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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
Hennessy Advisors Inc
Novato,
California
| USD 1557 M | +USD 120 M | +8% | 18.7% | 191% | 292 | 21.58% | 3 |
|
| 1277 |
1277
Bank of Hawaii
Honolulu,
Hawaii
| USD 1552 M | +USD 174 M | +13% | 13.4% | 73.5% | 273 | 14.65% | 4.3 |
|
| 1278 |
1278
Maple-Brown Abbott
Barangaroo,
Australia
| USD 1548 M | +USD 275 M | +22% | 7.46% | 7.92% | 20 | 10% | 2.9 |
|
| 1279 |
WCM
1279
Woodson Capital Management
Greenwich,
Connecticut
| USD 1539 M | -USD 212 M | -12% | 29.7% | 235% | 38 | 52.63% | 1 |
|
| 1280 |
1280
XN Exponent Advisors
New York
| USD 1531 M | – | – | 31.6% | – | 22 | – | 0 |
|
| 1281 |
1281
Fosun International
Hong Kong,
China
| USD 1531 M | +USD 393 M | +35% | 13.6% | 37.8% | 218 | 24.77% | 1.5 |
|
| 1282 |
1282
CenterStar Asset Management
Chicago,
Illinois
| USD 1530 M | -USD 281 M | -16% | 20.3% | 104% | 914 | 0% | 0.6 |
|
| 1283 |
1283
JHL Capital Group
Chicago,
Illinois
| USD 1529 M | – | – | 137% | – | 1 | – | 0 |
|
| 1284 |
1284
QV Investors
Calgary,
Alberta, Canada
| USD 1523 M | +USD 51.6 M | +4% | 17.9% | 68.3% | 80 | 8.75% | 1.8 |
|
| 1285 |
1285
Foundations Investment Advisors
Phoenix,
Arizona
| USD 1521 M | +USD 1065 M | +234% | 3.79% | 87.6% | 208 | 29.33% | 0.9 |
|
| 1286 |
1286
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 1518 M | +USD 210 M | +16% | 15.3% | 181% | 853 | 19.93% | 2 |
|
| 1287 |
1287
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 1517 M | +USD 662 M | +77% | 16.6% | 47.9% | 16 | 50% | 1.6 |
|
| 1288 |
1288
Snowden Capital Advisors
New York
| USD 1516 M | +USD 268 M | +21% | 17% | 100% | 691 | 20.84% | 2.2 |
|
| 1289 |
1289
Global Endowment Management
Charlotte,
North Carolina
| USD 1511 M | +USD 246 M | +19% | 9.42% | 46.1% | 138 | 21.01% | 2.6 |
|
| 1290 |
1290
Pelham Capital
London,
United Kingdom
| USD 1510 M | +USD 217 M | +17% | 22.3% | 135% | 13 | 46.15% | 0.7 |
|
| 1291 |
AAM
1291
AO Asset Management
New York
| USD 1509 M | +USD 116 M | +8% | 27.1% | 127% | 53 | 32.08% | 1.3 |
|
| 1292 |
1292
Neumeier Poma Investment Counsel
Carmel,
California
| USD 1508 M | +USD 292 M | +24% | 25.3% | 228% | 43 | 9.3% | 2.9 |
|
| 1293 |
1293
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 1507 M | +USD 182 M | +14% | 9.13% | 79.2% | 34 | 2.94% | 2.2 |
|
| 1294 |
1294
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 1506 M | +USD 171 M | +13% | 11.4% | 91.3% | 167 | 15.57% | 2.7 |
|
| 1295 |
1295
Truepoint Inc
Cincinnati,
Ohio
| USD 1506 M | +USD 197 M | +15% | 12.5% | 46% | 110 | 57.27% | 1.9 |
|
| 1296 |
1296
Carroll Financial Associates
Charlotte,
North Carolina
| USD 1503 M | +USD 208 M | +16% | 13.9% | 79.9% | 1,758 | 13.42% | 3.7 |
|
| 1297 |
1297
Baker Hughes Holdings
Houston,
Texas
| USD 1502 M | – | – | 49.9% | 38.6% | 3 | – | 0 |
|
| 1298 |
1298
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 1497 M | +USD 166 M | +12% | 13.4% | 72.6% | 177 | 13.56% | 4.8 |
|
| 1299 |
1299
Walleye Capital
New York
| USD 1497 M | +USD 600 M | +67% | 18.7% | 129% | 1,307 | 71.23% | 0.2 |
|
| 1300 |
1300
Sand Hill Global Advisors
Palo Alto,
California
| USD 1497 M | +USD 180 M | +14% | 13.3% | 58.6% | 143 | 11.19% | 2.8 |
|