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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
Grimes & Company
Westborough,
Massachusetts
| USD 1439 M | +USD 344 M | +31% | 19.1% | 66.2% | 267 | 18.73% | 3.5 |
|
| 1127 |
1127
Pinnacle Advisory Group
Columbia,
Maryland
| USD 1439 M | +USD 398 M | +38% | 14.3% | 45.8% | 172 | 18.02% | 2.7 |
|
| 1128 |
1128
Hennessy Advisors Inc
Novato,
California
| USD 1436 M | +USD 105 M | +8% | 19.4% | 206% | 273 | 7.33% | 2.7 |
|
| 1129 |
1129
Wealthspire Advisors (New York)
New York
| USD 1436 M | -USD 950 M | -40% | 16.6% | 59% | 577 | 54.59% | 0.7 |
|
| 1130 |
1130
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1436 M | +USD 108 M | +8% | 17.7% | 70.5% | 132 | 10.61% | 2.5 |
|
| 1131 |
1131
Lombard Odier Asset Management (USA)
New York
| USD 1435 M | +USD 472 M | +49% | 36.6% | 96.8% | 308 | 64.61% | 0.4 |
|
| 1132 |
1132
Cannae Holdings
Las Vegas,
Nevada
| USD 1434 M | +USD 441 M | +44% | 65% | 88.6% | 2 | 50% | 0.1 |
|
| 1133 |
1133
Two Creeks Capital Management
New York
| USD 1434 M | +USD 203 M | +17% | 27.4% | 38.8% | 18 | 11.11% | 2.5 |
|
| 1134 |
1134
Addenda Capital
Montreal,
Quebec, Canada
| USD 1434 M | +USD 256 M | +22% | 21.5% | 100% | 98 | 5.1% | 5 |
|
| 1135 |
1135
Rheos Capital Works
Tokyo,
Japan
| USD 1432 M | +USD 489 M | +52% | 40.5% | 220% | 68 | 11.76% | 0.6 |
|
| 1136 |
1136
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 1430 M | +USD 329 M | +30% | 24.1% | 119% | 160 | 30% | 2.6 |
|
| 1137 |
1137
Newbrook Capital Advisors
New York
| USD 1428 M | +USD 510 M | +56% | 27.5% | 299% | 28 | 60.71% | 0.7 |
|
| 1138 |
1138
Citizens Financial Group
Providence,
Rhode Island
| USD 1427 M | +USD 203 M | +17% | 21.4% | 95.4% | 1,256 | 24.2% | 1.8 |
|
| 1139 |
CA
1139
Cullinan Associates
Louisville,
Kentucky
| USD 1426 M | +USD 203 M | +17% | 16.5% | 107% | 186 | 11.29% | 4.3 |
|
| 1140 |
1140
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 1425 M | -USD 37.8 M | -3% | 22.1% | 137% | 509 | 3.34% | 5.6 |
|
| 1141 |
1141
Segantii Capital Management
Hong Kong
| USD 1423 M | +USD 169 M | +14% | 23.8% | 33.1% | 109 | 86.24% | 0.2 |
|
| 1142 |
1142
Pittenger & Anderson Inc
Lincoin,
Nebraska
| USD 1421 M | +USD 245 M | +21% | 18.2% | 63.4% | 373 | 8.04% | 4.4 |
|
| 1143 |
1143
Iconiq Capital
San Francisco,
California
| USD 1415 M | +USD 309 M | +28% | 67.1% | 0.88% | 54 | 16.67% | 3 |
|
| 1144 |
1144
Glazer Capital LLC
New York
| USD 1415 M | -USD 85.2 M | -6% | 14% | 323% | 250 | 39.6% | 0.6 |
|
| 1145 |
1145
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 1412 M | +USD 156 M | +12% | 20% | 84.4% | 159 | 28.93% | 2.3 |
|
| 1146 |
1146
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 1411 M | -USD 138 M | -9% | 18.9% | 166% | 215 | 40.47% | 2.4 |
|
| 1147 |
1147
Sachem Head Capital Management
New York
| USD 1404 M | +USD 375 M | +36% | 20.4% | 172% | 21 | 52.38% | 0.4 |
|
| 1148 |
1148
Nippon Life Global Investors Americas
New York
| USD 1400 M | +USD 257 M | +22% | 26% | 173% | 158 | 27.22% | 2.3 |
|
| 1149 |
1149
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| USD 1398 M | +USD 249 M | +22% | 20.7% | 28.9% | 484 | 18.18% | 3.3 |
|
| 1150 |
1150
Howland Capital Management
Boston,
Massachusetts
| USD 1395 M | +USD 254 M | +22% | 22.5% | 84.1% | 218 | 12.39% | 4.5 |
|