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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 |
2426
SOL Capital Management
Rockville,
Maryland
| USD 610 M | +USD 45.1 M | +8% | 6.38% | 56.6% | 282 | 3.9% | 5.9 |
|
| 2427 |
2427
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 610 M | +USD 10.5 M | +2% | 6.15% | 98.2% | 128 | 3.91% | 4.2 |
|
| 2428 |
WCM
2428
Wallace Capital Management
Dallas,
Texas
| USD 610 M | -USD 28.2 M | -4% | 0.88% | 62.3% | 66 | 3.03% | 5.6 |
|
| 2429 |
2429
Kathmere Capital Management
Wayne,
Pennsylvania
| USD 610 M | +USD 44 M | +8% | 4.1% | 68.3% | 243 | 24.28% | 1.3 |
|
| 2430 |
2430
Silver Oak Securities
Jackson,
Tennessee
| USD 609 M | +USD 76.5 M | +14% | 4.5% | 73.4% | 421 | 33.73% | 0.5 |
|
| 2431 |
2431
Advisory Research
Chicago,
Illinois
| USD 608 M | -USD 455 M | -43% | 10.5% | 144% | 429 | 34.03% | 1.7 |
|
| 2432 |
2432
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 608 M | +USD 32.7 M | +6% | 5.58% | 61.1% | 1,669 | 25.58% | 2.4 |
|
| 2433 |
2433
Sahana Capital Management
Greenwich,
Connecticut
| USD 608 M | +USD 179 k | +0% | 5.81% | 0.48% | 7 | 14.29% | 2.1 |
|
| 2434 |
2434
Institutional & Family Asset Management
Fort Collins,
Colorado
| USD 607 M | +USD 4.61 M | +0.8% | 1.48% | 19% | 773 | 12.55% | 3.6 |
|
| 2435 |
PAM
2435
Private Asset Management
San Diego,
California
| USD 606 M | +USD 17 M | +3% | 7.31% | 38.2% | 141 | 4.26% | 5.9 |
|
| 2436 |
2436
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 606 M | +USD 18.7 M | +3% | 5.94% | 60.2% | 97 | 5.15% | 4.9 |
|
| 2437 |
2437
Blue Whale Capital
London,
United Kingdom
| USD 605 M | +USD 18.2 M | +3% | 17.5% | 409% | 16 | 0% | 1.9 |
|
| 2438 |
2438
LTS One Management
New York
| USD 604 M | -USD 152 M | -20% | 0.73% | 67.9% | 11 | 45.45% | 0.4 |
|
| 2439 |
2439
Foundation Resource Management
Little Rock,
Arkansas
| USD 604 M | -USD 540 k | -0.1% | 0.43% | 84.5% | 53 | 1.89% | 6.8 |
|
| 2440 |
2440
Graham Holdings Company
Arlington,
Virginia
| USD 604 M | -USD 6.38 M | -1% | 4.33% | 95.1% | 6 | 16.67% | 1.2 |
|
| 2441 |
2441
Procyon Advisors
Shelton,
Connecticut
| USD 602 M | +USD 55.7 M | +10% | 6.2% | 92.3% | 406 | 12.56% | 1.8 |
|
| 2442 |
2442
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 602 M | +USD 38.9 M | +7% | 6.89% | 84.5% | 516 | 20.93% | 2.2 |
|
| 2443 |
BPIM
2443
Brant Point Investment Management
New York
| USD 600 M | -USD 79.4 M | -12% | 10.2% | 169% | 98 | 35.71% | 2.8 |
|
| 2444 |
2444
Vantagepoint Investment Advisers
Washington,
District of Columbia
| USD 600 M | +USD 27.1 M | +5% | 6.28% | 42.7% | 13 | 30.77% | 0.9 |
|
| 2445 |
NTCM
2445
Nine Ten Capital Management
Chicago,
Illinois
| USD 600 M | +USD 24.8 M | +4% | 16.1% | 166% | 10 | 10% | 4.4 |
|
| 2446 |
AP
2446
Archon Partners
Princeton Junction,
New Jersey
| USD 599 M | +USD 44.7 M | +8% | 10.1% | 99.5% | 46 | 21.74% | 5.2 |
|
| 2447 |
2447
Nekton Capital
London,
United Kingdom
| USD 599 M | +USD 156 M | +35% | 2.13% | 30.1% | 25 | 68% | 0.3 |
|
| 2448 |
2448
Alley Investment Management Company
Lake Forest,
Illinois
| USD 599 M | +USD 17.4 M | +3% | 2.59% | 54.6% | 84 | 4.76% | 0.9 |
|
| 2449 |
2449
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 599 M | +USD 88.5 M | +17% | 16.9% | 146% | 41 | 2.44% | 6.2 |
|
| 2450 |
2450
Sphera Funds Management
Tel Aviv,
Israel
| USD 598 M | +USD 132 M | +28% | 18.9% | 245% | 102 | 57.84% | 0.7 |
|