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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
MIRAE ASSET SECURITIES (USA) INC.
New York
| USD 3268 M | -USD 363 M | -10% | 14.4% | – | 312 | 70.83% | 0.3 |
|
| 1027 |
1027
Readystate Asset Management
Chicago,
Illinois
| USD 3266 M | +USD 265 M | +9% | 5.72% | 43.4% | 979 | 78.65% | 0.2 |
|
| 1028 |
1028
Sanibel Captiva Trust Company
Sanibel,
Florida
| USD 3253 M | +USD 175 M | +6% | 8.75% | – | 402 | 5.72% | 1.3 |
|
| 1029 |
1029
Moran Wealth Management
Naples,
Florida
| USD 3245 M | +USD 271 M | +9% | 11.9% | 111% | 518 | 25.1% | 1.2 |
|
| 1030 |
1030
Intermede Investment Partners
London,
United Kingdom
| USD 3243 M | +USD 64.3 M | +2% | 12.4% | 76.7% | 33 | 12.12% | 3.3 |
|
| 1031 |
1031
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 3238 M | +USD 203 M | +7% | 8.69% | 70.9% | 929 | 11.95% | 2.8 |
|
| 1032 |
EQF
1032
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| USD 3235 M | +USD 558 M | +21% | 21.7% | – | 19 | 47.37% | 0.4 |
|
| 1033 |
CCPM
1033
Cooper Creek Partners Management
New York
| USD 3229 M | -USD 47.3 M | -1% | 11.5% | 86.4% | 127 | 46.46% | 1.2 |
|
| 1034 |
1034
Antipodes Partners
Royal Exchange,
Australia
| USD 3224 M | +USD 31.1 M | +1% | 12% | 96.4% | 124 | 31.45% | 1 |
|
| 1035 |
1035
Munro Partners
Melbourne,
Australia
| USD 3214 M | +USD 1077 M | +50% | 31.3% | 350% | 76 | 32.89% | 1.4 |
|
| 1036 |
1036
Advisory Alpha
Holland,
Michigan
| USD 3211 M | +USD 270 M | +9% | 7.43% | 50.3% | 500 | 12.8% | 2.3 |
|
| 1037 |
1037
Becker Capital Management
Portland,
Oregon
| USD 3209 M | +USD 175 M | +6% | 9.58% | 89.2% | 287 | 7.67% | 5 |
|
| 1038 |
1038
Sachem Head Capital Management
New York
| USD 3203 M | +USD 709 M | +28% | 20.6% | 172% | 21 | 33.33% | 1 |
|
| 1039 |
1039
Toyota Motor Corp
Japan
| USD 3203 M | +USD 1027 M | +47% | 38.2% | 78.9% | 4 | 0% | 3.8 |
|
| 1040 |
1040
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| USD 3195 M | +USD 250 M | +9% | 7.28% | 85.6% | 72 | 8.33% | 4.5 |
|
| 1041 |
1041
Callan Family Office
Radnor,
Pennsylvania
| USD 3169 M | +USD 1836 M | +138% | 12.8% | 93.4% | 941 | 43.36% | 0.5 |
|
| 1042 |
1042
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 3169 M | +USD 261 M | +9% | 12.3% | 120% | 3,406 | 14.09% | 6.1 |
|
| 1043 |
1043
Hyperion Asset Management
Brisbane,
Australia
| USD 3165 M | +USD 620 M | +24% | 27% | 151% | 21 | 23.81% | 5.2 |
|
| 1044 |
1044
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 3163 M | +USD 247 M | +8% | 12.1% | 99.7% | 264 | 8.33% | 7.2 |
|
| 1045 |
1045
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 3155 M | +USD 284 M | +10% | 13.4% | 181% | 1,277 | 12.69% | 4.4 |
|
| 1046 |
1046
Metropolis Capital
Amersham,
United Kingdom
| USD 3154 M | +USD 462 M | +17% | 19.7% | 61.7% | 17 | 11.76% | 3.8 |
|
| 1047 |
1047
Miller Howard Investments
Kingston,
New York
| USD 3153 M | +USD 11.9 M | +0.4% | 0.86% | 73.4% | 143 | 7.69% | 4.8 |
|
| 1048 |
1048
Avantax Planning Partners
Dubuque,
Iowa
| USD 3152 M | +USD 327 M | +12% | 6.14% | 51% | 465 | 11.18% | 4.2 |
|
| 1049 |
1049
Altshuler Shaham
Tel Aviv,
Israel
| USD 3150 M | -USD 977 M | -24% | 19.9% | 108% | 375 | 32.53% | 1.1 |
|
| 1050 |
1050
Anomaly Capital Management
New York
| USD 3147 M | +USD 998 M | +46% | 17.5% | 108% | 43 | 58.14% | 0.6 |
|