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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
HAP Trading
New York
| USD 2029 M | +USD 207 M | +11% | 14.6% | 141% | 2,078 | 45.72% | 0.9 |
|
| 952 |
952
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 2022 M | +USD 279 M | +16% | 10.8% | 132% | 443 | 6.32% | 3.9 |
|
| 953 |
953
Capital Wealth Planning
Naples,
Florida
| USD 2020 M | +USD 265 M | +15% | 10.2% | 73.9% | 108 | 15.74% | 1.8 |
|
| 954 |
954
Covington Capital Management
Los Angeles,
California
| USD 2019 M | +USD 220 M | +12% | 9.38% | 32% | 802 | 10.35% | 3.2 |
|
| 955 |
955
Meitav Investment House
Bene-Beraq,
Israel
| USD 2017 M | +USD 345 M | +21% | 13.3% | 143% | 455 | 28.79% | 1.1 |
|
| 956 |
956
Voya Financial Advisors
Windsor,
Connecticut
| USD 2016 M | +USD 112 M | +6% | 6.54% | 44.8% | 629 | 12.4% | 3.2 |
|
| 957 |
957
Waverton Investment Management
London,
United Kingdom
| USD 2015 M | +USD 171 M | +9% | 12.1% | 129% | 56 | 16.07% | 3.5 |
|
| 958 |
958
Novo Holdings A/S
Hellerup,
Denmark
| USD 2014 M | +USD 465 M | +30% | 8.09% | 205% | 43 | 20.93% | 1.2 |
|
| 959 |
959
Vident Investment Advisory
Alpharetta,
Georgia
| USD 2013 M | +USD 108 M | +6% | 6.06% | 82.6% | 958 | 22.44% | 1.4 |
|
| 960 |
960
Dearborn Partners
Chicago,
Illinois
| USD 2008 M | +USD 158 M | +9% | 9.21% | 46.1% | 235 | 10.21% | 4 |
|
| 961 |
961
Klingenstein Fields & Co
New York
| USD 2003 M | +USD 173 M | +9% | 11.3% | 93.4% | 183 | 7.65% | 5.5 |
|
| 962 |
962
Sowell Financial Services
North Little Rock,
Arkansas
| USD 2002 M | +USD 183 M | +10% | 7.48% | 95.6% | 2,841 | 14.22% | 1 |
|
| 963 |
963
TOBAM
Paris,
France
| USD 1998 M | +USD 444 M | +29% | 10.6% | 76.5% | 434 | 69.35% | 0.6 |
|
| 964 |
964
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 1997 M | +USD 322 M | +19% | 36.6% | 1,167% | 129 | 60.47% | 0.7 |
|
| 965 |
965
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 1991 M | +USD 207 M | +12% | 13.9% | 69% | 371 | 14.29% | 3.1 |
|
| 966 |
966
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 1989 M | +USD 242 M | +14% | 10.2% | 101% | 63 | 7.94% | 3.7 |
|
| 967 |
967
Balentine LLC
Atlanta,
Georgia
| USD 1989 M | +USD 193 M | +11% | 9.29% | 63.5% | 953 | 86.04% | 1.8 |
|
| 968 |
968
Matson Money Inc
Mason,
Ohio
| USD 1984 M | +USD 153 M | +8% | 2.55% | 36.2% | 11 | 9.09% | 1.6 |
|
| 969 |
969
Fir Tree Capital Management
New York
| USD 1984 M | +USD 696 M | +54% | 1.23% | 17.3% | 141 | 66.67% | 0.2 |
|
| 970 |
970
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 1981 M | +USD 137 M | +7% | 8.08% | 85.6% | 134 | 11.19% | 3.4 |
|
| 971 |
971
Destination Wealth Management
Walnut Creek,
California
| USD 1975 M | +USD 127 M | +7% | 7.08% | 52.7% | 151 | 10.6% | 4.6 |
|
| 972 |
972
NorthCoast Asset Management
Greenwich,
Connecticut
| USD 1970 M | +USD 216 M | +12% | 7.63% | 34.4% | 391 | 22.25% | 1 |
|
| 973 |
973
AMI Asset Management
Los Angeles,
California
| USD 1967 M | +USD 92 M | +5% | 12.8% | 96.6% | 95 | 22.11% | 2.4 |
|
| 974 |
974
Alleghany Corporation
New York
| USD 1966 M | +USD 719 M | +58% | 8.17% | 33.7% | 28 | 17.86% | 2.8 |
|
| 975 |
DCP
975
Darsana Capital Partners
New York
| USD 1966 M | +USD 279 M | +17% | 17.8% | 144% | 13 | 15.38% | 1.5 |
|