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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
LVZ Inc
Holland,
Michigan
| USD 447 M | +USD 37.1 M | +9% | 16.2% | 52.9% | 79 | 17.72% | 1.9 |
|
| 2377 |
2377
ShawSpring Partners
Boston,
Massachusetts
| USD 446 M | +USD 164 M | +58% | 103% | 3.53% | 6 | 16.67% | 1.1 |
|
| 2378 |
2378
Liberty One Investment Management
Libertyville,
Illinois
| USD 446 M | +USD 58.2 M | +15% | 11.2% | 40.3% | 154 | 35.71% | 0.4 |
|
| 2379 |
2379
Carlson Capital Management
Northfield,
Minnesota
| USD 446 M | +USD 54.5 M | +14% | 18.8% | 9.85% | 124 | 14.52% | 3.5 |
|
| 2380 |
FBP
2380
Flippin Bruce & Porter
Lynchburg,
Virginia
| USD 446 M | +USD 38 M | +9% | 15.1% | 44.4% | 80 | 6.25% | 5.1 |
|
| 2381 |
HPM
2381
H. Partners Management
New York
| USD 445 M | +USD 186 M | +72% | 53.5% | 13.5% | 3 | 33.33% | 4.7 |
|
| 2382 |
2382
PFG Advisors
Phoenix,
Arizona
| USD 444 M | +USD 72.3 M | +19% | 20% | 82.7% | 323 | 15.79% | 1.5 |
|
| 2383 |
2383
Nexpoint Asset Management
Dallas,
Texas
| USD 444 M | -USD 85.8 M | -16% | 33.4% | 253% | 257 | 43.19% | 0.5 |
|
| 2384 |
2384
American Assets Investment Management
San Diego,
California
| USD 443 M | -USD 24.8 M | -5% | 14% | 507% | 176 | 36.36% | 4.2 |
|
| 2385 |
2385
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 443 M | +USD 70.5 M | +19% | 19.4% | 61.9% | 12 | 0% | 3.5 |
|
| 2386 |
2386
White Mountains Advisors
Guilford,
Connecticut
| USD 442 M | +USD 38.7 M | +10% | 19.7% | 33.4% | 3 | 0% | 5.3 |
|
| 2387 |
2387
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 442 M | +USD 69 M | +18% | 16.4% | 65.8% | 134 | 17.91% | 0.9 |
|
| 2388 |
2388
AIA Investment Management
Singapore
| USD 441 M | -USD 42.4 M | -9% | 33.6% | 63.3% | 472 | 26.91% | 0.6 |
|
| 2389 |
2389
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 440 M | +USD 146 M | +50% | 37.7% | 145% | 81 | 11.11% | 3 |
|
| 2390 |
2390
Windham Capital Management
Boston,
Massachusetts
| USD 440 M | +USD 20.7 M | +5% | 6.41% | 8.3% | 64 | 18.75% | 2 |
|
| 2391 |
2391
Gabelli & Co Investment Advisers
Rye,
New York
| USD 439 M | -USD 225 M | -34% | 18% | 248% | 219 | 28.31% | 1.3 |
|
| 2392 |
2392
Graypoint LLC
Albany,
New York
| USD 439 M | +USD 80.3 M | +22% | 18.6% | 72.8% | 166 | 15.06% | 0.2 |
|
| 2393 |
2393
S&T Bank
Indiana,
Pennsylvania
| USD 439 M | +USD 75.8 M | +21% | 20.1% | 193% | 128 | 28.91% | 2.9 |
|
| 2394 |
2394
Academy Capital Management
Waco,
Texas
| USD 439 M | +USD 77.6 M | +21% | 19.6% | 71.2% | 39 | 20.51% | 3.8 |
|
| 2395 |
2395
Abbrea Capital
Greenbrae,
California
| USD 438 M | +USD 62.2 M | +17% | 17.9% | 38% | 194 | 16.49% | 2.5 |
|
| 2396 |
2396
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 438 M | +USD 97.7 M | +29% | 20.9% | 87.7% | 209 | 39.71% | 1.5 |
|
| 2397 |
2397
Sentinel Trust
Houston,
Texas
| USD 437 M | +USD 119 M | +37% | 20% | 79.2% | 65 | 40% | 2.8 |
|
| 2398 |
IA
2398
Independence Advisors
Wayne,
Pennsylvania
| USD 437 M | +USD 74.2 M | +20% | 17.8% | 24.4% | 171 | 14.62% | 1.8 |
|
| 2399 |
2399
Vision Capital Management
Portland,
Oregon
| USD 436 M | +USD 59.3 M | +16% | 22.9% | 78.4% | 102 | 12.75% | 3.2 |
|
| 2400 |
2400
Mirova
Paris,
France
| USD 436 M | +USD 171 M | +65% | 34.7% | 64.6% | 176 | 2.27% | 1 |
|