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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Loeb Partners Corp
New York
| USD 348 M | +USD 16 M | +5% | 2.3% | 34.4% | 183 | 21.86% | 2 |
|
| 2402 |
2402
WealthPLAN Partners
Omaha,
Nebraska
| USD 348 M | +USD 319 M | +1,109% | 1.98% | 71.6% | 510 | 74.51% | 1.4 |
|
| 2403 |
2403
Maple Capital Management
Montpelier,
Vermont
| USD 348 M | +USD 9.5 M | +3% | 1.12% | 100% | 143 | 11.89% | 2.7 |
|
| 2404 |
2404
Silver Rock Financial
Los Angeles,
California
| USD 348 M | +USD 136 M | +64% | 1.89% | 2.58% | 32 | 28.13% | 0.4 |
|
| 2405 |
2405
Longfellow Investment Management
Boston,
Massachusetts
| USD 348 M | +USD 85.7 M | +33% | 17.3% | 45.9% | 95 | 65.26% | 0.2 |
|
| 2406 |
2406
Kelso & Company
New York
| USD 348 M | +USD 45 M | +15% | 14.9% | – | 1 | 0% | 3.5 |
|
| 2407 |
2407
Alphabet Inc
Mountain View,
California
| USD 347 M | +USD 30.6 M | +10% | 0.85% | 327% | 4 | 25% | 1.1 |
|
| 2408 |
2408
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 347 M | – | – | 3.41% | 64.1% | 145 | – | 0 |
|
| 2409 |
SFG
2409
Sather Financial Group
Victoria,
Texas
| USD 347 M | +USD 26.5 M | +8% | 1.74% | 70% | 69 | 44.93% | 1.8 |
|
| 2410 |
2410
Vantage Investment Advisors
State College,
Pennsylvania
| USD 346 M | +USD 42.1 M | +14% | 1.96% | 56.3% | 907 | 14.55% | 2.4 |
|
| 2411 |
DGI
2411
Discovery Group I
Chicago,
Illinois
| USD 346 M | +USD 46.4 M | +15% | 17% | – | 24 | 45.83% | 0.5 |
|
| 2412 |
2412
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 346 M | +USD 10 M | +3% | 7.18% | 63.5% | 196 | 13.78% | 2.6 |
|
| 2413 |
2413
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 346 M | +USD 65.8 M | +24% | 5.49% | 83.4% | 94 | 35.11% | 2.6 |
|
| 2414 |
2414
Advisory Alpha
Holland,
Michigan
| USD 345 M | +USD 56 M | +19% | 1.83% | 50.3% | 146 | 17.12% | 1.2 |
|
| 2415 |
2415
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| USD 345 M | +USD 69.4 M | +25% | 3.52% | 88.9% | 81 | 55.56% | 0.5 |
|
| 2416 |
2416
Van Cleef Asset Management
Beachwood,
Ohio
| USD 343 M | +USD 14.3 M | +4% | 4.29% | 104% | 101 | 6.93% | 3.3 |
|
| 2417 |
VAM
2417
Visionary Asset Management
Houston,
Texas
| USD 343 M | +USD 20.2 M | +6% | 0.77% | 31.9% | 196 | 58.16% | 0.5 |
|
| 2418 |
2418
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 343 M | +USD 4.57 M | +1% | 1.58% | 55.7% | 118 | 1.69% | 3.4 |
|
| 2419 |
2419
Roundview Capital
Princeton,
New Jersey
| USD 343 M | +USD 20.7 M | +6% | 3.26% | 77.7% | 228 | 19.3% | 2 |
|
| 2420 |
2420
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 343 M | -USD 16.6 M | -5% | 0.01% | 69.3% | 41 | 26.83% | 1.4 |
|
| 2421 |
VCM
2421
Violich Capital Management
San Francisco,
California
| USD 343 M | +USD 11.9 M | +4% | 3.4% | 111% | 116 | 12.07% | 2.9 |
|
| 2422 |
2422
Cubic Asset Management
Boston,
Massachusetts
| USD 342 M | +USD 13.3 M | +4% | 1.5% | 40.5% | 176 | 9.66% | 2.7 |
|
| 2423 |
2423
Isthmus Partners
Madison,
Wisconsin
| USD 342 M | +USD 1.22 M | +0.4% | 2.79% | 73.7% | 309 | 12.3% | 1.9 |
|
| 2424 |
GC
2424
Gratia Capital
Los Angeles,
California
| USD 342 M | -USD 136 M | -28% | 1.77% | 42.4% | 50 | 52% | 0.5 |
|
| 2425 |
TCGI
2425
Three Corner Global Investors
New York
| USD 341 M | -USD 878 k | -0.3% | 7.65% | 57.5% | 37 | 43.24% | 0.4 |
|