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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 |
WDA
1801
Wendell David Associates
Portsmouth,
New Hampshire
| USD 509 M | -USD 5.53 M | -1% | 2.52% | 46% | 147 | 4.76% | 2.6 |
|
| 1802 |
SAS
1802
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 509 M | -USD 81.2 M | -14% | 0.11% | 29.3% | 19 | 31.58% | 1.1 |
|
| 1803 |
NPPM
1803
North Point Portfolio Managers
Orange Village,
Ohio
| USD 508 M | -USD 11.4 M | -2% | 1.49% | 72.8% | 86 | 11.63% | 2.3 |
|
| 1804 |
1804
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 507 M | -USD 20.6 M | -4% | 1.96% | 97.9% | 34 | 14.71% | 2.2 |
|
| 1805 |
1805
Foster & Motley
Cincinnati,
Ohio
| USD 506 M | +USD 12.6 M | +3% | 3.03% | 68.8% | 173 | 9.25% | 2.2 |
|
| 1806 |
PWM
1806
Patriot Wealth Management
Houston,
Texas
| USD 506 M | +USD 11.1 M | +2% | 2.3% | 24.3% | 74 | 13.51% | 2.1 |
|
| 1807 |
1807
Balentine LLC
Atlanta,
Georgia
| USD 506 M | +USD 112 M | +28% | 2.07% | 59.8% | 476 | 34.45% | 0.7 |
|
| 1808 |
1808
FJ Capital Management
Mclean,
Virginia
| USD 504 M | -USD 4.8 M | -0.9% | 2.49% | 97.9% | 90 | 16.67% | 1.7 |
|
| 1809 |
CEI
1809
Clark Estates Inc
New York
| USD 504 M | -USD 18.4 M | -4% | 2.76% | 34.5% | 125 | 24.8% | 1.5 |
|
| 1810 |
1810
Clearline Capital
New York
| USD 504 M | +USD 106 M | +27% | 2.92% | 57.4% | 66 | 65.15% | 0.4 |
|
| 1811 |
BM
1811
Brandywine Managers
Hockessin,
Delaware
| USD 503 M | +USD 10.3 M | +2% | 2.35% | 96.3% | 3 | 0% | 1.3 |
|
| 1812 |
HIP
1812
Hengistbury Investment Partners
London,
United Kingdom
| USD 503 M | +USD 8.93 M | +2% | 0.43% | 108% | 8 | 25% | 0.8 |
|
| 1813 |
1813
RBF Capital
San Francisco,
California
| USD 503 M | -USD 19 M | -4% | 3.31% | 147% | 395 | 17.72% | 1.8 |
|
| 1814 |
CAM
1814
Cypress Asset Management
Houston,
Texas
| USD 503 M | +USD 10.9 M | +2% | 5.2% | 141% | 214 | 15.42% | 2.1 |
|
| 1815 |
CC
1815
Colrain Capital
Boston,
Massachusetts
| USD 501 M | -USD 73.6 M | -13% | 0.25% | – | 91 | 18.68% | 2.1 |
|
| 1816 |
CC
1816
Courier Capital
Buffalo,
New York
| USD 501 M | +USD 20.5 M | +4% | 2.47% | 70.8% | 287 | 7.67% | 2.3 |
|
| 1817 |
OC
1817
Oakmont Corp
Los Angeles,
California
| USD 500 M | -USD 95.4 M | -16% | 2.44% | 70.2% | 21 | 28.57% | 1.6 |
|
| 1818 |
1818
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 499 M | +USD 67.1 M | +16% | 3.13% | 118% | 666 | 23.87% | 1.5 |
|
| 1819 |
RMC
1819
Regis Management Company
Menlo Park,
California
| USD 499 M | +USD 43.3 M | +9% | 3.08% | 5.33% | 78 | 12.82% | 1.6 |
|
| 1820 |
1820
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 499 M | +USD 15 M | +3% | 2.72% | 52.8% | 70 | 10% | 2.2 |
|
| 1821 |
1821
Strategic Financial Services
Utica,
New York
| USD 499 M | +USD 68.2 M | +16% | 3.04% | 58.7% | 101 | 11.88% | 2.3 |
|
| 1822 |
1822
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 498 M | +USD 14.1 M | +3% | 1.8% | 70% | 48 | 6.25% | 2.1 |
|
| 1823 |
AR
1823
Argyll Research
Wilmington,
Delaware
| USD 497 M | +USD 77.6 M | +18% | 18.1% | 0.8% | 6 | 16.67% | 1.7 |
|
| 1824 |
1824
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 497 M | -USD 1.15 M | -0.2% | 2.29% | 51.3% | 406 | 25.12% | 1.9 |
|
| 1825 |
TCSAM
1825
Tyrus Capital S.A.M.
Monaco
| USD 497 M | -USD 90.8 M | -15% | 12% | – | 57 | 85.96% | 0.1 |
|