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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| USD 1365 M | +USD 126 M | +10% | 10.6% | 44.7% | 197 | 14.21% | 4.9 |
|
| 2102 |
2102
Phillips Financial Management
Fort Wayne,
Indiana
| USD 1364 M | -USD 14.6 M | -1% | 9.39% | 41.8% | 309 | 14.24% | 4.5 |
|
| 2103 |
2103
Paloma Partners
Greenwich,
Connecticut
| USD 1364 M | +USD 854 M | +168% | 0.17% | 314% | 78 | 75.64% | 0.3 |
|
| 2104 |
2104
Bpifrance
Maisons Alfort, Cedex,
France
| USD 1362 M | -USD 293 M | -18% | 9.46% | 53.2% | 2 | 0% | 6.4 |
|
| 2105 |
2105
Bangor Savings Bank
Bangor,
Maine
| USD 1360 M | +USD 109 M | +9% | 9.77% | 54.6% | 568 | 8.98% | 4.7 |
|
| 2106 |
2106
Talbot Financial
Bellevue,
Washington
| USD 1359 M | +USD 169 M | +14% | 19.6% | 99.9% | 72 | 9.72% | 2.5 |
|
| 2107 |
2107
North of South Capital
London,
United Kingdom
| USD 1359 M | +USD 246 M | +22% | 5.64% | – | 32 | 21.88% | 1.1 |
|
| 2108 |
2108
Passaic Partners
Newark,
New Jersey
| USD 1358 M | +USD 289 M | +27% | 11% | 53.2% | 18 | 16.67% | 1.4 |
|
| 2109 |
2109
Kimelman & Baird
New York
| USD 1357 M | +USD 142 M | +12% | 20.6% | – | 267 | 3.75% | 4.6 |
|
| 2110 |
2110
Richard C. Young & Co
Newport,
Rhode Island
| USD 1357 M | +USD 150 M | +12% | 32.2% | 137% | 104 | 13.46% | 4.4 |
|
| 2111 |
2111
Hel Ved Capital Management
Central,
Hong Kong
| USD 1356 M | +USD 512 M | +61% | 90.8% | 1,351% | 94 | 63.83% | 0.2 |
|
| 2112 |
2112
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 1355 M | +USD 105 M | +8% | 12.8% | 60.7% | 281 | 17.08% | 2.8 |
|
| 2113 |
2113
Intrust Bank
Wichita,
Kansas
| USD 1355 M | +USD 127 M | +10% | 21.3% | 102% | 438 | 12.1% | 6.3 |
|
| 2114 |
2114
Crosslink Capital
Menlo Park,
California
| USD 1354 M | +USD 332 M | +32% | 57.4% | 135% | 25 | 28% | 3.1 |
|
| 2115 |
2115
RWWM Inc
Rocklin,
California
| USD 1353 M | -USD 16.5 M | -1% | 1.23% | 40.6% | 42 | 23.81% | 3.1 |
|
| 2116 |
2116
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 1352 M | +USD 199 M | +17% | 16.9% | 76.5% | 249 | 20.48% | 4.6 |
|
| 2117 |
2117
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 1351 M | +USD 313 M | +30% | 49.9% | 94.5% | 28 | 10.71% | 2.6 |
|
| 2118 |
2118
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 1351 M | +USD 54 M | +4% | 18.8% | 131% | 158 | 18.35% | 2.6 |
|
| 2119 |
2119
Sagefield Capital
Dallas,
Texas
| USD 1349 M | -USD 40.7 M | -3% | 0.42% | 115% | 140 | 44.29% | 1.2 |
|
| 2120 |
2120
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 1348 M | +USD 115 M | +9% | 23.9% | 108% | 108 | 12.96% | 5.8 |
|
| 2121 |
2121
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 1347 M | +USD 110 M | +9% | 18% | 87.6% | 774 | 18.35% | 2.7 |
|
| 2122 |
2122
Limestone Investment Advisors
New York
| USD 1346 M | +USD 96.9 M | +8% | 4.96% | – | 688 | 60.9% | 0.3 |
|
| 2123 |
2123
Alta Capital Management
Salt Lake City,
Utah
| USD 1344 M | +USD 52.3 M | +4% | 14.3% | 76.3% | 112 | 13.39% | 4.3 |
|
| 2124 |
2124
Applied Finance Capital Management
San Juan,
Puerto Rico
| USD 1343 M | +USD 11 M | +0.8% | 19.4% | 90.4% | 263 | 34.22% | 1.8 |
|
| 2125 |
2125
Sovran Advisors
San Diego,
California
| USD 1343 M | +USD 68 M | +5% | 12.6% | – | 640 | 13.59% | 1 |
|