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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 |
M
1276
MOTCO
San Antonio,
Texas
| USD 873 M | +USD 7.1 M | +0.8% | 0.91% | 63.5% | 619 | 10.82% | 0.7 |
|
| 1277 |
1277
Fulton Bank
Lancaster,
Pennsylvania
| USD 870 M | +USD 16.8 M | +2% | 0.78% | 48.1% | 376 | 17.02% | 0.6 |
|
| 1278 |
1278
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 869 M | +USD 169 M | +24% | 2.13% | – | 86 | 29.07% | 0.5 |
|
| 1279 |
1279
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 866 M | +USD 76.9 M | +10% | 9.36% | 38.5% | 709 | 43.44% | 0.5 |
|
| 1280 |
1280
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 863 M | -USD 5.84 M | -0.7% | 0.57% | 128% | 152 | 10.53% | 0.7 |
|
| 1281 |
1281
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 863 M | +USD 15.4 M | +2% | 1.07% | 58.6% | 365 | 12.6% | 0.6 |
|
| 1282 |
1282
Gamble Jones Investment Counsel
Pasadena,
California
| USD 860 M | +USD 10.6 M | +1% | 0.28% | 32.9% | 235 | 11.06% | 0.7 |
|
| 1283 |
LFM
1283
Lumina Fund Management
New York
| USD 857 M | -USD 113 M | -12% | 0.96% | 28.1% | 71 | 69.01% | 0.3 |
|
| 1284 |
1284
Cumberland Partners
Toronto,
Ontario, Canada
| USD 855 M | -USD 67.4 M | -7% | 2.86% | 101% | 61 | 34.43% | 0.5 |
|
| 1285 |
WA
1285
Wintergreen Advisers
Mount Olive,
New Jersey
| USD 855 M | -USD 49.7 M | -5% | 2.21% | 25.4% | 11 | 0% | 0.8 |
|
| 1286 |
1286
Ballentine Partners
Waltham,
Massachusetts
| USD 854 M | -USD 35.8 M | -4% | 0.76% | 76.8% | 144 | 9.72% | 0.7 |
|
| 1287 |
1287
WhitTier Trust Company
Reno,
Nevada
| USD 853 M | +USD 22.9 M | +3% | 1.3% | 98.2% | 946 | 7.4% | 0.7 |
|
| 1288 |
1288
GW Henssler & Associates
Kennesaw,
Georgia
| USD 852 M | -USD 2.81 M | -0.3% | 0.39% | 62.4% | 187 | 14.44% | 0.6 |
|
| 1289 |
1289
Investor AB
Stockholm,
Sweden
| USD 852 M | -USD 13.4 M | -2% | 4.98% | 86.6% | 12 | 16.67% | 0.5 |
|
| 1290 |
1290
Formuepleje A/S
Aarhus C,
Denmark
| USD 851 M | – | – | 2.14% | 92.1% | 57 | – | 0 |
|
| 1291 |
ABC
1291
Anchor Bolt Capital
Chicago,
Illinois
| USD 850 M | +USD 377 M | +80% | 7.56% | 3.04% | 97 | 42.27% | 0.4 |
|
| 1292 |
1292
American Capital Management
New York
| USD 848 M | +USD 41.4 M | +5% | 6.46% | 96.7% | 83 | 9.64% | 0.7 |
|
| 1293 |
1293
Sage Advisory Services
Austin,
Texas
| USD 848 M | +USD 13 M | +2% | 1.02% | 33.9% | 16 | 25% | 0.5 |
|
| 1294 |
NCCM
1294
Nine Chapters Capital Management
Short Hills,
New Jersey
| USD 848 M | -USD 146 M | -15% | 3.34% | – | 1,117 | 60.61% | 0.2 |
|
| 1295 |
1295
Affinity Investment Advisors
Newport Beach,
California
| USD 848 M | +USD 25.5 M | +3% | 3.68% | 189% | 92 | 21.74% | 0.6 |
|
| 1296 |
1296
Cyrus Capital Partners
New York
| USD 847 M | +USD 201 M | +31% | 7.45% | 163% | 25 | 56% | 0.4 |
|
| 1297 |
1297
Altai Capital Management
West Hollywood,
California
| USD 846 M | +USD 476 M | +128% | 35.7% | 24.9% | 10 | 50% | 0.3 |
|
| 1298 |
SG
1298
Swarthmore Group
Philadelphia,
Pennsylvania
| USD 846 M | -USD 13.3 M | -2% | 3.95% | 44.2% | 60 | 28.33% | 0.5 |
|
| 1299 |
1299
Sheffield Asset Management
Chicago,
Illinois
| USD 846 M | +USD 106 M | +14% | 3.15% | 24.5% | 27 | 37.04% | 0.4 |
|
| 1300 |
1300
National Penn Investors Trust
Wyomissing,
Pennsylvania
| USD 845 M | -USD 47 M | -5% | 3.14% | 40.9% | 233 | 18.03% | 0.7 |
|