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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Vantage Investment Partners
Kansas City,
Missouri
| USD 342 M | +USD 28.6 M | +9% | 7.58% | 66.8% | 43 | 2.33% | 1 |
|
| 2152 |
2152
Coldstream Capital Management
Bellevue,
Washington
| USD 341 M | +USD 32 M | +10% | 4.62% | 71% | 221 | 19.91% | 0.8 |
|
| 2153 |
2153
Fairfield, Bush & Co
Darien,
Connecticut
| USD 341 M | +USD 128 M | +60% | 4.84% | 112% | 169 | 27.22% | 0.7 |
|
| 2154 |
TCOT
2154
Trust Company of Toledo
Holland,
Ohio
| USD 340 M | +USD 9.9 M | +3% | 3.21% | 109% | 189 | 7.94% | 0.9 |
|
| 2155 |
2155
Zevin Asset Management
Boston,
Massachusetts
| USD 340 M | +USD 22.8 M | +7% | 2.02% | 71.7% | 150 | 22% | 0.8 |
|
| 2156 |
2156
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 339 M | +USD 63.2 M | +23% | 0.37% | 16.6% | 18 | 16.67% | 0.7 |
|
| 2157 |
2157
GW & Wade
Wellesley,
Massachusetts
| USD 339 M | +USD 30.1 M | +10% | 4.71% | 32.2% | 78 | 10.26% | 0.9 |
|
| 2158 |
2158
GHP Investment Advisors
Denver,
Colorado
| USD 339 M | +USD 25.4 M | +8% | 4.43% | 81.4% | 277 | 5.42% | 0.9 |
|
| 2159 |
2159
Boltwood Capital Management
Walnut Creek,
California
| USD 339 M | +USD 21 M | +7% | 4.31% | 63% | 91 | 6.59% | 0.9 |
|
| 2160 |
2160
Parthenon LLC
Louisville,
Kentucky
| USD 338 M | +USD 5.99 M | +2% | 2.96% | 80.8% | 97 | 11.34% | 0.9 |
|
| 2161 |
2161
Rhenman & Partners Asset Management
Stockholm,
Sweden
| USD 337 M | +USD 3.84 M | +1% | 8.21% | 131% | 109 | 28.44% | 0.4 |
|
| 2162 |
2162
Paradice Investment Management
Denver,
Colorado
| USD 336 M | +USD 23.4 M | +7% | 1.37% | 72.2% | 31 | 9.68% | 0.5 |
|
| 2163 |
2163
Twele Capital Management
Minnetonka,
Minnesota
| USD 336 M | +USD 5.53 M | +2% | 3.06% | 37.1% | 63 | 4.76% | 0.9 |
|
| 2164 |
2164
Phillips Financial Management
Fort Wayne,
Indiana
| USD 335 M | +USD 16.8 M | +5% | 3.4% | 45.6% | 67 | 5.97% | 0.9 |
|
| 2165 |
2165
Catterton Management Company
Greenwich,
Connecticut
| USD 334 M | -USD 179 M | -35% | 12% | 13.2% | 2 | 0% | 1 |
|
| 2166 |
2166
Fosun International
Hong Kong,
China
| USD 334 M | +USD 8.82 M | +3% | 3.19% | 41.3% | 14 | 14.29% | 0.4 |
|
| 2167 |
2167
Fiduciary Trust International
Lincoln,
Massachusetts
| USD 334 M | -USD 21 M | -6% | 5.52% | 36.8% | 149 | 22.15% | 0.9 |
|
| 2168 |
2168
Essex Financial Services
Essex,
Connecticut
| USD 334 M | +USD 27.8 M | +9% | 4.42% | 87.7% | 317 | 14.2% | 0.8 |
|
| 2169 |
2169
AT Bancorp
Dubuque,
Iowa
| USD 334 M | +USD 9.2 M | +3% | 4.12% | 21.8% | 205 | 18.05% | 0.8 |
|
| 2170 |
SCC
2170
Second Curve Capital
Radnor,
Pennsylvania
| USD 333 M | -USD 96.8 M | -22% | 7.55% | 160% | 30 | 30% | 0.8 |
|
| 2171 |
CCMD
2171
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 333 M | +USD 12.9 M | +4% | 2.76% | 25.6% | 52 | 11.54% | 0.8 |
|
| 2172 |
LIC
2172
Lodestar Investment Counsel
Chicago,
Illinois
| USD 333 M | +USD 13.8 M | +4% | 4.53% | 45.1% | 120 | 5% | 0.8 |
|
| 2173 |
2173
ACK Asset Management
Greenwich,
Connecticut
| USD 333 M | +USD 29.1 M | +10% | 1.93% | 132% | 41 | 48.78% | 0.4 |
|
| 2174 |
2174
Kings Point Capital Management
Great Neck,
New York
| USD 333 M | +USD 25.5 M | +8% | 6.71% | 80.1% | 341 | 25.22% | 0.7 |
|
| 2175 |
2175
Oakwood Capital Management
Los Angeles,
California
| USD 332 M | +USD 27.8 M | +9% | 2.66% | 72.7% | 77 | 10.39% | 0.8 |
|