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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 |
BIM
1001
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| USD 1492 M | +USD 34.2 M | +2% | 11.6% | 181% | 466 | 55.79% | 0.3 |
|
| 1002 |
1002
Conestoga Capital Advisors
Wayne,
Pennsylvania
| USD 1490 M | -USD 90.6 M | -6% | 0.14% | 47.8% | 140 | 10.71% | 0.9 |
|
| 1003 |
TCMV
1003
Technology Crossover Management VII
Menlo Park,
California
| USD 1490 M | +USD 228 M | +18% | 6.58% | 35.2% | 7 | 42.86% | 0.7 |
|
| 1004 |
1004
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 1489 M | +USD 113 M | +8% | 4.51% | 74.2% | 47 | 2.13% | 1 |
|
| 1005 |
1005
Calvert Investment Management
Bethesda,
Maryland
| USD 1489 M | +USD 75.3 M | +5% | 5.14% | 30.9% | 365 | 6.85% | 0.8 |
|
| 1006 |
1006
Rice Hall James & Associates
San Diego,
California
| USD 1487 M | +USD 125 M | +9% | 4.06% | 140% | 322 | 13.98% | 0.8 |
|
| 1007 |
1007
Clifford Swan Investment Counsel
Pasadena,
California
| USD 1484 M | +USD 56.8 M | +4% | 4.54% | 73.2% | 260 | 6.54% | 0.9 |
|
| 1008 |
1008
Moody National Bank Trust Division
Galveston,
Texas
| USD 1483 M | +USD 13.2 M | +0.9% | 1.99% | 115% | 273 | 14.65% | 0.8 |
|
| 1009 |
CP
1009
Coho Partners
Berwyn,
Pennsylvania
| USD 1482 M | +USD 131 M | +10% | 2.9% | 35.6% | 56 | 14.29% | 0.9 |
|
| 1010 |
1010
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 1478 M | -USD 82.7 M | -5% | 7.91% | 87.8% | 109 | 55.96% | 0.5 |
|
| 1011 |
LCM
1011
LionEye Capital Management
New York
| USD 1477 M | +USD 600 M | +68% | 9.49% | – | 78 | 62.82% | 0.3 |
|
| 1012 |
1012
Tokio Marine Asset Management
Tokyo,
Japan
| USD 1475 M | -USD 71.8 M | -5% | 5% | 129% | 535 | 4.86% | 1 |
|
| 1013 |
FFH
1013
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 1462 M | +USD 37.2 M | +3% | 6.29% | 70.7% | 46 | 17.39% | 0.9 |
|
| 1014 |
1014
Park National Corp
Newark,
Ohio
| USD 1459 M | +USD 52.2 M | +4% | 3.95% | 92.7% | 337 | 9.2% | 0.9 |
|
| 1015 |
1015
Long Pond Capital
New York
| USD 1459 M | +USD 453 M | +45% | 4.31% | 13.5% | 41 | 53.66% | 0.3 |
|
| 1016 |
BC
1016
BHR Capital
New York
| USD 1453 M | +USD 267 M | +23% | 10.5% | 5.89% | 54 | 38.89% | 0.5 |
|
| 1017 |
1017
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| USD 1450 M | +USD 80.8 M | +6% | 4.71% | 18.6% | 372 | 12.9% | 0.8 |
|
| 1018 |
1018
Brinker Capital
Berwyn,
Pennsylvania
| USD 1449 M | +USD 205 M | +16% | 1.33% | 36.1% | 151 | 20.53% | 0.8 |
|
| 1019 |
1019
1607 Capital Partners
Richmond,
Virginia
| USD 1447 M | +USD 154 M | +12% | 3.68% | 28.5% | 124 | 5.65% | 0.8 |
|
| 1020 |
1020
Jasper Ridge Partners
Menlo Park,
California
| USD 1443 M | -USD 114 M | -7% | 4.32% | 84.2% | 132 | 11.36% | 0.8 |
|
| 1021 |
1021
Bank of Italy
Rome,
Italy
| USD 1441 M | +USD 47.7 M | +3% | 3.6% | 20.9% | 3 | 0% | 0.7 |
|
| 1022 |
1022
Opus Capital Group
Cincinnati,
Ohio
| USD 1440 M | +USD 34.6 M | +2% | 4.77% | 49.7% | 241 | 23.65% | 0.5 |
|
| 1023 |
FCI
1023
Financial Counselors Inc
Overland Park,
Kansas
| USD 1436 M | +USD 47 M | +3% | 4.57% | 77.1% | 459 | 12.64% | 0.9 |
|
| 1024 |
PGP
1024
Prescott General Partners
Boca Raton,
Florida
| USD 1434 M | -USD 91.7 M | -6% | 2.39% | 76.8% | 15 | 13.33% | 0.9 |
|
| 1025 |
AC
1025
Andromeda Capital
White Plains,
New York
| USD 1431 M | +USD 73.8 M | +5% | 14.3% | – | 174 | 71.84% | 0.2 |
|