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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
Oakworth Capital
Birmingham,
Alabama
| USD 389 M | +USD 24.2 M | +7% | 3.74% | 64.3% | 679 | 4.71% | 2.5 |
|
| 2302 |
2302
Vantage Investment Advisors
State College,
Pennsylvania
| USD 389 M | +USD 42.5 M | +12% | 3.73% | 56.3% | 944 | 18.33% | 2.3 |
|
| 2303 |
2303
Pure Financial Advisors
San Diego,
California
| USD 389 M | +USD 18.1 M | +5% | 3.04% | 47.2% | 112 | 6.25% | 2.4 |
|
| 2304 |
2304
Nexthera Capital
New York
| USD 389 M | +USD 159 M | +69% | 23.9% | 161% | 60 | 68.33% | 0.3 |
|
| 2305 |
2305
Fiduciary Trust International
Lincoln,
Massachusetts
| USD 388 M | +USD 1.44 M | +0.4% | 2.75% | 36.8% | 114 | 20.18% | 1.6 |
|
| 2306 |
2306
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 387 M | +USD 22.9 M | +6% | 3.58% | 54.8% | 470 | 13.19% | 2.4 |
|
| 2307 |
2307
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 387 M | +USD 88.3 M | +30% | 2.61% | 54.4% | 73 | 53.42% | 0.8 |
|
| 2308 |
2308
Bruderman Asset Management
Locust Valley,
New York
| USD 386 M | +USD 11.9 M | +3% | 5.11% | 31.7% | 362 | 67.13% | 2 |
|
| 2309 |
2309
12th Street Asset Management Company
Nashville,
Tennessee
| USD 386 M | -USD 2.4 M | -0.6% | 3.43% | 106% | 22 | 18.18% | 1.8 |
|
| 2310 |
SHCM
2310
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 386 M | +USD 60.9 M | +19% | 3.64% | 31.2% | 117 | 15.38% | 1.4 |
|
| 2311 |
2311
Paradigm Asset Management
New York
| USD 386 M | -USD 109 M | -22% | 4.22% | 73.8% | 586 | 29.86% | 1.4 |
|
| 2312 |
2312
Hudson Valley Investment Advisors
Goshen,
New York
| USD 386 M | +USD 23 M | +6% | 4.32% | 94.6% | 156 | 5.13% | 3.1 |
|
| 2313 |
2313
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 386 M | -USD 8.94 M | -2% | 2.73% | 121% | 81 | 11.11% | 2.5 |
|
| 2314 |
CAM
2314
Centre Asset Management
New York
| USD 386 M | +USD 10.5 M | +3% | 9.28% | 45.3% | 54 | 42.59% | 1.4 |
|
| 2315 |
2315
Foundation Capital
Palo Alto,
California
| USD 385 M | +USD 4.03 M | +1% | 18.4% | – | 5 | 0% | 2.3 |
|
| 2316 |
2316
NWAM LLC
Mercer Island,
Washington
| USD 385 M | -USD 190 M | -33% | 3.76% | 112% | 349 | 14.04% | 1.8 |
|
| 2317 |
2317
Symetra Life Insurance
Bellevue,
Washington
| USD 385 M | +USD 14.4 M | +4% | 3.12% | – | 3 | 0% | 1.8 |
|
| 2318 |
2318
InterWest Venture Management
San Francisco,
California
| USD 384 M | -USD 38.3 M | -9% | 4.75% | 57.6% | 12 | 16.67% | 0.8 |
|
| 2319 |
2319
RBO & Co
Saint Helena,
California
| USD 384 M | +USD 13.6 M | +4% | 0.83% | 27.9% | 51 | 1.96% | 3.3 |
|
| 2320 |
2320
Sowell Financial Services
North Little Rock,
Arkansas
| USD 384 M | +USD 31.3 M | +9% | 4.58% | 94.8% | 290 | 23.79% | 0.6 |
|
| 2321 |
MGM
2321
Miura Global Management
New York
| USD 383 M | -USD 73.1 M | -16% | 10.3% | 375% | 18 | 33.33% | 1 |
|
| 2322 |
2322
Berkshire Money Management
Dalton,
Massachusetts
| USD 383 M | +USD 28.4 M | +8% | 3.61% | 61.8% | 24 | 12.5% | 1.9 |
|
| 2323 |
MAM
2323
Marketfield Asset Management
New York
| USD 383 M | +USD 12.6 M | +3% | 8.59% | 61.5% | 42 | 2.38% | 2.1 |
|
| 2324 |
2324
Claar Advisors
New York
| USD 383 M | +USD 30.9 M | +9% | 3.86% | 65.5% | 44 | 43.18% | 0.7 |
|
| 2325 |
2325
KLCM Advisors
Milwaukee,
Wisconsin
| USD 383 M | +USD 16.5 M | +5% | 6.58% | 122% | 96 | 10.42% | 2.3 |
|