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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
Lindsell Train
London,
United Kingdom
| USD 841 M | +USD 91.1 M | +12% | 1.62% | 39.9% | 10 | 0% | 1 |
|
| 1352 |
1352
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| USD 840 M | -USD 100 M | -11% | 4.51% | 163% | 16 | 0% | 0.5 |
|
| 1353 |
1353
Vision Capital Management
Portland,
Oregon
| USD 837 M | +USD 16.5 M | +2% | 3.61% | 78.4% | 75 | 12% | 0.9 |
|
| 1354 |
1354
Horizon Investments
Charlotte,
North Carolina
| USD 836 M | +USD 65.3 M | +8% | 4.02% | 89.1% | 129 | 31.01% | 0.5 |
|
| 1355 |
1355
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 836 M | +USD 47.2 M | +6% | 4.22% | 81.9% | 138 | 13.77% | 0.8 |
|
| 1356 |
1356
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 836 M | +USD 26.5 M | +3% | 3.43% | 54.3% | 145 | 6.9% | 0.9 |
|
| 1357 |
SCM
1357
Suffolk Capital Management
New York
| USD 827 M | +USD 20.2 M | +3% | 4.72% | 48.6% | 168 | 36.9% | 0.5 |
|
| 1358 |
KM
1358
Kylin Management
New York
| USD 827 M | -USD 25.3 M | -3% | 5.77% | 126% | 11 | 45.45% | 0.6 |
|
| 1359 |
1359
E.S. Barr & Co
Lexington,
Kentucky
| USD 825 M | +USD 26.3 M | +3% | 3.59% | 73.5% | 103 | 15.53% | 0.9 |
|
| 1360 |
1360
GW Henssler & Associates
Kennesaw,
Georgia
| USD 825 M | -USD 27.3 M | -3% | 5.3% | 62.4% | 189 | 32.28% | 0.8 |
|
| 1361 |
1361
Redmile Group
San Francisco,
California
| USD 825 M | -USD 13.1 M | -2% | 1.62% | 777% | 69 | 49.28% | 0.4 |
|
| 1362 |
1362
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 824 M | +USD 15.6 M | +2% | 5.66% | 181% | 309 | 12.94% | 0.8 |
|
| 1363 |
OIM
1363
Oracle Investment Management
Greenwich,
Connecticut
| USD 824 M | -USD 51.7 M | -6% | 0.96% | 865% | 32 | 9.38% | 0.8 |
|
| 1364 |
IMS
1364
Index Management Solutions
Philadelphia,
Pennsylvania
| USD 820 M | +USD 203 M | +33% | 8% | – | 1,123 | 9.08% | 0.5 |
|
| 1365 |
1365
Stack Financial Management
Whitefish,
Montana
| USD 820 M | +USD 40.5 M | +5% | 5.26% | 58.4% | 57 | 8.77% | 0.8 |
|
| 1366 |
1366
Lee, Danner & Bass
Nashville,
Tennessee
| USD 820 M | +USD 49.8 M | +6% | 5.76% | – | 158 | 5.7% | 0.9 |
|
| 1367 |
1367
Foundation Resource Management
Little Rock,
Arkansas
| USD 819 M | +USD 36.4 M | +5% | 5.26% | 84.5% | 69 | 4.35% | 0.9 |
|
| 1368 |
1368
Oak Associates
Akron,
Ohio
| USD 819 M | +USD 10.1 M | +1% | 2.12% | 152% | 185 | 8.65% | 0.8 |
|
| 1369 |
1369
SCGE Management
Menlo Park,
California
| USD 818 M | +USD 79.5 M | +11% | 5.38% | 154% | 34 | 50% | 0.5 |
|
| 1370 |
CCM
1370
Crestwood Capital Management
New York
| USD 816 M | -USD 240 k | -0% | 5.04% | 203% | 57 | 35.09% | 0.5 |
|
| 1371 |
MFP
1371
Michael F. Price
| USD 816 M | -USD 5.37 M | -0.7% | 3.72% | 42.6% | 104 | 25.96% | 0.8 |
|
| 1372 |
CWM
1372
Concert Wealth Management
San Jose,
California
| USD 816 M | +USD 14.9 M | +2% | 4.82% | 28.5% | 597 | 13.23% | 0.8 |
|
| 1373 |
1373
Cacti Asset Management
Atlanta,
Georgia
| USD 814 M | +USD 82.1 M | +11% | 3.57% | 171% | 84 | 1.19% | 0.9 |
|
| 1374 |
1374
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 811 M | +USD 32.7 M | +4% | 3.77% | 78.9% | 213 | 7.51% | 0.9 |
|
| 1375 |
1375
Ares Management
Los Angeles,
California
| USD 807 M | +USD 112 M | +16% | 7.01% | 2.02% | 6 | 0% | 0.8 |
|