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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
First American Trust
Santa Ana,
California
| USD 383 M | +USD 23.5 M | +7% | 4.24% | 84.6% | 117 | 10.26% | 2.4 |
|
| 2327 |
2327
Hillman Company
Pittsburgh,
Pennsylvania
| USD 382 M | +USD 69.1 M | +22% | 6.33% | 134% | 16 | 31.25% | 1.3 |
|
| 2328 |
2328
Jacobus Wealth Management
Milwaukee,
Wisconsin
| USD 382 M | +USD 11.2 M | +3% | 3.67% | 17.2% | 209 | 2.87% | 3.3 |
|
| 2329 |
2329
Toews Corporation
Northfield,
New Jersey
| USD 382 M | +USD 21.5 M | +6% | 0.47% | 22% | 13 | 30.77% | 0.8 |
|
| 2330 |
2330
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 382 M | +USD 1.65 M | +0.4% | 4.43% | 85.2% | 73 | 4.11% | 3.4 |
|
| 2331 |
2331
East Coast Asset Management
Essex,
Massachusetts
| USD 382 M | +USD 16.1 M | +4% | 6.35% | 147% | 103 | 6.8% | 3.4 |
|
| 2332 |
2332
Yorktown Management & Research Company
Forest,
Virginia
| USD 382 M | +USD 67.9 M | +22% | 3.81% | 223% | 440 | 45.45% | 1.3 |
|
| 2333 |
2333
YCG LLC
Austin,
Texas
| USD 381 M | -USD 2.64 M | -0.7% | 2.47% | 27% | 38 | 2.63% | 3.4 |
|
| 2334 |
PCM
2334
Perritt Capital Management
Chicago,
Illinois
| USD 380 M | -USD 2.44 M | -0.6% | 8.26% | 80.9% | 240 | 11.25% | 2.7 |
|
| 2335 |
2335
Laffer Tengler Investments
Nashville,
Tennessee
| USD 379 M | -USD 13.7 M | -3% | 3.36% | 96.5% | 215 | 5.12% | 1.1 |
|
| 2336 |
2336
Sunriver Management
Greenwich,
Connecticut
| USD 379 M | -USD 70.4 M | -16% | 4.66% | 9.27% | 23 | 43.48% | 0.7 |
|
| 2337 |
2337
Arrowgrass Capital Partners
London,
United Kingdom
| USD 378 M | -USD 168 M | -31% | 1.15% | – | 28 | 60.71% | 0.6 |
|
| 2338 |
2338
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| USD 378 M | -USD 15.6 M | -4% | 5.19% | 133% | 615 | 59.19% | 0.4 |
|
| 2339 |
2339
Baker Ellis Asset Management
Vancouver,
Washington
| USD 377 M | +USD 12.3 M | +3% | 3.55% | 91.9% | 246 | 8.94% | 3.3 |
|
| 2340 |
2340
Segment Wealth Management
Houston,
Texas
| USD 377 M | +USD 13.9 M | +4% | 4.21% | 102% | 227 | 16.74% | 2.1 |
|
| 2341 |
2341
Weatherly Asset Management
Del Mar,
California
| USD 377 M | +USD 21.8 M | +6% | 5.48% | 116% | 191 | 6.28% | 2.9 |
|
| 2342 |
2342
Wallington Asset Management
Indianapolis,
Indiana
| USD 377 M | +USD 17.1 M | +5% | 4.31% | 108% | 63 | 7.94% | 3 |
|
| 2343 |
2343
Hengehold Capital Management
Cincinnati,
Ohio
| USD 377 M | +USD 21 M | +6% | 4.42% | 54.5% | 111 | 8.11% | 2 |
|
| 2344 |
AIS
2344
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 376 M | +USD 4.81 M | +1% | 8.22% | 77.1% | 304 | 71.38% | 0.7 |
|
| 2345 |
LA
2345
Leonetti & Associates
Buffalo Grove,
Illinois
| USD 376 M | +USD 21.8 M | +6% | 6.7% | 49.5% | 45 | 13.33% | 2.1 |
|
| 2346 |
2346
Oak Hill Capital Management
New York
| USD 375 M | +USD 26.3 M | +8% | 7.67% | 1.19% | 3 | 0% | 1.3 |
|
| 2347 |
JWBC
2347
J.W. Burns & Co
Dewitt,
New York
| USD 375 M | +USD 4.04 M | +1% | 4.61% | 95.4% | 164 | 5.49% | 3.3 |
|
| 2348 |
2348
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 375 M | +USD 5.98 M | +2% | 5.61% | 114% | 221 | 18.1% | 1.3 |
|
| 2349 |
2349
Crestview Partners III
New York
| USD 374 M | -USD 57.6 M | -13% | 13.3% | 51.2% | 1 | 0% | 0.3 |
|
| 2350 |
2350
Bath Savings Trust
Bath,
Maine
| USD 374 M | +USD 13.7 M | +4% | 3.56% | 57.8% | 127 | 5.51% | 3.2 |
|