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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Asset Advisors Corp
Augusta,
Georgia
| USD 418 M | +USD 66.6 M | +19% | 10.1% | 41.4% | 162 | 16.67% | 0.5 |
|
| 1877 |
1877
Rafferty Asset Management
New York
| USD 418 M | -USD 100 M | -19% | 1.84% | 238% | 314 | 62.1% | 0.2 |
|
| 1878 |
1878
Dean Investment Associates
Beavercreek,
Ohio
| USD 418 M | +USD 35.6 M | +9% | 9.4% | 63.5% | 239 | 16.32% | 0.4 |
|
| 1879 |
1879
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 418 M | +USD 2.36 M | +0.6% | 10.5% | 116% | 90 | 12.22% | 0.5 |
|
| 1880 |
1880
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 418 M | +USD 38.2 M | +10% | 9.39% | 71.6% | 258 | 9.3% | 0.5 |
|
| 1881 |
1881
Appleton Partners
Boston,
Massachusetts
| USD 417 M | +USD 44 M | +12% | 10.7% | 101% | 178 | 12.92% | 0.4 |
|
| 1882 |
1882
Catawba Capital Management
Roanoke,
Virginia
| USD 417 M | +USD 35.2 M | +9% | 8.16% | 33.1% | 249 | 8.43% | 0.4 |
|
| 1883 |
1883
Penn Davis McFarland
Dallas,
Texas
| USD 417 M | -USD 1.71 M | -0.4% | 11% | 100% | 30 | 10% | 0.5 |
|
| 1884 |
1884
Pacer Advisors
Malvern,
Pennsylvania
| USD 416 M | – | – | 9.42% | 58.4% | 510 | – | 0 |
|
| 1885 |
1885
Corda Investment Management
Houston,
Texas
| USD 416 M | +USD 49.1 M | +13% | 6.44% | 85% | 51 | 7.84% | 0.4 |
|
| 1886 |
1886
Rockland Trust
Hanover,
Massachusetts
| USD 415 M | +USD 37 M | +10% | 8.62% | 61.5% | 130 | 13.85% | 0.4 |
|
| 1887 |
1887
Deltec Asset Management
New York
| USD 415 M | +USD 33.2 M | +9% | 10.8% | 128% | 165 | 28.48% | 0.4 |
|
| 1888 |
MCTIC
1888
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 415 M | +USD 51.2 M | +14% | 11.6% | 38.8% | 96 | 7.29% | 0.4 |
|
| 1889 |
1889
Deer VII & Co
Larchmont,
New York
| USD 414 M | +USD 365 M | +731% | 35.8% | 241% | 7 | 42.86% | 0.3 |
|
| 1890 |
1890
Washington Capital Management
Seattle,
Washington
| USD 414 M | +USD 37 M | +10% | 10.5% | 81.8% | 200 | 15% | 0.4 |
|
| 1891 |
1891
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 414 M | +USD 48.6 M | +13% | 9.58% | 76.8% | 156 | 7.69% | 0.5 |
|
| 1892 |
1892
Efficient Advisors
Mason,
Ohio
| USD 413 M | +USD 23.2 M | +6% | 3.93% | 30.6% | 22 | 9.09% | 0.5 |
|
| 1893 |
1893
Oberweis Asset Management
Lisle,
Illinois
| USD 413 M | +USD 60.9 M | +17% | 16.4% | 485% | 170 | 30% | 0.4 |
|
| 1894 |
1894
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 412 M | +USD 27.9 M | +7% | 8.73% | 101% | 251 | 11.95% | 0.5 |
|
| 1895 |
RCM
1895
Ratan Capital Management
Miami Beach,
Florida
| USD 411 M | +USD 74.6 M | +22% | 25.8% | 616% | 33 | 54.55% | 0.3 |
|
| 1896 |
1896
First Interstate Bank
Billings,
Montana
| USD 410 M | +USD 38.8 M | +10% | 8.01% | 49.7% | 107 | 11.21% | 0.4 |
|
| 1897 |
1897
Bainco International Investors
Boston,
Massachusetts
| USD 410 M | +USD 9.23 M | +2% | 8.75% | 69.4% | 90 | 12.22% | 0.4 |
|
| 1898 |
1898
Vigilant Capital Management
Portland,
Maine
| USD 409 M | +USD 55.9 M | +16% | 6.14% | 48.8% | 252 | 21.03% | 0.4 |
|
| 1899 |
SH
1899
Scepter Holdings
Fort Worth,
Texas
| USD 409 M | -USD 134 M | -25% | 8.89% | – | 100 | 55% | 0.2 |
|
| 1900 |
1900
Reilly Financial Advisors
La Mesa,
California
| USD 408 M | +USD 48.5 M | +13% | 9.19% | 99% | 904 | 26% | 0.4 |
|