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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Atlantic Investment Management
New York
| USD 958 M | +USD 148 M | +18% | 9.03% | 28.8% | 25 | 48% | 0.8 |
|
| 1327 |
1327
Intermede Investment Partners
London,
United Kingdom
| USD 957 M | +USD 104 M | +12% | 10.6% | 76.7% | 29 | 20.69% | 0.9 |
|
| 1328 |
1328
RGM Capital
Naples,
Florida
| USD 957 M | +USD 38.9 M | +4% | 4.93% | 48.6% | 22 | 4.55% | 2.4 |
|
| 1329 |
1329
Torray Investment Partners
Bethesda,
Maryland
| USD 955 M | +USD 15.6 M | +2% | 8.11% | 82.4% | 118 | 16.95% | 1.7 |
|
| 1330 |
1330
Consonance Capital Management
New York
| USD 954 M | +USD 43.5 M | +5% | 17.7% | 314% | 29 | 37.93% | 0.8 |
|
| 1331 |
1331
Quantbot Technologies
New York
| USD 954 M | +USD 51.4 M | +6% | 2.52% | 33.6% | 1,582 | 65.61% | 0.3 |
|
| 1332 |
1332
Meritage Portfolio Management
Overland Park,
Kansas
| USD 953 M | +USD 37.6 M | +4% | 6.91% | 97.4% | 218 | 29.36% | 1.8 |
|
| 1333 |
1333
BancorpSouth
Tupelo,
Mississippi
| USD 952 M | +USD 48.6 M | +5% | 1.65% | 3.86% | 252 | 11.9% | 2.3 |
|
| 1334 |
1334
Gamble Jones Investment Counsel
Pasadena,
California
| USD 949 M | +USD 47.2 M | +5% | 6.01% | 32.9% | 213 | 8.45% | 3.2 |
|
| 1335 |
1335
Close Asset Management
London,
United Kingdom
| USD 948 M | +USD 289 M | +44% | 9.48% | 114% | 214 | 38.79% | 0.2 |
|
| 1336 |
1336
North Star Asset Management
Neenah,
Wisconsin
| USD 947 M | +USD 38.9 M | +4% | 5.22% | 62% | 261 | 9.58% | 3.1 |
|
| 1337 |
1337
Cove Street Capital
El Segundo,
California
| USD 947 M | -USD 10.8 M | -1% | 1.16% | 84.2% | 98 | 18.37% | 2 |
|
| 1338 |
1338
Stack Financial Management
Whitefish,
Montana
| USD 944 M | +USD 44.2 M | +5% | 4.94% | 58.4% | 63 | 19.05% | 2.6 |
|
| 1339 |
1339
Spirit of America Management Corp
Syosset,
New York
| USD 944 M | +USD 86 M | +10% | 3.69% | 113% | 371 | 5.39% | 2.2 |
|
| 1340 |
1340
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| USD 942 M | +USD 118 M | +14% | 4.82% | 85.5% | 198 | 62.63% | 0.7 |
|
| 1341 |
1341
Novo Holdings A/S
Hellerup,
Denmark
| USD 939 M | -USD 111 M | -11% | 26.4% | 205% | 25 | 24% | 0.8 |
|
| 1342 |
1342
Dowling & Yahnke
San Diego,
California
| USD 939 M | +USD 44.4 M | +5% | 4.34% | 34.8% | 284 | 6.34% | 3.1 |
|
| 1343 |
SGCIA
1343
Smith Graham & Co Investment Advisors
Houston,
Texas
| USD 937 M | +USD 13.2 M | +1% | 3.86% | 56.9% | 139 | 0.72% | 2.9 |
|
| 1344 |
1344
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 936 M | +USD 40.6 M | +5% | 6.66% | 93.9% | 506 | 9.68% | 2 |
|
| 1345 |
1345
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 936 M | +USD 63.6 M | +7% | 6% | 181% | 754 | 36.87% | 1.4 |
|
| 1346 |
WBG
1346
Wharton Business Group
Malvern,
Pennsylvania
| USD 936 M | +USD 91.5 M | +11% | 5.92% | 72.5% | 120 | 15% | 2.7 |
|
| 1347 |
1347
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 935 M | +USD 96.3 M | +11% | 24.9% | 223% | 26 | 19.23% | 1.2 |
|
| 1348 |
1348
Majedie Asset Management
London,
United Kingdom
| USD 934 M | +USD 187 M | +25% | 10.3% | 126% | 77 | 25.97% | 1.3 |
|
| 1349 |
BIC
1349
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 931 M | +USD 55.2 M | +6% | 7% | 36% | 173 | 14.45% | 2.6 |
|
| 1350 |
1350
Truepoint Inc
Cincinnati,
Ohio
| USD 930 M | +USD 30.4 M | +3% | 5.52% | 43.4% | 99 | 13.13% | 1.4 |
|