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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
SOL Capital Management
Rockville,
Maryland
| USD 1032 M | +USD 124 M | +14% | 10.1% | 56.6% | 308 | 5.52% | 7 |
|
| 2177 |
2177
Zuckerman Investment Group
Chicago,
Illinois
| USD 1032 M | +USD 98.9 M | +11% | 15.3% | 111% | 176 | 18.75% | 3.3 |
|
| 2178 |
NEWAS
2178
N.E.W. Advisory Services
De Pere,
Wisconsin
| USD 1031 M | -USD 276 M | -21% | 7.42% | 51.1% | 927 | 12.94% | 0.9 |
|
| 2179 |
2179
Rivulet Capital
Summit,
New Jersey
| USD 1030 M | +USD 8.67 M | +0.8% | 5.23% | 27.4% | 15 | 20% | 1.7 |
|
| 2180 |
BCM
2180
Bares Capital Management
Austin,
Texas
| USD 1030 M | +USD 178 M | +21% | 25.2% | 138% | 24 | 20.83% | 2.7 |
|
| 2181 |
2181
Levin Capital Strategies
New York
| USD 1030 M | +USD 83.1 M | +9% | 10.7% | 88.6% | 228 | 34.65% | 4.2 |
|
| 2182 |
2182
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| USD 1029 M | +USD 89.8 M | +10% | 7.44% | – | 1,011 | 77.15% | 0.5 |
|
| 2183 |
SIA
2183
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 1029 M | +USD 84.9 M | +9% | 9.34% | 66.1% | 254 | 13.39% | 2.7 |
|
| 2184 |
2184
Prelude Capital Management
New York
| USD 1028 M | -USD 287 M | -22% | 16.9% | 198% | 1,478 | 56.7% | 0.8 |
|
| 2185 |
2185
TownSquare Capital
Provo,
Utah
| USD 1027 M | -USD 8362 M | -89% | 10.6% | 96.9% | 1,687 | 64.43% | 3.9 |
|
| 2186 |
2186
German American Bancorp
Jasper,
Indiana
| USD 1024 M | +USD 93.7 M | +10% | 11.6% | 92.3% | 131 | 9.16% | 4.2 |
|
| 2187 |
2187
EnCap Energy Capital Fund XI
Houston,
Texas
| USD 1022 M | +USD 313 M | +44% | 11.2% | 21% | 3 | 33.33% | 0.8 |
|
| 2188 |
2188
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 1020 M | +USD 75.5 M | +8% | 14% | 118% | 657 | 18.11% | 3.2 |
|
| 2189 |
2189
Principal Street Partners
Memphis,
Tennessee
| USD 1020 M | +USD 482 M | +90% | 9.4% | 91% | 383 | 38.38% | 1.9 |
|
| 2190 |
2190
Harvey Partners
Tarrytown,
New York
| USD 1020 M | +USD 162 M | +19% | 23.8% | 174% | 45 | 13.33% | 2.7 |
|
| 2191 |
2191
QV Investors
Calgary,
Alberta, Canada
| USD 1019 M | +USD 29.1 M | +3% | 9.05% | 68.3% | 67 | 8.96% | 4.7 |
|
| 2192 |
2192
Galaxy Group Investments
New York
| USD 1018 M | +USD 214 M | +27% | 32% | – | 45 | 82.22% | 0.1 |
|
| 2193 |
2193
AlphaQuest
New York
| USD 1018 M | +USD 98.2 M | +11% | 5.8% | – | 2,198 | 17.88% | 0.8 |
|
| 2194 |
2194
Mizuho Bank
Tokyo,
Japan
| USD 1018 M | +USD 575 M | +130% | 12.4% | 99.8% | 10 | 70% | 1.8 |
|
| 2195 |
2195
Hook Mill Capital Partners
New York
| USD 1017 M | +USD 234 M | +30% | 23% | 149% | 51 | 50.98% | 0.9 |
|
| 2196 |
2196
Estate Counselors
Thiensville,
Wisconsin
| USD 1017 M | +USD 52.5 M | +5% | 7.18% | 60% | 128 | 64.84% | 1.5 |
|
| 2197 |
AH
2197
Allen Holding
New York
| USD 1017 M | +USD 56 M | +6% | 14.4% | 135% | 14 | 28.57% | 7.9 |
|
| 2198 |
2198
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 1017 M | +USD 157 M | +18% | 14.5% | 61.9% | 15 | 6.67% | 6.6 |
|
| 2199 |
2199
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 1016 M | +USD 79 M | +8% | 9.77% | 61.4% | 131 | 6.11% | 6.4 |
|
| 2200 |
2200
Advisor OS
Chicago,
Illinois
| USD 1016 M | +USD 137 M | +16% | 7.6% | 61.2% | 492 | 20.33% | 1.9 |
|