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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
Well Done LLC
Holland,
Michigan
| USD 407 M | +USD 50.5 M | +14% | 9.31% | 80.4% | 756 | 80.69% | 1.7 |
|
| 2402 |
2402
Susquehanna International Securities
Dublin,
Ireland
| USD 407 M | +USD 279 M | +218% | 12.9% | 2.8% | 83 | 67.47% | 0.1 |
|
| 2403 |
2403
KLCM Advisors
Milwaukee,
Wisconsin
| USD 407 M | +USD 65.2 M | +19% | 12.4% | 122% | 110 | 15.45% | 2.8 |
|
| 2404 |
2404
Private Vista
Chicago,
Illinois
| USD 407 M | -USD 23.6 M | -5% | 10.7% | 10.1% | 162 | 14.2% | 1.3 |
|
| 2405 |
2405
Sand Grove Capital Management
London,
United Kingdom
| USD 406 M | -USD 106 M | -21% | 28.6% | 410% | 15 | 86.67% | 0.2 |
|
| 2406 |
2406
Laurel Wealth Advisors (California)
Solana Beach,
California
| USD 406 M | +USD 66.4 M | +20% | 14.1% | 33% | 422 | 18.96% | 1.7 |
|
| 2407 |
2407
Dundas Partners
Edinburgh,
United Kingdom
| USD 406 M | -USD 51.7 M | -11% | 15.1% | 87.6% | 32 | 0% | 1 |
|
| 2408 |
2408
Edge Wealth Management
New York
| USD 406 M | +USD 51.2 M | +14% | 10.5% | 75.3% | 652 | 17.48% | 2.6 |
|
| 2409 |
2409
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 405 M | +USD 57.6 M | +17% | 17.1% | 22.7% | 38 | 2.63% | 3.6 |
|
| 2410 |
2410
Glendon Capital Management
Santa Monica,
California
| USD 405 M | +USD 16.5 M | +4% | 7.89% | 142% | 27 | 7.41% | 2.6 |
|
| 2411 |
2411
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| USD 404 M | -USD 41.8 M | -9% | 14.8% | 133% | 801 | 68.41% | 0.6 |
|
| 2412 |
2412
Beach Point Capital Management
Santa Monica,
California
| USD 404 M | +USD 58.9 M | +17% | 14.7% | 84.1% | 40 | 40% | 0.8 |
|
| 2413 |
2413
Managed Asset Portfolios
Rochester,
Michigan
| USD 404 M | +USD 55.2 M | +16% | 11.2% | 99.2% | 28 | 10.71% | 3.3 |
|
| 2414 |
2414
Crosslink Capital
Menlo Park,
California
| USD 404 M | +USD 49.2 M | +14% | 32.3% | 135% | 30 | 36.67% | 1.8 |
|
| 2415 |
2415
KWMG LLC
Overland Park,
Kansas
| USD 403 M | +USD 37.7 M | +10% | 9.42% | 76.2% | 503 | 14.51% | 1.2 |
|
| 2416 |
2416
East Coast Asset Management
Essex,
Massachusetts
| USD 403 M | +USD 77 M | +24% | 17.6% | 167% | 72 | 6.94% | 4.6 |
|
| 2417 |
2417
Viking Fund Management
Minot,
North Dakota
| USD 402 M | +USD 43.2 M | +12% | 17.9% | 105% | 124 | 10.48% | 2.1 |
|
| 2418 |
NC
2418
Nokomis Capital
Dallas,
Texas
| USD 401 M | +USD 37 M | +10% | 17.8% | 145% | 45 | 37.78% | 2 |
|
| 2419 |
2419
WMS Partners
Towson,
Maryland
| USD 401 M | +USD 43.8 M | +12% | 13.4% | 10.8% | 204 | 12.25% | 3.5 |
|
| 2420 |
2420
Carlson Capital Management
Northfield,
Minnesota
| USD 401 M | +USD 49.7 M | +14% | 11.5% | 9.85% | 106 | 19.81% | 2.9 |
|
| 2421 |
2421
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 401 M | -USD 59.2 M | -13% | 14.4% | 69.3% | 44 | 25% | 2.1 |
|
| 2422 |
2422
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 401 M | +USD 59.1 M | +17% | 14.4% | 118% | 503 | 24.45% | 1.7 |
|
| 2423 |
2423
Nelson Capital Management
Menlo Park,
California
| USD 401 M | +USD 42.1 M | +12% | 13.5% | 121% | 367 | 35.69% | 2.4 |
|
| 2424 |
2424
Quest Capital Management
Dallas,
Texas
| USD 401 M | +USD 56.8 M | +17% | 10.9% | 87.7% | 211 | 43.13% | 0.1 |
|
| 2425 |
2425
Anchor Investment Management
Columbia,
South Carolina
| USD 401 M | +USD 49.5 M | +14% | 11.9% | 75.1% | 829 | 7.84% | 2.4 |
|