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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
ST
2426
Semper Trust
King Of Prussia,
Pennsylvania
| USD 243 M | +USD 21.5 M | +10% | 11.2% | – | 159 | 6.29% | 0.5 |
|
| 2427 |
2427
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 243 M | +USD 22.3 M | +10% | 9.48% | 93.7% | 296 | 19.93% | 0.4 |
|
| 2428 |
EVM
2428
Evelyn V. Moreno
| USD 242 M | – | – | 8.63% | 39.4% | 76 | – | 0 |
|
| 2429 |
2429
Menta Capital
San Francisco,
California
| USD 242 M | +USD 45.9 M | +23% | 10.2% | 61.2% | 517 | 62.48% | 0.2 |
|
| 2430 |
DCCA
2430
D.C. Capital Advisors
New York
| USD 242 M | -USD 7.34 M | -3% | 11.2% | 59.9% | 27 | 44.44% | 0.4 |
|
| 2431 |
2431
Harvey Capital Management
Palm Beach,
Florida
| USD 242 M | +USD 45.2 M | +23% | 9.19% | 147% | 81 | 33.33% | 0.3 |
|
| 2432 |
2432
Stieven Capital Advisors
St. Louis,
Missouri
| USD 242 M | +USD 20.7 M | +9% | 10.3% | 117% | 64 | 21.88% | 0.4 |
|
| 2433 |
2433
Security National Trust
Wheeling,
West Virginia
| USD 242 M | +USD 19.4 M | +9% | 9.38% | 58.3% | 570 | 12.98% | 0.4 |
|
| 2434 |
2434
New England Securities
New York
| USD 241 M | +USD 42.6 M | +22% | 6.15% | – | 1,828 | 18.44% | 0.4 |
|
| 2435 |
2435
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 241 M | +USD 21.6 M | +10% | 9.02% | 56.2% | 64 | 6.25% | 0.5 |
|
| 2436 |
2436
Groesbeck Investment Management
Paramus,
New Jersey
| USD 241 M | +USD 9.8 M | +4% | 8.49% | 147% | 85 | 20% | 0.4 |
|
| 2437 |
2437
Chatham Capital Group
Savannah,
Georgia
| USD 240 M | +USD 20.5 M | +9% | 7.9% | 97% | 113 | 7.08% | 0.5 |
|
| 2438 |
2438
Bard Associates
Chicago,
Illinois
| USD 240 M | +USD 14.4 M | +6% | 5.6% | 241% | 190 | 6.84% | 0.5 |
|
| 2439 |
2439
First Business Financial Services
Madison,
Wisconsin
| USD 240 M | +USD 52.7 M | +28% | 7.9% | 74% | 56 | 53.57% | 0.2 |
|
| 2440 |
VC
2440
V2 Capital
Glenview,
Illinois
| USD 240 M | – | – | 9.05% | – | 36 | – | 0 |
|
| 2441 |
JA
2441
JVL Advisors
Houston,
Texas
| USD 240 M | – | – | 9.17% | 89.4% | 17 | – | 0 |
|
| 2442 |
2442
Shelter Insurance Profit Sharing
Columbia,
Missouri
| USD 240 M | +USD 16.3 M | +7% | 8.52% | – | 47 | 0% | 0.5 |
|
| 2443 |
2443
Ipswich Investment Management
Beverly,
Massachusetts
| USD 239 M | +USD 17.2 M | +8% | 8.65% | 104% | 151 | 12.58% | 0.4 |
|
| 2444 |
GCM
2444
Grandmaster Capital Management
San Francisco,
California
| USD 239 M | +USD 34.9 M | +17% | 10.2% | – | 20 | 5% | 0.4 |
|
| 2445 |
2445
Marquette Asset Management
Minneapolis,
Minnesota
| USD 239 M | +USD 19.7 M | +9% | 7.93% | 69.6% | 88 | 14.77% | 0.4 |
|
| 2446 |
2446
Pictet Bank & Trust
Nassau,
Bahamas
| USD 239 M | – | – | 3.6% | 82.7% | 89 | – | 0 |
|
| 2447 |
2447
South Street Advisors
New York
| USD 239 M | +USD 30.4 M | +15% | 13.2% | 169% | 59 | 6.78% | 0.5 |
|
| 2448 |
2448
Mangrove Partners
Greenwich,
Connecticut
| USD 239 M | +USD 38.6 M | +19% | 1.67% | 185% | 45 | 55.56% | 0.3 |
|
| 2449 |
2449
Goldstein Munger & Associates
San Ramon,
California
| USD 239 M | -USD 17.7 M | -7% | 5.9% | 11.9% | 31 | 3.23% | 0.5 |
|
| 2450 |
2450
Carlson Capital Management
Northfield,
Minnesota
| USD 238 M | +USD 17.7 M | +8% | 7.3% | 9.85% | 61 | 6.56% | 0.5 |
|