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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
First Nebraska Trust
Lincoln,
Nebraska
| USD 866 M | +USD 59.9 M | +7% | 9.4% | 76.9% | 184 | 5.43% | 5.8 |
|
| 2127 |
2127
Seven Eight Capital
New York
| USD 865 M | +USD 9.5 M | +1% | 14.6% | 13.6% | 892 | 68.83% | 0.2 |
|
| 2128 |
2128
Towle & Co
Denver,
Colorado
| USD 864 M | +USD 131 M | +18% | 22.1% | 172% | 72 | 36.11% | 1.4 |
|
| 2129 |
2129
Woodstock Corp
Boston,
Massachusetts
| USD 864 M | +USD 66.1 M | +8% | 9.7% | 115% | 173 | 6.94% | 7.1 |
|
| 2130 |
2130
RWWM Inc
Rocklin,
California
| USD 862 M | +USD 116 M | +16% | 2.81% | 40.6% | 18 | 16.67% | 5.1 |
|
| 2131 |
2131
Callahan Advisors
Houston,
Texas
| USD 862 M | +USD 65.8 M | +8% | 9.9% | 87.7% | 146 | 7.53% | 5.9 |
|
| 2132 |
2132
Intrust Bank
Wichita,
Kansas
| USD 862 M | +USD 77.7 M | +10% | 11.6% | 102% | 389 | 8.23% | 5.6 |
|
| 2133 |
2133
Sage Mountain Advisors
Atlanta,
Georgia
| USD 862 M | +USD 135 M | +19% | 9.29% | 62.5% | 393 | 18.07% | 1.5 |
|
| 2134 |
2134
Groupe Bruxelles Lambert
Brussels,
Belgium
| USD 862 M | – | – | 22.6% | – | 1 | – | 0 |
|
| 2135 |
2135
CoreView Capital Management
Hong Kong
| USD 861 M | -USD 44.2 M | -5% | 17.1% | 50.9% | 10 | 20% | 1.6 |
|
| 2136 |
2136
Cypress Funds
Los Angeles,
California
| USD 861 M | +USD 116 M | +16% | 21.4% | 100% | 17 | 29.41% | 3.3 |
|
| 2137 |
2137
J.M. Forbes & Co
Boston,
Massachusetts
| USD 861 M | +USD 91.2 M | +12% | 11.3% | 112% | 129 | 4.65% | 5.7 |
|
| 2138 |
2138
ICICI Prudential Asset Management
Mumbai,
India
| USD 860 M | +USD 95.7 M | +13% | 9.01% | 62.1% | 169 | 13.61% | 1.8 |
|
| 2139 |
2139
First Business Financial Services
Madison,
Wisconsin
| USD 860 M | +USD 75.4 M | +10% | 11.5% | 80.9% | 177 | 13.56% | 4.1 |
|
| 2140 |
2140
Greenoaks Capital Partners
Orinda,
California
| USD 860 M | +USD 51.3 M | +6% | 12.6% | 311% | 16 | 12.5% | 2.1 |
|
| 2141 |
2141
Advisor Resource Council
Dallas,
Texas
| USD 859 M | +USD 665 M | +343% | 10.1% | 74.7% | 527 | 78.18% | 0.4 |
|
| 2142 |
2142
KMG Fiduciary Partners
Toledo,
Ohio
| USD 859 M | +USD 102 M | +13% | 12.2% | 114% | 241 | 9.54% | 2.8 |
|
| 2143 |
2143
Tran Capital Management
San Rafael,
California
| USD 859 M | +USD 81.9 M | +11% | 16.3% | 173% | 42 | 2.38% | 3 |
|
| 2144 |
2144
Pegasus Partners
Mequon,
Wisconsin
| USD 856 M | +USD 145 M | +20% | 11.4% | 32.6% | 151 | 17.22% | 3.5 |
|
| 2145 |
2145
Tensile Capital Management
Larkspur,
California
| USD 855 M | +USD 59.9 M | +8% | 18.3% | 47.7% | 19 | 15.79% | 3 |
|
| 2146 |
2146
Broad Bay Capital Management
New York
| USD 855 M | +USD 190 M | +29% | 22.4% | 338% | 22 | 36.36% | 2 |
|
| 2147 |
2147
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 855 M | -USD 484 M | -36% | 17.3% | 397% | 215 | 27.44% | 1.3 |
|
| 2148 |
PWMAG
2148
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 854 M | +USD 82.4 M | +11% | 10.6% | 90.7% | 360 | 15.56% | 3.4 |
|
| 2149 |
2149
KWMG LLC
Overland Park,
Kansas
| USD 854 M | +USD 58.8 M | +7% | 9.81% | 76.2% | 144 | 11.11% | 5.5 |
|
| 2150 |
F1I
2150
Fund 1 Investments
Rincon,
Puerto Rico
| USD 854 M | +USD 324 M | +61% | 24.3% | 128% | 82 | 62.2% | 0.4 |
|