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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
Hendershot Investments
Centreville,
Virginia
| USD 593 M | +USD 62.1 M | +12% | 12.2% | 50.5% | 145 | 4.83% | 3.8 |
|
| 2377 |
2377
Cabot Wealth Management
Salem,
Massachusetts
| USD 593 M | +USD 1.36 M | +0.2% | 11.1% | 69.3% | 158 | 15.19% | 4.4 |
|
| 2378 |
2378
Morningstar Investment Management
Chicago,
Illinois
| USD 592 M | +USD 64 M | +12% | 3.23% | 48.2% | 90 | 57.78% | 0.8 |
|
| 2379 |
2379
Engaged Capital
Newport Beach,
California
| USD 591 M | +USD 85.7 M | +17% | 6.44% | 26.2% | 10 | 20% | 2.7 |
|
| 2380 |
2380
Geller Advisors
New York
| USD 591 M | +USD 131 M | +28% | 7.19% | 20.4% | 160 | 26.25% | 2 |
|
| 2381 |
2381
West Coast Financial
Santa Barbara,
California
| USD 590 M | +USD 46.6 M | +9% | 7.85% | 22.2% | 133 | 12.78% | 4.7 |
|
| 2382 |
2382
American Financial Advisors
Marietta,
Georgia
| USD 590 M | +USD 10.9 M | +2% | 6.13% | 52.7% | 127 | 7.09% | 1.9 |
|
| 2383 |
PRC
2383
Pearl River Capital
Niles,
Michigan
| USD 590 M | +USD 51.8 M | +10% | 11.6% | 20.3% | 599 | 44.41% | 0.4 |
|
| 2384 |
PAM
2384
Private Asset Management
San Diego,
California
| USD 589 M | +USD 23.9 M | +4% | 8.88% | 38.2% | 142 | 6.34% | 5.7 |
|
| 2385 |
2385
Canandaigua National Corp
Canandaigua,
New York
| USD 589 M | +USD 25.9 M | +5% | 12.6% | – | 264 | 10.98% | 2.1 |
|
| 2386 |
2386
Dean Investment Associates
Beavercreek,
Ohio
| USD 588 M | +USD 97.6 M | +20% | 12.5% | 63.5% | 232 | 12.93% | 3.6 |
|
| 2387 |
2387
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 587 M | +USD 108 M | +23% | 10.8% | 60.2% | 101 | 17.82% | 4.7 |
|
| 2388 |
2388
Blue Whale Capital
London,
United Kingdom
| USD 587 M | +USD 27.4 M | +5% | 14.2% | 409% | 18 | 22.22% | 1.6 |
|
| 2389 |
2389
Lee Financial
Dallas,
Texas
| USD 586 M | +USD 51.4 M | +10% | 9.48% | 75% | 1,011 | 15.53% | 2.3 |
|
| 2390 |
2390
MHR Fund Management
New York
| USD 586 M | +USD 53.7 M | +10% | 4.26% | 332% | 30 | 43.33% | 2.8 |
|
| 2391 |
2391
Sierra Capital
Miami,
Florida
| USD 585 M | +USD 46.9 M | +9% | 4.13% | 32.4% | 700 | 10.43% | 1.3 |
|
| 2392 |
2392
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 584 M | -USD 147 M | -20% | 7.22% | 58.7% | 53 | 35.85% | 2 |
|
| 2393 |
2393
Private Capital Advisors
Darien,
Connecticut
| USD 583 M | +USD 6.44 M | +1% | 8.2% | 132% | 94 | 14.89% | 5.1 |
|
| 2394 |
2394
Biglari Capital Corp
San Antonio,
Texas
| USD 583 M | +USD 54.3 M | +10% | 8.9% | 72.7% | 12 | 8.33% | 4.1 |
|
| 2395 |
2395
Alley Investment Management Company
Lake Forest,
Illinois
| USD 582 M | +USD 80.5 M | +16% | 11.2% | 54.6% | 85 | 9.41% | 0.7 |
|
| 2396 |
2396
Forte Capital
Rochester,
New York
| USD 582 M | +USD 30.1 M | +5% | 9.4% | 98.3% | 206 | 12.14% | 3.4 |
|
| 2397 |
2397
Gateway Wealth Partners
Appleton,
Wisconsin
| USD 582 M | – | – | 7.21% | 58.9% | 200 | – | 0 |
|
| 2398 |
2398
Estabrook Capital Management
New York
| USD 582 M | +USD 43.9 M | +8% | 11.7% | 87.2% | 439 | 7.06% | 5.1 |
|
| 2399 |
2399
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 581 M | -USD 45.6 M | -7% | 9.46% | 67.7% | 147 | 16.33% | 3.6 |
|
| 2400 |
2400
Cartenna Capital
Stamford,
Connecticut
| USD 581 M | +USD 164 M | +39% | 14.3% | 162% | 41 | 60.98% | 0.3 |
|