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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Leavell Investment Management
Mobile,
Alabama
| USD 2736 M | +USD 297 M | +12% | 13.9% | 84.5% | 654 | 11.01% | 5.7 |
|
| 1352 |
1352
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 2735 M | USD 0 | 0% | 11.1% | 48.7% | 415 | 0% | 1.7 |
|
| 1353 |
1353
Meeder Advisory Services
Dublin,
Ohio
| USD 2733 M | +USD 342 M | +14% | 19.1% | 91.4% | 775 | 15.23% | 2 |
|
| 1354 |
1354
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 2732 M | +USD 312 M | +13% | 13.1% | 71.6% | 291 | 8.25% | 7.1 |
|
| 1355 |
1355
Analog Century Management
New York
| USD 2732 M | +USD 638 M | +30% | 95.5% | 785% | 30 | 33.33% | 1.5 |
|
| 1356 |
1356
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 2724 M | -USD 69.3 M | -2% | 0.35% | 45% | 57 | 28.07% | 3.4 |
|
| 1357 |
1357
GHP Investment Advisors
Denver,
Colorado
| USD 2722 M | +USD 291 M | +12% | 14.9% | 81.4% | 1,472 | 7.74% | 3.5 |
|
| 1358 |
1358
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| USD 2719 M | +USD 773 M | +40% | 31.4% | – | 413 | 14.04% | 1.4 |
|
| 1359 |
1359
Timucuan Asset Management
Jacksonville,
Florida
| USD 2718 M | +USD 480 k | +0% | 5.95% | 61.6% | 29 | 10.34% | 5.4 |
|
| 1360 |
1360
Steele Capital Management
Dubuque,
Iowa
| USD 2718 M | +USD 303 M | +13% | 12.3% | – | 89 | 7.87% | 2 |
|
| 1361 |
1361
Glade Brook Capital Partners
Greenwich,
Connecticut
| USD 2717 M | +USD 2704 M | +21,168% | 6.48% | – | 2 | 50% | 0.1 |
|
| 1362 |
1362
Avantyr Capital Partners
New York
| USD 2717 M | +USD 635 M | +31% | 22.4% | – | 30 | 46.67% | 0.3 |
|
| 1363 |
1363
Cinctive Capital Management
New York
| USD 2717 M | +USD 1182 M | +77% | 12.7% | 163% | 570 | 66.14% | 0.4 |
|
| 1364 |
1364
Glenorchy Capital
Boorolite,
Australia
| USD 2714 M | +USD 999 M | +58% | 9.8% | – | 68 | 5.88% | 2 |
|
| 1365 |
1365
Northeast Investment Management
Boston,
Massachusetts
| USD 2713 M | +USD 296 M | +12% | 14% | 93.4% | 206 | 11.17% | 7.5 |
|
| 1366 |
1366
Avala Global
New York
| USD 2712 M | +USD 631 M | +30% | 69% | 552% | 38 | 63.16% | 0.8 |
|
| 1367 |
1367
Mirova
Paris,
France
| USD 2708 M | +USD 245 M | +10% | 26.3% | 64.6% | 192 | 10.42% | 1.9 |
|
| 1368 |
1368
Connecticut Wealth Management
Farmington,
Connecticut
| USD 2704 M | +USD 318 M | +13% | 13.3% | 70.2% | 351 | 9.97% | 3.1 |
|
| 1369 |
1369
Braidwell
Stamford,
Connecticut
| USD 2703 M | -USD 294 M | -10% | 31.5% | 96.5% | 109 | 43.12% | 0.9 |
|
| 1370 |
1370
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 2693 M | +USD 257 M | +11% | 21.3% | 95.8% | 856 | 13.32% | 1.9 |
|
| 1371 |
1371
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 2688 M | +USD 391 M | +17% | 28% | 134% | 715 | 99.44% | 0 |
|
| 1372 |
1372
GAMMA Investing
Foster City,
California
| USD 2687 M | +USD 545 M | +25% | 24.1% | 139% | 4,296 | 7.22% | 2 |
|
| 1373 |
1373
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| USD 2684 M | -USD 33.9 M | -1% | 1.13% | – | 18 | 66.67% | 0.8 |
|
| 1374 |
1374
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| USD 2684 M | +USD 1195 M | +80% | 95% | – | 304 | 20.72% | 1 |
|
| 1375 |
1375
Trust Company of Vermont
Brattleboro,
Vermont
| USD 2682 M | – | – | 16.5% | – | 1,154 | – | 4.3 |
|