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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Glendon Capital Management
Santa Monica,
California
| USD 426 M | -USD 4.4 M | -1% | 10.6% | 142% | 30 | 10% | 1.9 |
|
| 2277 |
2277
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 426 M | -USD 4.51 M | -1% | 5.7% | 78% | 116 | 11.21% | 0.9 |
|
| 2278 |
BIM
2278
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 426 M | +USD 57.5 M | +16% | 8.51% | 48.4% | 119 | 16.81% | 2.5 |
|
| 2279 |
2279
Fort LP
Chevy Chase,
Maryland
| USD 425 M | +USD 18.7 M | +5% | 5.72% | 56.8% | 50 | 22% | 1.2 |
|
| 2280 |
2280
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 425 M | +USD 39.2 M | +10% | 6.31% | 121% | 76 | 5.26% | 2.8 |
|
| 2281 |
2281
Oakworth Capital
Birmingham,
Alabama
| USD 425 M | +USD 35.6 M | +9% | 5.7% | 64.3% | 693 | 11.11% | 2.7 |
|
| 2282 |
2282
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 425 M | +USD 67.2 M | +19% | 5.42% | 68.7% | 185 | 18.38% | 2 |
|
| 2283 |
2283
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 424 M | +USD 27.7 M | +7% | 6.41% | 83.4% | 337 | 15.43% | 2.2 |
|
| 2284 |
2284
BDT Capital Partners
Chicago,
Illinois
| USD 424 M | -USD 21.6 M | -5% | 4.86% | 25.5% | 1 | 0% | 4.5 |
|
| 2285 |
2285
Private Capital Group
West Hartford,
Connecticut
| USD 424 M | – | – | 5.04% | 30.1% | 2,173 | – | 0 |
|
| 2286 |
CLCM
2286
Crawford Lake Capital Management
Lakewood,
New Jersey
| USD 424 M | +USD 145 M | +52% | 27.1% | 571% | 101 | 87.13% | 0.1 |
|
| 2287 |
2287
Algert Global
San Francisco,
California
| USD 424 M | -USD 13.8 M | -3% | 7.46% | 194% | 392 | 46.68% | 0.6 |
|
| 2288 |
MG
2288
Magnolia Group
Omaha,
Nebraska
| USD 422 M | +USD 146 M | +53% | 61.8% | 9.52% | 10 | 20% | 0.7 |
|
| 2289 |
2289
Toth Financial Advisory
Leesburg,
Virginia
| USD 422 M | +USD 26 M | +7% | 7.44% | 90.4% | 446 | 68.39% | 0.9 |
|
| 2290 |
IMOV
2290
Investment Management of Virginia
Richmond,
Virginia
| USD 422 M | -USD 3.88 M | -0.9% | 3.52% | 93.4% | 145 | 4.83% | 3.3 |
|
| 2291 |
OH
2291
Overlook Holdings
Tortola,
British Virgin Islands
| USD 421 M | -USD 62.4 M | -13% | 21.1% | – | 2 | 0% | 3 |
|
| 2292 |
2292
Adams Street Partners
Chicago,
Illinois
| USD 421 M | +USD 29.7 M | +8% | 9.51% | 399% | 15 | 60% | 1.2 |
|
| 2293 |
2293
Essex Financial Services
Essex,
Connecticut
| USD 421 M | +USD 13.4 M | +3% | 5.2% | 87.7% | 300 | 11.33% | 3.1 |
|
| 2294 |
2294
USA Financial Formulas
Ada,
Michigan
| USD 420 M | +USD 845 k | +0.2% | 9.76% | 104% | 375 | 69.33% | 0.3 |
|
| 2295 |
2295
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 420 M | +USD 20 M | +5% | 3.95% | 27.9% | 210 | 12.86% | 1.2 |
|
| 2296 |
2296
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 420 M | – | – | 6.89% | 97.1% | 291 | – | 0 |
|
| 2297 |
2297
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 419 M | +USD 20.6 M | +5% | 5.23% | 26.1% | 134 | 8.96% | 3.4 |
|
| 2298 |
2298
Bell Asset Management
Melbourne,
Australia
| USD 418 M | – | – | 7.81% | 45.3% | 63 | – | 0 |
|
| 2299 |
QCMC
2299
Quantum Capital Management (California)
San Francisco,
California
| USD 418 M | -USD 5.2 M | -1% | 5.1% | 53.7% | 228 | 21.49% | 1.8 |
|
| 2300 |
2300
Beach Point Capital Management
Santa Monica,
California
| USD 418 M | -USD 15 M | -3% | 5.24% | 84.1% | 31 | 29.03% | 1.1 |
|