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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Capital Wealth Planning
Naples,
Florida
| USD 222 M | +USD 94.9 M | +75% | 2.17% | 73.9% | 164 | 63.41% | 0.1 |
|
| 2352 |
2352
YCG LLC
Austin,
Texas
| USD 222 M | +USD 4.71 M | +2% | 3.55% | 27% | 90 | 7.78% | 0.2 |
|
| 2353 |
2353
Arthur J. Gallagher & Co
Rolling Meadows,
Illinois
| USD 221 M | +USD 14 M | +7% | 12.6% | – | 4 | 25% | 0.3 |
|
| 2354 |
2354
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 221 M | +USD 27.8 M | +14% | 17.8% | 80.3% | 53 | 9.43% | 0.2 |
|
| 2355 |
2355
Stieven Capital Advisors
St. Louis,
Missouri
| USD 221 M | +USD 11.3 M | +5% | 9.27% | 117% | 68 | 27.94% | 0.2 |
|
| 2356 |
2356
Private Trust Company
Cleveland,
Ohio
| USD 221 M | +USD 3.27 M | +2% | 3.92% | 87.7% | 1,897 | 15.66% | 0.2 |
|
| 2357 |
ST
2357
Semper Trust
King Of Prussia,
Pennsylvania
| USD 221 M | +USD 47.9 M | +28% | 5.17% | – | 160 | 15.63% | 0.2 |
|
| 2358 |
2358
Argus Investors Counsel
New York
| USD 221 M | -USD 8.88 M | -4% | 4.85% | 132% | 52 | 1.92% | 0.2 |
|
| 2359 |
2359
Wright Investors Service
Shelton,
Connecticut
| USD 221 M | +USD 9.28 M | +4% | 8.99% | 146% | 232 | 18.97% | 0.2 |
|
| 2360 |
2360
Stonebridge Capital Management
Los Angeles,
California
| USD 221 M | +USD 5.84 M | +3% | 3.36% | – | 190 | 17.37% | 0.2 |
|
| 2361 |
2361
Carlson Capital Management
Northfield,
Minnesota
| USD 220 M | +USD 9.1 M | +4% | 6.05% | 9.85% | 66 | 18.18% | 0.2 |
|
| 2362 |
2362
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 220 M | +USD 2.62 M | +1% | 2.73% | 93.7% | 280 | 14.29% | 0.2 |
|
| 2363 |
2363
Courage Capital Management
Nashville,
Tennessee
| USD 220 M | -USD 39.9 M | -15% | 8.98% | 86.5% | 51 | 39.22% | 0.2 |
|
| 2364 |
2364
Chatham Capital Group
Savannah,
Georgia
| USD 220 M | +USD 15 M | +7% | 3.4% | 97% | 114 | 10.53% | 0.2 |
|
| 2365 |
2365
USCA RIA
Houston,
Texas
| USD 220 M | +USD 20.7 M | +10% | 4.05% | 60.6% | 267 | 20.22% | 0.2 |
|
| 2366 |
2366
Cooperatieve Rabobank
Utrecht,
Netherlands
| USD 220 M | -USD 50.2 M | -19% | 9.23% | – | 175 | 42.86% | 0.2 |
|
| 2367 |
2367
Marquette Asset Management
Minneapolis,
Minnesota
| USD 220 M | +USD 14.3 M | +7% | 5.59% | 69.6% | 94 | 23.4% | 0.2 |
|
| 2368 |
2368
Lisanti Capital Growth
New York
| USD 219 M | +USD 10.7 M | +5% | 29.3% | 1,490% | 124 | 39.52% | 0.2 |
|
| 2369 |
2369
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 219 M | +USD 3.69 M | +2% | 3.88% | 56.2% | 61 | 1.64% | 0.3 |
|
| 2370 |
2370
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| USD 219 M | +USD 22.4 M | +11% | 0.01% | 0.23% | 50 | 2% | 0.2 |
|
| 2371 |
2371
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 219 M | +USD 10.6 M | +5% | 3.15% | 65.9% | 120 | 14.17% | 0.2 |
|
| 2372 |
2372
TradeWorx
Red Bank,
New Jersey
| USD 219 M | -USD 14.2 M | -6% | 13.6% | – | 720 | 80.14% | 0.1 |
|
| 2373 |
2373
Alexandria Capital
Arlington,
Virginia
| USD 218 M | +USD 13.8 M | +7% | 5.85% | 66.8% | 719 | 17.25% | 0.2 |
|
| 2374 |
2374
Salem Capital Management
Woburn,
Massachusetts
| USD 217 M | +USD 7.61 M | +4% | 4.73% | 32.3% | 77 | 6.49% | 0.2 |
|
| 2375 |
2375
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 217 M | +USD 935 k | +0.4% | 4.09% | 67.7% | 110 | 9.09% | 0.2 |
|