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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
Chicago Capital
Chicago,
Illinois
| USD 2369 M | +USD 131 M | +6% | 9.75% | 137% | 250 | 12.4% | 2 |
|
| 1027 |
1027
Renaissance Group
Covington,
Kentucky
| USD 2365 M | +USD 38.4 M | +2% | 6% | 115% | 300 | 12.67% | 2 |
|
| 1028 |
1028
FineMark National Bank & Trust
Fort Myers,
Florida
| USD 2365 M | +USD 128 M | +6% | 5.21% | 69.8% | 463 | 11.88% | 3.9 |
|
| 1029 |
1029
Greenwoods Asset Management (HK)
Hong Kong
| USD 2364 M | – | – | 6.69% | 274% | 34 | – | 0 |
|
| 1030 |
1030
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 2361 M | +USD 111 M | +5% | 6.74% | 69% | 431 | 15.55% | 3.1 |
|
| 1031 |
1031
Lakewood Capital Management
New York
| USD 2358 M | +USD 222 M | +10% | 13.3% | 45.4% | 71 | 38.03% | 1.3 |
|
| 1032 |
1032
TOBAM
Paris,
France
| USD 2354 M | +USD 107 M | +5% | 4.63% | 76.5% | 450 | 9.78% | 1 |
|
| 1033 |
1033
Dearborn Partners
Chicago,
Illinois
| USD 2347 M | +USD 150 M | +7% | 5.22% | 46.1% | 266 | 12.03% | 4.1 |
|
| 1034 |
1034
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 2340 M | +USD 130 M | +6% | 8.05% | 165% | 122 | 35.25% | 2.4 |
|
| 1035 |
1035
First Foundation Advisors
Irvine,
California
| USD 2332 M | +USD 76.5 M | +3% | 5.14% | 70.4% | 448 | 15.85% | 3.1 |
|
| 1036 |
1036
Covington Capital Management
Los Angeles,
California
| USD 2331 M | +USD 112 M | +5% | 4.94% | 32% | 896 | 15.85% | 3.2 |
|
| 1037 |
1037
Segantii Capital Management
Hong Kong
| USD 2330 M | +USD 169 M | +8% | 4.37% | 33.1% | 382 | 85.34% | 0.1 |
|
| 1038 |
1038
Balentine LLC
Atlanta,
Georgia
| USD 2329 M | +USD 120 M | +5% | 2.2% | 63.5% | 215 | 20% | 1.6 |
|
| 1039 |
1039
Munro Partners
Melbourne,
Australia
| USD 2323 M | +USD 17.1 M | +0.7% | 2.24% | 339% | 33 | 39.39% | 1.2 |
|
| 1040 |
1040
Glenview Trust
Louisville,
Kentucky
| USD 2322 M | +USD 171 M | +8% | 6.99% | 110% | 405 | 18.27% | 3.8 |
|
| 1041 |
1041
Orion Portfolio Solutions
Omaha,
Nebraska
| USD 2312 M | +USD 168 M | +8% | 6.69% | 25.6% | 571 | 17.34% | 0.9 |
|
| 1042 |
1042
Spring Creek Capital
Wichita,
Kansas
| USD 2312 M | +USD 952 M | +70% | 4.35% | 312% | 453 | 83.66% | 0.1 |
|
| 1043 |
1043
First Hawaiian Bank
Honolulu,
Hawaii
| USD 2311 M | +USD 125 M | +6% | 7.18% | 72.7% | 889 | 13.95% | 2 |
|
| 1044 |
1044
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 2311 M | +USD 63.9 M | +3% | 12.7% | 1,167% | 123 | 56.1% | 0.7 |
|
| 1045 |
1045
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| USD 2311 M | +USD 190 M | +9% | 5.59% | 25.2% | 506 | 21.54% | 3.4 |
|
| 1046 |
1046
Waverton Investment Management
London,
United Kingdom
| USD 2305 M | +USD 137 M | +6% | 3.86% | 129% | 58 | 15.52% | 3.4 |
|
| 1047 |
1047
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 2303 M | +USD 99.2 M | +5% | 12% | 85.6% | 136 | 11.03% | 3.5 |
|
| 1048 |
1048
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 2290 M | +USD 126 M | +6% | 4.38% | 95.8% | 300 | 9.67% | 2.3 |
|
| 1049 |
APA
1049
American Portfolios Advisors
Holbrook,
New York
| USD 2290 M | +USD 335 M | +17% | 5.59% | 43.6% | 3,362 | 14.01% | 2.1 |
|
| 1050 |
1050
RGM Capital
Naples,
Florida
| USD 2285 M | -USD 7.04 M | -0.3% | 3.65% | 48.6% | 24 | 12.5% | 2.8 |
|