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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
926
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 1424 M | +USD 181 M | +15% | 0% | 0% | 91 | 0% | 0.2 |
|
| 927 |
927
Mid Continent Capital
Chicago,
Illinois
| USD 1422 M | +USD 51.8 M | +4% | 3.94% | – | 328 | 14.94% | 0.2 |
|
| 928 |
SZC
928
Sleep, Zakaria & Co
London,
United Kingdom
| USD 1418 M | +USD 117 M | +9% | 9.83% | – | 4 | 0% | 0.3 |
|
| 929 |
929
Jericho Capital Asset Management
New York
| USD 1417 M | -USD 3.62 M | -0.3% | 35.4% | 573% | 40 | 62.5% | 0.1 |
|
| 930 |
930
Private Management Group
Irvine,
California
| USD 1412 M | +USD 16.6 M | +1% | 4.91% | 62.2% | 79 | 18.99% | 0.2 |
|
| 931 |
931
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 1411 M | +USD 271 M | +24% | 7.99% | 69% | 364 | 17.03% | 0.2 |
|
| 932 |
932
American National Insurance
Galveston,
Texas
| USD 1402 M | +USD 60.5 M | +5% | 5.53% | 97.8% | 348 | 4.31% | 0.2 |
|
| 933 |
933
Provident Trust Company
Waukesha,
Wisconsin
| USD 1397 M | +USD 130 M | +10% | 8.6% | 84.1% | 19 | 10.53% | 0.3 |
|
| 934 |
934
Bridger Management
New York
| USD 1397 M | +USD 36.9 M | +3% | 22.7% | 103% | 47 | 27.66% | 0.2 |
|
| 935 |
935
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 1396 M | +USD 44 M | +3% | 5.73% | 198% | 164 | 10.37% | 0.2 |
|
| 936 |
936
Apex Capital
Orinda,
California
| USD 1395 M | -USD 68.6 M | -5% | 11.6% | – | 94 | 55.32% | 0.2 |
|
| 937 |
937
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 1393 M | +USD 71.9 M | +5% | 9.41% | 117% | 291 | 22.34% | 0.2 |
|
| 938 |
938
Curi RMB Capital
Chicago,
Illinois
| USD 1393 M | +USD 72.9 M | +6% | 7.68% | 81.4% | 420 | 22.62% | 0.2 |
|
| 939 |
939
P. Schoenfeld Asset Management (PSAM)
New York
| USD 1388 M | -USD 135 M | -9% | 8.28% | 367% | 110 | 55.45% | 0.2 |
|
| 940 |
940
Fiduciary Management Associates
Chicago,
Illinois
| USD 1382 M | +USD 99.4 M | +8% | 10.9% | 61.2% | 148 | 22.97% | 0.2 |
|
| 941 |
941
ICC Capital Management
Orlando,
Florida
| USD 1381 M | -USD 16.6 M | -1% | 6.62% | – | 267 | 25.47% | 0.2 |
|
| 942 |
942
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 1377 M | +USD 103 M | +8% | 7.91% | 78.1% | 246 | 15.45% | 0.2 |
|
| 943 |
JCI
943
Jet Capital Investors
New York
| USD 1377 M | -USD 27.9 M | -2% | 8.75% | 147% | 71 | 74.65% | 0.1 |
|
| 944 |
VBCP
944
Vollero Beach Capital Partners
New York
| USD 1373 M | +USD 338 M | +33% | 21.2% | 75.8% | 78 | 65.38% | 0.1 |
|
| 945 |
945
Bronson Point Management
Fairfield,
Connecticut
| USD 1367 M | +USD 264 M | +24% | 7.25% | 7.56% | 117 | 64.1% | 0.1 |
|
| 946 |
946
Channing Capital Management
Chicago,
Illinois
| USD 1360 M | +USD 248 M | +22% | 11.6% | 81.1% | 98 | 1.02% | 0.2 |
|
| 947 |
947
Alliance Trust
Dundee, Scotland,
United Kingdom
| USD 1355 M | -USD 297 M | -18% | 3.03% | 12.6% | 40 | 37.5% | 0.2 |
|
| 948 |
948
Laurion Capital Management
New York
| USD 1355 M | -USD 260 M | -16% | 6.93% | 179% | 237 | 69.2% | 0.1 |
|
| 949 |
949
Abrams Bison Investments
Bethesda,
Maryland
| USD 1354 M | +USD 137 M | +11% | 13.9% | 170% | 10 | 0% | 0.3 |
|
| 950 |
950
Choate Investment Advisors
Boston,
Massachusetts
| USD 1353 M | +USD 105 M | +8% | 6.64% | 70% | 258 | 5.43% | 0.2 |
|