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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
Smith, Moore & Co
Clayton,
Missouri
| USD 399 M | +USD 25.4 M | +7% | 2.19% | 67% | 357 | 14.01% | 2 |
|
| 2402 |
2402
RBO & Co
Saint Helena,
California
| USD 398 M | +USD 4.35 M | +1% | 1.38% | 27.9% | 72 | 30.56% | 2.9 |
|
| 2403 |
2403
Oberweis Asset Management
Lisle,
Illinois
| USD 398 M | +USD 16.9 M | +4% | 17.7% | 485% | 264 | 30.68% | 1.1 |
|
| 2404 |
2404
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 398 M | +USD 3.3 M | +0.8% | 1.79% | 44% | 38 | 2.63% | 3.3 |
|
| 2405 |
VCM
2405
Violich Capital Management
San Francisco,
California
| USD 397 M | +USD 23.7 M | +6% | 5.47% | 111% | 124 | 8.87% | 3.2 |
|
| 2406 |
2406
North Growth Management
Vancouver,
British Columbia, Canada
| USD 397 M | +USD 8.67 M | +2% | 3.01% | 243% | 45 | 6.67% | 0.5 |
|
| 2407 |
2407
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 397 M | +USD 12.7 M | +3% | 10% | 83.4% | 99 | 29.29% | 2.6 |
|
| 2408 |
2408
Krilogy Financial
St. Louis,
Missouri
| USD 396 M | -USD 22.9 M | -5% | 1.97% | 79% | 757 | 80.18% | 2.3 |
|
| 2409 |
2409
Loeb Partners Corp
New York
| USD 396 M | +USD 165 M | +72% | 2.06% | 34.4% | 177 | 35.03% | 1.9 |
|
| 2410 |
2410
HNA Capital Group
Haikou,
China
| USD 396 M | -USD 42.1 M | -10% | 9.59% | – | 3 | 0% | 0.5 |
|
| 2411 |
2411
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 396 M | +USD 11.3 M | +3% | 3.18% | 70.9% | 27 | 0% | 2.8 |
|
| 2412 |
2412
Global Retirement Partners
San Rafael,
California
| USD 395 M | +USD 32.7 M | +9% | 1.67% | – | 1,628 | 13.02% | 1 |
|
| 2413 |
NTCM
2413
Nine Ten Capital Management
Chicago,
Illinois
| USD 395 M | +USD 40.3 M | +11% | 18.1% | 166% | 8 | 0% | 2.7 |
|
| 2414 |
2414
Empirical Finance
Havertown,
Pennsylvania
| USD 395 M | +USD 1.62 M | +0.4% | 1.07% | 124% | 210 | 57.14% | 0.5 |
|
| 2415 |
2415
Clearfield Capital Management
New York
| USD 394 M | +USD 8.58 M | +2% | 5.01% | 421% | 25 | 48% | 0.4 |
|
| 2416 |
2416
LVZ Inc
Holland,
Michigan
| USD 394 M | +USD 25.5 M | +7% | 0.36% | 52.9% | 79 | 32.91% | 1.5 |
|
| 2417 |
JWBC
2417
J.W. Burns & Co
Dewitt,
New York
| USD 394 M | +USD 4.07 M | +1% | 3.5% | 95.4% | 169 | 5.33% | 3.7 |
|
| 2418 |
JCM
2418
JD Capital Management
Darien,
Connecticut
| USD 393 M | +USD 121 M | +45% | 0.8% | 47.8% | 28 | 53.57% | 0.8 |
|
| 2419 |
2419
Edge Wealth Management
New York
| USD 393 M | +USD 16.3 M | +4% | 2.14% | 75.3% | 644 | 22.2% | 2.3 |
|
| 2420 |
2420
Strategic Global Advisors
Newport Beach,
California
| USD 393 M | +USD 101 M | +35% | 2.91% | 137% | 198 | 9.09% | 1.8 |
|
| 2421 |
2421
Calixto Global Investors
Coral Gables,
Florida
| USD 393 M | -USD 43.9 M | -10% | 10.7% | 180% | 19 | 57.89% | 0.5 |
|
| 2422 |
2422
13D Management
New York
| USD 392 M | +USD 31.6 M | +9% | 6.28% | 157% | 37 | 16.22% | 1.5 |
|
| 2423 |
2423
Krensavage Asset Management
New York
| USD 392 M | -USD 20.6 M | -5% | 9% | 124% | 16 | 12.5% | 2.4 |
|
| 2424 |
2424
IHT Wealth Management
Chicago,
Illinois
| USD 391 M | +USD 19 M | +5% | 2.95% | 74.8% | 1,688 | 76.01% | 1.3 |
|
| 2425 |
2425
Laffer Tengler Investments
Nashville,
Tennessee
| USD 391 M | -USD 10.4 M | -3% | 1.98% | 96.5% | 204 | 8.82% | 1.3 |
|