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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 294 M | +USD 18.9 M | +7% | 5.14% | 121% | 77 | 15.58% | 0.7 |
|
| 2302 |
2302
Sarissa Capital Management
Greenwich,
Connecticut
| USD 294 M | +USD 3.65 M | +1% | 44.8% | 80% | 16 | 12.5% | 0.4 |
|
| 2303 |
WAM
2303
Wood Asset Management
Sarasota,
Florida
| USD 294 M | -USD 17.7 M | -6% | 4.39% | – | 73 | 23.29% | 0.8 |
|
| 2304 |
2304
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 294 M | +USD 10 M | +4% | 4.43% | 183% | 85 | 4.71% | 0.9 |
|
| 2305 |
2305
Baker Ellis Asset Management
Vancouver,
Washington
| USD 294 M | +USD 4.62 M | +2% | 5.15% | 91.9% | 272 | 10.29% | 0.9 |
|
| 2306 |
SCM
2306
Stonehill Capital Management
New York
| USD 294 M | +USD 25 M | +9% | 0.77% | 117% | 12 | 16.67% | 0.6 |
|
| 2307 |
2307
Chanos & Company
New York
| USD 293 M | -USD 14.9 M | -5% | 6.74% | – | 29 | 24.14% | 0.7 |
|
| 2308 |
2308
Wallington Asset Management
Indianapolis,
Indiana
| USD 293 M | +USD 8.69 M | +3% | 4.06% | 108% | 123 | 13.82% | 0.8 |
|
| 2309 |
2309
Annex Advisory Services
Brookfield,
Wisconsin
| USD 293 M | +USD 23.8 M | +9% | 4.04% | 85.8% | 89 | 10.11% | 0.9 |
|
| 2310 |
2310
Windward Capital Management
Los Angeles,
California
| USD 293 M | +USD 17.4 M | +6% | 4.68% | 78.5% | 75 | 17.33% | 0.8 |
|
| 2311 |
2311
Summit Securities Group
New York
| USD 292 M | +USD 124 M | +74% | 7.67% | 136% | 822 | 67.64% | 0.3 |
|
| 2312 |
2312
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 292 M | +USD 38.8 M | +15% | 3.72% | 58% | 62 | 9.68% | 0.8 |
|
| 2313 |
LA
2313
Leonetti & Associates
Buffalo Grove,
Illinois
| USD 291 M | -USD 5.68 M | -2% | 4.06% | 49.5% | 38 | 21.05% | 0.8 |
|
| 2314 |
2314
Claar Advisors
New York
| USD 291 M | +USD 41.3 M | +17% | 4.25% | 65.5% | 37 | 56.76% | 0.2 |
|
| 2315 |
2315
Chautauqua Capital Management
Boulder,
Colorado
| USD 291 M | -USD 218 M | -43% | 5.27% | – | 27 | 18.52% | 0.8 |
|
| 2316 |
2316
SFMG Wealth Advisors
Plano,
Texas
| USD 291 M | -USD 6.43 M | -2% | 6.9% | 76.1% | 90 | 14.44% | 0.8 |
|
| 2317 |
2317
Veritas Investment Management
London,
United Kingdom
| USD 290 M | +USD 33.2 M | +13% | 1.38% | 69% | 77 | 12.99% | 0.8 |
|
| 2318 |
2318
Caspian Capital
New York
| USD 290 M | +USD 70.1 M | +32% | 17.1% | – | 14 | 50% | 0.6 |
|
| 2319 |
2319
Sagard Capital Partners Management
New York
| USD 290 M | -USD 13.9 M | -5% | 2.24% | 37.4% | 10 | 30% | 0.7 |
|
| 2320 |
2320
White Pine Capital
Bloomington,
Minnesota
| USD 290 M | -USD 2.73 M | -0.9% | 2.16% | 143% | 233 | 12.45% | 0.9 |
|
| 2321 |
2321
TA Associates
Boston,
Massachusetts
| USD 289 M | -USD 21 M | -7% | 6.59% | – | 2 | 0% | 1 |
|
| 2322 |
SAS
2322
Spectrum Advisory Services
Atlanta,
Georgia
| USD 289 M | +USD 10 M | +4% | 3.85% | 35.6% | 173 | 4.05% | 0.9 |
|
| 2323 |
AAM
2323
Autus Asset Management
Scottsdale,
Arizona
| USD 289 M | +USD 25.1 M | +10% | 3.44% | 26.3% | 122 | 10.66% | 0.9 |
|
| 2324 |
2324
Steadfast Advisors
New York
| USD 289 M | +USD 67.1 M | +30% | 13.7% | 81.4% | 67 | 47.76% | 0.5 |
|
| 2325 |
2325
Evanston Advisors
Schaumburg,
Illinois
| USD 289 M | +USD 9.24 M | +3% | 2.99% | 16% | 73 | 32.88% | 0.7 |
|