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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
North Run Capital
Boston,
Massachusetts
| USD 984 M | +USD 195 M | +25% | 8.38% | 19.4% | 34 | 41.18% | 0.4 |
|
| 1202 |
1202
Estabrook Capital Management
New York
| USD 982 M | +USD 9.8 M | +1% | 2.78% | 87.2% | 489 | 6.75% | 0.7 |
|
| 1203 |
1203
Corsair Capital Management
New York
| USD 982 M | +USD 94.6 M | +11% | 3.37% | 435% | 111 | 30.63% | 0.5 |
|
| 1204 |
1204
Saratoga Research & Investment Management
Saratoga,
California
| USD 981 M | +USD 42.2 M | +4% | 2.05% | 65.1% | 57 | 8.77% | 0.7 |
|
| 1205 |
1205
Atria Investments
Charlotte,
North Carolina
| USD 981 M | -USD 22.9 M | -2% | 2.01% | 83.9% | 485 | 22.68% | 0.6 |
|
| 1206 |
FCM
1206
Force Capital Management
New York
| USD 981 M | +USD 40.7 M | +4% | 3.99% | 72.7% | 51 | 41.18% | 0.5 |
|
| 1207 |
1207
SSI Investment Management
Los Angeles,
California
| USD 980 M | -USD 148 M | -13% | 0.53% | 15.7% | 465 | 28.17% | 0.5 |
|
| 1208 |
1208
Altimeter Capital Management
Boston,
Massachusetts
| USD 979 M | +USD 142 M | +17% | 11.3% | 187% | 38 | 10.53% | 0.6 |
|
| 1209 |
1209
AMI Asset Management
Los Angeles,
California
| USD 977 M | +USD 67.6 M | +7% | 1.54% | 96.6% | 69 | 5.8% | 0.7 |
|
| 1210 |
1210
Harvard Management Company
Boston,
Massachusetts
| USD 976 M | +USD 80 M | +9% | 6.56% | 123% | 121 | 26.45% | 0.6 |
|
| 1211 |
1211
Alesco Advisors
Pittsford,
New York
| USD 974 M | +USD 26.2 M | +3% | 1.58% | 46.9% | 95 | 17.89% | 0.6 |
|
| 1212 |
1212
Check Capital Management
Costa Mesa,
California
| USD 973 M | +USD 153 M | +19% | 4.15% | 66.6% | 59 | 20.34% | 0.6 |
|
| 1213 |
1213
Badgley, Phelps & Bell
Seattle,
Washington
| USD 970 M | +USD 18.7 M | +2% | 1.61% | 78.3% | 186 | 13.98% | 0.6 |
|
| 1214 |
1214
Skylands Capital
Milwaukee,
Wisconsin
| USD 969 M | +USD 47.8 M | +5% | 4.25% | 61% | 247 | 18.22% | 0.6 |
|
| 1215 |
1215
KCM Investment Advisors
Greenbrae,
California
| USD 968 M | +USD 48.9 M | +5% | 2.06% | 85.7% | 476 | 8.61% | 0.7 |
|
| 1216 |
1216
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| USD 967 M | -USD 6.24 M | -0.6% | 0.64% | – | 2 | 0% | 0.8 |
|
| 1217 |
SCM
1217
SeaStone Capital Management
New York
| USD 965 M | +USD 98.6 M | +11% | 1.52% | 17.6% | 49 | 48.98% | 0.3 |
|
| 1218 |
THSP
1218
Taube Hodson Stonex Partners
London,
United Kingdom
| USD 961 M | -USD 50.7 M | -5% | 0% | 8.82% | 19 | 5.26% | 0.4 |
|
| 1219 |
1219
Shufro Rose & Co
New York
| USD 955 M | +USD 7.28 M | +0.8% | 1.79% | 68.1% | 277 | 10.83% | 0.7 |
|
| 1220 |
1220
Chilton Capital Management
Houston,
Texas
| USD 954 M | +USD 27.3 M | +3% | 3.86% | 95.3% | 394 | 61.42% | 0.7 |
|
| 1221 |
1221
Perceptive Advisors
New York
| USD 952 M | +USD 119 M | +14% | 20.9% | 1,707% | 168 | 60.12% | 0.3 |
|
| 1222 |
1222
Kiltearn Partners
Edinburgh,
United Kingdom
| USD 951 M | +USD 353 M | +59% | 6.24% | 41% | 25 | 12% | 0.2 |
|
| 1223 |
1223
Coronation Asset Management
Cape Town,
South Africa
| USD 951 M | -USD 35.3 M | -4% | 7.42% | 8.95% | 45 | 28.89% | 0.5 |
|
| 1224 |
1224
Private Advisor Group
Morristown,
New Jersey
| USD 949 M | +USD 53.1 M | +6% | 2.38% | 77.4% | 886 | 27.54% | 0.2 |
|
| 1225 |
1225
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 948 M | +USD 13.6 M | +1% | 2.54% | 132% | 323 | 19.2% | 0.6 |
|