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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
SG Capital Management
Chicago,
Illinois
| USD 351 M | -USD 56.3 M | -14% | 13.5% | 250% | 96 | 78.13% | 0.2 |
|
| 2202 |
CC
2202
Cognios Capital
Leawood,
Kansas
| USD 350 M | +USD 35.9 M | +11% | 0.82% | 28.5% | 115 | 17.39% | 1.3 |
|
| 2203 |
TCOT
2203
Trust Company of Toledo
Holland,
Ohio
| USD 350 M | +USD 2.57 M | +0.7% | 1.03% | 109% | 186 | 9.68% | 2.6 |
|
| 2204 |
2204
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 350 M | -USD 12.1 M | -3% | 2.39% | 54.8% | 538 | 14.87% | 1.7 |
|
| 2205 |
AL
2205
Agran Libbie
Santa Monica,
California
| USD 350 M | -USD 50.5 M | -13% | 4.17% | 27.5% | 128 | 17.97% | 2.6 |
|
| 2206 |
2206
Winslow Evans & Crocker
Boston,
Massachusetts
| USD 349 M | +USD 14.5 M | +4% | 4.68% | 76.2% | 1,347 | 8.76% | 2.2 |
|
| 2207 |
2207
Tompkins Financial
Ithaca,
New York
| USD 349 M | +USD 11 M | +3% | 4.08% | 84.4% | 545 | 32.11% | 2.3 |
|
| 2208 |
2208
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 349 M | +USD 33 M | +10% | 3.21% | 62% | 45 | 4.44% | 1.9 |
|
| 2209 |
2209
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 349 M | +USD 14.2 M | +4% | 2.6% | 66.8% | 763 | 76.28% | 0.6 |
|
| 2210 |
2210
Old Mutual Customised Solutions
Pinelands,
South Africa
| USD 348 M | -USD 49.2 M | -12% | 4.57% | 49.7% | 734 | 4.63% | 2.9 |
|
| 2211 |
2211
NBW Capital
Boston,
Massachusetts
| USD 348 M | +USD 22.3 M | +7% | 6.21% | 86% | 82 | 18.29% | 2 |
|
| 2212 |
2212
Sheffield Asset Management
Chicago,
Illinois
| USD 348 M | +USD 11.5 M | +3% | 4.55% | 24.5% | 15 | 26.67% | 0.9 |
|
| 2213 |
2213
BDT Capital Partners
Chicago,
Illinois
| USD 347 M | +USD 54.9 M | +19% | 18.8% | 25.5% | 1 | 0% | 3.3 |
|
| 2214 |
2214
Oberweis Asset Management
Lisle,
Illinois
| USD 347 M | +USD 10.9 M | +3% | 18.4% | 485% | 202 | 49.01% | 1.1 |
|
| 2215 |
AGM
2215
Alpine Global Management
New York
| USD 347 M | +USD 129 M | +59% | 5.09% | 149% | 256 | 91.02% | 0.2 |
|
| 2216 |
2216
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 347 M | +USD 8.98 M | +3% | 5.15% | 85.2% | 73 | 4.11% | 2.7 |
|
| 2217 |
PAM
2217
PineView Asset Management
Greenwich,
Connecticut
| USD 346 M | +USD 109 M | +46% | 2.18% | – | 36 | 58.33% | 0.3 |
|
| 2218 |
2218
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 346 M | -USD 5.34 M | -2% | 1.24% | – | 208 | 6.73% | 2.6 |
|
| 2219 |
2219
Algert Global
San Francisco,
California
| USD 346 M | +USD 99.2 M | +40% | 16.6% | 194% | 492 | 55.28% | 0.6 |
|
| 2220 |
MHAM
2220
Monroe Hall Asset Management
New York
| USD 345 M | -USD 13.7 M | -4% | 3.89% | – | 26 | 57.69% | 0.6 |
|
| 2221 |
2221
SNS Financial Group
Minneapolis,
Minnesota
| USD 345 M | -USD 53.2 M | -13% | 3.85% | 54.2% | 141 | 17.73% | 1.6 |
|
| 2222 |
2222
Equitec Specialists
Chicago,
Illinois
| USD 344 M | -USD 190 M | -36% | 4.32% | 65.4% | 132 | 48.48% | 0.5 |
|
| 2223 |
2223
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 344 M | -USD 568 M | -62% | 3.24% | 59.2% | 339 | 15.63% | 1.7 |
|
| 2224 |
2224
Omni Partners
London,
United Kingdom
| USD 344 M | +USD 79.7 M | +30% | 27.1% | 412% | 42 | 88.1% | 0.1 |
|
| 2225 |
2225
Perella Weinberg Partners Capital Management
New York
| USD 344 M | +USD 141 M | +69% | 5.95% | 1.52% | 91 | 60.44% | 0.3 |
|