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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
AIIMS
1001
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 4303 M | +USD 1002 M | +30% | 28% | 99.4% | 170 | 25.88% | 4.2 |
|
| 1002 |
1002
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 4303 M | +USD 519 M | +14% | 22.5% | 110% | 487 | 6.57% | 5.2 |
|
| 1003 |
NEI
1003
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 4296 M | -USD 27.5 M | -0.6% | 12.6% | 78.1% | 586 | 20.99% | 3.3 |
|
| 1004 |
GHC
1004
Great Hill Capital
New York
| USD 4295 M | +USD 2759 M | +180% | 4.39% | – | 48 | 8.33% | 0.7 |
|
| 1005 |
1005
AKO Capital
London,
United Kingdom
| USD 4292 M | -USD 816 M | -16% | 10.1% | 44.6% | 27 | 18.52% | 3.8 |
|
| 1006 |
1006
Destination Wealth Management
Walnut Creek,
California
| USD 4283 M | +USD 432 M | +11% | 11.3% | 52.7% | 358 | 12.57% | 4.6 |
|
| 1007 |
HCC
1007
Hill City Capital
Boston,
Massachusetts
| USD 4282 M | +USD 1483 M | +53% | 29.9% | 194% | 29 | 24.14% | 1.6 |
|
| 1008 |
1008
Vestal Point Capital
New York
| USD 4279 M | +USD 703 M | +20% | 17.7% | – | 99 | 40.4% | 0.8 |
|
| 1009 |
1009
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 4279 M | +USD 789 M | +23% | 27.8% | 128% | 495 | 11.31% | 6.1 |
|
| 1010 |
1010
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 4270 M | -USD 5049 M | -54% | 27.4% | 135% | 1,692 | 43.44% | 2.9 |
|
| 1011 |
1011
Marshfield Associates
Washington,
District of Columbia
| USD 4265 M | -USD 728 M | -15% | 9.14% | 59.7% | 18 | 11.11% | 8.6 |
|
| 1012 |
1012
Harvard Management Company
Boston,
Massachusetts
| USD 4263 M | +USD 2447 M | +135% | 6.96% | 123% | 23 | 43.48% | 1.7 |
|
| 1013 |
1013
Emerald Advisers
Leola,
Pennsylvania
| USD 4249 M | +USD 1088 M | +34% | 50.9% | 487% | 276 | 24.28% | 2.5 |
|
| 1014 |
AP
1014
Altarock Partners
West Palm Beach,
Florida
| USD 4240 M | +USD 113 M | +3% | 10.3% | 58.1% | 8 | 0% | 7.9 |
|
| 1015 |
1015
Quotient Wealth Partners
Dallas,
Texas
| USD 4235 M | +USD 435 M | +11% | 11.1% | – | 428 | 16.36% | 1.7 |
|
| 1016 |
SCA
1016
Snowden Capital Advisors
New York
| USD 4233 M | +USD 469 M | +12% | 18% | 100% | 1,405 | 14.23% | 3.9 |
|
| 1017 |
1017
Trian Fund Management
New York
| USD 4231 M | +USD 371 M | +10% | 15.3% | 106% | 8 | 0% | 5.8 |
|
| 1018 |
CAM
1018
Contour Asset Management
New York
| USD 4224 M | +USD 1147 M | +37% | 21.6% | 118% | 41 | 68.29% | 0.6 |
|
| 1019 |
1019
Martingale Asset Management
Boston,
Massachusetts
| USD 4222 M | +USD 235 M | +6% | 11.7% | 88.6% | 901 | 19.98% | 3 |
|
| 1020 |
WWA
1020
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 4219 M | +USD 645 M | +18% | 17.2% | 69.6% | 591 | 18.27% | 1.4 |
|
| 1021 |
CCPM
1021
Cooper Creek Partners Management
New York
| USD 4213 M | +USD 1291 M | +44% | 23.7% | 86.4% | 150 | 50.67% | 1.3 |
|
| 1022 |
1022
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 4211 M | +USD 434 M | +12% | 15.7% | 88.8% | 393 | 18.58% | 7.1 |
|
| 1023 |
1023
Kedalion Capital Management
London,
United Kingdom
| USD 4209 M | +USD 729 M | +21% | 14.9% | – | 4 | 50% | 0.8 |
|
| 1024 |
1024
Cartenna Capital
Stamford,
Connecticut
| USD 4201 M | +USD 1458 M | +53% | 30.1% | 162% | 79 | 78.48% | 0.1 |
|
| 1025 |
1025
Kinetic Partners Management
Miami,
Florida
| USD 4189 M | +USD 2402 M | +134% | 33.1% | 263% | 57 | 31.58% | 1 |
|