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