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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 543 M | -USD 90.4 M | -14% | 12% | 106% | 192 | 13.54% | 3.3 |
|
| 1902 |
1902
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 543 M | -USD 84.7 M | -13% | 13.6% | 52.8% | 102 | 10.78% | 3.3 |
|
| 1903 |
1903
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 541 M | -USD 103 M | -16% | 3.44% | 92.1% | 57 | 22.81% | 0.6 |
|
| 1904 |
NAM
1904
North American Management
Boston,
Massachusetts
| USD 540 M | -USD 73.2 M | -12% | 8.83% | 61.7% | 139 | 19.42% | 3.7 |
|
| 1905 |
1905
Crestview Partners III
New York
| USD 540 M | +USD 46.2 M | +9% | 39.1% | 51.2% | 4 | 50% | 0.5 |
|
| 1906 |
1906
Estabrook Capital Management
New York
| USD 539 M | -USD 122 M | -18% | 12% | 87.2% | 369 | 9.76% | 4.5 |
|
| 1907 |
1907
Engaged Capital
Newport Beach,
California
| USD 539 M | -USD 174 M | -24% | 23% | 26.2% | 18 | 27.78% | 1.4 |
|
| 1908 |
1908
Trigran Investments
Northbrook,
Illinois
| USD 539 M | +USD 56.2 M | +12% | 17.4% | 30.2% | 22 | 18.18% | 2.5 |
|
| 1909 |
1909
Matrix Asset Advisors
White Plains,
New York
| USD 539 M | -USD 88.3 M | -14% | 13.5% | 84.9% | 70 | 10% | 4 |
|
| 1910 |
1910
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 538 M | +USD 38 k | +0% | 12% | 34.1% | 10 | 30% | 3.2 |
|
| 1911 |
1911
Blueshift Asset Management
Red Bank,
New Jersey
| USD 538 M | – | – | 15.9% | 38.8% | 613 | – | 0 |
|
| 1912 |
CPP
1912
Crow Point Partners
Boston,
Massachusetts
| USD 538 M | -USD 43.6 M | -7% | 1.98% | 56.9% | 179 | 44.13% | 1.4 |
|
| 1913 |
1913
Efficient Advisors
Mason,
Ohio
| USD 537 M | -USD 46.8 M | -8% | 8.65% | 30.6% | 48 | 6.25% | 3.9 |
|
| 1914 |
1914
Cevian Capital II
St. Helier,
Jersey
| USD 537 M | -USD 274 M | -34% | 28.6% | 105% | 2 | 0% | 0.5 |
|
| 1915 |
AL
1915
Arnhold LLC
New York
| USD 537 M | -USD 44 M | -8% | 10.5% | 156% | 146 | 15.75% | 0.6 |
|
| 1916 |
1916
Endurance Wealth Management
Providence,
Rhode Island
| USD 536 M | -USD 99.3 M | -16% | 13.1% | 59% | 511 | 8.41% | 3.4 |
|
| 1917 |
1917
Periscope Capital
Toronto,
Ontario, Canada
| USD 536 M | +USD 11.4 M | +2% | 0.42% | 28.8% | 221 | 42.53% | 0.6 |
|
| 1918 |
PFMOSF
1918
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 535 M | -USD 50.7 M | -9% | 12.3% | 209% | 55 | 61.82% | 0.7 |
|
| 1919 |
1919
Wintrust Investments
Chicago,
Illinois
| USD 535 M | -USD 78.8 M | -13% | 12.5% | 27.5% | 380 | 19.47% | 1.4 |
|
| 1920 |
1920
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 535 M | -USD 86.8 M | -14% | 26.6% | 125% | 60 | 53.33% | 0.8 |
|
| 1921 |
1921
HG Vora Capital Management
New York
| USD 534 M | -USD 1111 M | -68% | 10.9% | 42.6% | 22 | 63.64% | 0.9 |
|
| 1922 |
1922
Kopernik Global Investors
Tampa,
Florida
| USD 533 M | -USD 2.04 M | -0.4% | 11.8% | 128% | 34 | 11.76% | 2.2 |
|
| 1923 |
1923
Beacon Financial Group
Dallas,
Texas
| USD 533 M | -USD 59.4 M | -10% | 8.13% | 66.6% | 192 | 16.67% | 3.1 |
|
| 1924 |
1924
L & S Advisors
Los Angeles,
California
| USD 533 M | -USD 239 M | -31% | 5.96% | 231% | 363 | 26.17% | 1.2 |
|
| 1925 |
1925
Brouwer & Janachowski
Mill Valley,
California
| USD 532 M | -USD 30.7 M | -5% | 8.82% | 41.8% | 53 | 11.32% | 2.9 |
|