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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 |
WAM
2426
Westport Asset Management
Southport,
Connecticut
| USD 263 M | -USD 29.5 M | -10% | 4.6% | 63.9% | 58 | 6.9% | 0.9 |
|
| 2427 |
2427
Toth Financial Advisory
Leesburg,
Virginia
| USD 263 M | +USD 16.4 M | +7% | 4.45% | 90.4% | 116 | 10.34% | 0.9 |
|
| 2428 |
2428
Lathrop Investment Management
Little Rock,
Arkansas
| USD 263 M | +USD 13 M | +5% | 4.12% | 72.2% | 62 | 12.9% | 0.8 |
|
| 2429 |
2429
First American Trust
Santa Ana,
California
| USD 263 M | -USD 4.62 M | -2% | 4.13% | 84.6% | 97 | 11.34% | 0.9 |
|
| 2430 |
2430
Watershed Asset Management
San Francisco,
California
| USD 263 M | -USD 39.7 M | -13% | 1.39% | – | 32 | 21.88% | 0.7 |
|
| 2431 |
2431
Bath Savings Trust
Bath,
Maine
| USD 263 M | +USD 9.5 M | +4% | 4.22% | 57.8% | 108 | 2.78% | 0.9 |
|
| 2432 |
2432
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 262 M | +USD 23.9 M | +10% | 11.3% | 68.3% | 46 | 30.43% | 0.6 |
|
| 2433 |
OA
2433
Outfitter Advisors
Mclean,
Virginia
| USD 262 M | +USD 8.86 M | +3% | 5.35% | 35.6% | 147 | 12.93% | 0.9 |
|
| 2434 |
2434
Apriem Advisors
Irvine,
California
| USD 262 M | -USD 2.46 M | -0.9% | 4.73% | 74.3% | 596 | 23.99% | 0.8 |
|
| 2435 |
SAM
2435
Senzar Asset Management
New York
| USD 262 M | +USD 73 M | +39% | 7.95% | 0.75% | 27 | 37.04% | 0.3 |
|
| 2436 |
2436
Estate Counselors
Thiensville,
Wisconsin
| USD 262 M | +USD 12.6 M | +5% | 3.27% | 60% | 52 | 9.62% | 0.9 |
|
| 2437 |
2437
Narwhal Capital Management
Marietta,
Georgia
| USD 261 M | +USD 20.6 M | +9% | 4.24% | 93.8% | 149 | 15.44% | 0.8 |
|
| 2438 |
2438
FJ Capital Management
Mclean,
Virginia
| USD 261 M | +USD 86.5 M | +49% | 2.48% | 97.9% | 81 | 23.46% | 0.4 |
|
| 2439 |
CC
2439
Casablanca Capital
New York
| USD 261 M | +USD 13.3 M | +5% | 18% | – | 48 | 56.25% | 0.2 |
|
| 2440 |
2440
Segantii Capital Management
Hong Kong
| USD 261 M | -USD 139 M | -35% | 15% | 33.1% | 20 | 40% | 0.3 |
|
| 2441 |
2441
Roanoke Asset Management
Jersey City,
New Jersey
| USD 261 M | +USD 34 M | +15% | 5.67% | 50.3% | 126 | 13.49% | 0.7 |
|
| 2442 |
2442
USA Mutuals Advisors
Dallas,
Texas
| USD 261 M | +USD 18.9 M | +8% | 3.03% | 14.1% | 60 | 23.33% | 0.7 |
|
| 2443 |
2443
ARGA Investment Management
Stamford,
Connecticut
| USD 261 M | -USD 70.7 M | -21% | 4.11% | 78.1% | 44 | 38.64% | 0.6 |
|
| 2444 |
DCM
2444
Dinsmore Capital Management
Morristown,
New Jersey
| USD 260 M | +USD 8.06 M | +3% | 1.07% | – | 145 | 4.83% | 0.7 |
|
| 2445 |
2445
FundX Investment Group
San Francisco,
California
| USD 260 M | +USD 22.2 M | +9% | 4.43% | 94.6% | 27 | 66.67% | 0.3 |
|
| 2446 |
2446
Endicott Management
New York
| USD 260 M | +USD 36.1 M | +16% | 2.98% | 229% | 14 | 21.43% | 0.8 |
|
| 2447 |
2447
Zebra Capital Management
Stamford,
Connecticut
| USD 260 M | +USD 20.7 M | +9% | 1.96% | 142% | 322 | 39.44% | 0.6 |
|
| 2448 |
2448
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 259 M | +USD 19.6 M | +8% | 2.25% | 0.74% | 17 | 5.88% | 1 |
|
| 2449 |
2449
Monarch Capital Management
Fort Wayne,
Indiana
| USD 259 M | +USD 5.95 M | +2% | 3.72% | 77% | 91 | 4.4% | 0.9 |
|
| 2450 |
GIM
2450
Greystone Investment Management
Cincinnati,
Ohio
| USD 259 M | +USD 1.05 M | +0.4% | 6.72% | 32.8% | 63 | 17.46% | 0.8 |
|