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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
Bernzott Capital Advisors
Camarillo,
California
| USD 959 M | +USD 123 M | +15% | 11.4% | 46.6% | 44 | 6.82% | 4.2 |
|
| 1502 |
SCI
1502
S&CO Inc
Boston,
Massachusetts
| USD 958 M | +USD 55.4 M | +6% | 8.6% | 68.8% | 187 | 7.49% | 4.2 |
|
| 1503 |
1503
North Star Investment Management
Chicago,
Illinois
| USD 958 M | +USD 58 M | +6% | 8.51% | 89.9% | 1,148 | 10.1% | 1.9 |
|
| 1504 |
1504
Insight Holdings Group
New York
| USD 958 M | +USD 49.5 M | +5% | 5.49% | 111% | 2 | 0% | 1.4 |
|
| 1505 |
1505
Cinctive Capital Management
New York
| USD 956 M | – | – | 10.2% | 163% | 184 | – | 0 |
|
| 1506 |
1506
Lee, Danner & Bass
Nashville,
Tennessee
| USD 956 M | +USD 23.8 M | +3% | 8.76% | – | 187 | 9.63% | 4.7 |
|
| 1507 |
1507
Legacy Private Trust
Neenah,
Wisconsin
| USD 956 M | +USD 61.7 M | +7% | 6.58% | 71.1% | 241 | 9.54% | 3.7 |
|
| 1508 |
1508
Oribel Capital Management
New York
| USD 955 M | +USD 134 M | +16% | 11.4% | 337% | 83 | 69.88% | 0.4 |
|
| 1509 |
1509
Westwood Global Investments
Boston,
Massachusetts
| USD 955 M | +USD 61.6 M | +7% | 8.11% | 112% | 10 | 10% | 3.7 |
|
| 1510 |
1510
IberiaBank
Lafayette,
Louisiana
| USD 954 M | +USD 87.2 M | +10% | 6.43% | 39.6% | 232 | 9.91% | 2.9 |
|
| 1511 |
1511
Sigma Investment Counselors
Northville,
Michigan
| USD 954 M | +USD 74.4 M | +8% | 6.66% | 59.4% | 166 | 9.04% | 4.1 |
|
| 1512 |
1512
Seeyond
Paris,
France
| USD 954 M | -USD 8.65 M | -0.9% | 5.43% | 21.3% | 649 | 6.63% | 0.9 |
|
| 1513 |
1513
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 952 M | -USD 7.03 M | -0.7% | 12.9% | 181% | 243 | 23.05% | 1.7 |
|
| 1514 |
1514
Cooper Investors
Melbourne, Victoria,
Australia
| USD 951 M | +USD 65.7 M | +7% | 5.48% | 57.5% | 42 | 7.14% | 2.1 |
|
| 1515 |
1515
Sunbelt Securities
Houston,
Texas
| USD 950 M | +USD 58.2 M | +7% | 7.3% | 83.5% | 643 | 11.35% | 1 |
|
| 1516 |
1516
Capital International
Los Angeles,
California
| USD 949 M | +USD 288 M | +44% | 10.7% | 147% | 148 | 14.86% | 2.9 |
|
| 1517 |
1517
Hill Path Capital
New York
| USD 949 M | +USD 162 M | +21% | 18.9% | 5.23% | 2 | 0% | 2.4 |
|
| 1518 |
1518
Autonomy Capital (Jersey)
St. Helier,
Jersey
| USD 947 M | +USD 772 M | +442% | 28.4% | 33.4% | 9 | 22.22% | 1.4 |
|
| 1519 |
1519
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 947 M | +USD 33.3 M | +4% | 8.09% | 78.9% | 226 | 11.06% | 4.5 |
|
| 1520 |
1520
NorthRock Partners
Minneapolis,
Minnesota
| USD 947 M | +USD 213 M | +29% | 8.58% | 62.8% | 297 | 36.03% | 0.7 |
|
| 1521 |
1521
Keeley-Teton Advisors
Chicago,
Illinois
| USD 946 M | -USD 1.29 M | -0.1% | 7.05% | 28.6% | 277 | 8.66% | 2.1 |
|
| 1522 |
1522
Harvard Management Company
Boston,
Massachusetts
| USD 945 M | -USD 128 M | -12% | 10.9% | 123% | 20 | 20% | 3 |
|
| 1523 |
1523
Cigna Investments
Bloomfield,
Connecticut
| USD 945 M | -USD 23.7 M | -2% | 9.45% | 154% | 689 | 9.87% | 2.5 |
|
| 1524 |
1524
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 945 M | +USD 55.8 M | +6% | 8% | 192% | 215 | 55.35% | 0.6 |
|
| 1525 |
1525
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 943 M | +USD 114 M | +14% | 5.04% | 42.8% | 33 | 9.09% | 2.5 |
|