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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 361 M | +USD 19.9 M | +6% | 2.83% | 42.8% | 26 | 3.85% | 1.4 |
|
| 2202 |
AAM
2202
Autus Asset Management
Scottsdale,
Arizona
| USD 360 M | +USD 42.6 M | +13% | 3.02% | 26.3% | 132 | 11.36% | 1.4 |
|
| 2203 |
2203
KLCM Advisors
Milwaukee,
Wisconsin
| USD 360 M | -USD 27.4 M | -7% | 2.34% | 122% | 86 | 20.93% | 1.3 |
|
| 2204 |
2204
First Reserve GP XII
Stamford,
Connecticut
| USD 358 M | -USD 128 M | -26% | 15.9% | – | 5 | 20% | 0.9 |
|
| 2205 |
WA
2205
WFG Advisors
Dallas,
Texas
| USD 358 M | -USD 136 M | -28% | 1.53% | 21.3% | 2,303 | 24.66% | 1.4 |
|
| 2206 |
2206
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 358 M | -USD 14.7 M | -4% | 3.54% | 151% | 424 | 50% | 0.4 |
|
| 2207 |
TAM
2207
Telemark Asset Management
Boston,
Massachusetts
| USD 358 M | +USD 18.8 M | +6% | 8.86% | 329% | 34 | 32.35% | 1 |
|
| 2208 |
SRCM
2208
Sterling Ridge Capital Management
New York
| USD 358 M | +USD 105 M | +41% | 4.62% | – | 95 | 80% | 0.1 |
|
| 2209 |
2209
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 357 M | +USD 2.83 M | +0.8% | 5.3% | 83.5% | 104 | 4.81% | 1.5 |
|
| 2210 |
2210
CPWM LLC
Seattle,
Washington
| USD 357 M | +USD 6.68 M | +2% | 4.14% | 36.6% | 177 | 11.3% | 1.2 |
|
| 2211 |
2211
WBH Advisory
Baltimore,
Maryland
| USD 356 M | +USD 91.2 M | +34% | 2.62% | 57.6% | 222 | 10.36% | 1.5 |
|
| 2212 |
2212
FJ Capital Management
Mclean,
Virginia
| USD 356 M | +USD 28.5 M | +9% | 2.57% | 97.9% | 92 | 17.39% | 0.9 |
|
| 2213 |
2213
Oberweis Asset Management
Lisle,
Illinois
| USD 356 M | +USD 21.1 M | +6% | 19.8% | 485% | 208 | 57.69% | 0.6 |
|
| 2214 |
CCM
2214
Clovis Capital Management
New York
| USD 356 M | -USD 1.81 M | -0.5% | 10.3% | 37.4% | 32 | 65.63% | 0.3 |
|
| 2215 |
2215
Park Presidio Capital
San Francisco,
California
| USD 355 M | +USD 33.5 M | +10% | 2.75% | 94.1% | 16 | 25% | 0.2 |
|
| 2216 |
2216
Horan Capital Management
Hunt Valley,
Maryland
| USD 354 M | +USD 64.4 M | +22% | 1.62% | 69.2% | 59 | 44.07% | 0.9 |
|
| 2217 |
SCP
2217
Scoria Capital Partners
Stamford,
Connecticut
| USD 354 M | +USD 133 M | +60% | 4.92% | – | 202 | 76.24% | 0.1 |
|
| 2218 |
2218
Equitec Specialists
Chicago,
Illinois
| USD 354 M | -USD 33.4 M | -9% | 0.07% | 65.4% | 135 | 40% | 0.2 |
|
| 2219 |
2219
Kelso & Company
New York
| USD 354 M | -USD 8.5 M | -2% | 2.35% | – | 1 | 0% | 1.3 |
|
| 2220 |
2220
Lexington Partners VI Holdings Sub
New York
| USD 354 M | -USD 52.6 M | -13% | 1.72% | – | 1 | 0% | 1.8 |
|
| 2221 |
2221
Winslow Evans & Crocker
Boston,
Massachusetts
| USD 353 M | +USD 2.61 M | +0.7% | 4.13% | 76.2% | 1,340 | 8.51% | 1.1 |
|
| 2222 |
AA
2222
Ancient Art
Austin,
Texas
| USD 353 M | -USD 31.3 M | -8% | 9.77% | 168% | 21 | 28.57% | 0.9 |
|
| 2223 |
2223
Twele Capital Management
Minnetonka,
Minnesota
| USD 353 M | +USD 6.87 M | +2% | 1.65% | 37.1% | 63 | 4.76% | 1.6 |
|
| 2224 |
2224
Junto Capital Management
New York
| USD 353 M | +USD 26.9 M | +8% | 8.28% | 122% | 27 | 70.37% | 0.1 |
|
| 2225 |
2225
Vantage Investment Advisors
State College,
Pennsylvania
| USD 352 M | +USD 175 M | +99% | 1.98% | 56.3% | 934 | 22.16% | 0.9 |
|