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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Wedbush Securities
Los Angeles,
California
| USD 575 M | +USD 22.1 M | +4% | 1.58% | 99.9% | 841 | 21.52% | 1.5 |
|
| 1652 |
1652
Mount Lucas Management
Newtown,
Pennsylvania
| USD 575 M | -USD 100 M | -15% | 1.11% | 109% | 158 | 49.37% | 0.5 |
|
| 1653 |
1653
Alerus Investment Advisors
Wayzata,
Minnesota
| USD 575 M | -USD 24.1 M | -4% | 1.43% | 32.7% | 297 | 44.44% | 1.3 |
|
| 1654 |
1654
Beacon Trust
Morristown,
New Jersey
| USD 575 M | -USD 741 k | -0.1% | 1.59% | 33% | 194 | 16.49% | 2 |
|
| 1655 |
1655
Colrain Capital
Boston,
Massachusetts
| USD 575 M | -USD 412 M | -42% | 1.77% | – | 91 | 24.18% | 2 |
|
| 1656 |
OCBV
1656
Ownership Capital B.V.
Amsterdam,
Netherlands
| USD 575 M | -USD 24.9 M | -4% | 0.94% | 62.8% | 16 | 25% | 0.5 |
|
| 1657 |
CAM
1657
Centre Asset Management
New York
| USD 574 M | -USD 8.7 M | -1% | 2.29% | 45.3% | 91 | 16.48% | 1.7 |
|
| 1658 |
1658
Tirschwell & Loewy
New York
| USD 571 M | +USD 4.3 M | +0.8% | 0.73% | 78% | 88 | 11.36% | 2.3 |
|
| 1659 |
1659
W.R. Berkley Corp
Greenwich,
Connecticut
| USD 571 M | -USD 11.9 M | -2% | 0.36% | 38.7% | 123 | 68.29% | 0.4 |
|
| 1660 |
1660
Wellington Shields Capital Management
New York
| USD 571 M | -USD 18.7 M | -3% | 1.45% | 137% | 348 | 19.54% | 1.9 |
|
| 1661 |
1661
Lebenthal Holdings
New York
| USD 570 M | +USD 144 M | +34% | 1.73% | – | 359 | 28.97% | 0.8 |
|
| 1662 |
1662
Corda Investment Management
Houston,
Texas
| USD 570 M | +USD 37.4 M | +7% | 3.44% | 75.4% | 54 | 3.7% | 2.1 |
|
| 1663 |
1663
NBT Bank
Norwich,
New York
| USD 569 M | +USD 9.8 M | +2% | 2.23% | 68.2% | 205 | 7.8% | 2.4 |
|
| 1664 |
1664
Elm Ridge Management
Briarcliff Manor,
New York
| USD 569 M | +USD 49.9 M | +10% | 5.52% | 93.6% | 38 | 28.95% | 1.2 |
|
| 1665 |
1665
CIBC Bank USA
Chicago,
Illinois
| USD 568 M | -USD 2.54 M | -0.4% | 0.05% | 32.3% | 270 | 22.22% | 2.1 |
|
| 1666 |
1666
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| USD 567 M | +USD 29.3 M | +5% | 1.71% | 28.9% | 1,993 | 14.3% | 0.2 |
|
| 1667 |
1667
Sigma Investment Counselors
Northville,
Michigan
| USD 565 M | +USD 20.9 M | +4% | 1.85% | 54.9% | 122 | 4.92% | 2.2 |
|
| 1668 |
WCM
1668
Wallace Capital Management
Dallas,
Texas
| USD 565 M | +USD 38.5 M | +7% | 2.04% | 62.3% | 55 | 9.09% | 2.1 |
|
| 1669 |
1669
Spirit of America Management Corp
Syosset,
New York
| USD 563 M | +USD 40.9 M | +8% | 0.27% | 113% | 349 | 10.32% | 1.6 |
|
| 1670 |
1670
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 563 M | +USD 2.69 M | +0.5% | 3.21% | 69.3% | 1,011 | 29.38% | 1.5 |
|
| 1671 |
1671
Ledyard National Bank
| USD 563 M | +USD 7.3 M | +1% | 1.51% | 69.8% | 736 | 9.65% | 2 |
|
| 1672 |
1672
Atwood & Palmer
Kansas City,
Missouri
| USD 562 M | +USD 35.7 M | +7% | 1.5% | 90% | 433 | 32.1% | 1.6 |
|
| 1673 |
1673
Delta Asset Management
Memphis,
Tennessee
| USD 562 M | +USD 17.1 M | +3% | 3.76% | 53.8% | 654 | 14.53% | 2.1 |
|
| 1674 |
1674
Sensato Investors
San Francisco,
California
| USD 562 M | +USD 30.6 M | +6% | 0.4% | 75.8% | 111 | 52.25% | 0.5 |
|
| 1675 |
1675
Invesco Private Capital
New York
| USD 561 M | +USD 35.1 M | +7% | 8.99% | 41.9% | 8 | 12.5% | 1.8 |
|