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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 |
SFG
2351
Sather Financial Group
Victoria,
Texas
| USD 401 M | +USD 35.4 M | +10% | 10% | 70% | 67 | 5.97% | 2.1 |
|
| 2352 |
2352
Oak Hill Capital Management
New York
| USD 400 M | +USD 25.1 M | +7% | 6.48% | 1.19% | 4 | 50% | 1.3 |
|
| 2353 |
2353
Koshinski Asset Management
Decatur,
Illinois
| USD 400 M | +USD 94.7 M | +31% | 5.99% | 76.5% | 439 | 23.92% | 1.4 |
|
| 2354 |
2354
Berkshire Money Management
Dalton,
Massachusetts
| USD 399 M | +USD 16.3 M | +4% | 5.84% | 61.8% | 24 | 4.17% | 2.3 |
|
| 2355 |
GC
2355
Gratia Capital
Los Angeles,
California
| USD 399 M | +USD 146 M | +58% | 15.5% | 42.4% | 61 | 62.3% | 0.4 |
|
| 2356 |
2356
Mark Asset Management
New York
| USD 399 M | -USD 60.4 M | -13% | 9.73% | 325% | 61 | 32.79% | 2 |
|
| 2357 |
2357
Laffer Tengler Investments
Nashville,
Tennessee
| USD 399 M | +USD 20.2 M | +5% | 5.44% | 96.5% | 213 | 4.69% | 1.3 |
|
| 2358 |
2358
Zuckerman Investment Group
Chicago,
Illinois
| USD 399 M | -USD 8.42 M | -2% | 4.76% | 111% | 55 | 9.09% | 2.4 |
|
| 2359 |
2359
12th Street Asset Management Company
Nashville,
Tennessee
| USD 399 M | +USD 12.3 M | +3% | 8.93% | 106% | 23 | 26.09% | 1.6 |
|
| 2360 |
2360
TA Associates
Boston,
Massachusetts
| USD 398 M | +USD 163 M | +69% | 69.4% | – | 1 | 0% | 2.3 |
|
| 2361 |
2361
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 398 M | +USD 7.99 M | +2% | 2.49% | 64.1% | 154 | 12.34% | 0.4 |
|
| 2362 |
2362
RBO & Co
Saint Helena,
California
| USD 398 M | +USD 13.9 M | +4% | 7.24% | 27.9% | 56 | 10.71% | 3.3 |
|
| 2363 |
2363
Bath Savings Trust
Bath,
Maine
| USD 398 M | +USD 23.6 M | +6% | 6.64% | 57.8% | 126 | 5.56% | 3.3 |
|
| 2364 |
2364
Calton & Associates
Tampa,
Florida
| USD 397 M | – | – | 4.88% | 73.9% | 1,551 | – | 0 |
|
| 2365 |
2365
Baker Ellis Asset Management
Vancouver,
Washington
| USD 397 M | +USD 20.1 M | +5% | 6.11% | 91.9% | 253 | 11.86% | 3.3 |
|
| 2366 |
2366
Northcape Capital
Sydney,
Australia
| USD 397 M | +USD 33.8 M | +9% | 9.4% | – | 12 | 0% | 0.9 |
|
| 2367 |
2367
Claar Advisors
New York
| USD 397 M | +USD 13.8 M | +4% | 3.87% | 65.5% | 44 | 47.73% | 0.7 |
|
| 2368 |
MCP
2368
Moab Capital Partners
Southampton,
New York
| USD 397 M | -USD 83.5 M | -17% | 1% | 89.3% | 37 | 48.65% | 1.2 |
|
| 2369 |
2369
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 396 M | +USD 32.2 M | +9% | 6.84% | 83.4% | 104 | 18.27% | 2.4 |
|
| 2370 |
2370
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 396 M | +USD 94.2 M | +31% | 5.67% | 118% | 524 | 42.56% | 1.1 |
|
| 2371 |
2371
NWAM LLC
Mercer Island,
Washington
| USD 395 M | +USD 10.1 M | +3% | 4.73% | 112% | 343 | 10.5% | 2.1 |
|
| 2372 |
2372
American Assets Capital Advisers
San Diego,
California
| USD 394 M | +USD 140 M | +55% | 10.8% | 73.5% | 33 | 21.21% | 1.9 |
|
| 2373 |
JWBC
2373
J.W. Burns & Co
Dewitt,
New York
| USD 394 M | +USD 19.7 M | +5% | 6.43% | 95.4% | 165 | 7.27% | 3.4 |
|
| 2374 |
2374
Flagship Pioneering
Cambridge,
Massachusetts
| USD 394 M | +USD 95.3 M | +32% | 18.1% | 13.3% | 6 | 50% | 0.8 |
|
| 2375 |
2375
Jackson Wealth Management
Lake Mary,
Florida
| USD 394 M | +USD 24.8 M | +7% | 5.9% | 72.1% | 99 | 23.23% | 1.1 |
|