 23.64% | 1.4 |
|
| 1597 |
HC
1597
Highstar Capital
New York
| USD 603 M | -USD 12.3 M | -2% | 19.7% | 8.47% | 1 | 0% | 2.8 |
|
| 1598 |
1598
Crosslink Capital
Menlo Park,
California
| USD 602 M | -USD 89.7 M | -13% | 6.03% | 135% | 53 | 28.3% | 1.3 |
|
| 1599 |
1599
Telemus Capital
Southfield,
Michigan
| USD 602 M | +USD 232 M | +63% | 7.2% | 27.9% | 341 | 70.97% | 0.6 |
|
| 1600 |
1600
Ninety One North America
New York
| USD 601 M | +USD 36.2 M | +6% | 2.69% | 70.6% | 130 | 29.23% | 0.7 |
|