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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
Eagle Global Advisors
Houston,
Texas
| USD 3021 M | +USD 245 M | +9% | 12.2% | 105% | 301 | 16.28% | 4.8 |
|
| 1277 |
1277
Harvest Fund Management
Beijing,
China
| USD 3020 M | +USD 668 M | +28% | 54.3% | 327% | 570 | 24.91% | 2.8 |
|
| 1278 |
1278
Nantahala Capital Management
New Canaan,
Connecticut
| USD 3015 M | +USD 299 M | +11% | 19.9% | 341% | 178 | 27.53% | 1.9 |
|
| 1279 |
1279
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 3014 M | +USD 88.3 M | +3% | 6.23% | 27.5% | 253 | 20.16% | 4.9 |
|
| 1280 |
SIC
1280
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 3014 M | +USD 199 M | +7% | 18.7% | 87.8% | 142 | 11.97% | 5.1 |
|
| 1281 |
1281
Hosking Partners
London,
United Kingdom
| USD 3008 M | +USD 216 M | +8% | 31.7% | 192% | 100 | 3% | 7.1 |
|
| 1282 |
1282
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 2992 M | +USD 611 M | +26% | 36.7% | 166% | 380 | 41.32% | 1.2 |
|
| 1283 |
WBG
1283
Wharton Business Group
Malvern,
Pennsylvania
| USD 2991 M | +USD 344 M | +13% | 17.2% | 72.5% | 145 | 4.83% | 5.1 |
|
| 1284 |
1284
Mackay Shields LLC
New York
| USD 2985 M | +USD 257 M | +9% | 2.88% | 8.26% | 116 | 9.48% | 2.3 |
|
| 1285 |
1285
L1 Capital
Melbourne VIC 3000,
Australia
| USD 2975 M | +USD 428 M | +17% | 5.21% | 127% | 31 | 51.61% | 0.7 |
|
| 1286 |
1286
Giverny Capital
Montreal,
Quebec, Canada
| USD 2974 M | +USD 243 M | +9% | 7.84% | 69.2% | 58 | 24.14% | 5.2 |
|
| 1287 |
1287
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 2969 M | -USD 313 M | -10% | 16.2% | 89.7% | 4,581 | 8.43% | 2.5 |
|
| 1288 |
1288
GLOBALT Investments
Atlanta,
Georgia
| USD 2965 M | +USD 161 M | +6% | 11.1% | – | 219 | 10.5% | 1.9 |
|
| 1289 |
1289
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| USD 2964 M | +USD 306 M | +12% | 20.9% | 103% | 327 | 12.54% | 3 |
|
| 1290 |
1290
Simplicity Wealth
Summit,
New Jersey
| USD 2963 M | +USD 1198 M | +68% | 13.7% | 74.5% | 1,054 | 32.07% | 1 |
|
| 1291 |
FI
1291
Focused Investors
Los Angeles,
California
| USD 2962 M | -USD 113 M | -4% | 8.5% | 51.3% | 24 | 12.5% | 7.7 |
|
| 1292 |
1292
NFJ Investment Group
Dallas,
Texas
| USD 2955 M | +USD 316 M | +12% | 24.2% | 80.7% | 264 | 37.5% | 1.6 |
|
| 1293 |
1293
Innovator Capital Management
Wheaton,
Illinois
| USD 2950 M | +USD 2025 M | +219% | 14.9% | – | 10 | 20% | 1.5 |
|
| 1294 |
PCM
1294
Palestra Capital Management
New York
| USD 2949 M | +USD 384 M | +15% | 44.7% | 236% | 28 | 42.86% | 1.1 |
|
| 1295 |
1295
First National Trust
Hermitage,
Pennsylvania
| USD 2946 M | +USD 10.9 M | +0.4% | 13.8% | 82.9% | 437 | 19.45% | 7 |
|
| 1296 |
1296
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 2941 M | +USD 316 M | +12% | 10.6% | 192% | 200 | 65.5% | 0.6 |
|
| 1297 |
1297
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 2932 M | +USD 183 M | +7% | 17.7% | 74.9% | 241 | 17.01% | 2.8 |
|
| 1298 |
1298
Caledonia Investments (Australia)
Sydney NSW,
Australia
| USD 2929 M | -USD 508 M | -15% | 7.16% | 4.24% | 18 | 16.67% | 2.8 |
|
| 1299 |
1299
Welch Group
Birmingham,
Alabama
| USD 2928 M | +USD 267 M | +10% | 15.3% | 73.2% | 337 | 9.5% | 4.7 |
|
| 1300 |
1300
Readystate Asset Management
Chicago,
Illinois
| USD 2928 M | +USD 702 M | +32% | 9.01% | 43.4% | 1,051 | 36.92% | 0.3 |
|