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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Greenvale Capital
London,
United Kingdom
| USD 649 M | +USD 269 M | +71% | 36.7% | 101% | 19 | 68.42% | 0.4 |
|
| 1877 |
1877
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 649 M | +USD 179 M | +38% | 38.1% | – | 1 | 0% | 3 |
|
| 1878 |
1878
Condor Capital Management
Martinsville,
New Jersey
| USD 648 M | +USD 106 M | +20% | 19.6% | 58.2% | 188 | 14.36% | 4.1 |
|
| 1879 |
1879
Front Barnett Associates
Chicago,
Illinois
| USD 647 M | +USD 123 M | +24% | 24.9% | 40.5% | 114 | 7.89% | 5.8 |
|
| 1880 |
1880
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| USD 646 M | +USD 135 M | +26% | 20.8% | 74.8% | 565 | 21.77% | 0.6 |
|
| 1881 |
1881
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 646 M | -USD 100 M | -13% | 21.7% | 135% | 346 | 62.72% | 1.8 |
|
| 1882 |
1882
James Hambro & Partners
London,
United Kingdom
| USD 646 M | +USD 135 M | +27% | 17.7% | 97% | 61 | 27.87% | 1.3 |
|
| 1883 |
1883
Horan Capital Management
Hunt Valley,
Maryland
| USD 645 M | +USD 112 M | +21% | 23.8% | 69.2% | 44 | 11.36% | 2.5 |
|
| 1884 |
1884
FJ Capital Management
Mclean,
Virginia
| USD 645 M | +USD 78.7 M | +14% | 17.7% | 97.9% | 84 | 28.57% | 2.1 |
|
| 1885 |
1885
Thomasville National Bank
Thomasville,
Georgia
| USD 644 M | +USD 44.8 M | +7% | 16.3% | – | 217 | 19.82% | 3.5 |
|
| 1886 |
1886
CreativeOne Wealth
Overland Park,
Kansas
| USD 643 M | +USD 120 M | +23% | 13.6% | 67.6% | 262 | 32.82% | 0.9 |
|
| 1887 |
1887
RFG Advisory
Birmingham,
Alabama
| USD 643 M | +USD 111 M | +21% | 16.3% | 52.3% | 419 | 23.15% | 1.5 |
|
| 1888 |
AH
1888
Aviva Holdings
New Providence,
Bahamas
| USD 643 M | +USD 204 M | +46% | 61.1% | 36.5% | 5 | 0% | 1.8 |
|
| 1889 |
1889
Abrams Bison Investments
Bethesda,
Maryland
| USD 642 M | +USD 300 M | +88% | 37.5% | 170% | 11 | 45.45% | 1.7 |
|
| 1890 |
1890
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 642 M | +USD 112 M | +21% | 18.5% | 24% | 221 | 18.1% | 3.4 |
|
| 1891 |
1891
Pure Financial Advisors
San Diego,
California
| USD 640 M | +USD 44.9 M | +8% | 15.1% | 47.2% | 145 | 15.17% | 1.4 |
|
| 1892 |
1892
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 639 M | +USD 107 M | +20% | 28.9% | 146% | 35 | 0% | 4.7 |
|
| 1893 |
1893
Avior Wealth Management
Omaha,
Nebraska
| USD 639 M | +USD 132 M | +26% | 20% | 71.4% | 1,025 | 21.85% | 2.3 |
|
| 1894 |
1894
Main Street Research
Lakeville,
Connecticut
| USD 637 M | +USD 229 M | +56% | 22.8% | 232% | 101 | 26.73% | 3.5 |
|
| 1895 |
SC
1895
Sasco Capital
Fairfield,
Connecticut
| USD 636 M | +USD 127 M | +25% | 27.3% | 15.5% | 49 | 14.29% | 3.6 |
|
| 1896 |
1896
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 636 M | +USD 73 M | +13% | 14.1% | 26.1% | 232 | 26.72% | 3.5 |
|
| 1897 |
1897
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 636 M | +USD 47.1 M | +8% | 22% | 140% | 30 | 10% | 3.1 |
|
| 1898 |
1898
Keeley-Teton Advisors
Chicago,
Illinois
| USD 635 M | +USD 71.9 M | +13% | 25.7% | 28.6% | 264 | 10.23% | 2.4 |
|
| 1899 |
1899
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 635 M | +USD 98.1 M | +18% | 18.8% | 52.8% | 107 | 18.69% | 3.9 |
|
| 1900 |
1900
Sunriver Management
Greenwich,
Connecticut
| USD 634 M | +USD 63.7 M | +11% | 24.7% | 9.27% | 21 | 19.05% | 1.1 |
|