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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
VCM
2476
Violich Capital Management
California
USD 621 M +USD 33.8 M +6% 8.39% 111% 113 11.5% 6.2
Cortland Associates
2477
Cortland Associates
Missouri
USD 620 M -USD 7.64 M -1% 5.99% 57.1% 53 3.77% 5.8
PRC
2478
Pearl River Capital
Michigan
USD 620 M -USD 9.5 M -2% 6.52% 20.3% 647 54.25% 0.5
Parker Investment Management
2479
Parker Investment Management
California
USD 620 M +USD 119 M +24% 15% 208% 30 23.33% 3.3
Twele Capital Management
2480
Twele Capital Management
Minnesota
USD 620 M +USD 8.5 M +1% 3.11% 37.1% 41 7.32% 7.7
Wedgewood Partners
2481
Wedgewood Partners
Missouri
USD 620 M +USD 30.6 M +5% 9.29% 78.1% 41 19.51% 4.6
Glassman Wealth Services
2482
Glassman Wealth Services
Virginia
USD 620 M +USD 44.6 M +8% 8.07% 62.6% 2,050 14.88% 3.4
Hendershot Investments
2483
Hendershot Investments
Virginia
USD 620 M +USD 25.1 M +4% 6.57% 50.5% 144 2.78% 4.2
Alley Investment Management Company
2484
Alley Investment Management Company
Illinois
USD 620 M +USD 20.6 M +3% 4.17% 54.6% 81 0% 1.2
Robotti Robert
2485
Robotti Robert
USD 619 M +USD 51.5 M +9% 21.7% 107% 65 10.77% 4.5
Pinnacle Wealth Planning Services
2486
Pinnacle Wealth Planning Services
Ohio
USD 619 M +USD 17.5 M +3% 6.11% 82.1% 518 19.88% 2.4
Mark Asset Management
2487
Mark Asset Management
New York
USD 619 M +USD 71.7 M +13% 18.5% 325% 59 27.12% 2.6
Olstein Capital Management
2488
Olstein Capital Management
New York
USD 618 M -USD 19.9 M -3% 2.82% 16.6% 101 2.97% 5.3
Cahill Financial Advisors
2489
Cahill Financial Advisors
Minnesota
USD 618 M +USD 54.7 M +10% 4.89% 55.9% 247 9.31% 4.2
FCP
2490
Fine Capital Partners
New York
USD 618 M +USD 66 M +12% 14.5% 95.5% 2 0% 7.9
Canandaigua National Bank & Trust
2491
Canandaigua National Bank & Trust
New York
USD 617 M +USD 23 M +4% 5.64% – 271 8.49% 5.8
Kistler-Tiffany Companies
2492
Kistler-Tiffany Companies
Pennsylvania
USD 616 M +USD 90.7 M +17% 5.75% 52% 913 14.79% 4.3
Adams Natural Resources Fund
2493
Adams Natural Resources Fund
Maryland
USD 616 M -USD 5.86 M -0.9% 0.42% 50.6% 58 8.62% 5.9
OP
2494
ORG Partners
Indiana
USD 616 M +USD 206 M +50% 3.49% 69.5% 1,415 75.9% 0
Teza Capital Management
2495
Teza Capital Management
Illinois
USD 616 M +USD 153 M +33% 6.22% 133% 766 65.14% 0.3
GDS Wealth Management
2496
GDS Wealth Management
Texas
USD 616 M +USD 50.3 M +9% 4.08% 82.2% 124 12.9% 1.1
Mattern Capital Management
2497
Mattern Capital Management
Colorado
USD 616 M +USD 49.2 M +9% 3.69% 31.5% 135 11.85% 2.5
Thompson Investment Management
2498
Thompson Investment Management
Wisconsin
USD 616 M +USD 24.7 M +4% 6.05% 100% 425 7.06% 2.7
Teamwork Financial Advisors
2499
Teamwork Financial Advisors
Texas
USD 615 M +USD 74.5 M +14% 9.66% 134% 212 24.53% 1.6
Institutional & Family Asset Management
2500
Institutional & Family Asset Management
Colorado
USD 615 M +USD 7.93 M +1% 2.37% 19% 803 15.44% 3.6