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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
AAA
1626
Adams Asset Advisors
Dallas,
Texas
| USD 594 M | +USD 22.2 M | +4% | 5.57% | 66.8% | 87 | 31.03% | 0.8 |
|
| 1627 |
1627
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 592 M | -USD 19.4 M | -3% | 1.47% | 75.3% | 176 | 6.25% | 1.1 |
|
| 1628 |
1628
Truepoint Inc
Cincinnati,
Ohio
| USD 591 M | +USD 22.6 M | +4% | 1.44% | 43.4% | 32 | 50% | 0.6 |
|
| 1629 |
JC
1629
Joho Capital
New York
| USD 590 M | -USD 64.9 M | -10% | 5.88% | 80.2% | 12 | 8.33% | 1 |
|
| 1630 |
1630
Tiptree Advisors
New York
| USD 590 M | +USD 114 M | +24% | 1.61% | – | 34 | 23.53% | 0.7 |
|
| 1631 |
1631
Majedie Asset Management
London,
United Kingdom
| USD 589 M | +USD 155 M | +36% | 5.33% | 126% | 70 | 34.29% | 0.2 |
|
| 1632 |
ZAM
1632
Zenit Asset Management
Stockholm,
Sweden
| USD 589 M | -USD 287 M | -33% | 0.96% | – | 52 | 55.77% | 0.4 |
|
| 1633 |
1633
Pekin Hardy Strauss
Chicago,
Illinois
| USD 589 M | -USD 47.6 M | -7% | 4.08% | 102% | 147 | 8.16% | 1 |
|
| 1634 |
1634
Bank of the West
Monterey Park,
California
| USD 589 M | -USD 52.8 M | -8% | 0.06% | 35.4% | 271 | 14.02% | 1 |
|
| 1635 |
1635
Moors & Cabot
Boston,
Massachusetts
| USD 588 M | -USD 5.26 M | -0.9% | 0.47% | 124% | 582 | 15.46% | 0.4 |
|
| 1636 |
1636
Avity Investment Management
Greenwich,
Connecticut
| USD 588 M | +USD 3.84 M | +0.7% | 0.53% | 119% | 66 | 4.55% | 1 |
|
| 1637 |
1637
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 586 M | -USD 30.6 M | -5% | 3.61% | 106% | 19 | 0% | 0.6 |
|
| 1638 |
1638
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 584 M | -USD 14.3 M | -2% | 2.66% | 68.8% | 55 | 16.36% | 1 |
|
| 1639 |
1639
Clarkston Capital Partners
Rochester,
Michigan
| USD 582 M | +USD 38.6 M | +7% | 0.24% | 8.43% | 139 | 10.79% | 0.9 |
|
| 1640 |
1640
W.R. Berkley Corp
Greenwich,
Connecticut
| USD 581 M | – | – | 3.97% | 38.7% | 89 | – | 0 |
|
| 1641 |
1641
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 580 M | -USD 28.2 M | -5% | 0.76% | 115% | 475 | 4.63% | 1 |
|
| 1642 |
1642
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 579 M | -USD 7.48 M | -1% | 3.54% | 68.2% | 145 | 5.52% | 1.1 |
|
| 1643 |
1643
Maryland Capital Management
Towson,
Maryland
| USD 579 M | +USD 8.25 M | +1% | 2.04% | 44.5% | 195 | 9.23% | 1.1 |
|
| 1644 |
1644
Freestone Capital Holdings
Seattle,
Washington
| USD 578 M | -USD 61.6 M | -10% | 1.22% | 86.9% | 223 | 45.29% | 0.9 |
|
| 1645 |
1645
Mount Lucas Management
Newtown,
Pennsylvania
| USD 578 M | -USD 184 M | -24% | 0.82% | 109% | 123 | 35.77% | 0.6 |
|
| 1646 |
1646
Alerus Investment Advisors
Wayzata,
Minnesota
| USD 578 M | -USD 2.06 M | -0.4% | 0% | 32.7% | 162 | 8.02% | 1.2 |
|
| 1647 |
1647
Buckhead Capital Management
Atlanta,
Georgia
| USD 577 M | -USD 130 M | -18% | 1.22% | 67.6% | 215 | 16.74% | 1 |
|
| 1648 |
1648
Chemical Bank
Detroit,
Michigan
| USD 576 M | -USD 12.5 M | -2% | 0.11% | 36.5% | 306 | 8.5% | 1.1 |
|
| 1649 |
1649
RGM Capital
Naples,
Florida
| USD 574 M | -USD 26.1 M | -4% | 5.91% | 48.6% | 22 | 18.18% | 0.9 |
|
| 1650 |
1650
Makaira Partners
La Jolla,
California
| USD 573 M | -USD 30.5 M | -5% | 0.22% | 22% | 10 | 0% | 1.1 |
|