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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 5332 M | +USD 21.9 M | +0.4% | 2.48% | 78.9% | 1,797 | 14.3% | 1.3 |
|
| 802 |
802
Geneva Capital Management
Milwaukee,
Wisconsin
| USD 5323 M | -USD 507 M | -9% | 1.22% | 59.4% | 125 | 4.8% | 6.2 |
|
| 803 |
803
RFG Advisory
Birmingham,
Alabama
| USD 5312 M | +USD 476 M | +10% | 1.7% | 52.3% | 1,048 | 15.84% | 2.8 |
|
| 804 |
BSL
804
Blue Sparrow LLC
Dover,
Delaware
| USD 5311 M | – | – | 6.37% | – | 96 | – | 0 |
|
| 805 |
805
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 5296 M | +USD 261 M | +5% | 2.69% | 68.2% | 420 | 7.86% | 5.6 |
|
| 806 |
806
Starboard Value
New York
| USD 5280 M | -USD 35.1 M | -0.7% | 0.33% | 56% | 23 | 17.39% | 1.5 |
|
| 807 |
807
Baupost Group
Boston,
Massachusetts
| USD 5279 M | +USD 488 M | +10% | 4.24% | 47.9% | 23 | 17.39% | 2 |
|
| 808 |
808
Bellevue Group
Kuesnacht,
Switzerland
| USD 5277 M | +USD 464 M | +10% | 23.6% | 159% | 185 | 24.86% | 3.5 |
|
| 809 |
SP
809
SIH Partners
Wilmington,
Delaware
| USD 5275 M | +USD 1760 M | +50% | 4.45% | – | 304 | 56.91% | 0.4 |
|
| 810 |
810
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 5253 M | +USD 109 M | +2% | 3.25% | 76.5% | 627 | 6.7% | 5.3 |
|
| 811 |
811
Annex Advisory Services
Brookfield,
Wisconsin
| USD 5236 M | +USD 537 M | +11% | 1.71% | 85.8% | 378 | 22.49% | 3.3 |
|
| 812 |
812
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 5226 M | +USD 241 M | +5% | 4.11% | 58% | 199 | 16.08% | 2.5 |
|
| 813 |
813
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 5225 M | -USD 295 M | -5% | 4.35% | 186% | 65 | 7.69% | 6.4 |
|
| 814 |
814
Caledonia Investments (Australia)
Sydney NSW,
Australia
| USD 5217 M | -USD 936 M | -15% | 9.28% | 4.24% | 19 | 31.58% | 3.4 |
|
| 815 |
815
Great Valley Advisor Group
Wilmington,
Delaware
| USD 5204 M | +USD 217 M | +4% | 2.36% | 73.9% | 992 | 11.79% | 3.1 |
|
| 816 |
816
Mizuho Markets Americas
New York
| USD 5175 M | -USD 137 M | -3% | 2.31% | 121% | 258 | 53.49% | 0.9 |
|
| 817 |
817
EFG International
Zurich,
| USD 5171 M | – | – | 3.31% | – | 869 | – | 0 |
|
| 818 |
818
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 5158 M | +USD 990 M | +24% | 2.91% | 91.1% | 1,670 | 18.02% | 1.9 |
|
| 819 |
819
Todd Asset Management
Louisville,
Kentucky
| USD 5134 M | +USD 190 M | +4% | 6.35% | 122% | 188 | 13.3% | 5.5 |
|
| 820 |
820
Atalanta Sosnoff Capital
New York
| USD 5129 M | -USD 89.2 M | -2% | 6.55% | 206% | 110 | 11.82% | 3.6 |
|
| 821 |
821
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 5123 M | +USD 70.7 M | +1% | 1.75% | 74.2% | 56 | 5.36% | 9 |
|
| 822 |
822
Caxton Associates (UK)
London,
| USD 5107 M | +USD 874 M | +21% | 10.6% | – | 1,006 | 58.25% | 0.3 |
|
| 823 |
823
Central Trust Company
Jefferson City,
Missouri
| USD 5105 M | +USD 321 M | +7% | 4.98% | 84% | 1,631 | 18.45% | 5.7 |
|
| 824 |
824
Vise Technologies
New York
| USD 5104 M | +USD 2418 M | +90% | 2.83% | – | 1,536 | 27.99% | 1.1 |
|
| 825 |
825
Altarock Partners
West Palm Beach,
Florida
| USD 5100 M | -USD 369 M | -7% | 1.95% | 58.1% | 9 | 11.11% | 7.4 |
|