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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
Horan Capital Management
Hunt Valley,
Maryland
| USD 290 M | -USD 2.06 M | -0.7% | 2.98% | 69.2% | 37 | 10.81% | 0.7 |
|
| 2252 |
2252
Vista Capital Partners
Portland,
Oregon
| USD 289 M | +USD 11.2 M | +4% | 2.64% | 61.2% | 41 | 0% | 0.7 |
|
| 2253 |
2253
Baker Ellis Asset Management
Vancouver,
Washington
| USD 289 M | +USD 1.56 M | +0.5% | 2.19% | 91.9% | 264 | 8.33% | 0.7 |
|
| 2254 |
2254
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 288 M | +USD 17.8 M | +7% | 5.5% | 63.5% | 204 | 24.51% | 0.6 |
|
| 2255 |
2255
Beese Fulmer Investment Management
Canton,
Ohio
| USD 288 M | +USD 6.36 M | +2% | 1.23% | 113% | 153 | 5.88% | 0.7 |
|
| 2256 |
2256
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 287 M | +USD 5.29 M | +2% | 1.52% | 55.7% | 109 | 5.5% | 0.7 |
|
| 2257 |
2257
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 287 M | +USD 32.8 M | +13% | 1.29% | 119% | 134 | 23.88% | 0.2 |
|
| 2258 |
VCM
2258
Violich Capital Management
San Francisco,
California
| USD 287 M | +USD 8.27 M | +3% | 2.99% | 111% | 108 | 9.26% | 0.7 |
|
| 2259 |
2259
Samsung Asset Management (New York)
New York
| USD 287 M | -USD 22.2 M | -7% | 2.94% | 38% | 77 | 25.97% | 0.5 |
|
| 2260 |
SCM
2260
Somerset Capital Management
London,
United Kingdom
| USD 287 M | – | – | 3.85% | 7.5% | 11 | – | 0 |
|
| 2261 |
2261
LVM Capital Management
Portage,
Michigan
| USD 287 M | +USD 4.83 M | +2% | 0.68% | 121% | 125 | 14.4% | 0.7 |
|
| 2262 |
DAM
2262
Davis Asset Management
Sausalito,
California
| USD 286 M | +USD 15.5 M | +6% | 0.6% | 97.3% | 21 | 0% | 0.7 |
|
| 2263 |
2263
Farmers Trust Company
Youngstown,
Ohio
| USD 286 M | +USD 2.28 M | +0.8% | 1.43% | 73.5% | 127 | 7.09% | 0.7 |
|
| 2264 |
2264
Gibson Capital
Wexford,
Pennsylvania
| USD 284 M | +USD 20.5 M | +8% | 3.49% | 60.4% | 25 | 36% | 0.5 |
|
| 2265 |
2265
Wallington Asset Management
Indianapolis,
Indiana
| USD 284 M | +USD 10.6 M | +4% | 3.17% | 108% | 124 | 29.84% | 0.5 |
|
| 2266 |
2266
Oceanic Investment Management
Douglas,
Isle Of Man
| USD 284 M | +USD 30.8 M | +12% | 9.57% | – | 23 | 47.83% | 0.4 |
|
| 2267 |
2267
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 284 M | +USD 4.44 M | +2% | 2.26% | 183% | 85 | 5.88% | 0.7 |
|
| 2268 |
2268
Gramercy Funds Management
Greenwich,
Connecticut
| USD 284 M | -USD 34 M | -11% | 1.69% | 87.6% | 80 | 25% | 0.5 |
|
| 2269 |
2269
First Western Capital Management
Los Angeles,
California
| USD 283 M | -USD 5.16 M | -2% | 2.78% | 43% | 148 | 25% | 0.2 |
|
| 2270 |
SCM
2270
Summit Capital Management
Seattle,
Washington
| USD 283 M | +USD 17.5 M | +7% | 2.98% | 12.4% | 76 | 35.53% | 0.4 |
|
| 2271 |
2271
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 283 M | +USD 6.82 M | +2% | 1.34% | 56.2% | 62 | 8.06% | 0.7 |
|
| 2272 |
2272
Duncker Streett & Co
St. Louis,
Missouri
| USD 283 M | +USD 4.77 M | +2% | 1.39% | 90.9% | 602 | 7.64% | 0.7 |
|
| 2273 |
RC
2273
Reik & Co
New York
| USD 282 M | +USD 5.45 M | +2% | 1.49% | 38.6% | 63 | 9.52% | 0.6 |
|
| 2274 |
2274
Penobscot Investment Management
Boston,
Massachusetts
| USD 282 M | +USD 222 k | +0.1% | 1.7% | 103% | 174 | 4.6% | 0.7 |
|
| 2275 |
JWBC
2275
J.W. Burns & Co
Dewitt,
New York
| USD 282 M | -USD 5.93 M | -2% | 0.55% | 95.4% | 154 | 3.9% | 0.7 |
|