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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
LVM Capital Management
Portage,
Michigan
| USD 362 M | +USD 51.6 M | +17% | 3.14% | 121% | 142 | 38.73% | 2.4 |
|
| 2227 |
2227
Regal Investment Advisors
Kentwood,
Michigan
| USD 362 M | +USD 9.26 M | +3% | 2.54% | 64.7% | 277 | 19.13% | 2.4 |
|
| 2228 |
2228
Stairway Partners
Chicago,
Illinois
| USD 361 M | +USD 45.1 M | +14% | 0.03% | 48.1% | 9 | 0% | 3.2 |
|
| 2229 |
AIS
2229
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 361 M | +USD 56.1 M | +18% | 17.5% | 77.1% | 107 | 26.17% | 1.8 |
|
| 2230 |
2230
NewEdge Advisors
New Orleans,
Louisiana
| USD 361 M | +USD 43.5 M | +14% | 1.63% | 88% | 297 | 41.08% | 0.5 |
|
| 2231 |
2231
Steel Partners Holdings
New York
| USD 361 M | +USD 35.9 M | +11% | 14.7% | – | 9 | 22.22% | 2.6 |
|
| 2232 |
IA
2232
IPL Advisers
New York
| USD 361 M | – | – | 7.87% | – | 18 | – | 0 |
|
| 2233 |
2233
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 360 M | +USD 4.6 M | +1% | 1.28% | 68.2% | 77 | 15.58% | 2.4 |
|
| 2234 |
2234
Evanson Asset Management
Carmel,
California
| USD 359 M | +USD 8.34 M | +2% | 1.95% | 66.6% | 225 | 15.11% | 2.1 |
|
| 2235 |
MCG
2235
Meru Capital Group
New York
| USD 359 M | +USD 796 k | +0.2% | 8.26% | – | 65 | 46.15% | 0.6 |
|
| 2236 |
2236
Sound Point Capital Management
New York
| USD 359 M | +USD 87.3 M | +32% | 2.98% | 61.5% | 31 | 32.26% | 0.6 |
|
| 2237 |
2237
Red Mountain Capital Partners
Los Angeles,
California
| USD 358 M | +USD 27.2 M | +8% | 5.31% | 37.4% | 8 | 25% | 2.7 |
|
| 2238 |
2238
Francisco Partners Management
San Francisco,
California
| USD 358 M | +USD 69.9 M | +24% | 0.67% | 14.3% | 7 | 14.29% | 1.1 |
|
| 2239 |
TCOT
2239
Trust Company of Toledo
Holland,
Ohio
| USD 357 M | +USD 7.31 M | +2% | 2.34% | 109% | 189 | 6.88% | 2.8 |
|
| 2240 |
2240
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 357 M | +USD 10.1 M | +3% | 2.5% | 85.2% | 76 | 9.21% | 2.8 |
|
| 2241 |
2241
10-15 Associates
Goshen,
New York
| USD 356 M | -USD 3.25 M | -0.9% | 5.9% | 33% | 118 | 20.34% | 2.4 |
|
| 2242 |
2242
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 356 M | +USD 1.69 M | +0.5% | 3.6% | 83.4% | 309 | 25.89% | 1.9 |
|
| 2243 |
2243
Venturi Wealth Management
Austin,
Texas
| USD 356 M | +USD 54.6 M | +18% | 3.21% | 101% | 168 | 29.76% | 0.7 |
|
| 2244 |
2244
TD Ameritrade Trust
Denver,
Colorado
| USD 355 M | +USD 3.09 M | +0.9% | 0.58% | 21.7% | 44 | 2.27% | 2.4 |
|
| 2245 |
CC
2245
Carve Capital
Stockholm,
Sweden
| USD 355 M | – | – | 8.88% | 84.3% | 7 | – | 0 |
|
| 2246 |
2246
Fort LP
Chevy Chase,
Maryland
| USD 355 M | +USD 64.6 M | +22% | 5.86% | 56.8% | 62 | 16.13% | 0.9 |
|
| 2247 |
BIM
2247
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 354 M | +USD 20 M | +6% | 2.91% | 48.4% | 109 | 12.84% | 2.3 |
|
| 2248 |
2248
Starwood Capital Group Management
Miami Beach,
Florida
| USD 354 M | -USD 30.3 M | -8% | 6.82% | 16.2% | 5 | 0% | 1.7 |
|
| 2249 |
2249
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 354 M | +USD 24.6 M | +7% | 4.85% | 81.3% | 206 | 31.07% | 1.2 |
|
| 2250 |
2250
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 354 M | +USD 19.8 M | +6% | 14.4% | 141% | 19 | 0% | 2.7 |
|