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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Opera Trading Capital
Paris,
France
| USD 477 M | – | – | 1.74% | 11.4% | 113 | – | 0 |
|
| 1852 |
1852
ProVise Management Group
Clearwater,
Florida
| USD 476 M | +USD 45.1 M | +10% | 5.39% | 66.8% | 310 | 17.1% | 1.8 |
|
| 1853 |
1853
Yakira Capital Management
Westport,
Connecticut
| USD 476 M | +USD 298 M | +168% | 12.1% | 74.1% | 159 | 50.94% | 0.7 |
|
| 1854 |
1854
GW & Wade
Wellesley,
Massachusetts
| USD 476 M | +USD 25.2 M | +6% | 5.89% | 32.2% | 232 | 11.64% | 1.2 |
|
| 1855 |
1855
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 476 M | +USD 34 M | +8% | 4.24% | 64.6% | 370 | 15.68% | 1.7 |
|
| 1856 |
1856
Smith Hayes Advisers
Lincoln,
Nebraska
| USD 475 M | +USD 13.4 M | +3% | 6% | 35.2% | 320 | 11.56% | 1.9 |
|
| 1857 |
1857
Bulldog Investors
Saddle Brook,
New Jersey
| USD 474 M | +USD 9.6 M | +2% | 0.24% | 22.5% | 115 | 42.61% | 0.8 |
|
| 1858 |
1858
JMG Financial Group
Downers Grove,
Illinois
| USD 474 M | +USD 66 M | +16% | 3.18% | 58.7% | 57 | 3.51% | 2.2 |
|
| 1859 |
1859
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 473 M | +USD 21.7 M | +5% | 6.56% | 71.6% | 290 | 10.34% | 2 |
|
| 1860 |
1860
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 473 M | +USD 6.51 M | +1% | 3.45% | 24% | 778 | 27.89% | 1.2 |
|
| 1861 |
1861
Partners Group Holding
Baar-Zug,
Switzerland
| USD 473 M | +USD 122 M | +35% | 1.58% | 23.3% | 45 | 28.89% | 1.6 |
|
| 1862 |
1862
Park Presidio Capital
San Francisco,
California
| USD 472 M | +USD 48.1 M | +11% | 1.76% | 94.1% | 17 | 23.53% | 0.6 |
|
| 1863 |
1863
Compass Capital Management
Minneapolis,
Minnesota
| USD 472 M | +USD 26.6 M | +6% | 4.89% | 50.8% | 44 | 6.82% | 2.2 |
|
| 1864 |
LHC
1864
Lodge Hill Capital
New York
| USD 472 M | +USD 3.03 M | +0.6% | 1.28% | 17.9% | 40 | 72.5% | 0.3 |
|
| 1865 |
1865
Park Avenue Securities
New York
| USD 471 M | +USD 62 M | +15% | 1.43% | 71% | 60 | 41.67% | 0.4 |
|
| 1866 |
1866
Foster & Motley
Cincinnati,
Ohio
| USD 471 M | +USD 31.9 M | +7% | 4.61% | 68.8% | 185 | 12.43% | 1.8 |
|
| 1867 |
1867
Carret Asset Management
New York
| USD 469 M | +USD 10.3 M | +2% | 6.55% | 94.4% | 248 | 6.85% | 2.2 |
|
| 1868 |
1868
Main Street Research
Lakeville,
Connecticut
| USD 468 M | +USD 41.7 M | +10% | 6.79% | 232% | 123 | 9.76% | 1.9 |
|
| 1869 |
1869
Highstreet Asset Management
London,
Ontario, Canada
| USD 468 M | +USD 164 M | +54% | 5.04% | 22.5% | 188 | 30.32% | 1.2 |
|
| 1870 |
1870
Chou Associates Management
Toronto,
Ontario, Canada
| USD 467 M | +USD 176 M | +60% | 0.5% | 66.4% | 24 | 0% | 2 |
|
| 1871 |
1871
Baystate Wealth Management
Boston,
Massachusetts
| USD 467 M | +USD 83.8 M | +22% | 1.86% | 14.6% | 62 | 24.19% | 1.5 |
|
| 1872 |
1872
Palisade Asset Management
Minneapolis,
Minnesota
| USD 467 M | +USD 19.5 M | +4% | 8.86% | 61.8% | 135 | 8.15% | 2.3 |
|
| 1873 |
1873
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 466 M | +USD 48.4 M | +12% | 6.34% | 101% | 237 | 7.17% | 2.2 |
|
| 1874 |
BCM
1874
Brenham Capital Management
Dallas,
Texas
| USD 466 M | +USD 1.14 M | +0.2% | 3.86% | 234% | 15 | 53.33% | 0.5 |
|
| 1875 |
1875
Three Peaks Capital Management
Castle Rock,
Colorado
| USD 466 M | +USD 60 M | +15% | 4.79% | 84.5% | 78 | 24.36% | 1.2 |
|