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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
Callahan Advisors
Houston,
Texas
| USD 415 M | +USD 15.2 M | +4% | 3.5% | 87.7% | 123 | 10.57% | 2.6 |
|
| 2077 |
MAM
2077
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 413 M | +USD 7.22 M | +2% | 4.2% | 54.9% | 144 | 9.03% | 1.6 |
|
| 2078 |
2078
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 413 M | +USD 2.87 M | +0.7% | 2.21% | 76.8% | 171 | 7.02% | 2.1 |
|
| 2079 |
AL
2079
Agran Libbie
Santa Monica,
California
| USD 413 M | +USD 63.2 M | +18% | 2.34% | 27.5% | 128 | 17.19% | 2.4 |
|
| 2080 |
2080
PT Asset Management
Chicago,
Illinois
| USD 413 M | -USD 18.7 M | -4% | 8.21% | 7.94% | 241 | 34.02% | 0.9 |
|
| 2081 |
PCM
2081
Perritt Capital Management
Chicago,
Illinois
| USD 412 M | +USD 11.5 M | +3% | 11.6% | 80.9% | 233 | 10.73% | 2.5 |
|
| 2082 |
2082
Annex Advisory Services
Brookfield,
Wisconsin
| USD 412 M | +USD 27.4 M | +7% | 1.9% | 85.8% | 119 | 14.29% | 2.3 |
|
| 2083 |
IFLIT
2083
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 412 M | +USD 22.5 M | +6% | 7.14% | 45.7% | 18 | 22.22% | 1.8 |
|
| 2084 |
LPC
2084
Lion Point Capital
New York
| USD 411 M | -USD 350 M | -46% | 1.33% | 319% | 18 | 33.33% | 0.5 |
|
| 2085 |
2085
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 411 M | -USD 273 M | -40% | 1.75% | 61.8% | 1,732 | 78.12% | 2 |
|
| 2086 |
2086
Bridges Investment Counsel
Omaha,
Nebraska
| USD 411 M | -USD 63.6 M | -13% | 4.45% | 33.7% | 145 | 5.52% | 2.6 |
|
| 2087 |
SCM
2087
Symons Capital Management
Pittsburgh,
Pennsylvania
| USD 411 M | +USD 2.55 M | +0.6% | 0.76% | 25.4% | 74 | 37.84% | 1.5 |
|
| 2088 |
FBP
2088
Flippin Bruce & Porter
Lynchburg,
Virginia
| USD 411 M | +USD 50.4 M | +14% | 7.87% | 44.4% | 80 | 6.25% | 2.7 |
|
| 2089 |
2089
De Burlo Group
Boston,
Massachusetts
| USD 411 M | +USD 50.3 M | +14% | 5.04% | 147% | 110 | 24.55% | 1.8 |
|
| 2090 |
2090
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 409 M | +USD 97.6 M | +31% | 3.78% | 89.2% | 160 | 16.25% | 0.7 |
|
| 2091 |
KM
2091
Kylin Management
New York
| USD 409 M | -USD 105 M | -20% | 15.8% | 126% | 5 | 20% | 1.9 |
|
| 2092 |
2092
Tekne Capital Management
New York
| USD 409 M | -USD 228 M | -36% | 0.04% | 516% | 22 | 31.82% | 0.9 |
|
| 2093 |
WA
2093
WFG Advisors
Dallas,
Texas
| USD 409 M | +USD 6.67 M | +2% | 2.98% | 21.3% | 1,879 | 20.06% | 2.3 |
|
| 2094 |
2094
VCU Investment Management
Richmond,
Virginia
| USD 408 M | – | – | 0.18% | – | 6 | – | 0 |
|
| 2095 |
2095
Zuckerman Investment Group
Chicago,
Illinois
| USD 408 M | +USD 31.1 M | +8% | 10.6% | 111% | 60 | 8.33% | 1.7 |
|
| 2096 |
YECIP
2096
YT Extraction Co Investment Partners
New York
| USD 408 M | – | – | 8.28% | – | 1 | – | 0 |
|
| 2097 |
2097
Novare Capital Management
Charlotte,
North Carolina
| USD 407 M | +USD 25.3 M | +7% | 3.11% | 76.5% | 114 | 11.4% | 2.4 |
|
| 2098 |
2098
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 407 M | +USD 16.3 M | +4% | 2.31% | 53.9% | 22 | 63.64% | 0.7 |
|
| 2099 |
2099
Empirical Wealth Management
Seattle,
Washington
| USD 407 M | +USD 24.5 M | +6% | 1.26% | 78.8% | 130 | 21.54% | 2.1 |
|
| 2100 |
2100
Petrus Trust Company
Dallas,
Texas
| USD 407 M | -USD 31.1 M | -7% | 0.49% | 36.9% | 262 | 63.74% | 0.8 |
|