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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 451 |
451
Madison Investment Holdings
Madison,
Wisconsin
| USD 5161 M | +USD 431 M | +9% | 9.12% | 48.7% | 247 | 10.53% | 0.5 |
|
| 452 |
452
Sentinel Asset Management
Montpelier,
Vermont
| USD 5160 M | +USD 378 M | +8% | 8.69% | 18.3% | 309 | 11.97% | 0.5 |
|
| 453 |
453
Pinnacle Associates
New York
| USD 5122 M | +USD 288 M | +6% | 10.1% | 149% | 608 | 8.55% | 0.5 |
|
| 454 |
AWM
454
Ashmore Wealth Management
Wilmington,
Delaware
| USD 5116 M | +USD 527 M | +11% | 10.1% | 81.9% | 26 | 3.85% | 0.5 |
|
| 455 |
455
CS McKee
Pittsburgh,
Pennsylvania
| USD 5109 M | -USD 772 M | -13% | 9.62% | 47.5% | 124 | 8.06% | 0.5 |
|
| 456 |
456
Visium Asset Management
New York
| USD 5094 M | +USD 684 M | +16% | 13.7% | 100% | 1,104 | 54.44% | 0.2 |
|
| 457 |
457
Wolverine Asset Management
Chicago,
Illinois
| USD 5053 M | +USD 558 M | +12% | 3.2% | 14.5% | 3,216 | 33.58% | 0.4 |
|
| 458 |
458
Anchor Capital Advisors
Boston,
Massachusetts
| USD 5044 M | +USD 399 M | +9% | 9.27% | 64.3% | 314 | 8.6% | 0.5 |
|
| 459 |
459
Edelman Financial Services
Fairfax,
Virginia
| USD 5039 M | +USD 124 M | +3% | 6.35% | 39.2% | 20 | 0% | 0.5 |
|
| 460 |
460
Gulf International Bank (UK)
London,
United Kingdom
| USD 5023 M | – | – | 9.87% | 152% | 676 | – | 0 |
|
| 461 |
461
Stadion Money Management
Watkinsville,
Georgia
| USD 5022 M | +USD 125 M | +3% | 9.02% | 55.3% | 128 | 39.84% | 0.4 |
|
| 462 |
462
Donald Smith & Co
New York
| USD 5017 M | +USD 289 M | +6% | 16.1% | 152% | 88 | 12.5% | 0.5 |
|
| 463 |
463
Virginia Retirement Systems
Richmond,
Virginia
| USD 5010 M | +USD 344 M | +7% | 10.8% | – | 941 | 22% | 0.4 |
|
| 464 |
464
Miller Howard Investments
Kingston,
New York
| USD 5001 M | +USD 357 M | +8% | 5.88% | 73.4% | 185 | 10.27% | 0.5 |
|
| 465 |
465
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 4992 M | +USD 566 M | +13% | 11.5% | 148% | 99 | 38.38% | 0.3 |
|
| 466 |
466
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 4978 M | +USD 568 M | +13% | 9.55% | 44.8% | 735 | 24.76% | 0.4 |
|
| 467 |
467
PFM Health Sciences
San Francisco,
California
| USD 4975 M | +USD 823 M | +20% | 15.5% | 241% | 94 | 58.51% | 0.3 |
|
| 468 |
468
Veritas Asset Management
London,
United Kingdom
| USD 4952 M | +USD 725 M | +17% | 12.5% | 32.1% | 33 | 45.45% | 0.3 |
|
| 469 |
469
National Rural Electric Cooperative Association
Arlington,
Virginia
| USD 4915 M | +USD 535 M | +12% | 11.7% | – | 100 | 6% | 0.5 |
|
| 470 |
470
Southernsun Asset Management
Memphis,
Tennessee
| USD 4907 M | +USD 857 M | +21% | 7.39% | 54.7% | 36 | 11.11% | 0.5 |
|
| 471 |
471
Trilogy Global Advisors
Winter Park,
Florida
| USD 4895 M | +USD 253 M | +5% | 6.35% | 42.3% | 100 | 18% | 0.4 |
|
| 472 |
472
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 4876 M | +USD 448 M | +10% | 11% | 57.2% | 394 | 22.84% | 0.4 |
|
| 473 |
473
HighTower Advisors
Chicago,
Illinois
| USD 4865 M | +USD 870 M | +22% | 8.74% | 80.1% | 1,676 | 26.31% | 0.4 |
|
| 474 |
474
Cortland Advisers
Wilmington,
Delaware
| USD 4857 M | +USD 244 M | +5% | 7.45% | 40.5% | 31 | 9.68% | 0.5 |
|
| 475 |
475
Magnetar Financial
Evanston,
Illinois
| USD 4853 M | -USD 1220 M | -20% | 7.67% | 334% | 560 | 77.86% | 0.2 |
|