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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
551
New England Asset Management
Farmington,
Connecticut
| USD 3844 M | +USD 420 M | +12% | 7.82% | 55.6% | 135 | 12.59% | 0.5 |
|
| 552 |
552
Palisade Capital Management
Fort Lee,
New Jersey
| USD 3843 M | +USD 162 M | +4% | 7.5% | 70.5% | 476 | 18.07% | 0.4 |
|
| 553 |
553
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 3839 M | +USD 411 M | +12% | 11.8% | 186% | 88 | 2.27% | 0.5 |
|
| 554 |
554
Shapiro Capital Management
Atlanta,
Georgia
| USD 3823 M | +USD 285 M | +8% | 11.7% | 40.7% | 66 | 24.24% | 0.4 |
|
| 555 |
555
Oak Ridge Investments
Chicago,
Illinois
| USD 3822 M | +USD 199 M | +5% | 9.27% | 208% | 140 | 12.86% | 0.4 |
|
| 556 |
556
Congress Asset Management
Boston,
Massachusetts
| USD 3814 M | +USD 247 M | +7% | 11.3% | 143% | 235 | 7.66% | 0.5 |
|
| 557 |
557
Cullen Capital Management
New York
| USD 3805 M | +USD 276 M | +8% | 6.61% | 60% | 232 | 31.03% | 0.4 |
|
| 558 |
558
GLG Inc
New York
| USD 3799 M | -USD 1292 M | -25% | 10.2% | – | 799 | 31.54% | 0.4 |
|
| 559 |
559
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 3786 M | +USD 456 M | +14% | 5.4% | 78.3% | 2,166 | 19.07% | 0.3 |
|
| 560 |
560
Huntington National Bank
Columbus,
Ohio
| USD 3785 M | +USD 428 M | +13% | 9.41% | 105% | 1,853 | 7.45% | 0.5 |
|
| 561 |
561
JAT Capital Management LP (Connecticut)
Greenwich,
Connecticut
| USD 3781 M | +USD 402 M | +12% | 18.3% | – | 76 | 51.32% | 0.3 |
|
| 562 |
562
Longview Asset Management (Illinois)
Chicago,
Illinois
| USD 3777 M | +USD 266 M | +8% | 7.81% | 65.3% | 3 | 0% | 0.5 |
|
| 563 |
563
Wellcome Trust
London,
United Kingdom
| USD 3774 M | +USD 737 M | +24% | 14.1% | 59.7% | 26 | 11.54% | 0.4 |
|
| 564 |
RCM
564
Riverhead Capital Management
Wilmington,
Delaware
| USD 3772 M | +USD 692 M | +22% | 9.96% | 45.7% | 500 | 16.2% | 0.4 |
|
| 565 |
565
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 3756 M | +USD 1294 M | +53% | 10.6% | 124% | 1,022 | 6.85% | 0.5 |
|
| 566 |
566
Axiom Investors
Greenwich,
Connecticut
| USD 3740 M | +USD 607 M | +19% | 12.6% | 302% | 172 | 37.79% | 0.3 |
|
| 567 |
567
Norinchukin Bank
Tokyo,
Japan
| USD 3717 M | +USD 223 M | +6% | 9% | 93.3% | 474 | 4.64% | 0.5 |
|
| 568 |
TCM
568
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 3672 M | +USD 376 M | +11% | 7.04% | 11.3% | 87 | 18.39% | 0.4 |
|
| 569 |
569
GW&K Investment Management
Boston,
Massachusetts
| USD 3671 M | +USD 395 M | +12% | 9.91% | 110% | 230 | 8.26% | 0.5 |
|
| 570 |
570
Huber Capital Management
El Segundo,
California
| USD 3647 M | +USD 763 M | +26% | 10.2% | 70.4% | 123 | 16.26% | 0.4 |
|
| 571 |
571
Valmark Advisers
Akron,
Ohio
| USD 3643 M | +USD 396 M | +12% | 4.41% | 43.2% | 62 | 20.97% | 0.4 |
|
| 572 |
572
AEW Capital Management
Boston,
Massachusetts
| USD 3641 M | -USD 4.44 M | -0.1% | 1.68% | 37.1% | 50 | 18% | 0.4 |
|
| 573 |
573
Thomaspartners
Boston,
Massachusetts
| USD 3639 M | +USD 861 M | +31% | 9.67% | 26.1% | 143 | 10.49% | 0.5 |
|
| 574 |
574
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 3626 M | +USD 350 M | +11% | 11% | 59.7% | 638 | 17.55% | 0.4 |
|
| 575 |
575
BB&T Securities
Richmond,
Virginia
| USD 3623 M | +USD 395 M | +12% | 7.31% | 33.1% | 948 | 20.68% | 0.4 |
|