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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Weatherly Asset Management
Del Mar,
California
| USD 822 M | +USD 28.8 M | +4% | 1.45% | 116% | 206 | 8.74% | 5.1 |
|
| 2127 |
2127
Fernbridge Capital Management
Los Angeles,
California
| USD 821 M | +USD 1.94 M | +0.2% | 0.53% | 12.4% | 18 | 16.67% | 0.5 |
|
| 2128 |
2128
Private Ocean
San Rafael,
California
| USD 821 M | +USD 57.8 M | +8% | 1.2% | 2.82% | 672 | 34.97% | 2.5 |
|
| 2129 |
2129
Community Bank
Dewitt,
New York
| USD 821 M | -USD 26.2 M | -3% | 1.08% | 73.5% | 514 | 14.01% | 4.1 |
|
| 2130 |
2130
Palisade Asset Management
Minneapolis,
Minnesota
| USD 820 M | -USD 30 M | -4% | 0.56% | 61.8% | 185 | 3.78% | 5.4 |
|
| 2131 |
2131
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 820 M | -USD 7.29 M | -0.9% | 0.91% | 68.7% | 534 | 16.48% | 3.3 |
|
| 2132 |
SC
2132
Sasco Capital
Fairfield,
Connecticut
| USD 819 M | -USD 28.7 M | -3% | 4.73% | 15.5% | 48 | 4.17% | 3.6 |
|
| 2133 |
2133
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 819 M | -USD 5.74 M | -0.7% | 2.56% | 22.7% | 34 | 0% | 4.9 |
|
| 2134 |
2134
RiverPark Advisors
New York
| USD 818 M | +USD 34.3 M | +4% | 1.86% | 87.5% | 210 | 35.24% | 1.1 |
|
| 2135 |
2135
TD Capital Management
Memphis,
Tennessee
| USD 818 M | +USD 16.3 M | +2% | 0.4% | 40.5% | 379 | 7.65% | 3.2 |
|
| 2136 |
2136
Ithaka Group
Arlington,
Virginia
| USD 818 M | -USD 7.27 M | -0.9% | 2.51% | 143% | 50 | 30% | 3.1 |
|
| 2137 |
2137
Voya Financial Advisors
Windsor,
Connecticut
| USD 817 M | +USD 51.4 M | +7% | 0.79% | 44.8% | 262 | 8.78% | 4.5 |
|
| 2138 |
2138
Olstein Capital Management
Purchase,
New York
| USD 816 M | +USD 21.8 M | +3% | 2.77% | 16.6% | 109 | 2.75% | 4.1 |
|
| 2139 |
2139
Grosvenor Holdings
Chicago,
Illinois
| USD 816 M | -USD 191 M | -19% | 12.3% | 54.3% | 25 | 40% | 1 |
|
| 2140 |
2140
Trinity Street Asset Management
London,
United Kingdom
| USD 816 M | +USD 91.8 M | +13% | 4.72% | 76.9% | 21 | 14.29% | 1.2 |
|
| 2141 |
2141
Essex Investment Management
Boston,
Massachusetts
| USD 815 M | -USD 44.8 M | -5% | 0.22% | 370% | 458 | 17.03% | 2.4 |
|
| 2142 |
2142
Leuthold Group
Minneapolis,
Minnesota
| USD 815 M | +USD 526 k | +0.1% | 0.56% | 126% | 207 | 16.91% | 1.7 |
|
| 2143 |
2143
Graypoint LLC
Albany,
New York
| USD 815 M | +USD 61.9 M | +8% | 0.4% | 72.8% | 282 | 11.7% | 1 |
|
| 2144 |
2144
HighTower Trust
Houston,
Texas
| USD 814 M | -USD 4.64 M | -0.6% | 0.36% | 90.4% | 106 | 5.66% | 3.9 |
|
| 2145 |
2145
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 813 M | +USD 843 k | +0.1% | 0.69% | 67% | 72 | 4.17% | 4 |
|
| 2146 |
2146
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 812 M | -USD 22.2 M | -3% | 2.66% | 99.4% | 103 | 7.77% | 3.7 |
|
| 2147 |
2147
CDAM (UK)
London,
United Kingdom
| USD 812 M | +USD 36.6 M | +5% | 1.8% | 7.89% | 13 | 7.69% | 2.2 |
|
| 2148 |
2148
AH Equity Partners III
Menlo Park,
California
| USD 811 M | +USD 147 M | +22% | 30.8% | 42.6% | 12 | 50% | 0.3 |
|
| 2149 |
2149
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 811 M | -USD 8.33 M | -1% | 0.42% | 80% | 196 | 6.12% | 4.3 |
|
| 2150 |
2150
Meridian Wealth Management
Lexington,
Kentucky
| USD 811 M | +USD 26.1 M | +3% | 0.01% | 117% | 409 | 12.22% | 1.6 |
|