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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
Edgestream Partners
Princeton,
New Jersey
| USD 1790 M | -USD 200 M | -10% | 11% | 41.7% | 464 | 44.83% | 0.6 |
|
| 1227 |
1227
Harvard Management Company
Boston,
Massachusetts
| USD 1790 M | -USD 53.7 M | -3% | 6.06% | 123% | 42 | 38.1% | 1.7 |
|
| 1228 |
1228
Maple-Brown Abbott
Barangaroo,
Australia
| USD 1783 M | +USD 235 M | +15% | 5.15% | 7.92% | 19 | 5.26% | 3.3 |
|
| 1229 |
1229
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| USD 1776 M | +USD 120 M | +7% | 5.68% | 79.7% | 304 | 51.64% | 0.9 |
|
| 1230 |
1230
Montag & Associates
Atlanta,
Georgia
| USD 1776 M | +USD 148 M | +9% | 7.86% | 90.1% | 904 | 15.49% | 1.7 |
|
| 1231 |
1231
InterOcean Capital Group
Nashville,
Tennessee
| USD 1775 M | +USD 150 M | +9% | 5.71% | 40.8% | 266 | 21.43% | 0.2 |
|
| 1232 |
1232
Alua Capital Management
New York
| USD 1774 M | +USD 344 M | +24% | 9.68% | 99.4% | 19 | 36.84% | 0.2 |
|
| 1233 |
1233
Heitman Real Estate Securities
Chicago,
Illinois
| USD 1773 M | -USD 104 M | -6% | 9.57% | 48.3% | 59 | 27.12% | 3 |
|
| 1234 |
1234
RNC Capital Management
Los Angeles,
California
| USD 1771 M | +USD 160 M | +10% | 11.5% | 83% | 164 | 18.9% | 4.3 |
|
| 1235 |
1235
Contrarius Investment Management
St. Helier,
Jersey
| USD 1768 M | +USD 155 M | +10% | 39% | 112% | 72 | 25% | 1.8 |
|
| 1236 |
1236
Port Capital
Chicago,
Illinois
| USD 1766 M | +USD 297 M | +20% | 3.71% | 74.4% | 87 | 11.49% | 2.3 |
|
| 1237 |
1237
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| USD 1765 M | +USD 173 M | +11% | 16.5% | 507% | 31 | 16.13% | 0.9 |
|
| 1238 |
1238
P. Schoenfeld Asset Management (PSAM)
New York
| USD 1765 M | +USD 696 M | +65% | 3.01% | 367% | 445 | 85.17% | 0.1 |
|
| 1239 |
1239
XN Exponent Advisors
New York
| USD 1762 M | +USD 230 M | +15% | 1.02% | – | 29 | 55.17% | 0.2 |
|
| 1240 |
1240
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 1760 M | +USD 379 M | +27% | 5.05% | 71.5% | 956 | 34.21% | 1.4 |
|
| 1241 |
1241
Miracle Mile Advisors
Los Angeles,
California
| USD 1758 M | +USD 126 M | +8% | 3.78% | 56% | 392 | 12.24% | 1.6 |
|
| 1242 |
DAM
1242
Davis Asset Management
Sausalito,
California
| USD 1758 M | +USD 303 M | +21% | 24.5% | 97.3% | 33 | 6.06% | 3.7 |
|
| 1243 |
1243
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 1756 M | +USD 80.7 M | +5% | 5.37% | 80.1% | 159 | 6.92% | 5 |
|
| 1244 |
1244
Palo Alto Investors
Palo Alto,
California
| USD 1755 M | -USD 153 M | -8% | 2.91% | 157% | 43 | 6.98% | 4 |
|
| 1245 |
1245
Winton Group
London,
United Kingdom
| USD 1753 M | +USD 368 M | +27% | 13.3% | 128% | 1,497 | 22.38% | 1.2 |
|
| 1246 |
XS
1246
XR Securities
Chicago,
Illinois
| USD 1753 M | +USD 299 M | +21% | 5.59% | 17% | 629 | 58.35% | 0.4 |
|
| 1247 |
1247
Snowden Capital Advisors
New York
| USD 1742 M | +USD 226 M | +15% | 6.37% | 100% | 823 | 22.24% | 2 |
|
| 1248 |
CA
1248
Cullinan Associates
Louisville,
Kentucky
| USD 1738 M | +USD 70.8 M | +4% | 3.11% | 120% | 222 | 16.67% | 4 |
|
| 1249 |
1249
Sandy Spring Bank
Olney,
Maryland
| USD 1735 M | +USD 90.9 M | +6% | 6.68% | 31.4% | 1,072 | 18.28% | 3.7 |
|
| 1250 |
1250
Foundations Investment Advisors
Phoenix,
Arizona
| USD 1733 M | +USD 212 M | +14% | 3.89% | 80.9% | 237 | 26.16% | 0.9 |
|