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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
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 335 M | +USD 14.8 M | +5% | 5.65% | 87.2% | 201 | 11.94% | 1.2 |
|
| 2252 |
2252
Berkshire Money Management
Dalton,
Massachusetts
| USD 334 M | +USD 96.7 M | +41% | 3.41% | 61.8% | 21 | 33.33% | 0.8 |
|
| 2253 |
2253
Crestview Partners II
New York
| USD 334 M | +USD 20.6 M | +7% | 6.64% | 157% | 2 | 0% | 1.5 |
|
| 2254 |
2254
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 334 M | +USD 120 M | +56% | 8.01% | 25.1% | 4 | 25% | 0.8 |
|
| 2255 |
2255
FundX Investment Group
San Francisco,
California
| USD 333 M | +USD 68.5 M | +26% | 4.9% | 94.6% | 29 | 62.07% | 0.4 |
|
| 2256 |
2256
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 333 M | +USD 34 M | +11% | 5.07% | 121% | 76 | 15.79% | 1.1 |
|
| 2257 |
2257
Perigon Wealth Management
San Francisco,
California
| USD 333 M | -USD 3.01 M | -0.9% | 1.62% | 104% | 215 | 12.09% | 0.7 |
|
| 2258 |
2258
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 332 M | +USD 6.98 M | +2% | 5.69% | 83.4% | 90 | 14.44% | 1.2 |
|
| 2259 |
2259
Chautauqua Capital Management
Boulder,
Colorado
| USD 332 M | +USD 26.1 M | +9% | 5.99% | – | 23 | 8.7% | 1.2 |
|
| 2260 |
2260
Battery Partners VII
Boston,
Massachusetts
| USD 332 M | – | – | 39% | – | 1 | – | 0 |
|
| 2261 |
2261
Fund Evaluation Group
Cincinnati,
Ohio
| USD 331 M | +USD 22.4 M | +7% | 5.38% | 51.6% | 13 | 15.38% | 1.2 |
|
| 2262 |
TCOT
2262
Trust Company of Toledo
Holland,
Ohio
| USD 330 M | +USD 26.5 M | +9% | 4.14% | 109% | 189 | 10.05% | 1.3 |
|
| 2263 |
HCM
2263
Hawkeye Capital Management
Miami Beach,
Florida
| USD 329 M | +USD 80.2 M | +32% | 2.05% | – | 16 | 62.5% | 0.4 |
|
| 2264 |
2264
Sageworth Trust
Lancaster,
Pennsylvania
| USD 329 M | +USD 56.3 M | +21% | 0.39% | 64.5% | 104 | 77.88% | 0.3 |
|
| 2265 |
2265
Golden Gate Private Equity
San Francisco,
California
| USD 328 M | -USD 26.7 M | -8% | 3.96% | 8.72% | 19 | 31.58% | 0.8 |
|
| 2266 |
2266
Mizuho Asset Management
Tokyo,
Japan
| USD 328 M | -USD 137 M | -30% | 6.01% | 41.7% | 707 | 6.22% | 1.3 |
|
| 2267 |
3AM
2267
3D Asset Management
Hartford,
Connecticut
| USD 328 M | -USD 918 k | -0.3% | 1.96% | 0.82% | 44 | 2.27% | 1.2 |
|
| 2268 |
2268
FJ Capital Management
Mclean,
Virginia
| USD 328 M | +USD 57.4 M | +21% | 9.14% | 97.9% | 91 | 15.38% | 0.7 |
|
| 2269 |
2269
Rail-Splitter Capital Management
Chicago,
Illinois
| USD 327 M | +USD 22.9 M | +8% | 14% | 64.1% | 45 | 44.44% | 0.6 |
|
| 2270 |
2270
Kemper
Chicago,
Illinois
| USD 326 M | +USD 9.28 M | +3% | 2.3% | 28.6% | 64 | 9.38% | 1.3 |
|
| 2271 |
2271
Comerica Securities
Detroit,
Michigan
| USD 326 M | +USD 27.2 M | +9% | 3.69% | 25.6% | 317 | 25.24% | 0.6 |
|
| 2272 |
2272
Junto Capital Management
New York
| USD 326 M | – | – | 8.2% | 122% | 16 | – | 0 |
|
| 2273 |
2273
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 326 M | -USD 22.6 M | -6% | 4.31% | 66.8% | 210 | 25.71% | 1.3 |
|
| 2274 |
2274
MIG Capital
Newport Beach,
California
| USD 326 M | +USD 55.9 M | +21% | 8.25% | 118% | 31 | 32.26% | 0.9 |
|
| 2275 |
2275
Garde Capital
Seattle,
Washington
| USD 325 M | +USD 69.5 M | +27% | 1.55% | 57.6% | 148 | 37.84% | 0.3 |
|