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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Artemis Investment Management
426
Artemis Investment Management
United Kingdom
USD 8167 M -USD 655 M -7% 10.3% 279% 262 34.73% 1.6
Avantax Advisory Services
427
Avantax Advisory Services
Texas
USD 8164 M +USD 665 M +9% 5.34% 50.7% 1,557 13.42% 2.2
Brinker Capital Investments
428
Brinker Capital Investments
Pennsylvania
USD 8104 M +USD 3081 M +61% 6.83% 75.8% 1,688 28.14% 1.9
Orion Portfolio Solutions
429
Orion Portfolio Solutions
Nebraska
USD 8104 M +USD 5249 M +184% 6.83% 25.6% 1,627 55.62% 0.9
Vaughan Nelson Investment Management
430
Vaughan Nelson Investment Management
Texas
USD 8100 M +USD 380 M +5% 9.99% 142% 228 8.77% 3
Burgundy Asset Management
431
Burgundy Asset Management
Ontario, Canada
USD 8087 M +USD 352 M +5% 6.01% 84.8% 111 10.81% 5
Oregon Public Employees Retirement Fund
432
Oregon Public Employees Retirement Fund
Oregon
USD 8075 M +USD 334 M +4% 6.22% 137% 1,751 6.4% 5.7
Capital Group Private Client Services
433
Capital Group Private Client Services
California
USD 8071 M +USD 150 M +2% 7.39% 112% 253 13.44% 1.2
National Mutual Insurance Federation of Agricultural Cooperatives
434
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
USD 8058 M -USD 102 M -1% 7.93% 85% 43 2.33% 7.4
Banco Bilbao Vizcaya Argentaria
435
Banco Bilbao Vizcaya Argentaria
Spain
USD 8038 M +USD 1185 M +17% 11.1% 121% 739 6.9% 2.5
NewEdge Advisors
436
NewEdge Advisors
Louisiana
USD 7999 M +USD 4292 M +116% 6.13% 88% 4,376 24.61% 1.1
Zurich Insurance Group
437
Zurich Insurance Group
Switzerland
USD 7973 M +USD 978 M +14% 13.4% 258% 275 27.27% 2
Sarasin & Partners
438
Sarasin & Partners
United Kingdom
USD 7929 M +USD 293 M +4% 10.2% 95.3% 91 8.79% 5.1
Vulcan Value Partners
439
Vulcan Value Partners
Alabama
USD 7903 M +USD 460 M +6% 15.9% 28.6% 46 17.39% 2.8
Thoma Bravo
440
Thoma Bravo
Illinois
USD 7894 M +USD 265 M +3% 12.3% 27.2% 5 0% 2.5
Markel Group
441
Markel Group
Virginia
USD 7860 M +USD 402 M +5% 6.17% 69.9% 136 5.15% 6
TCW Group
442
TCW Group
California
USD 7817 M +USD 832 M +12% 14% 162% 324 15.43% 3.9
SoftBank Group
443
SoftBank Group
Japan
USD 7763 M +USD 1098 M +16% 11.6% 457% 35 40% 0.9
Yousif Capital Management
444
Yousif Capital Management
Michigan
USD 7684 M +USD 64.1 M +0.8% 8.29% 131% 2,015 4.62% 1.2
Vista Equity Partners Management
445
Vista Equity Partners Management
California
USD 7556 M +USD 1026 M +16% 32.5% 3.45% 36 30.56% 1.6
Johnson Investment Counsel
446
Johnson Investment Counsel
Ohio
USD 7532 M +USD 205 M +3% 4.85% 66.3% 692 9.39% 5.1
Zacks Investment Management
447
Zacks Investment Management
Illinois
USD 7461 M +USD 298 M +4% 4.49% 123% 719 30.18% 2.3
Morningstar Investment Services
448
Morningstar Investment Services
Illinois
USD 7449 M +USD 113 M +2% 4.48% 22.4% 240 14.58% 4.1
Westpac Banking Corp
449
Westpac Banking Corp
Australia
USD 7439 M +USD 674 M +10% 8.93% 127% 830 11.69% 6
Fjarde Ap-fonden
450
Fjarde Ap-fonden
Sweden
USD 7407 M +USD 381 M +5% 10.3% – 542 6.83% 7.1