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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
Avidity Partners Management
Dallas,
Texas
| USD 1960 M | -USD 393 M | -17% | 13.9% | 492% | 103 | 38.83% | 1.1 |
|
| 1352 |
1352
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 1958 M | +USD 132 M | +7% | 6.16% | 71.6% | 298 | 12.42% | 6.4 |
|
| 1353 |
1353
Angeles Investment Advisors
Santa Monica,
California
| USD 1955 M | -USD 8.08 M | -0.4% | 5.54% | 78.3% | 229 | 12.66% | 1.3 |
|
| 1354 |
1354
Formuepleje A/S
Aarhus C,
Denmark
| USD 1955 M | +USD 145 M | +8% | 8.16% | 92.1% | 58 | 6.9% | 2.8 |
|
| 1355 |
1355
Cadian Capital Management
New York
| USD 1954 M | -USD 56.1 M | -3% | 3.09% | 19.5% | 34 | 32.35% | 0.9 |
|
| 1356 |
1356
Calamos Wealth Management
Naperville,
Illinois
| USD 1952 M | +USD 75.1 M | +4% | 5.12% | 102% | 341 | 15.54% | 3.9 |
|
| 1357 |
1357
Oberweis Asset Management
Lisle,
Illinois
| USD 1952 M | +USD 320 M | +20% | 16.1% | 485% | 232 | 26.29% | 1.5 |
|
| 1358 |
1358
Warburg Pincus
New York
| USD 1949 M | +USD 197 M | +11% | 32.3% | 3.59% | 7 | 0% | 1.9 |
|
| 1359 |
1359
Clean Energy Transition
London,
United Kingdom
| USD 1948 M | +USD 107 M | +6% | 18.7% | 129% | 15 | 40% | 1 |
|
| 1360 |
1360
Yiheng Capital Management
San Francisco,
California
| USD 1948 M | +USD 706 M | +57% | 30.9% | 82% | 26 | 26.92% | 3.8 |
|
| 1361 |
1361
E Fund Management
Guangzhou,
China
| USD 1946 M | +USD 137 M | +8% | 6.51% | – | 375 | 21.07% | 2 |
|
| 1362 |
1362
Steelhead Partners
Seattle,
Washington
| USD 1943 M | +USD 17.1 M | +0.9% | 0% | 0.4% | 50 | 2% | 1 |
|
| 1363 |
1363
Basswood Capital Management
New York
| USD 1941 M | +USD 400 M | +26% | 16.7% | 111% | 105 | 15.24% | 4.4 |
|
| 1364 |
1364
JANA Partners Management
New York
| USD 1926 M | +USD 217 M | +13% | 7.65% | 47.2% | 14 | 28.57% | 0.6 |
|
| 1365 |
1365
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 1926 M | +USD 147 M | +8% | 5.72% | 48.7% | 450 | 21.33% | 0.5 |
|
| 1366 |
1366
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| USD 1925 M | +USD 16 M | +0.8% | 11.5% | 478% | 249 | 21.29% | 2 |
|
| 1367 |
1367
Crestline Management
Fort Worth,
Texas
| USD 1925 M | +USD 640 M | +50% | 8.18% | 80.2% | 558 | 79.39% | 0.2 |
|
| 1368 |
1368
Knighthead Capital Management
New York
| USD 1923 M | -USD 173 M | -8% | 9.36% | 74.1% | 13 | 69.23% | 1.3 |
|
| 1369 |
1369
Bowie Capital Management
Richardson,
Texas
| USD 1922 M | +USD 286 M | +17% | 6.79% | 31.6% | 37 | 24.32% | 4.6 |
|
| 1370 |
1370
Csenge Advisory Group
Clearwater,
Florida
| USD 1918 M | +USD 156 M | +9% | 6.4% | 66.3% | 767 | 21.64% | 2.6 |
|
| 1371 |
1371
Rheos Capital Works
Tokyo,
Japan
| USD 1917 M | +USD 7.7 M | +0.4% | 5.95% | 220% | 118 | 27.97% | 1.3 |
|
| 1372 |
1372
Steele Capital Management
Dubuque,
Iowa
| USD 1913 M | +USD 121 M | +7% | 6.22% | – | 177 | 57.63% | 0.7 |
|
| 1373 |
1373
Venturi Wealth Management
Austin,
Texas
| USD 1910 M | +USD 222 M | +13% | 7.67% | 101% | 1,851 | 22.8% | 1.3 |
|
| 1374 |
1374
VR Adviser
New York
| USD 1909 M | +USD 339 M | +22% | 25.8% | 1,698% | 38 | 7.89% | 1 |
|
| 1375 |
1375
Heartland Advisors
Milwaukee,
Wisconsin
| USD 1907 M | +USD 121 M | +7% | 10.5% | 88.6% | 200 | 19% | 2.9 |
|