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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
First American Trust
Santa Ana,
California
| USD 320 M | +USD 36.9 M | +13% | 4.06% | 84.6% | 113 | 15.04% | 1.8 |
|
| 2302 |
2302
Bath Savings Trust
Bath,
Maine
| USD 320 M | +USD 234 k | +0.1% | 0.52% | 57.8% | 117 | 5.98% | 2.6 |
|
| 2303 |
KCM
2303
KSA Capital Management
Morristown,
New Jersey
| USD 320 M | -USD 93.2 M | -23% | 33% | 109% | 40 | 65% | 1 |
|
| 2304 |
2304
Barings Real Estate Advisers
Hartford,
Connecticut
| USD 320 M | +USD 16.9 M | +6% | 2% | 44.2% | 44 | 36.36% | 1.5 |
|
| 2305 |
2305
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 320 M | +USD 25 M | +8% | 4.3% | 80.1% | 168 | 7.74% | 2.1 |
|
| 2306 |
2306
Narwhal Capital Management
Marietta,
Georgia
| USD 319 M | +USD 979 k | +0.3% | 1.63% | 93.8% | 141 | 11.35% | 2.2 |
|
| 2307 |
2307
Independent Portfolio Consultants
Boca Raton,
Florida
| USD 319 M | +USD 1.43 M | +0.4% | 5.16% | 32.4% | 778 | 15.42% | 1.8 |
|
| 2308 |
2308
Evanston Advisors
Schaumburg,
Illinois
| USD 319 M | +USD 12.4 M | +4% | 4.13% | 16% | 65 | 21.54% | 1.7 |
|
| 2309 |
2309
Exane Asset Management
Paris,
France
| USD 319 M | +USD 61.2 M | +24% | 3.88% | 77.5% | 46 | 45.65% | 0.3 |
|
| 2310 |
2310
Ferox Capital Management
London,
United Kingdom
| USD 319 M | -USD 38 M | -11% | 0% | 2.07% | 29 | 3.45% | 1.1 |
|
| 2311 |
2311
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 319 M | +USD 8.9 M | +3% | 1.26% | 83.8% | 151 | 12.58% | 2.1 |
|
| 2312 |
CCM
2312
Clovis Capital Management
New York
| USD 318 M | +USD 103 M | +47% | 9.56% | 37.4% | 27 | 70.37% | 0.5 |
|
| 2313 |
2313
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 318 M | +USD 5.78 M | +2% | 2.64% | 80% | 140 | 6.43% | 2.6 |
|
| 2314 |
TA
2314
Tamarack Advisers
Carlsbad,
California
| USD 318 M | +USD 57.2 M | +22% | 11.9% | 46.5% | 46 | 58.7% | 0.3 |
|
| 2315 |
2315
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 318 M | -USD 17.7 M | -5% | 5.19% | – | 60 | 23.33% | 2.4 |
|
| 2316 |
2316
Hilltop Holdings
Dallas,
Texas
| USD 318 M | +USD 3.1 M | +1% | 2.87% | 96.7% | 317 | 11.04% | 1.8 |
|
| 2317 |
2317
American Assets Inc
San Diego,
California
| USD 317 M | +USD 1.23 M | +0.4% | 0.22% | 63.2% | 11 | 18.18% | 1.5 |
|
| 2318 |
2318
Freshford Capital Management
Rye Brook,
New York
| USD 317 M | -USD 23.9 M | -7% | 10.9% | 97.3% | 31 | 45.16% | 0.9 |
|
| 2319 |
2319
NewEdge Advisors
New Orleans,
Louisiana
| USD 317 M | +USD 75.3 M | +31% | 0.74% | 88% | 237 | 40.51% | 0.4 |
|
| 2320 |
2320
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 317 M | +USD 12.2 M | +4% | 1.66% | 22.7% | 37 | 5.41% | 2.3 |
|
| 2321 |
2321
Chatham Capital Group
Savannah,
Georgia
| USD 317 M | -USD 6.59 M | -2% | 2.52% | 97% | 140 | 5% | 2.5 |
|
| 2322 |
2322
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 317 M | +USD 15.8 M | +5% | 4.99% | 40.2% | 82 | 8.54% | 2.3 |
|
| 2323 |
2323
Glynn Capital Management
Menlo Park,
California
| USD 317 M | +USD 9.9 M | +3% | 17.6% | 252% | 46 | 10.87% | 2.4 |
|
| 2324 |
2324
Stairway Partners
Chicago,
Illinois
| USD 316 M | +USD 76.6 M | +32% | 5.55% | 48.1% | 9 | 0% | 2.9 |
|
| 2325 |
2325
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 316 M | +USD 7.02 M | +2% | 0.18% | 53.1% | 95 | 13.68% | 2.1 |
|