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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Welch Group
Birmingham,
Alabama
| USD 645 M | +USD 46.5 M | +8% | 6.76% | 73.2% | 145 | 14.48% | 3.2 |
|
| 1827 |
1827
Denali Advisors
San Diego,
California
| USD 645 M | +USD 40.1 M | +7% | 8.35% | 106% | 312 | 29.17% | 1.5 |
|
| 1828 |
1828
Wellington Shields Capital Management
New York
| USD 644 M | +USD 35.1 M | +6% | 5.62% | 137% | 362 | 19.89% | 2.6 |
|
| 1829 |
1829
Carret Asset Management
New York
| USD 643 M | +USD 23.4 M | +4% | 6.25% | 94.4% | 269 | 7.06% | 3.4 |
|
| 1830 |
1830
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 643 M | -USD 101 M | -14% | 5.36% | 95.9% | 198 | 17.17% | 1.5 |
|
| 1831 |
1831
Ashford Capital Management
Wilmington,
Delaware
| USD 643 M | +USD 21.3 M | +3% | 7.8% | 150% | 111 | 13.51% | 2.9 |
|
| 1832 |
1832
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 642 M | +USD 20.1 M | +3% | 6.1% | 94.5% | 523 | 14.15% | 2.1 |
|
| 1833 |
1833
IberiaBank
Lafayette,
Louisiana
| USD 640 M | +USD 37.4 M | +6% | 6.12% | 39.6% | 250 | 16% | 1.8 |
|
| 1834 |
TM
1834
Tiger Management
New York
| USD 640 M | +USD 87.4 M | +16% | 5.98% | – | 89 | 61.8% | 0.8 |
|
| 1835 |
NCM
1835
Numina Capital Management
New York
| USD 639 M | -USD 104 M | -14% | 0.51% | 40.2% | 30 | 46.67% | 0.9 |
|
| 1836 |
1836
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 639 M | +USD 38.1 M | +6% | 8.33% | 121% | 125 | 7.2% | 3.8 |
|
| 1837 |
1837
SCGE Management
Menlo Park,
California
| USD 638 M | +USD 157 M | +33% | 0.87% | 154% | 22 | 45.45% | 1.3 |
|
| 1838 |
SVG
1838
Sun Valley Gold
Sun Valley,
Idaho
| USD 637 M | -USD 594 M | -48% | 0.34% | 160% | 23 | 21.74% | 3.1 |
|
| 1839 |
1839
Evermore Global Advisors
Summit,
New Jersey
| USD 637 M | -USD 10.9 M | -2% | 1.8% | 133% | 22 | 18.18% | 0.6 |
|
| 1840 |
1840
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 637 M | +USD 35.5 M | +6% | 5.56% | 68.6% | 2 | 0% | 1 |
|
| 1841 |
1841
Kahn Brothers Group
New York
| USD 637 M | -USD 18 M | -3% | 1.68% | 53.4% | 34 | 8.82% | 3.9 |
|
| 1842 |
CPP
1842
Crow Point Partners
Boston,
Massachusetts
| USD 635 M | +USD 10.6 M | +2% | 0.34% | 56.9% | 311 | 48.55% | 0.9 |
|
| 1843 |
1843
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 635 M | +USD 98.9 M | +18% | 5.76% | 68.7% | 480 | 65.83% | 1 |
|
| 1844 |
1844
NBT Bank
Norwich,
New York
| USD 635 M | +USD 9.03 M | +1% | 6.55% | 77% | 206 | 6.8% | 3.8 |
|
| 1845 |
QAM
1845
Quentec Asset Management
New York
| USD 634 M | -USD 363 M | -36% | 2.99% | 43.5% | 60 | 60% | 0.8 |
|
| 1846 |
1846
IFM Investors
Melbourne,
Australia
| USD 633 M | +USD 40.8 M | +7% | 7.19% | 147% | 505 | 5.35% | 0.8 |
|
| 1847 |
APA
1847
American Portfolios Advisors
Holbrook,
New York
| USD 633 M | – | – | 5.13% | 43.6% | 2,261 | – | 0 |
|
| 1848 |
1848
Strategic Financial Services
Utica,
New York
| USD 632 M | +USD 26.9 M | +4% | 5.03% | 58.7% | 123 | 8.13% | 2.9 |
|
| 1849 |
1849
Palisade Asset Management
Minneapolis,
Minnesota
| USD 632 M | +USD 81.8 M | +15% | 6.65% | 61.8% | 169 | 22.49% | 3.2 |
|
| 1850 |
1850
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 631 M | +USD 35.3 M | +6% | 3.26% | 58% | 98 | 20.41% | 2.1 |
|