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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Alua Capital Management
New York
| USD 1458 M | +USD 178 M | +14% | 13.8% | 99.4% | 23 | 47.83% | 1.5 |
|
| 1727 |
1727
Angeles Wealth Management
Santa Monica,
California
| USD 1458 M | +USD 254 M | +21% | 11.4% | 70.4% | 460 | 26.96% | 1.5 |
|
| 1728 |
1728
Trinity Street Asset Management
London,
United Kingdom
| USD 1457 M | +USD 469 M | +48% | 17.7% | 76.9% | 20 | 20% | 2 |
|
| 1729 |
1729
NBT Bank
Norwich,
New York
| USD 1456 M | +USD 72.1 M | +5% | 8.3% | 77% | 848 | 6.96% | 3.2 |
|
| 1730 |
1730
Nations Financial Group
Cedar Rapids,
Iowa
| USD 1455 M | +USD 145 M | +11% | 10.7% | 105% | 704 | 10.65% | 3.4 |
|
| 1731 |
1731
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 1454 M | +USD 65.2 M | +5% | 6.58% | 113% | 91 | 14.29% | 2.6 |
|
| 1732 |
1732
Sienna Gestion
Paris,
France
| USD 1453 M | +USD 217 M | +18% | 13.9% | – | 164 | 6.1% | 1 |
|
| 1733 |
1733
Y.D. More Investments
Ramat Gan,
Israel
| USD 1452 M | +USD 308 M | +27% | 23.1% | 305% | 479 | 8.14% | 1.7 |
|
| 1734 |
1734
Voss Capital
Houston,
Texas
| USD 1452 M | +USD 148 M | +11% | 3.7% | 78.4% | 67 | 35.82% | 1.1 |
|
| 1735 |
1735
True Link Financial Advisors
San Francisco,
California
| USD 1449 M | +USD 109 M | +8% | 4.52% | 26.8% | 105 | 27.62% | 1.4 |
|
| 1736 |
1736
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 1449 M | +USD 53.4 M | +4% | 14.6% | 115% | 495 | 1.41% | 6.7 |
|
| 1737 |
1737
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1447 M | +USD 97.5 M | +7% | 7.79% | 58.6% | 298 | 13.09% | 5.6 |
|
| 1738 |
1738
SG Capital Management
Chicago,
Illinois
| USD 1447 M | +USD 360 M | +33% | 16.8% | 250% | 98 | 68.37% | 0.3 |
|
| 1739 |
1739
Symmetry Investments
St Helier,
Jersey
| USD 1447 M | +USD 4.62 M | +0.3% | 24.2% | 148% | 199 | 68.34% | 0.6 |
|
| 1740 |
PIMG
1740
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 1445 M | +USD 113 M | +9% | 7.38% | 52.9% | 250 | 12% | 4.4 |
|
| 1741 |
1741
Cumberland Partners
Toronto,
Ontario, Canada
| USD 1442 M | +USD 145 M | +11% | 15.3% | 101% | 203 | 33.99% | 2.5 |
|
| 1742 |
1742
Browning West
Los Angeles,
California
| USD 1442 M | +USD 247 M | +21% | 13.5% | 96.8% | 4 | 25% | 2.4 |
|
| 1743 |
1743
Howard Capital Management Group
Los Angeles,
California
| USD 1439 M | +USD 155 M | +12% | 12.9% | 114% | 143 | 6.99% | 2.9 |
|
| 1744 |
1744
Dundas Partners
Edinburgh,
United Kingdom
| USD 1439 M | +USD 80.4 M | +6% | 10.7% | 87.6% | 52 | 9.62% | 4 |
|
| 1745 |
1745
NAYA Capital Management (UK)
London,
United Kingdom
| USD 1437 M | +USD 331 M | +30% | 20.6% | 121% | 6 | 50% | 0.7 |
|
| 1746 |
1746
Harvard Management Company
Boston,
Massachusetts
| USD 1436 M | +USD 307 M | +27% | 27.6% | 123% | 17 | 35.29% | 2.4 |
|
| 1747 |
1747
J. Safra Asset Management
New York
| USD 1436 M | +USD 206 M | +17% | 12.2% | 84.3% | 403 | 23.33% | 1.1 |
|
| 1748 |
1748
Norris Perne & French
Grand Rapids,
Michigan
| USD 1436 M | +USD 105 M | +8% | 9.05% | 91.1% | 155 | 9.03% | 5.2 |
|
| 1749 |
1749
North Star Investment Management
Chicago,
Illinois
| USD 1435 M | +USD 61.6 M | +4% | 8% | 80.6% | 1,255 | 7.65% | 5.3 |
|
| 1750 |
1750
Ranger Investment Management
Dallas,
Texas
| USD 1432 M | +USD 32.7 M | +2% | 9.5% | 111% | 80 | 16.25% | 3.2 |
|