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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
Wellcome Trust
London,
United Kingdom
| USD 4064 M | +USD 290 M | +8% | 1.43% | 59.7% | 37 | 32.43% | 0.5 |
|
| 552 |
552
Cadian Capital Management
New York
| USD 4006 M | +USD 119 M | +3% | 8.66% | 19.5% | 113 | 53.98% | 0.3 |
|
| 553 |
TGI
553
Tradewinds Global Investors
Los Angeles,
California
| USD 3999 M | -USD 37 M | -0.9% | 0.58% | 10.5% | 119 | 25.21% | 0.6 |
|
| 554 |
554
Congress Asset Management
Boston,
Massachusetts
| USD 3995 M | +USD 181 M | +5% | 2.03% | 143% | 260 | 19.23% | 0.6 |
|
| 555 |
555
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| USD 3993 M | -USD 648 M | -14% | 0.3% | 37.2% | 7 | 0% | 0.7 |
|
| 556 |
556
Oak Ridge Investments
Chicago,
Illinois
| USD 3981 M | +USD 159 M | +4% | 2.13% | 208% | 148 | 12.84% | 0.6 |
|
| 557 |
557
New England Asset Management
Farmington,
Connecticut
| USD 3981 M | +USD 137 M | +4% | 4.44% | 55.6% | 131 | 9.16% | 0.7 |
|
| 558 |
RM
558
RTLC Management
Birmingham,
Michigan
| USD 3975 M | -USD 1446 M | -27% | 26.7% | – | 1 | 0% | 0.3 |
|
| 559 |
559
Mirae Asset Global Investments
Seoul,
South Korea
| USD 3939 M | +USD 1559 M | +66% | 2.1% | 151% | 463 | 20.73% | 0.6 |
|
| 560 |
560
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 3932 M | +USD 93.1 M | +2% | 1.78% | 186% | 90 | 6.67% | 0.7 |
|
| 561 |
561
Marathon Asset Management (UK)
London,
United Kingdom
| USD 3903 M | -USD 162 M | -4% | 1.47% | 80.8% | 76 | 27.63% | 0.5 |
|
| 562 |
562
Valmark Advisers
Akron,
Ohio
| USD 3891 M | +USD 247 M | +7% | 1.03% | 43.2% | 62 | 16.13% | 0.7 |
|
| 563 |
563
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| USD 3891 M | -USD 323 M | -8% | 0.58% | 74.2% | 24 | 0% | 0.8 |
|
| 564 |
564
BB&T Securities
Richmond,
Virginia
| USD 3864 M | +USD 241 M | +7% | 1.62% | 33.1% | 995 | 18.49% | 0.6 |
|
| 565 |
565
Ascend Capital
Orinda,
California
| USD 3846 M | +USD 562 M | +17% | 3.38% | 56.8% | 264 | 64.77% | 0.3 |
|
| 566 |
566
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 3826 M | +USD 70 M | +2% | 2.11% | 124% | 1,020 | 1.86% | 0.7 |
|
| 567 |
567
Huber Capital Management
El Segundo,
California
| USD 3807 M | +USD 160 M | +4% | 0.56% | 70.4% | 124 | 14.52% | 0.7 |
|
| 568 |
568
Saturna Capital
Bellingham,
Washington
| USD 3803 M | -USD 115 M | -3% | 2.88% | 117% | 382 | 7.85% | 0.7 |
|
| 569 |
569
Shapiro Capital Management
Atlanta,
Georgia
| USD 3774 M | -USD 49.9 M | -1% | 0.1% | 40.7% | 62 | 16.13% | 0.6 |
|
| 570 |
570
Turner Investments
Berwyn,
Pennsylvania
| USD 3768 M | -USD 1835 M | -33% | 4.33% | 6.36% | 781 | 44.05% | 0.4 |
|
| 571 |
571
RiverFront Investment Group
Richmond,
Virginia
| USD 3765 M | +USD 322 M | +9% | 1.23% | 57.1% | 95 | 35.79% | 0.5 |
|
| 572 |
572
CI Global Investments
Oakland,
California
| USD 3760 M | +USD 217 M | +6% | 2.08% | 43.5% | 249 | 40.96% | 0.4 |
|
| 573 |
573
Flossbach Von Storch
Cologne,
Germany
| USD 3757 M | +USD 243 M | +7% | 1.41% | 43.3% | 92 | 17.39% | 0.7 |
|
| 574 |
574
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 3756 M | +USD 216 M | +6% | 3.29% | 128% | 63 | 49.21% | 0.4 |
|
| 575 |
575
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 3755 M | +USD 269 M | +8% | 1.92% | 115% | 850 | 4% | 0.7 |
|