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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Zuckerman Investment Group
Chicago,
Illinois
| USD 398 M | +USD 14.1 M | +4% | 5.12% | 111% | 50 | 12% | 0.2 |
|
| 1802 |
OCMI
1802
Oaktop Capital Management II
Chatham,
New Jersey
| USD 397 M | +USD 65.3 M | +20% | 23.1% | 451% | 20 | 5% | 0.2 |
|
| 1803 |
1803
Bernzott Capital Advisors
Camarillo,
California
| USD 396 M | +USD 31.9 M | +9% | 7.24% | 46.6% | 49 | 18.37% | 0.2 |
|
| 1804 |
1804
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 396 M | +USD 21.3 M | +6% | 4.01% | 83.5% | 74 | 4.05% | 0.3 |
|
| 1805 |
AIM
1805
Act II Management
New York
| USD 395 M | +USD 23.3 M | +6% | 16.5% | 43.6% | 49 | 40.82% | 0.2 |
|
| 1806 |
1806
Academy Capital Management
Waco,
Texas
| USD 395 M | +USD 4.34 M | +1% | 1.99% | 71.2% | 40 | 12.5% | 0.2 |
|
| 1807 |
1807
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 395 M | +USD 31.4 M | +9% | 6.79% | 132% | 504 | 2.18% | 0.2 |
|
| 1808 |
1808
Accuvest Global Advisors
Provo,
Utah
| USD 395 M | -USD 59.3 M | -13% | 6.45% | 130% | 74 | 44.59% | 0.2 |
|
| 1809 |
WFI
1809
West Family Investments
Carlsbad,
California
| USD 395 M | +USD 17.2 M | +5% | 4.79% | 116% | 109 | 11.93% | 0.2 |
|
| 1810 |
1810
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 394 M | +USD 13.2 M | +3% | 1.83% | 48.1% | 48 | 14.58% | 0.2 |
|
| 1811 |
1811
Cobiz Wealth
Denver,
Colorado
| USD 394 M | +USD 15.3 M | +4% | 5.73% | 54% | 439 | 75.63% | 0.2 |
|
| 1812 |
6CM
1812
683 Capital Management
New York
| USD 394 M | +USD 94.7 M | +32% | 6.71% | 311% | 78 | 51.28% | 0.2 |
|
| 1813 |
1813
Diker Management
New York
| USD 393 M | +USD 69.1 M | +21% | 22.3% | 210% | 93 | 30.11% | 0.2 |
|
| 1814 |
1814
Palisade Asset Management
Minneapolis,
Minnesota
| USD 393 M | -USD 4.6 M | -1% | 2.9% | 61.8% | 132 | 9.09% | 0.2 |
|
| 1815 |
1815
Equinox Fund Management
Denver,
Colorado
| USD 392 M | -USD 56.4 M | -13% | 0.35% | – | 5 | 20% | 0.3 |
|
| 1816 |
AIS
1816
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 392 M | +USD 22.1 M | +6% | 15.2% | 77.1% | 201 | 23.88% | 0.2 |
|
| 1817 |
1817
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 391 M | +USD 15.8 M | +4% | 2.82% | 64.4% | 92 | 6.52% | 0.2 |
|
| 1818 |
1818
Mariner Investment Group
Harrison,
New York
| USD 391 M | +USD 150 M | +62% | 1.8% | – | 341 | 65.98% | 0.1 |
|
| 1819 |
1819
Efficient Advisors
Mason,
Ohio
| USD 390 M | +USD 31.9 M | +9% | 5.8% | 30.6% | 22 | 4.55% | 0.2 |
|
| 1820 |
1820
Itau USA Asset Management
New York
| USD 390 M | -USD 5.76 M | -1% | 6.13% | 15.8% | 128 | 15.63% | 0.2 |
|
| 1821 |
1821
Chase Investment Counsel
Charlottesville,
Virginia
| USD 390 M | +USD 14.7 M | +4% | 11.7% | 350% | 122 | 39.34% | 0.2 |
|
| 1822 |
1822
Sector Gamma AS
Oslo,
Norway
| USD 390 M | +USD 46.9 M | +14% | 10.1% | 35.3% | 38 | 26.32% | 0.2 |
|
| 1823 |
1823
Perennial Investment Partners
Sydney,
Australia
| USD 389 M | -USD 3.23 M | -0.8% | 3.6% | – | 98 | 43.88% | 0.2 |
|
| 1824 |
1824
Steel Partners Holdings
New York
| USD 388 M | +USD 26.7 M | +7% | 15.7% | – | 28 | 35.71% | 0.2 |
|
| 1825 |
1825
Integre Asset Management
New York
| USD 388 M | +USD 16.4 M | +4% | 9.9% | 74.1% | 192 | 16.15% | 0.2 |
|