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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
Ionic Capital Management
New York
| USD 629 M | -USD 334 M | -35% | 0.59% | 163% | 160 | 50% | 0.5 |
|
| 1877 |
1877
SKBA Capital Management
San Francisco,
California
| USD 629 M | +USD 3.05 M | +0.5% | 1.62% | 53.9% | 78 | 14.1% | 3.2 |
|
| 1878 |
1878
Makaira Partners
La Jolla,
California
| USD 629 M | -USD 62.1 M | -9% | 2.01% | 22% | 10 | 0% | 2.9 |
|
| 1879 |
1879
BTC Capital Management
Des Moines,
Iowa
| USD 626 M | +USD 8.5 M | +1% | 2.6% | – | 202 | 11.88% | 2.3 |
|
| 1880 |
HAM
1880
Hillcrest Asset Management
Plano,
Texas
| USD 626 M | -USD 15.9 M | -2% | 0.89% | 97.2% | 62 | 12.9% | 1.7 |
|
| 1881 |
1881
Asset Advisors Investment Management
Augusta,
Georgia
| USD 625 M | +USD 31.1 M | +5% | 2.1% | 67.5% | 99 | 7.07% | 0.9 |
|
| 1882 |
1882
Astor Investment Management
Chicago,
Illinois
| USD 624 M | +USD 8.84 M | +1% | 0.79% | 23.3% | 65 | 33.85% | 1.6 |
|
| 1883 |
1883
American Assets Investment Management
San Diego,
California
| USD 624 M | -USD 2.46 M | -0.4% | 1.33% | 507% | 184 | 5.43% | 3.5 |
|
| 1884 |
1884
Mason Investment Advisory Services
Reston,
Virginia
| USD 624 M | +USD 22.8 M | +4% | 0.49% | 76.1% | 87 | 6.9% | 0.5 |
|
| 1885 |
1885
BRR OpCo
Columbus,
Ohio
| USD 624 M | +USD 3.68 M | +0.6% | 0.53% | 23.6% | 199 | 10.55% | 2.5 |
|
| 1886 |
1886
CWA Asset Management Group
Naples,
Florida
| USD 623 M | +USD 39.8 M | +7% | 1.29% | – | 254 | 18.9% | 1.9 |
|
| 1887 |
1887
McDaniel Terry & Co
Austin,
Texas
| USD 623 M | +USD 19.8 M | +3% | 2.02% | 57.9% | 82 | 21.95% | 3.4 |
|
| 1888 |
1888
McGowan Group Asset Management
Dallas,
Texas
| USD 622 M | -USD 15.4 M | -2% | 1.17% | 69.8% | 102 | 13.73% | 2.7 |
|
| 1889 |
1889
Next Century Growth Investors
Plymouth,
Minnesota
| USD 621 M | -USD 181 M | -23% | 0.8% | 447% | 143 | 20.98% | 1.8 |
|
| 1890 |
1890
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 621 M | -USD 10.4 M | -2% | 0.92% | 67.4% | 192 | 7.29% | 3.3 |
|
| 1891 |
1891
Crestline Management
Fort Worth,
Texas
| USD 621 M | -USD 122 M | -16% | 13.5% | 80.2% | 126 | 72.22% | 0.1 |
|
| 1892 |
1892
Raging Capital Management
Rocky Hill,
New Jersey
| USD 620 M | +USD 28.5 M | +5% | 0.05% | 6.41% | 54 | 37.04% | 0.9 |
|
| 1893 |
1893
CX Institutional
Auburn,
Indiana
| USD 619 M | -USD 11.3 M | -2% | 1.6% | 62.9% | 1,000 | 27.1% | 0.7 |
|
| 1894 |
1894
Belpointe Asset Management
Reno,
Nevada
| USD 618 M | +USD 110 M | +22% | 1.03% | 80.1% | 724 | 23.34% | 0.8 |
|
| 1895 |
1895
Spirit of America Management Corp
Syosset,
New York
| USD 618 M | -USD 47.5 M | -7% | 0.67% | 113% | 244 | 1.23% | 3.9 |
|
| 1896 |
1896
Cadinha & Co
Honolulu,
Hawaii
| USD 618 M | +USD 64.9 M | +12% | 3.32% | 132% | 122 | 9.84% | 3.6 |
|
| 1897 |
1897
Everett Capital Advisors (UK)
London,
United Kingdom
| USD 618 M | -USD 216 M | -26% | 0.16% | 30.7% | 41 | 46.34% | 0.5 |
|
| 1898 |
1898
Everence Capital Management
Goshen,
Indiana
| USD 617 M | +USD 12.2 M | +2% | 2.49% | 108% | 677 | 9.16% | 2.4 |
|
| 1899 |
1899
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 617 M | -USD 2.7 M | -0.4% | 2.13% | 24% | 182 | 10.99% | 3.9 |
|
| 1900 |
1900
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| USD 617 M | +USD 32.4 M | +6% | 1.77% | 74.8% | 591 | 15.57% | 0.4 |
|