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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
1226
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 3192 M | +USD 430 M | +16% | 24.6% | 41% | 103 | 35.92% | 2.5 |
|
| 1227 |
1227
Constellation Investments
Montgomery,
Ohio
| USD 3184 M | +USD 172 M | +6% | 11.2% | – | 19 | 0% | 2 |
|
| 1228 |
TA
1228
Trivest Advisors
Hong Kong
| USD 3181 M | +USD 1793 M | +129% | 157% | 2,977% | 33 | 66.67% | 1.2 |
|
| 1229 |
1229
GeoWealth Management
Chicago,
Illinois
| USD 3180 M | +USD 403 M | +15% | 13.2% | 58% | 967 | 20.48% | 2.1 |
|
| 1230 |
1230
Virtu Financial
New York
| USD 3177 M | +USD 763 M | +32% | 27.5% | 160% | 2,546 | 77.45% | 0.2 |
|
| 1231 |
1231
Chilton Capital Management
Houston,
Texas
| USD 3167 M | +USD 294 M | +10% | 17.3% | 95.3% | 697 | 20.66% | 3.7 |
|
| 1232 |
1232
Argent Capital Management
St Louis,
Missouri
| USD 3166 M | -USD 3.42 M | -0.1% | 24.7% | 123% | 193 | 31.09% | 3.8 |
|
| 1233 |
1233
Covea Finance
Paris,
France
| USD 3165 M | +USD 308 M | +11% | 21.2% | 115% | 163 | 16.56% | 2 |
|
| 1234 |
1234
Fidelity National Financial
Jacksonville,
Florida
| USD 3165 M | +USD 449 M | +17% | 3.72% | 2.54% | 31 | 38.71% | 1.2 |
|
| 1235 |
1235
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 3163 M | +USD 464 M | +17% | 17.3% | 85.6% | 932 | 15.34% | 2.9 |
|
| 1236 |
PHAM
1236
Pacific Heights Asset Management
San Francisco,
California
| USD 3158 M | +USD 170 M | +6% | 10.3% | 181% | 78 | 2.56% | 9.7 |
|
| 1237 |
1237
Sprott Inc
Toronto,
Ontario, Canada
| USD 3154 M | -USD 283 M | -8% | 12.4% | 203% | 287 | 23.34% | 3 |
|
| 1238 |
1238
Blue Whale Capital
London,
United Kingdom
| USD 3151 M | +USD 1048 M | +50% | 62.1% | 405% | 30 | 23.33% | 1.2 |
|
| 1239 |
1239
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 3145 M | +USD 434 M | +16% | 15.2% | 75.5% | 649 | 18.64% | 2.3 |
|
| 1240 |
1240
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 3143 M | +USD 511 M | +19% | 29.1% | 135% | 479 | 11.06% | 1.5 |
|
| 1241 |
1241
EULAV Asset Management
Sarasota,
Florida
| USD 3132 M | +USD 8.09 M | +0.3% | 21.6% | 90.7% | 163 | 25.15% | 5.8 |
|
| 1242 |
1242
Hennessy Advisors Inc
Novato,
California
| USD 3129 M | +USD 360 M | +13% | 21.2% | 206% | 366 | 35.25% | 3.7 |
|
| 1243 |
1243
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| USD 3119 M | +USD 262 M | +9% | 6.59% | 29.1% | 22 | 31.82% | 3.7 |
|
| 1244 |
1244
Hawk Ridge Capital Management
Los Angeles,
California
| USD 3118 M | +USD 367 M | +13% | 44.4% | 84.9% | 61 | 52.46% | 1.2 |
|
| 1245 |
1245
Clifford Swan Investment Counsel
Pasadena,
California
| USD 3117 M | +USD 179 M | +6% | 13.5% | 73.2% | 354 | 10.17% | 8 |
|
| 1246 |
1246
Valley Forge Capital Management
Miami,
Florida
| USD 3116 M | -USD 259 M | -8% | 9.04% | 49% | 7 | 0% | 8.4 |
|
| 1247 |
1247
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 3113 M | +USD 536 M | +21% | 37.2% | 165% | 471 | 8.7% | 8 |
|
| 1248 |
1248
Van Berkom & Associates
Montreal,
Quebec, Canada
| USD 3103 M | +USD 27.2 M | +0.9% | 11.2% | 45% | 75 | 14.67% | 3.8 |
|
| 1249 |
1249
Tema ETFs
New York
| USD 3095 M | +USD 1606 M | +108% | 31.3% | – | 596 | 5.87% | 0.8 |
|
| 1250 |
1250
Advance Capital Management
Southfield,
Michigan
| USD 3094 M | +USD 455 M | +17% | 11% | 54.4% | 213 | 20.66% | 2.4 |
|