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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Arvest Trust
Bartlesville,
Oklahoma
| USD 1008 M | +USD 93.3 M | +10% | 9.08% | – | 117 | 11.97% | 0.4 |
|
| 1177 |
1177
Atria Investments
Charlotte,
North Carolina
| USD 1004 M | +USD 42.8 M | +4% | 7.24% | 83.9% | 492 | 20.73% | 0.4 |
|
| 1178 |
1178
FDx Advisors
Chicago,
Illinois
| USD 1004 M | +USD 156 M | +18% | 6.19% | 66.2% | 690 | 23.48% | 0.4 |
|
| 1179 |
1179
Chesley Taft & Associates
Chicago,
Illinois
| USD 1003 M | +USD 86.3 M | +9% | 9.55% | 93.1% | 276 | 6.88% | 0.5 |
|
| 1180 |
1180
Rathbones Group
Liverpool,
United Kingdom
| USD 1002 M | +USD 144 M | +17% | 10.6% | 79.3% | 278 | 30.22% | 0.4 |
|
| 1181 |
1181
Wilmington Funds Management
Wilmington,
Delaware
| USD 1002 M | -USD 32.4 M | -3% | 9.28% | – | 874 | 21.85% | 0.4 |
|
| 1182 |
1182
Virtu Financial
New York
| USD 999 M | -USD 25.7 M | -3% | 3.77% | 160% | 373 | 64.61% | 0.2 |
|
| 1183 |
NCCM
1183
Nine Chapters Capital Management
Short Hills,
New Jersey
| USD 994 M | +USD 141 M | +17% | 11.5% | – | 1,123 | 66.7% | 0.2 |
|
| 1184 |
1184
Bank of Hawaii
Honolulu,
Hawaii
| USD 992 M | +USD 38.2 M | +4% | 8.43% | 73.5% | 367 | 22.62% | 0.4 |
|
| 1185 |
1185
Canyon Capital Advisors
Dallas,
Texas
| USD 992 M | +USD 259 M | +35% | 14.3% | 78% | 51 | 27.45% | 0.3 |
|
| 1186 |
1186
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 990 M | -USD 406 M | -29% | 12.7% | 198% | 173 | 9.25% | 0.4 |
|
| 1187 |
1187
Buckingham Capital Management (New York)
New York
| USD 990 M | -USD 39.8 M | -4% | 11.9% | 62.5% | 105 | 32.38% | 0.4 |
|
| 1188 |
1188
Coronation Asset Management
Cape Town,
South Africa
| USD 986 M | +USD 115 M | +13% | 11.4% | 8.95% | 44 | 25% | 0.4 |
|
| 1189 |
AP
1189
Alydar Partners
Boston,
Massachusetts
| USD 986 M | -USD 217 M | -18% | 13.7% | – | 149 | 65.77% | 0.2 |
|
| 1190 |
1190
Covington Capital Management
Los Angeles,
California
| USD 984 M | +USD 111 M | +13% | 9.12% | 32% | 248 | 11.69% | 0.4 |
|
| 1191 |
1191
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| USD 982 M | +USD 249 M | +34% | 9.9% | 34.6% | 913 | 2.08% | 0.2 |
|
| 1192 |
1192
Diversified Trust
Memphis,
Tennessee
| USD 981 M | +USD 34.3 M | +4% | 8.07% | 81.5% | 507 | 18.93% | 0.4 |
|
| 1193 |
1193
IndexIQ Advisors
New York
| USD 977 M | +USD 107 M | +12% | 2.72% | 91.6% | 230 | 19.13% | 0.4 |
|
| 1194 |
1194
Counsel Portfolio Services
Mississauga,
Ontario, Canada
| USD 975 M | -USD 1048 M | -52% | 7.92% | 26.2% | 331 | 19.94% | 0.4 |
|
| 1195 |
1195
Alta Capital Management
Salt Lake City,
Utah
| USD 974 M | +USD 143 M | +17% | 13.2% | 76.3% | 100 | 19% | 0.4 |
|
| 1196 |
1196
Maltese Capital Management
New York
| USD 974 M | +USD 19.8 M | +2% | 10.6% | 114% | 198 | 29.29% | 0.4 |
|
| 1197 |
1197
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| USD 973 M | +USD 141 M | +17% | 16.9% | – | 2 | 0% | 0.5 |
|
| 1198 |
1198
Estabrook Capital Management
New York
| USD 973 M | +USD 56.4 M | +6% | 8.36% | 87.2% | 497 | 8.85% | 0.5 |
|
| 1199 |
LFM
1199
Lumina Fund Management
New York
| USD 969 M | -USD 202 M | -17% | 9.31% | 28.1% | 64 | 64.06% | 0.2 |
|
| 1200 |
SAM
1200
Skyline Asset Management
Chicago,
Illinois
| USD 968 M | +USD 324 M | +50% | 14.4% | 26.1% | 78 | 14.1% | 0.4 |
|