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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Vestor Capital
Chicago,
Illinois
| USD 247 M | +USD 15.2 M | +7% | 3.18% | 188% | 71 | 14.08% | 0.2 |
|
| 2252 |
2252
Sageworth Trust
Lancaster,
Pennsylvania
| USD 247 M | +USD 12.8 M | +5% | 6.81% | 64.5% | 34 | 32.35% | 0.2 |
|
| 2253 |
2253
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 246 M | -USD 10.6 M | -4% | 2.23% | 0.74% | 19 | 5.26% | 0.3 |
|
| 2254 |
KCM
2254
Kempner Capital Management
Galveston,
Texas
| USD 246 M | +USD 7.57 M | +3% | 4.76% | 60.9% | 53 | 5.66% | 0.2 |
|
| 2255 |
SAM
2255
Shamrock Asset Management
Dallas,
Texas
| USD 246 M | +USD 7.26 M | +3% | 4.93% | 31% | 102 | 22.55% | 0.2 |
|
| 2256 |
2256
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 246 M | +USD 1.83 M | +0.7% | 3.8% | 26.3% | 166 | 8.43% | 0.2 |
|
| 2257 |
2257
Joel Isaacson & Co
New York
| USD 245 M | +USD 32.2 M | +15% | 4.69% | 72.5% | 519 | 16.96% | 0.2 |
|
| 2258 |
2258
Ranger International Management
Lake Forest,
Illinois
| USD 245 M | -USD 2.13 M | -0.9% | 0.68% | 23.4% | 59 | 38.98% | 0.2 |
|
| 2259 |
2259
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 244 M | +USD 31.7 M | +15% | 3.88% | 58% | 60 | 18.33% | 0.2 |
|
| 2260 |
2260
American Economic Planning Group
Warren,
New Jersey
| USD 244 M | -USD 18.7 M | -7% | 4.62% | 25.9% | 25 | 12% | 0.2 |
|
| 2261 |
2261
CPWM LLC
Seattle,
Washington
| USD 244 M | USD 0 | 0% | 9.22% | 36.6% | 117 | 0% | 0.3 |
|
| 2262 |
OIA
2262
Optimum Investment Advisors
Chicago,
Illinois
| USD 244 M | – | – | 4.92% | 125% | 736 | – | 0 |
|
| 2263 |
2263
Crestview Partners
New York
| USD 243 M | +USD 2.07 M | +0.9% | 8.44% | – | 2 | 0% | 0.3 |
|
| 2264 |
2264
Wallington Asset Management
Indianapolis,
Indiana
| USD 243 M | +USD 7.81 M | +3% | 3.54% | 108% | 95 | 4.21% | 0.2 |
|
| 2265 |
WA
2265
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 243 M | +USD 10 M | +4% | 6.75% | 125% | 192 | 7.81% | 0.2 |
|
| 2266 |
2266
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| USD 243 M | +USD 96.9 M | +66% | 4.18% | 40% | 3 | 66.67% | 0.1 |
|
| 2267 |
RC
2267
Reik & Co
New York
| USD 243 M | -USD 3.54 M | -1% | 1.97% | 38.6% | 43 | 11.63% | 0.2 |
|
| 2268 |
2268
Monroe Bank & Trust
Monroe,
Michigan
| USD 242 M | +USD 17.4 M | +8% | 3.82% | 24.7% | 297 | 10.1% | 0.2 |
|
| 2269 |
2269
ACG Wealth
Atlanta,
Georgia
| USD 242 M | -USD 13.9 M | -5% | 9.79% | 45.5% | 156 | 49.36% | 0.2 |
|
| 2270 |
2270
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 242 M | +USD 10.9 M | +5% | 3.95% | 58.2% | 186 | 13.98% | 0.2 |
|
| 2271 |
MRM
2271
Michael R. Murphy
| USD 241 M | +USD 22.8 M | +10% | 17% | 93.9% | 36 | 52.78% | 0.2 |
|
| 2272 |
2272
FS Capital Partners V
Los Angeles,
California
| USD 241 M | +USD 26.1 M | +12% | 12.1% | 89.8% | 1 | 0% | 0.3 |
|
| 2273 |
2273
SOL Capital Management
Rockville,
Maryland
| USD 241 M | -USD 4.51 M | -2% | 3.05% | 56.6% | 216 | 25% | 0.2 |
|
| 2274 |
2274
Technology Crossover Management V
Menlo Park,
California
| USD 241 M | -USD 30.8 M | -11% | 31.4% | 2.5% | 3 | 0% | 0.3 |
|
| 2275 |
2275
Mather Group
Chicago,
Illinois
| USD 241 M | +USD 9.4 M | +4% | 4.68% | 54.1% | 20 | 20% | 0.2 |
|