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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
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 506 M | +USD 431 k | +0.1% | 0.84% | 27.9% | 765 | 15.42% | 1.5 |
|
| 2152 |
2152
White Mountains Advisors
Guilford,
Connecticut
| USD 506 M | +USD 6.42 M | +1% | 1.29% | 33.4% | 3 | 0% | 4.6 |
|
| 2153 |
2153
Silvant Capital Management
Atlanta,
Georgia
| USD 506 M | -USD 52.3 M | -9% | 1.55% | 168% | 350 | 8.86% | 1.3 |
|
| 2154 |
KFS
2154
Kurt F. Somerville
| USD 506 M | +USD 1.72 M | +0.3% | 1.22% | 92.9% | 105 | 6.67% | 4.3 |
|
| 2155 |
DA
2155
DSC Advisors
Chicago,
Illinois
| USD 506 M | -USD 63.3 M | -11% | 0.21% | 3.18% | 106 | 34.91% | 1.4 |
|
| 2156 |
2156
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 505 M | +USD 13.2 M | +3% | 1.42% | 76.6% | 1,113 | 4.4% | 2.2 |
|
| 2157 |
2157
JLB & Associates
Plymouth,
Michigan
| USD 505 M | +USD 10.3 M | +2% | 2.85% | 69.5% | 74 | 4.05% | 4.3 |
|
| 2158 |
2158
Vista Capital Partners
Portland,
Oregon
| USD 504 M | +USD 1.35 M | +0.3% | 1.42% | 61.2% | 64 | 14.06% | 3.7 |
|
| 2159 |
2159
PagnatoKarp Partners
Reston,
Virginia
| USD 504 M | +USD 34.9 M | +7% | 0.72% | 2.06% | 206 | 16.5% | 1.6 |
|
| 2160 |
2160
Caxton Associates (New York)
New York
| USD 503 M | -USD 328 M | -39% | 1.8% | 73.9% | 592 | 71.45% | 0.2 |
|
| 2161 |
2161
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 503 M | -USD 33.4 M | -6% | 1.35% | 57.2% | 61 | 4.92% | 4 |
|
| 2162 |
2162
RFG Advisory
Birmingham,
Alabama
| USD 503 M | +USD 64.4 M | +15% | 1.22% | 52.3% | 362 | 18.23% | 1.3 |
|
| 2163 |
2163
Penobscot Investment Management
Boston,
Massachusetts
| USD 503 M | +USD 13.5 M | +3% | 3.25% | 114% | 197 | 6.09% | 4.4 |
|
| 2164 |
2164
Kintegral Advisory
New York
| USD 502 M | +USD 8.88 M | +2% | 2.55% | 143% | 269 | 0.37% | 0.7 |
|
| 2165 |
2165
Charles-Lim Capital
Central,
Hong Kong
| USD 501 M | -USD 70 M | -12% | 8.63% | 4.44% | 3 | 0% | 2.4 |
|
| 2166 |
2166
Adams Street Partners
Chicago,
Illinois
| USD 500 M | -USD 39 M | -7% | 2.57% | 399% | 19 | 52.63% | 1.3 |
|
| 2167 |
2167
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 500 M | -USD 7.06 M | -1% | 0.13% | 102% | 87 | 0% | 0.5 |
|
| 2168 |
2168
Metropolis Capital
Amersham,
United Kingdom
| USD 500 M | +USD 63.4 M | +15% | 1.26% | 61.7% | 11 | 0% | 0.7 |
|
| 2169 |
2169
James Hambro & Partners
London,
United Kingdom
| USD 500 M | – | – | 2.99% | 97% | 50 | – | 0.9 |
|
| 2170 |
2170
Aequim Alternative Investments
Mill Valley,
California
| USD 499 M | +USD 145 M | +41% | 1.11% | 32.3% | 57 | 17.54% | 0.4 |
|
| 2171 |
2171
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 499 M | +USD 23.1 M | +5% | 0.74% | 95.9% | 145 | 12.41% | 3.1 |
|
| 2172 |
2172
Hawk Ridge Capital Management
Los Angeles,
California
| USD 499 M | -USD 40.6 M | -8% | 1.91% | 84.9% | 48 | 37.5% | 1 |
|
| 2173 |
2173
Ameritas Investment Company
Lincoln,
Nebraska
| USD 499 M | +USD 288 M | +136% | 1.86% | 55.2% | 1,687 | 86.72% | 0.1 |
|
| 2174 |
2174
First American Trust
Santa Ana,
California
| USD 498 M | +USD 17.6 M | +4% | 2.87% | 84.6% | 134 | 16.42% | 3.1 |
|
| 2175 |
2175
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 498 M | +USD 55.4 M | +13% | 1.83% | 76.8% | 229 | 34.93% | 2.9 |
|