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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
BBVA USA Bancshares
Houston,
Texas
| USD 1759 M | +USD 207 M | +13% | 8.29% | 66.2% | 681 | 47.43% | 2.3 |
|
| 1027 |
1027
RGM Capital
Naples,
Florida
| USD 1749 M | +USD 247 M | +16% | 14% | 48.6% | 21 | 4.76% | 2.6 |
|
| 1028 |
CEP
1028
Chicago Equity Partners
Chicago,
Illinois
| USD 1744 M | -USD 359 M | -17% | 9.49% | 34.8% | 1,016 | 32.68% | 1.3 |
|
| 1029 |
1029
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 1738 M | +USD 41.6 M | +2% | 4.65% | 101% | 64 | 6.25% | 3.5 |
|
| 1030 |
1030
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 1735 M | +USD 167 M | +11% | 8.67% | 112% | 443 | 9.71% | 3.3 |
|
| 1031 |
1031
Armistice Capital
New York
| USD 1733 M | +USD 225 M | +15% | 20.5% | 79.7% | 98 | 60.2% | 0.5 |
|
| 1032 |
1032
York Capital Management Global Advisors
New York
| USD 1732 M | -USD 424 M | -20% | 9.83% | 74.1% | 65 | 69.23% | 0.4 |
|
| 1033 |
1033
Frontier Investment Management
Dallas,
Texas
| USD 1730 M | +USD 155 M | +10% | 7.5% | 16.4% | 346 | 20.23% | 2.4 |
|
| 1034 |
1034
Voleon Capital Management
Berkeley,
California
| USD 1727 M | +USD 428 M | +33% | 10.3% | – | 254 | 74.8% | 0.2 |
|
| 1035 |
1035
Eastern Bank
Boston,
Massachusetts
| USD 1722 M | +USD 118 M | +7% | 7.29% | 102% | 201 | 8.46% | 4.3 |
|
| 1036 |
CK
1036
Cohen Klingenstein
New York
| USD 1722 M | +USD 131 M | +8% | 9.1% | 99.1% | 241 | 1.66% | 3.9 |
|
| 1037 |
1037
TIG Advisors LLC
New York
| USD 1719 M | -USD 457 M | -21% | 15.1% | 379% | 81 | 79.01% | 0.2 |
|
| 1038 |
1038
Parsec Financial Management
Asheville,
North Carolina
| USD 1709 M | +USD 112 M | +7% | 9.33% | 70.7% | 273 | 9.52% | 3.7 |
|
| 1039 |
1039
Quilter Plc
London,
United Kingdom
| USD 1704 M | – | – | 11.1% | 136% | 225 | – | 0 |
|
| 1040 |
1040
Avantax Planning Partners
Dubuque,
Iowa
| USD 1700 M | +USD 71.1 M | +4% | 6.25% | 51% | 324 | 11.11% | 2.1 |
|
| 1041 |
1041
GuardCap Asset Management
London,
United Kingdom
| USD 1698 M | +USD 339 M | +25% | 9.96% | 21.9% | 26 | 3.85% | 1.7 |
|
| 1042 |
1042
Oak Associates
Akron,
Ohio
| USD 1698 M | +USD 76.5 M | +5% | 10% | 152% | 155 | 10.32% | 4 |
|
| 1043 |
1043
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| USD 1694 M | +USD 111 M | +7% | 7.04% | 25.2% | 455 | 14.51% | 3.3 |
|
| 1044 |
1044
Capital Wealth Planning
Naples,
Florida
| USD 1692 M | +USD 117 M | +7% | 6.26% | 73.9% | 273 | 35.53% | 0.9 |
|
| 1045 |
1045
Trexquant Investment
Stamford,
Connecticut
| USD 1690 M | +USD 533 M | +46% | 8.5% | 112% | 1,374 | 67.98% | 0.2 |
|
| 1046 |
1046
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 1688 M | +USD 170 M | +11% | 7.51% | 67.2% | 74 | 10.81% | 2.7 |
|
| 1047 |
1047
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1687 M | +USD 77.3 M | +5% | 2.72% | 70.5% | 138 | 18.84% | 2.4 |
|
| 1048 |
1048
Stone Ridge Asset Management
New York
| USD 1678 M | +USD 7.52 M | +0.5% | 9.19% | – | 1,102 | 18.97% | 1.6 |
|
| 1049 |
1049
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 1677 M | +USD 147 M | +10% | 10.2% | 103% | 454 | 7.71% | 4.3 |
|
| 1050 |
1050
Duality Advisers
Miami,
Florida
| USD 1674 M | -USD 117 M | -7% | 5.48% | 18.3% | 458 | 49.34% | 0.3 |
|