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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
MCF Advisors
Covington,
Kentucky
| USD 887 M | +USD 49.6 M | +6% | 4.62% | 55.2% | 586 | 22.18% | 3.4 |
|
| 1927 |
1927
Zions Bancorporation
Salt Lake City,
Utah
| USD 886 M | +USD 91.9 M | +12% | 5.58% | 22.9% | 1,001 | 7.29% | 2.1 |
|
| 1928 |
DTL
1928
Dynamic Technology Lab
Singapore
| USD 886 M | +USD 267 M | +43% | 9.36% | 30.8% | 1,640 | 76.4% | 0.1 |
|
| 1929 |
1929
Parcion Private Wealth
Bellevue,
Washington
| USD 884 M | +USD 128 M | +17% | 7.05% | 114% | 203 | 14.78% | 0.9 |
|
| 1930 |
1930
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 883 M | +USD 76.9 M | +10% | 6.64% | 125% | 177 | 21.47% | 3.5 |
|
| 1931 |
1931
TCF National Bank
Sioux Falls,
South Dakota
| USD 883 M | -USD 60.7 M | -6% | 7.89% | – | 385 | 6.23% | 1.2 |
|
| 1932 |
1932
Mudrick Capital Management
New York
| USD 882 M | +USD 152 M | +21% | 72.2% | 212% | 11 | 18.18% | 0.9 |
|
| 1933 |
1933
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 882 M | +USD 57.9 M | +7% | 0.56% | 283% | 99 | 36.36% | 0.5 |
|
| 1934 |
1934
Grassi Investment Management
Santa Clara,
California
| USD 882 M | +USD 93.4 M | +12% | 15.1% | 170% | 150 | 14% | 3.8 |
|
| 1935 |
1935
Bronte Capital Management
Bondi Junction,
Australia
| USD 882 M | +USD 249 M | +39% | 9.18% | 123% | 17 | 11.76% | 1.2 |
|
| 1936 |
1936
Flagship Harbor Advisors
Boston,
Massachusetts
| USD 881 M | +USD 74.4 M | +9% | 4.79% | 75.7% | 662 | 20.39% | 2.6 |
|
| 1937 |
1937
L & S Advisors
Los Angeles,
California
| USD 881 M | +USD 17.4 M | +2% | 12.1% | 231% | 407 | 34.64% | 1.5 |
|
| 1938 |
1938
Oakworth Capital
Birmingham,
Alabama
| USD 880 M | +USD 108 M | +14% | 5.35% | 70% | 623 | 10.43% | 4.7 |
|
| 1939 |
1939
CapWealth Advisors
Franklin,
Tennessee
| USD 879 M | +USD 39.7 M | +5% | 10% | 152% | 105 | 9.52% | 4.2 |
|
| 1940 |
1940
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 878 M | +USD 62.4 M | +8% | 7% | 24% | 278 | 11.15% | 3.1 |
|
| 1941 |
1941
Webster Bank
Waterbury,
Connecticut
| USD 878 M | +USD 27.2 M | +3% | 5.55% | 77.5% | 568 | 8.45% | 4 |
|
| 1942 |
1942
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 877 M | +USD 102 M | +13% | 13.6% | 93.5% | 69 | 2.9% | 5.4 |
|
| 1943 |
1943
Amica Mutual Insurance
Providence,
Rhode Island
| USD 877 M | -USD 34.4 M | -4% | 5.23% | 80.4% | 164 | 11.59% | 3.6 |
|
| 1944 |
1944
Cortland Associates
St Louis,
Missouri
| USD 877 M | +USD 46.4 M | +6% | 10.6% | 58.4% | 64 | 12.5% | 3.9 |
|
| 1945 |
1945
Central Securities
New York
| USD 876 M | +USD 105 M | +14% | 16.6% | 101% | 31 | 3.23% | 5 |
|
| 1946 |
1946
Tairen Capital
Hong Kong
| USD 876 M | +USD 271 M | +45% | 4.97% | 462% | 41 | 82.93% | 0.2 |
|
| 1947 |
1947
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 876 M | +USD 134 M | +18% | 9.35% | 26.1% | 184 | 14.13% | 4.5 |
|
| 1948 |
BCH
1948
Berkshire Capital Holdings
San Jose,
California
| USD 876 M | -USD 65.8 M | -7% | 11.2% | 2,748% | 97 | 29.9% | 1.1 |
|
| 1949 |
1949
Northcape Capital
Sydney,
Australia
| USD 876 M | -USD 79.3 M | -8% | 0.03% | – | 24 | 4.17% | 2.2 |
|
| 1950 |
1950
Vestor Capital
Chicago,
Illinois
| USD 875 M | +USD 49.2 M | +6% | 6.95% | 200% | 222 | 12.16% | 2.3 |
|