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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
Aristotle Capital Boston
Boston,
Massachusetts
| USD 1940 M | -USD 23.6 M | -1% | 4.62% | 72.2% | 135 | 11.85% | 6.1 |
|
| 1502 |
1502
Progeny 3 Inc
Kirkland,
Washington
| USD 1939 M | +USD 156 M | +9% | 10.7% | 96.8% | 37 | 27.03% | 2.1 |
|
| 1503 |
1503
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| USD 1937 M | +USD 295 M | +18% | 29.4% | 478% | 249 | 27.31% | 1.9 |
|
| 1504 |
1504
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 1935 M | +USD 96.2 M | +5% | 14.3% | 125% | 8 | 37.5% | 0.8 |
|
| 1505 |
1505
Distillate Capital Partners
Chicago,
Illinois
| USD 1929 M | +USD 61.9 M | +3% | 0.85% | 9.94% | 146 | 38.36% | 0.8 |
|
| 1506 |
1506
XTX Topco
George Town,
Cayman Islands
| USD 1927 M | -USD 485 M | -20% | 16.5% | 87.3% | 3,496 | 63.67% | 0.3 |
|
| 1507 |
1507
Sigma Investment Counselors
Northville,
Michigan
| USD 1927 M | +USD 110 M | +6% | 5.88% | 59.4% | 202 | 4.95% | 6.2 |
|
| 1508 |
1508
PFG Investments
Woodbury,
New York
| USD 1926 M | +USD 221 M | +13% | 10.5% | 106% | 1,178 | 16.89% | 1.5 |
|
| 1509 |
1509
Silver Point Capital
Greenwich,
Connecticut
| USD 1926 M | +USD 501 M | +35% | 8.9% | 108% | 27 | 48.15% | 0.9 |
|
| 1510 |
1510
Checchi Capital Advisers
Beverly Hills,
California
| USD 1924 M | +USD 136 M | +8% | 6.53% | 68% | 595 | 9.41% | 6.5 |
|
| 1511 |
1511
Saratoga Research & Investment Management
Saratoga,
California
| USD 1923 M | +USD 54.6 M | +3% | 8.12% | 65.1% | 44 | 2.27% | 7.5 |
|
| 1512 |
1512
HSG Holding
Na,
Hong Kong
| USD 1921 M | -USD 19.6 M | -1% | 26.6% | 2.94% | 19 | 0% | 4.1 |
|
| 1513 |
1513
Coronation Fund Managers
Cape Town,
South Africa
| USD 1916 M | +USD 72.2 M | +4% | 7.12% | 50.5% | 54 | 20.37% | 2.8 |
|
| 1514 |
6CM
1514
683 Capital Management
New York
| USD 1914 M | +USD 392 M | +26% | 40.4% | 311% | 164 | 34.15% | 1.5 |
|
| 1515 |
1515
American Family Investments
Madison,
Wisconsin
| USD 1908 M | +USD 77.3 M | +4% | 0.59% | – | 14 | 35.71% | 0.8 |
|
| 1516 |
1516
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 1908 M | +USD 106 M | +6% | 6.29% | 63.2% | 322 | 5.9% | 4.9 |
|
| 1517 |
1517
Bracebridge Capital LLC
Boston,
Massachusetts
| USD 1905 M | +USD 37.9 M | +2% | 10% | 156% | 49 | 34.69% | 1.7 |
|
| 1518 |
1518
1ST Source Bank
South Bend,
Indiana
| USD 1897 M | +USD 83.6 M | +5% | 6.23% | 80.8% | 280 | 8.57% | 7.8 |
|
| 1519 |
1519
Western Wealth Management
Golden,
Colorado
| USD 1896 M | +USD 211 M | +12% | 8.17% | 82.6% | 791 | 12.26% | 3.4 |
|
| 1520 |
1520
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 1894 M | +USD 3.11 M | +0.2% | 7.89% | 86% | 712 | 7.87% | 4.8 |
|
| 1521 |
1521
Heartland Advisors
Milwaukee,
Wisconsin
| USD 1893 M | +USD 99.4 M | +6% | 9.43% | 88.6% | 256 | 24.22% | 2.6 |
|
| 1522 |
1522
Compass Capital Management
Minneapolis,
Minnesota
| USD 1891 M | +USD 23.7 M | +1% | 4.56% | 50.8% | 87 | 28.74% | 3.6 |
|
| 1523 |
1523
Hilltop Holdings
Dallas,
Texas
| USD 1891 M | +USD 330 M | +21% | 8.05% | 96.7% | 977 | 19.34% | 3.1 |
|
| 1524 |
1524
Goelzer Investment Management
Carmel,
Indiana
| USD 1887 M | +USD 61.9 M | +3% | 5.94% | 97.2% | 254 | 6.69% | 6.3 |
|
| 1525 |
1525
Galaxy Group Investments
New York
| USD 1884 M | +USD 866 M | +85% | 76.1% | – | 52 | 73.08% | 0.2 |
|