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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)
RTIM
2501
Round Table Investment Management
North Carolina
USD 267 M +USD 110 M +70% 1.45% – 51 50.98% 0.6
SCM
2502
Summit Capital Management
Washington
USD 267 M -USD 16.2 M -6% 3.86% 12.4% 77 40.26% 0.7
Claar Advisors
2503
Claar Advisors
New York
USD 267 M -USD 7.57 M -3% 10.7% 65.5% 34 50% 0.4
Sage Financial Group
2504
Sage Financial Group
Pennsylvania
USD 266 M +USD 64.6 M +32% 2.87% 62% 46 30.43% 0.6
One Capital Management
2505
One Capital Management
California
USD 266 M -USD 12.8 M -5% 2.86% 50.5% 599 77.13% 0.7
Checchi Capital Advisers
2506
Checchi Capital Advisers
California
USD 266 M +USD 22.7 M +9% 1.6% 68% 346 23.7% 0.6
GCM
2507
Grisanti Capital Management
New York
USD 266 M +USD 18.4 M +7% 11.9% 17.9% 72 27.78% 0.9
WC
2508
Whitnell & Co
Illinois
USD 266 M +USD 15.1 M +6% 4.39% 36.6% 293 10.92% 1.3
Private Capital Advisors
2509
Private Capital Advisors
Connecticut
USD 266 M -USD 43.4 M -14% 3.34% 132% 127 22.83% 1.2
EGA
2510
Emerging Global Advisors
New York
USD 265 M -USD 28.1 M -10% 5.42% 0.93% 29 0% 0.7
WBH Advisory
2511
WBH Advisory
Maryland
USD 265 M -USD 19.4 M -7% 4.33% 57.6% 221 9.95% 1.3
Metalmark Management II
2512
Metalmark Management II
New York
USD 265 M -USD 171 M -39% 39.2% 81.7% 1 0% 1.3
FSI Group
2513
FSI Group
Ohio
USD 265 M -USD 5.01 M -2% 9.59% 44.1% 90 56.67% 0.7
MAA
2514
Mraz Amerine & Associates
California
USD 265 M +USD 4.95 M +2% 1.15% 69.8% 157 10.83% 1.2
Allworth Financial
2515
Allworth Financial
California
USD 264 M +USD 7.17 M +3% 2.83% 53.3% 133 39.1% 0.7
Harrison Street Securities
2516
Harrison Street Securities
Illinois
USD 264 M +USD 28 M +12% 12.7% 41.2% 39 38.46% 0.7
Diana Davis Spencer Foundation
2517
Diana Davis Spencer Foundation
Maryland
USD 264 M – – 0.8% 13.4% 3 – 0
Monarch Capital Management
2518
Monarch Capital Management
Indiana
USD 264 M +USD 13.6 M +5% 5.72% 77% 101 3.96% 1.3
Savant Capital
2519
Savant Capital
Illinois
USD 264 M +USD 28.8 M +12% 3.35% 61.2% 214 9.81% 1.2
GJCM
2520
Grand Jean Capital Management
California
USD 264 M +USD 12.5 M +5% 8.53% 61.4% 45 24.44% 1
Hamilton Lane Advisors
2521
Hamilton Lane Advisors
Pennsylvania
USD 263 M -USD 43.9 M -14% 3.77% 167% 80 61.25% 0.5
PL Capital Advisors
2522
PL Capital Advisors
Florida
USD 263 M +USD 20.4 M +8% 9.16% 100% 42 4.76% 1.2
MPEM
2523
Marathon Partners Equity Management
New York
USD 263 M -USD 121 k -0% 2.48% – 30 16.67% 0.7
GIM
2524
Greystone Investment Management
Ohio
USD 263 M +USD 8.12 M +3% 2.64% 32.8% 62 16.13% 1.1
Miller Investment Management
2525
Miller Investment Management
Pennsylvania
USD 263 M +USD 54.7 M +26% 7.48% 60.2% 69 8.7% 1.4