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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
Newbrook Capital Advisors
New York
| USD 925 M | -USD 24.4 M | -3% | 12.6% | 299% | 29 | 48.28% | 0.3 |
|
| 1227 |
1227
Oak Associates
Akron,
Ohio
| USD 925 M | – | – | 12.3% | 152% | 177 | – | 0.4 |
|
| 1228 |
1228
Neville Rodie & Shaw
New York
| USD 924 M | +USD 65.8 M | +8% | 11.2% | 125% | 274 | 8.76% | 0.5 |
|
| 1229 |
1229
Cumberland Partners
Toronto,
Ontario, Canada
| USD 923 M | +USD 110 M | +13% | 8.46% | 101% | 62 | 25.81% | 0.4 |
|
| 1230 |
1230
Skylands Capital
Milwaukee,
Wisconsin
| USD 922 M | +USD 24.3 M | +3% | 8.23% | 61% | 244 | 15.98% | 0.4 |
|
| 1231 |
1231
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 920 M | +USD 150 M | +19% | 6.13% | 77.1% | 670 | 19.85% | 0.4 |
|
| 1232 |
1232
KCM Investment Advisors
Greenbrae,
California
| USD 919 M | +USD 81 M | +10% | 6.08% | 85.7% | 472 | 11.23% | 0.4 |
|
| 1233 |
1233
Delphi Management
Brookline,
Massachusetts
| USD 916 M | +USD 34.5 M | +4% | 10.5% | 111% | 132 | 18.94% | 0.4 |
|
| 1234 |
1234
Tybourne Capital Management
Hong Kong
| USD 915 M | +USD 72.9 M | +9% | 11.5% | 109% | 16 | 43.75% | 0.3 |
|
| 1235 |
1235
Rock Creek Group
Washington,
District of Columbia
| USD 913 M | +USD 622 M | +213% | 36.4% | 37.2% | 28 | 42.86% | 0.3 |
|
| 1236 |
1236
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| USD 912 M | +USD 138 M | +18% | 5.99% | 122% | 20 | 25% | 0.4 |
|
| 1237 |
1237
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| USD 911 M | +USD 118 M | +15% | 1.99% | 15.3% | 123 | 43.9% | 0.3 |
|
| 1238 |
1238
Caledonia Investments (Australia)
Sydney NSW,
Australia
| USD 910 M | -USD 26.2 M | -3% | 5.48% | 4.24% | 7 | 57.14% | 0.3 |
|
| 1239 |
1239
AMI Asset Management
Los Angeles,
California
| USD 909 M | +USD 215 M | +31% | 10.2% | 96.6% | 72 | 9.72% | 0.5 |
|
| 1240 |
1240
BancorpSouth
Tupelo,
Mississippi
| USD 907 M | +USD 52.3 M | +6% | 4.69% | 3.86% | 251 | 8.37% | 0.4 |
|
| 1241 |
BG
1241
Bollard Group
Boston,
Massachusetts
| USD 907 M | +USD 56.8 M | +7% | 3.2% | 64.4% | 285 | 16.49% | 0.4 |
|
| 1242 |
RTIM
1242
Round Table Investment Management
Charlotte,
North Carolina
| USD 907 M | +USD 776 M | +591% | 5.76% | – | 82 | 65.85% | 0.2 |
|
| 1243 |
1243
St. James Investment Company
Southlake,
Texas
| USD 906 M | +USD 15.9 M | +2% | 5.84% | 43.8% | 40 | 32.5% | 0.4 |
|
| 1244 |
WA
1244
Wintergreen Advisers
Mount Olive,
New Jersey
| USD 905 M | -USD 44.2 M | -5% | 10.3% | 25.4% | 14 | 21.43% | 0.5 |
|
| 1245 |
1245
Pitcairn
Conshohocken,
Pennsylvania
| USD 904 M | +USD 88.5 M | +11% | 9.4% | 111% | 488 | 12.09% | 0.4 |
|
| 1246 |
1246
Lourd Capital
Beverly Hills,
California
| USD 901 M | +USD 55.2 M | +7% | 5.24% | 44.3% | 110 | 15.45% | 0.4 |
|
| 1247 |
1247
Man Investments (UK)
London,
United Kingdom
| USD 897 M | +USD 163 M | +22% | 9.65% | – | 755 | 38.15% | 0.3 |
|
| 1248 |
1248
Harvard Management Company
Boston,
Massachusetts
| USD 896 M | -USD 321 M | -26% | 6.79% | 123% | 131 | 35.11% | 0.4 |
|
| 1249 |
1249
Private Advisor Group
Morristown,
New Jersey
| USD 896 M | – | – | 8.22% | 77.4% | 734 | – | 0 |
|
| 1250 |
1250
AMG National Trust Bank
Greenwood Village,
Colorado
| USD 895 M | +USD 98.1 M | +12% | 8.39% | 61.4% | 243 | 8.23% | 0.4 |
|