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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
Jag Capital Management
St Louis,
Missouri
| USD 829 M | +USD 99.2 M | +14% | 8.23% | 230% | 159 | 23.27% | 3.5 |
|
| 2377 |
2377
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 829 M | +USD 39.4 M | +5% | 6.45% | 156% | 94 | 6.38% | 5.3 |
|
| 2378 |
2378
Broad Run Investment Management
Arlington,
Virginia
| USD 828 M | +USD 98.2 M | +13% | 27% | 202% | 25 | 4% | 5.9 |
|
| 2379 |
2379
AWM Capital
Phoenix,
Arizona
| USD 828 M | +USD 170 M | +26% | 5.83% | 51.1% | 100 | 16% | 1.8 |
|
| 2380 |
2380
Canyon Capital Advisors
Dallas,
Texas
| USD 828 M | -USD 66.5 M | -7% | 0.15% | 78% | 17 | 17.65% | 2.5 |
|
| 2381 |
2381
Intrinsic Edge Capital Management
Chicago,
Illinois
| USD 828 M | -USD 276 M | -25% | 11.2% | 283% | 178 | 66.29% | 0.6 |
|
| 2382 |
2382
Ally Financial
Detroit,
Michigan
| USD 828 M | +USD 21.7 M | +3% | 6.74% | 9.35% | 132 | 33.33% | 2.2 |
|
| 2383 |
2383
CKW Financial Group
Honolulu,
Hawaii
| USD 827 M | +USD 42.8 M | +5% | 6.64% | 62.4% | 233 | 5.58% | 6 |
|
| 2384 |
2384
INVST
Indianapolis,
Indiana
| USD 826 M | -USD 80.1 M | -9% | 6.23% | 78.5% | 285 | 17.89% | 1.9 |
|
| 2385 |
2385
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 826 M | +USD 948 k | +0.1% | 5.7% | 80.1% | 181 | 7.18% | 6.6 |
|
| 2386 |
AIC
2386
AWM Investment Company
New York
| USD 825 M | +USD 85.2 M | +12% | 18.5% | 778% | 111 | 22.52% | 3.2 |
|
| 2387 |
2387
Graham Holdings Company
Arlington,
Virginia
| USD 825 M | +USD 12 M | +1% | 4.89% | 95.1% | 5 | 0% | 2.7 |
|
| 2388 |
2388
Divisadero Street Capital Management
Miami,
Florida
| USD 824 M | +USD 165 M | +25% | 4.67% | 718% | 97 | 60.82% | 0.3 |
|
| 2389 |
2389
MIG Capital
Newport Beach,
California
| USD 824 M | +USD 73.6 M | +10% | 7.69% | 118% | 23 | 34.78% | 1.8 |
|
| 2390 |
2390
Smartleaf Asset Management
Boston,
Massachusetts
| USD 824 M | +USD 214 M | +35% | 6.31% | – | 3,021 | 13.34% | 0.5 |
|
| 2391 |
2391
Forest Avenue Capital Management
Miami,
Florida
| USD 824 M | +USD 101 M | +14% | 13.4% | 415% | 29 | 51.72% | 0.6 |
|
| 2392 |
2392
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 823 M | +USD 80.4 M | +11% | 6.45% | 32% | 12 | 0% | 2.7 |
|
| 2393 |
2393
Cortland Associates
St Louis,
Missouri
| USD 823 M | +USD 32.5 M | +4% | 7.89% | 57.1% | 59 | 8.47% | 5.9 |
|
| 2394 |
2394
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 823 M | +USD 58.1 M | +8% | 5.93% | 58.7% | 45 | 8.89% | 2.7 |
|
| 2395 |
2395
Inspire Advisors
Meridian,
Idaho
| USD 822 M | +USD 68.3 M | +9% | 7.16% | 60.2% | 465 | 27.74% | 1 |
|
| 2396 |
2396
Waddell & Associates
Memphis,
Tennessee
| USD 822 M | +USD 62 M | +8% | 6.02% | 194% | 152 | 10.53% | 2.3 |
|
| 2397 |
2397
Talbot Financial
Bellevue,
Washington
| USD 821 M | +USD 46.7 M | +6% | 3.42% | 118% | 66 | 19.7% | 1.4 |
|
| 2398 |
2398
Discovery Capital Management
South Norwalk,
Connecticut
| USD 819 M | +USD 40.8 M | +5% | 15.3% | 871% | 79 | 59.49% | 0.5 |
|
| 2399 |
2399
Savoie Capital
Chicago,
Illinois
| USD 818 M | +USD 46.2 M | +6% | 1.09% | – | 102 | 19.61% | 0.6 |
|
| 2400 |
2400
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 818 M | -USD 18.7 M | -2% | 6.19% | 83.4% | 400 | 12.25% | 4.8 |
|