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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Daido Life Insurance Company
Osaka,
Japan
| USD 1002 M | +USD 926 k | +0.1% | 20.2% | 68.7% | 13 | 15.38% | 2.3 |
|
| 1427 |
1427
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 999 M | +USD 258 M | +35% | 19.6% | 71.5% | 670 | 35.37% | 1.3 |
|
| 1428 |
1428
Motley Fool Asset Management
Alexandria,
Virginia
| USD 999 M | +USD 228 M | +30% | 34.2% | 117% | 168 | 11.31% | 2.3 |
|
| 1429 |
1429
Beacon Pointe Advisors
Newport Beach,
California
| USD 999 M | +USD 371 M | +59% | 20.6% | 76.7% | 413 | 32.2% | 0.6 |
|
| 1430 |
1430
Cambridge Associates
Boston,
Massachusetts
| USD 996 M | -USD 88.1 M | -8% | 15.6% | 50.1% | 45 | 17.78% | 2.7 |
|
| 1431 |
1431
Sessa Capital
New York
| USD 995 M | +USD 179 M | +22% | 42.8% | 147% | 30 | 43.33% | 1.1 |
|
| 1432 |
1432
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 986 M | +USD 182 M | +23% | 18.4% | 16% | 289 | 18.34% | 1.5 |
|
| 1433 |
1433
Riverstone Holdings
New York
| USD 986 M | +USD 366 M | +59% | 69.2% | 89.8% | 4 | 0% | 3.2 |
|
| 1434 |
1434
AGF Investments LLC
Toronto,
Ontario, Canada
| USD 984 M | +USD 212 M | +27% | 20.1% | 28.5% | 730 | 38.9% | 1.4 |
|
| 1435 |
1435
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 983 M | +USD 338 M | +52% | 64.7% | 80.3% | 41 | 7.32% | 5.6 |
|
| 1436 |
1436
TIG Advisors LLC
New York
| USD 983 M | -USD 1499 M | -60% | 29.4% | 379% | 75 | 65.33% | 0.2 |
|
| 1437 |
1437
Sonora Investment Management
Tucson,
Arizona
| USD 977 M | +USD 134 M | +16% | 9.26% | 32.8% | 2,075 | 22.84% | 1.9 |
|
| 1438 |
1438
EnCap Energy Capital Fund X
Houston,
Texas
| USD 976 M | +USD 509 M | +109% | 109% | – | 1 | 0% | 0.3 |
|
| 1439 |
1439
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 975 M | +USD 141 M | +17% | 16.5% | 99.5% | 206 | 15.05% | 4.3 |
|
| 1440 |
1440
Quantitative Investment Management
Charlottesville,
Virginia
| USD 974 M | +USD 58.2 M | +6% | 13.6% | 24.6% | 771 | 73.54% | 0.2 |
|
| 1441 |
1441
MIG Capital
Newport Beach,
California
| USD 972 M | +USD 122 M | +14% | 33% | 118% | 35 | 37.14% | 1.5 |
|
| 1442 |
1442
E.S. Barr & Co
Lexington,
Kentucky
| USD 972 M | +USD 104 M | +12% | 17% | 73.5% | 84 | 9.52% | 5 |
|
| 1443 |
1443
ConocoPhillips
Houston,
Texas
| USD 971 M | +USD 551 M | +131% | 131% | 74.7% | 1 | 0% | 2.5 |
|
| 1444 |
1444
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 970 M | +USD 299 M | +45% | 12.8% | 50.7% | 61 | 52.46% | 0.2 |
|
| 1445 |
WMC
1445
Westwood Management Corporation
Chicago,
Illinois
| USD 970 M | +USD 232 M | +31% | 36.5% | 44.3% | 75 | 16% | 3.7 |
|
| 1446 |
1446
Cassaday & Co
Mclean,
Virginia
| USD 968 M | +USD 306 M | +46% | 17.5% | 62.7% | 41 | 17.07% | 3.4 |
|
| 1447 |
IC
1447
Immersion Capital
London,
United Kingdom
| USD 968 M | +USD 235 M | +32% | 32.5% | 63.4% | 8 | 0% | 1.1 |
|
| 1448 |
1448
Neville Rodie & Shaw
New York
| USD 968 M | +USD 147 M | +18% | 22.5% | 125% | 253 | 12.25% | 5.1 |
|
| 1449 |
1449
Hawk Ridge Capital Management
Los Angeles,
California
| USD 968 M | +USD 373 M | +63% | 38% | 84.9% | 59 | 55.93% | 0.7 |
|
| 1450 |
1450
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 967 M | +USD 132 M | +16% | 14.4% | 58.6% | 250 | 16.8% | 4.4 |
|