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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Capital International Sarl
Los Angeles,
California
| USD 1752 M | +USD 333 M | +23% | 8.87% | 149% | 148 | 12.84% | 0.2 |
|
| 827 |
827
Deere & Company
Moline,
Illinois
| USD 1751 M | +USD 112 M | +7% | 8.05% | – | 1,163 | 34.05% | 0.2 |
|
| 828 |
828
Evercore Wealth Management
New York
| USD 1746 M | -USD 21.2 M | -1% | 7.98% | 84.8% | 1,038 | 25.05% | 0.2 |
|
| 829 |
DCM
829
Decade Capital Management
New York
| USD 1745 M | +USD 179 M | +11% | 10.5% | – | 299 | 69.23% | 0.1 |
|
| 830 |
830
UMB Bank
Kansas City,
Missouri
| USD 1732 M | +USD 27 M | +2% | 3.31% | 97.8% | 299 | 9.7% | 0.2 |
|
| 831 |
831
Boston Common Asset Management
Boston,
Massachusetts
| USD 1732 M | +USD 126 M | +8% | 2.79% | 61.2% | 435 | 10.57% | 0.2 |
|
| 832 |
832
HM Payson & Co
Portland,
Maine
| USD 1725 M | +USD 58.6 M | +4% | 5.04% | 94.4% | 286 | 4.2% | 0.2 |
|
| 833 |
833
EULAV Asset Management
Sarasota,
Florida
| USD 1719 M | +USD 77.1 M | +5% | 8.91% | 90.7% | 440 | 8.64% | 0.2 |
|
| 834 |
834
First Allied Advisory Services
San Diego,
California
| USD 1718 M | +USD 463 M | +37% | 4.58% | 33.5% | 1,095 | 21.83% | 0.2 |
|
| 835 |
835
Capital Counsel
New York
| USD 1716 M | +USD 48.6 M | +3% | 7.35% | 94.9% | 140 | 13.57% | 0.2 |
|
| 836 |
836
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 1715 M | +USD 95.6 M | +6% | 4.01% | 83.7% | 352 | 11.93% | 0.2 |
|
| 837 |
837
Teachers Insurance & Annuity Association of America
New York
| USD 1706 M | -USD 41.2 M | -2% | 1.17% | – | 160 | 6.88% | 0.2 |
|
| 838 |
838
Waverton Investment Management
London,
United Kingdom
| USD 1703 M | +USD 557 M | +49% | 8.28% | 129% | 184 | 57.07% | 0.1 |
|
| 839 |
839
Adelante Capital Management
Alameda,
California
| USD 1702 M | -USD 85.4 M | -5% | 2.63% | 43.2% | 45 | 20% | 0.2 |
|
| 840 |
840
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 1691 M | -USD 35.8 M | -2% | 4.98% | 103% | 532 | 9.21% | 0.2 |
|
| 841 |
CPCM
841
Clifton Park Capital Management
Wilmington,
Delaware
| USD 1685 M | -USD 731 k | -0% | 5.91% | – | 24 | 4.17% | 0.3 |
|
| 842 |
KG
842
Killen Group
Berwyn,
Pennsylvania
| USD 1677 M | +USD 275 M | +20% | 9.43% | 34.3% | 119 | 10.92% | 0.2 |
|
| 843 |
843
BP
London,
United Kingdom
| USD 1677 M | +USD 25.9 M | +2% | 6.55% | 20% | 154 | 12.34% | 0.2 |
|
| 844 |
844
Fuller & Thaler Asset Management
San Mateo,
California
| USD 1674 M | +USD 249 M | +17% | 15% | 172% | 813 | 38.75% | 0.2 |
|
| 845 |
845
Ingalls & Snyder LLC
New York
| USD 1673 M | +USD 103 M | +7% | 12% | 217% | 374 | 13.9% | 0.2 |
|
| 846 |
846
Cisco Systems
San Jose,
California
| USD 1664 M | -USD 70.9 M | -4% | 9.48% | 210% | 3 | 33.33% | 0.2 |
|
| 847 |
847
Camden Asset Management
Los Angeles,
California
| USD 1660 M | -USD 210 M | -11% | 0.65% | 15.2% | 80 | 8.75% | 0.2 |
|
| 848 |
848
Miller Value Partners
Sarasota,
Florida
| USD 1660 M | +USD 203 M | +14% | 11.9% | 133% | 103 | 8.74% | 0.2 |
|
| 849 |
849
SRS Investment Management
New York
| USD 1656 M | +USD 315 M | +24% | 37.7% | 166% | 19 | 47.37% | 0.2 |
|
| 850 |
850
Paradigm Capital Management Inc
Albany,
New York
| USD 1653 M | -USD 490 M | -23% | 8.13% | 237% | 269 | 15.61% | 0.2 |
|