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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
KLS Professional Advisors Group
New York
| USD 542 M | +USD 28.1 M | +5% | 4.28% | 38% | 2 | 0% | 1 |
|
| 1702 |
1702
Menta Capital
San Francisco,
California
| USD 541 M | +USD 205 M | +61% | 4.57% | 61.2% | 645 | 61.24% | 0.3 |
|
| 1703 |
1703
Front Barnett Associates
Chicago,
Illinois
| USD 539 M | +USD 22.6 M | +4% | 6.54% | 40.5% | 116 | 5.17% | 0.9 |
|
| 1704 |
1704
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| USD 539 M | +USD 19.7 M | +4% | 4.31% | 70.4% | 176 | 16.48% | 0.8 |
|
| 1705 |
1705
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 538 M | +USD 26.8 M | +5% | 7.45% | 77.5% | 68 | 2.94% | 0.9 |
|
| 1706 |
1706
Yorktown Management & Research Company
Forest,
Virginia
| USD 538 M | +USD 12.9 M | +2% | 2.93% | 223% | 536 | 26.68% | 0.6 |
|
| 1707 |
1707
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 537 M | +USD 4.18 M | +0.8% | 3.83% | 97.9% | 33 | 9.09% | 1 |
|
| 1708 |
1708
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 536 M | +USD 22.2 M | +4% | 4.72% | 142% | 152 | 11.84% | 0.8 |
|
| 1709 |
WA
1709
WFG Advisors
Dallas,
Texas
| USD 536 M | +USD 39.1 M | +8% | 5.38% | 21.3% | 2,186 | 12.35% | 0.8 |
|
| 1710 |
PS
1710
Presima Securities
Montreal,
Quebec, Canada
| USD 535 M | +USD 20.4 M | +4% | 6.58% | 10.3% | 29 | 10.34% | 0.7 |
|
| 1711 |
1711
Stifel Trust
St. Louis,
Missouri
| USD 535 M | +USD 5.45 M | +1% | 4.85% | – | 467 | 9.21% | 0.9 |
|
| 1712 |
1712
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 534 M | +USD 27.9 M | +6% | 4.03% | 68.1% | 91 | 24.18% | 0.8 |
|
| 1713 |
1713
Cobblestone Capital Advisors
Rochester,
New York
| USD 533 M | +USD 15.2 M | +3% | 3.9% | 83.3% | 168 | 8.93% | 0.9 |
|
| 1714 |
1714
Pillar Pacific Capital Management
Pacifica,
California
| USD 533 M | +USD 40.3 M | +8% | 5.08% | 85% | 304 | 5.59% | 0.9 |
|
| 1715 |
1715
Longfellow Investment Management
Boston,
Massachusetts
| USD 532 M | -USD 74.5 M | -12% | 19.5% | 45.9% | 75 | 54.67% | 0.4 |
|
| 1716 |
1716
Norris Perne & French
Grand Rapids,
Michigan
| USD 531 M | +USD 21.3 M | +4% | 3.27% | 79.9% | 178 | 10.11% | 0.8 |
|
| 1717 |
1717
Sand Hill Global Advisors
Palo Alto,
California
| USD 531 M | +USD 36.4 M | +7% | 4.29% | 58.6% | 82 | 9.76% | 0.9 |
|
| 1718 |
1718
CIBC Bank USA
Chicago,
Illinois
| USD 530 M | +USD 47.4 M | +10% | 4.92% | 32.3% | 327 | 14.98% | 0.9 |
|
| 1719 |
1719
Decatur Capital Management
Decatur,
Georgia
| USD 530 M | +USD 5.27 M | +1% | 4.63% | 135% | 114 | 46.49% | 0.5 |
|
| 1720 |
1720
ACG Wealth
Atlanta,
Georgia
| USD 530 M | +USD 192 M | +57% | 5.1% | 45.5% | 215 | 19.07% | 0.6 |
|
| 1721 |
1721
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 529 M | +USD 46.3 M | +10% | 4.35% | 103% | 334 | 14.07% | 0.9 |
|
| 1722 |
1722
Godsey & Gibb Inc
Richmond,
Virginia
| USD 528 M | +USD 32 M | +6% | 5.01% | 87.5% | 61 | 9.84% | 0.9 |
|
| 1723 |
1723
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 527 M | +USD 67.2 M | +15% | 14.2% | 336% | 144 | 65.97% | 0.2 |
|
| 1724 |
1724
Gerstein Fisher
New York
| USD 527 M | +USD 27 M | +5% | 4.34% | 28.7% | 363 | 13.77% | 0.7 |
|
| 1725 |
1725
EAM Investors
Solana Beach,
California
| USD 527 M | -USD 27.8 M | -5% | 12.9% | 6,012% | 433 | 55.89% | 0.3 |
|