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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Oberweis Asset Management
Lisle,
Illinois
| USD 365 M | -USD 40.5 M | -10% | 0.59% | 485% | 156 | 26.28% | 0.8 |
|
| 2077 |
2077
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 365 M | -USD 11.2 M | -3% | 0.68% | 85.2% | 81 | 11.11% | 1.1 |
|
| 2078 |
2078
Kopernik Global Investors
Tampa,
Florida
| USD 365 M | +USD 83.7 M | +30% | 16.9% | 128% | 21 | 14.29% | 0.6 |
|
| 2079 |
2079
Foundation Asset Management
White Plains,
New York
| USD 365 M | +USD 16.2 M | +5% | 2.34% | 126% | 24 | 54.17% | 0.5 |
|
| 2080 |
AP
2080
Archon Partners
Princeton Junction,
New Jersey
| USD 364 M | -USD 10.7 M | -3% | 0.01% | 86% | 64 | 23.44% | 0.9 |
|
| 2081 |
2081
Kelso & Company
New York
| USD 364 M | -USD 17.8 M | -5% | 4.65% | – | 1 | 0% | 0.8 |
|
| 2082 |
WRM
2082
Westport Resources Management
Westport,
Connecticut
| USD 364 M | -USD 4.14 M | -1% | 0.59% | 30.5% | 1,084 | 12.27% | 1.1 |
|
| 2083 |
2083
Adell Harriman & Carpenter
Houston,
Texas
| USD 364 M | USD 0 | 0% | 0.64% | 176% | 131 | 0% | 1.1 |
|
| 2084 |
2084
Shelter Mutual Insurance
Columbia,
Missouri
| USD 363 M | -USD 2.34 M | -0.6% | 0.13% | 51.2% | 45 | 0% | 1.2 |
|
| 2085 |
VAM
2085
Visionary Asset Management
Houston,
Texas
| USD 363 M | -USD 64.1 M | -15% | 2.41% | 31.9% | 444 | 75.68% | 0.5 |
|
| 2086 |
2086
Jacobus Wealth Management
Milwaukee,
Wisconsin
| USD 363 M | -USD 28 M | -7% | 0.65% | 17.2% | 329 | 11.25% | 1 |
|
| 2087 |
2087
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 363 M | -USD 6.86 M | -2% | 1.11% | 68.7% | 166 | 7.23% | 1.1 |
|
| 2088 |
GECH
2088
Garnet Equity Capital Holdings
New York
| USD 362 M | +USD 40.6 M | +13% | 1.4% | 302% | 37 | 24.32% | 0.7 |
|
| 2089 |
2089
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 362 M | +USD 30.4 M | +9% | 3.42% | 68.2% | 167 | 42.51% | 0.7 |
|
| 2090 |
2090
BTR Capital Management
Oakland,
California
| USD 362 M | -USD 2.14 M | -0.6% | 1.17% | 35% | 139 | 7.19% | 1.1 |
|
| 2091 |
2091
Callan Capital
La Jolla,
California
| USD 361 M | -USD 12.5 M | -3% | 6.61% | 20.1% | 81 | 28.4% | 0.8 |
|
| 2092 |
CC
2092
Cornerstone Capital
Palo Alto,
California
| USD 361 M | -USD 10.5 M | -3% | 1.04% | 91.2% | 70 | 2.86% | 1.1 |
|
| 2093 |
2093
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 361 M | -USD 76.4 M | -17% | 1.7% | 72.7% | 156 | 69.23% | 1.2 |
|
| 2094 |
2094
Arrow Financial
Glens Falls,
New York
| USD 360 M | -USD 9.48 M | -3% | 1.33% | 66.5% | 436 | 23.85% | 0.9 |
|
| 2095 |
2095
JMG Financial Group
Downers Grove,
Illinois
| USD 360 M | +USD 5.18 M | +1% | 1.83% | 58.7% | 56 | 3.57% | 1.1 |
|
| 2096 |
2096
Condor Capital Management
Martinsville,
New Jersey
| USD 359 M | +USD 4.17 M | +1% | 1.11% | 58.2% | 178 | 7.3% | 1 |
|
| 2097 |
BC
2097
Bruce & Co
Chicago,
Illinois
| USD 359 M | -USD 74.8 M | -17% | 3.62% | 94.5% | 56 | 7.14% | 1.1 |
|
| 2098 |
JEW
2098
Jamison Eaton & Wood
Bedminster,
New Jersey
| USD 359 M | -USD 4.55 M | -1% | 0.03% | – | 117 | 6.84% | 1.1 |
|
| 2099 |
2099
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 359 M | +USD 4.46 M | +1% | 1.52% | – | 452 | 8.85% | 1.1 |
|
| 2100 |
2100
Sagard Capital Partners Management
New York
| USD 358 M | +USD 68.6 M | +24% | 5.31% | 37.4% | 10 | 10% | 0.9 |
|