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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 1215 M | +USD 42.1 M | +4% | 6.42% | 28.5% | 190 | 45.26% | 0.6 |
|
| 1152 |
1152
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 1214 M | +USD 27.3 M | +2% | 5.2% | 142% | 343 | 10.5% | 2 |
|
| 1153 |
1153
Martin Currie
Edinburgh,
United Kingdom
| USD 1212 M | +USD 144 M | +13% | 10.1% | 114% | 112 | 8.04% | 2.3 |
|
| 1154 |
1154
Muzinich & Co
New York
| USD 1209 M | +USD 451 M | +59% | 4.56% | 9.67% | 56 | 17.86% | 1.6 |
|
| 1155 |
1155
Flow Traders U.S.
New York
| USD 1206 M | -USD 423 M | -26% | 2.78% | 86.5% | 605 | 66.12% | 0.6 |
|
| 1156 |
1156
Bailard
Foster City,
California
| USD 1205 M | +USD 125 M | +12% | 5.45% | 105% | 336 | 23.51% | 0.9 |
|
| 1157 |
KPF
1157
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 1205 M | +USD 146 M | +14% | 6.02% | 76.5% | 432 | 67.82% | 0.3 |
|
| 1158 |
1158
Saratoga Research & Investment Management
Saratoga,
California
| USD 1204 M | +USD 97.8 M | +9% | 7.81% | 65.1% | 47 | 6.38% | 3.1 |
|
| 1159 |
1159
Parsec Financial Management
Asheville,
North Carolina
| USD 1202 M | +USD 53.9 M | +5% | 4.85% | 70.7% | 210 | 9.52% | 2.7 |
|
| 1160 |
1160
Paradice Investment Management
Denver,
Colorado
| USD 1200 M | +USD 147 M | +14% | 3.1% | 72.2% | 34 | 5.88% | 2.4 |
|
| 1161 |
1161
Cerity Partners
New York
| USD 1198 M | +USD 1125 M | +1,548% | 8.83% | 81% | 430 | 88.6% | 0 |
|
| 1162 |
1162
WestEnd Advisors
Charlotte,
North Carolina
| USD 1197 M | -USD 56.7 M | -5% | 5.64% | 59.9% | 41 | 26.83% | 1.8 |
|
| 1163 |
1163
Incline Global Management
New York
| USD 1196 M | +USD 480 M | +67% | 9.92% | 40.1% | 40 | 47.5% | 0.5 |
|
| 1164 |
1164
Tiedemann Advisors
New York
| USD 1192 M | +USD 188 M | +19% | 2.6% | 31.5% | 444 | 39.41% | 0.4 |
|
| 1165 |
1165
BloombergSen
Toronto,
Ontario, Canada
| USD 1190 M | +USD 26.6 M | +2% | 2.89% | 46.9% | 11 | 9.09% | 2 |
|
| 1166 |
1166
Forward Management
San Francisco,
California
| USD 1186 M | -USD 247 M | -17% | 0.84% | 36.9% | 240 | 29.17% | 2.3 |
|
| 1167 |
1167
CMT Asset Management
Chicago,
Illinois
| USD 1185 M | -USD 952 M | -45% | 1.11% | 11.7% | 207 | 37.2% | 1.7 |
|
| 1168 |
1168
Covington Capital Management
Los Angeles,
California
| USD 1184 M | +USD 54.1 M | +5% | 5.06% | 32% | 233 | 6.87% | 2.9 |
|
| 1169 |
1169
Next Century Growth Investors
Plymouth,
Minnesota
| USD 1180 M | -USD 452 M | -28% | 13.3% | 447% | 168 | 25% | 1.6 |
|
| 1170 |
1170
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| USD 1180 M | +USD 9.21 M | +0.8% | 0.79% | – | 2 | 0% | 3.8 |
|
| 1171 |
1171
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| USD 1176 M | +USD 63.5 M | +6% | 5.5% | 25.2% | 358 | 20.67% | 2.4 |
|
| 1172 |
1172
Aspiriant LLC
Los Angeles,
California
| USD 1174 M | +USD 69.9 M | +6% | 5.05% | 52.7% | 233 | 30.47% | 1.3 |
|
| 1173 |
1173
Robeco Schweiz
Zurich,
Switzerland
| USD 1173 M | +USD 85.8 M | +8% | 8.63% | 148% | 199 | 11.56% | 2 |
|
| 1174 |
KL
1174
KGH Ltd
Nassau,
Bahamas
| USD 1171 M | +USD 99.4 M | +9% | 11.4% | 139% | 80 | 56.25% | 0.6 |
|
| 1175 |
1175
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 1171 M | +USD 70.3 M | +6% | 6.46% | 80.1% | 136 | 10.29% | 3 |
|