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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
WhitTier Trust Company
Reno,
Nevada
| USD 1354 M | +USD 144 M | +12% | 13.2% | 98.2% | 1,091 | 8.52% | 4 |
|
| 1152 |
1152
Heartland Advisors
Milwaukee,
Wisconsin
| USD 1353 M | +USD 142 M | +12% | 14.8% | 88.6% | 213 | 20.19% | 2.1 |
|
| 1153 |
1153
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 1352 M | +USD 117 M | +9% | 10.7% | 81.9% | 179 | 10.06% | 3.3 |
|
| 1154 |
1154
ExodusPoint Capital Management
New York
| USD 1343 M | -USD 76.5 M | -5% | 20.2% | 111% | 816 | 79.04% | 0.1 |
|
| 1155 |
1155
Encompass Capital Advisors
New York
| USD 1342 M | +USD 436 M | +48% | 21.6% | 364% | 52 | 46.15% | 0.4 |
|
| 1156 |
1156
Banc Funds Company
Chicago,
Illinois
| USD 1338 M | +USD 11.6 M | +0.9% | 3.15% | 69% | 255 | 10.98% | 3.4 |
|
| 1157 |
1157
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 1337 M | +USD 37.8 M | +3% | 13.2% | 42.1% | 170 | 21.76% | 3.5 |
|
| 1158 |
1158
Kepos Capital
New York
| USD 1334 M | +USD 38.1 M | +3% | 11.9% | 21.1% | 446 | 50.22% | 0.5 |
|
| 1159 |
1159
Senvest Management
New York
| USD 1333 M | +USD 176 M | +15% | 19.8% | 92.7% | 59 | 33.9% | 2.3 |
|
| 1160 |
1160
Mizuho Securities USA
New York
| USD 1333 M | +USD 582 M | +78% | 9.17% | 99% | 165 | 64.24% | 0.3 |
|
| 1161 |
EC
1161
EMS Capital
New York
| USD 1332 M | +USD 269 M | +25% | 26.6% | 228% | 39 | 35.9% | 1.7 |
|
| 1162 |
1162
Polaris Wealth Advisory Group
San Rafael,
California
| USD 1332 M | +USD 269 M | +25% | 14.1% | 64% | 183 | 39.34% | 1.3 |
|
| 1163 |
CA
1163
Cullinan Associates
Louisville,
Kentucky
| USD 1331 M | +USD 120 M | +10% | 11% | 107% | 185 | 3.78% | 3.7 |
|
| 1164 |
1164
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| USD 1326 M | +USD 202 M | +18% | 13.5% | 28.9% | 2,698 | 9.08% | 2.2 |
|
| 1165 |
1165
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 1322 M | +USD 203 M | +18% | 18.2% | 210% | 208 | 27.4% | 1.2 |
|
| 1166 |
1166
Deccan Value Investors
Greenwich,
Connecticut
| USD 1320 M | -USD 2.31 M | -0.2% | 10.8% | 66.5% | 8 | 12.5% | 1.9 |
|
| 1167 |
SA
1167
SQ Advisors
Naples,
Florida
| USD 1318 M | -USD 1302 M | -50% | 13.9% | 45.7% | 10 | 0% | 3.2 |
|
| 1168 |
1168
Telemus Capital
Southfield,
Michigan
| USD 1317 M | +USD 80.8 M | +7% | 15.8% | 27.9% | 461 | 17.35% | 2.2 |
|
| 1169 |
1169
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 1317 M | +USD 139 M | +12% | 13.2% | 160% | 360 | 28.33% | 3 |
|
| 1170 |
1170
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 1314 M | +USD 166 M | +14% | 15.2% | 80.1% | 146 | 9.59% | 4.3 |
|
| 1171 |
1171
Bank of Hawaii
Honolulu,
Hawaii
| USD 1313 M | +USD 157 M | +14% | 12.1% | 73.5% | 349 | 21.2% | 3.2 |
|
| 1172 |
1172
Paradice Investment Management
Denver,
Colorado
| USD 1311 M | +USD 142 M | +12% | 14.7% | 72.2% | 34 | 8.82% | 3.5 |
|
| 1173 |
1173
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| USD 1306 M | +USD 23.8 M | +2% | 18.7% | 181% | 460 | 71.74% | 0.3 |
|
| 1174 |
1174
First Quadrant
Glendale,
California
| USD 1305 M | +USD 63.3 M | +5% | 14.8% | 90.6% | 896 | 32.48% | 3 |
|
| 1175 |
1175
Maltese Capital Management
New York
| USD 1305 M | +USD 104 M | +9% | 9.82% | 114% | 231 | 34.63% | 1.8 |
|