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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
Miller Howard Investments
Kingston,
New York
| USD 3769 M | +USD 111 M | +3% | 4.03% | 73.4% | 153 | 11.11% | 4.7 |
|
| 1102 |
1102
Foster Group
West Des Moines,
Iowa
| USD 3763 M | +USD 403 M | +12% | 11.4% | 54.4% | 333 | 19.22% | 2.6 |
|
| 1103 |
DGM
1103
Darwin Global Management
St. Helier,
Jersey
| USD 3760 M | -USD 10.4 M | -0.3% | 47.3% | 2,582% | 6 | 16.67% | 0.8 |
|
| 1104 |
1104
Close Asset Management
London,
United Kingdom
| USD 3756 M | +USD 66.9 M | +2% | 26.3% | 114% | 293 | 15.02% | 4.2 |
|
| 1105 |
1105
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 3754 M | +USD 500 M | +15% | 28.1% | 120% | 3,371 | 13.5% | 6.6 |
|
| 1106 |
1106
American Securities
New York
| USD 3754 M | -USD 176 M | -4% | 4.93% | – | 2 | 0% | 0.9 |
|
| 1107 |
1107
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 3745 M | +USD 605 M | +19% | 19.5% | 91.5% | 390 | 16.41% | 3.2 |
|
| 1108 |
1108
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 3737 M | +USD 575 M | +18% | 23% | 101% | 374 | 6.15% | 7.1 |
|
| 1109 |
FAM
1109
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 3730 M | +USD 544 M | +17% | 11.8% | 88.2% | 18 | 33.33% | 3.4 |
|
| 1110 |
MIM
1110
Meridiem Investment Management
London,
United Kingdom
| USD 3727 M | -USD 189 M | -5% | 10.3% | 36.9% | 60 | 13.33% | 4.1 |
|
| 1111 |
SAI
1111
Systematic Alpha Investments
Princeton,
New Jersey
| USD 3723 M | +USD 879 M | +31% | 26.4% | 117% | 247 | 10.93% | 3.9 |
|
| 1112 |
1112
Becker Capital Management
Portland,
Oregon
| USD 3720 M | +USD 318 M | +9% | 16% | 89.2% | 312 | 7.37% | 5.2 |
|
| 1113 |
OH
1113
Osiris Holdings
Monaco,
| USD 3718 M | – | – | 15.4% | – | 1 | – | 0 |
|
| 1114 |
1114
MUFG Securities (Canada)
New York
| USD 3710 M | +USD 232 M | +7% | 7.28% | – | 43 | 0% | 2.4 |
|
| 1115 |
1115
Castleark Management
Chicago,
Illinois
| USD 3709 M | +USD 687 M | +23% | 30.4% | 248% | 350 | 28.29% | 3.2 |
|
| 1116 |
1116
Burney Company
Reston,
Virginia
| USD 3709 M | +USD 510 M | +16% | 21.1% | 129% | 653 | 18.84% | 5.6 |
|
| 1117 |
1117
Fund Evaluation Group
Cincinnati,
Ohio
| USD 3703 M | +USD 449 M | +14% | 11.3% | 51.6% | 83 | 15.66% | 2.1 |
|
| 1118 |
1118
Himalaya Capital Management
Seattle,
Washington
| USD 3703 M | +USD 502 M | +16% | 9.73% | 116% | 14 | 42.86% | 3.2 |
|
| 1119 |
1119
Cevian Capital II
St. Helier,
Jersey
| USD 3697 M | +USD 579 M | +19% | 19.7% | 105% | 3 | 0% | 4.5 |
|
| 1120 |
1120
MKP Capital Management
New York
| USD 3697 M | +USD 654 M | +21% | 13.3% | 69.8% | 36 | 80.56% | 0.1 |
|
| 1121 |
1121
BNP Paribas
Paris,
France
| USD 3685 M | +USD 540 M | +17% | 24.3% | – | 368 | 19.84% | 1.7 |
|
| 1122 |
1122
Addenda Capital
Montreal,
Quebec, Canada
| USD 3679 M | +USD 128 M | +4% | 9.09% | 100% | 131 | 3.82% | 6.6 |
|
| 1123 |
1123
Paradigm Capital Management Inc
Albany,
New York
| USD 3675 M | +USD 1061 M | +41% | 50.2% | 237% | 121 | 12.4% | 7.7 |
|
| 1124 |
1124
Moran Wealth Management
Naples,
Florida
| USD 3668 M | +USD 402 M | +12% | 21.6% | 107% | 561 | 27.99% | 1.5 |
|
| 1125 |
1125
Ingalls & Snyder LLC
New York
| USD 3665 M | +USD 839 M | +30% | 27.5% | 217% | 502 | 10.96% | 6 |
|