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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
FJ Capital Management
Mclean,
Virginia
| USD 824 M | +USD 32.5 M | +4% | 5.11% | 97.9% | 119 | 29.41% | 1.6 |
|
| 1502 |
1502
GW & Wade
Wellesley,
Massachusetts
| USD 824 M | +USD 34.9 M | +4% | 3.89% | 32.2% | 251 | 11.95% | 2.3 |
|
| 1503 |
1503
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 822 M | +USD 61.3 M | +8% | 7.35% | 142% | 232 | 18.53% | 1.8 |
|
| 1504 |
1504
Mather Group
Chicago,
Illinois
| USD 822 M | +USD 68.8 M | +9% | 3.44% | 54.1% | 38 | 2.63% | 1.8 |
|
| 1505 |
1505
Legacy Private Trust
Neenah,
Wisconsin
| USD 822 M | +USD 31.1 M | +4% | 3.54% | 71.1% | 253 | 17% | 2.4 |
|
| 1506 |
1506
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 821 M | +USD 7.87 M | +1% | 4.83% | 107% | 476 | 17.65% | 2.5 |
|
| 1507 |
1507
ARK Investment Management
St. Petersburg,
Florida
| USD 819 M | +USD 306 M | +60% | 12.4% | 250% | 148 | 28.38% | 0.5 |
|
| 1508 |
1508
Seven Eight Capital
New York
| USD 819 M | +USD 123 M | +18% | 5.45% | 13.6% | 710 | 63.8% | 0.4 |
|
| 1509 |
CCM
1509
Contrarian Capital Management
Greenwich,
Connecticut
| USD 815 M | +USD 300 M | +58% | 15.4% | 29.4% | 35 | 45.71% | 0.6 |
|
| 1510 |
LIC
1510
Lodestar Investment Counsel
Chicago,
Illinois
| USD 814 M | +USD 29.5 M | +4% | 3.44% | 45.1% | 168 | 6.55% | 2.9 |
|
| 1511 |
HSC
1511
Harbor Spring Capital
New York
| USD 813 M | -USD 16 M | -2% | 3.8% | – | 21 | 23.81% | 1 |
|
| 1512 |
EC
1512
Engaged Capital
Newport Beach,
California
| USD 813 M | +USD 139 M | +21% | 5.35% | 26.2% | 25 | 48% | 1 |
|
| 1513 |
1513
Cobblestone Capital Advisors
Rochester,
New York
| USD 811 M | +USD 41.7 M | +5% | 4.37% | 83.3% | 212 | 12.74% | 3 |
|
| 1514 |
1514
Leavell Investment Management
Mobile,
Alabama
| USD 810 M | +USD 20.7 M | +3% | 3.78% | 84.5% | 379 | 6.07% | 3.3 |
|
| 1515 |
1515
SVA Wealth Management
Madison,
Wisconsin
| USD 809 M | +USD 37.6 M | +5% | 4.18% | 44.5% | 211 | 6.64% | 2.7 |
|
| 1516 |
1516
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 809 M | +USD 72.1 M | +10% | 3.03% | 77.1% | 440 | 13.64% | 2.4 |
|
| 1517 |
1517
Daido Life Insurance Company
Osaka,
Japan
| USD 807 M | +USD 104 M | +15% | 4.29% | 68.7% | 7 | 0% | 0.8 |
|
| 1518 |
BCM
1518
Basso Capital Management
Stamford,
Connecticut
| USD 807 M | +USD 39.9 M | +5% | 0.14% | 85.5% | 216 | 32.87% | 0.5 |
|
| 1519 |
TM
1519
Thiel Macro
Los Angeles,
California
| USD 806 M | +USD 457 M | +131% | 4.36% | – | 22 | 50% | 0.4 |
|
| 1520 |
CDH
1520
Charles D. Hyman
| USD 805 M | +USD 21.6 M | +3% | 3.7% | 36.8% | 161 | 5.59% | 3.1 |
|
| 1521 |
1521
Sargent Bickham Lagudis
Boulder,
Colorado
| USD 805 M | +USD 19.8 M | +3% | 3.38% | 19.1% | 885 | 13.22% | 1.1 |
|
| 1522 |
AIM
1522
Atlantic Investment Management
New York
| USD 804 M | -USD 170 M | -17% | 2.33% | 28.8% | 20 | 30% | 1.1 |
|
| 1523 |
SCM
1523
Sandler Capital Management
New York
| USD 803 M | -USD 118 M | -13% | 11.7% | 325% | 177 | 62.71% | 0.5 |
|
| 1524 |
1524
Boston Common Asset Management
Boston,
Massachusetts
| USD 802 M | +USD 42.8 M | +6% | 8.27% | 61.2% | 202 | 13.86% | 2.6 |
|
| 1525 |
GLRA
1525
Gerald L. Ray & Associates
Dallas,
Texas
| USD 802 M | +USD 26.7 M | +3% | 3.98% | 38.2% | 337 | 7.12% | 3 |
|