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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)
Caledonia Investments plc (UK)
2501
Caledonia Investments plc (UK)
United Kingdom
USD 357 M -USD 6.52 M -2% 0.85% 61.9% 14 7.14% 2.8
PL Capital Advisors
2502
PL Capital Advisors
Florida
USD 357 M -USD 20.6 M -5% 0.54% 100% 34 14.71% 2.9
Symmetry Peak Management
2503
Symmetry Peak Management
Pennsylvania
USD 356 M +USD 229 M +181% 26% 320% 85 68.24% 0.7
Roundview Capital
2504
Roundview Capital
New Jersey
USD 355 M -USD 31.9 M -8% 1.37% 77.7% 243 20.99% 2.5
Arcadia Investment Management
2505
Arcadia Investment Management
Michigan
USD 355 M -USD 2.56 M -0.7% 1.18% 83.5% 372 13.98% 2.3
NTCM
2506
Nine Ten Capital Management
Illinois
USD 355 M +USD 67.5 M +23% 17% 166% 8 0% 2.4
New England Private Wealth Advisors
2507
New England Private Wealth Advisors
Massachusetts
USD 354 M -USD 1.14 M -0.3% 0.92% 55.8% 152 6.58% 2.9
Cubic Asset Management
2508
Cubic Asset Management
Massachusetts
USD 354 M -USD 4.97 M -1% 3.52% 40.5% 174 10.34% 3.2
CFMC
2509
Curbstone Financial Management Corp
New Hampshire
USD 354 M +USD 172 M +95% 1.4% 69.6% 169 6.51% 3
Oak Hill Capital Management
2510
Oak Hill Capital Management
New York
USD 353 M -USD 46.9 M -12% 11.5% 1.19% 3 0% 1.5
NTV Asset Management
2511
NTV Asset Management
West Virginia
USD 352 M -USD 6.89 M -2% 1.54% 110% 189 7.41% 3.4
Ativo Capital Management
2512
Ativo Capital Management
Illinois
USD 352 M -USD 23.6 M -6% 3.5% 63.2% 271 41.33% 1.4
Princeton Portfolio Strategies Group
2513
Princeton Portfolio Strategies Group
New Jersey
USD 352 M -USD 14.7 M -4% 2.03% 83.8% 162 14.2% 3
East Coast Asset Management
2514
East Coast Asset Management
Massachusetts
USD 351 M -USD 16.1 M -4% 5.6% 153% 95 24.21% 4
Pensionfund Sabic
2515
Pensionfund Sabic
Netherlands
USD 351 M +USD 6.24 M +2% 2.87% 63.6% 237 27.85% 1.6
CMG
2516
Cavalry Management Group
California
USD 350 M +USD 7.76 M +2% 16.3% 59.6% 32 68.75% 0.4
West Coast Financial
2517
West Coast Financial
California
USD 350 M -USD 5.46 M -2% 0.31% 22.2% 111 5.41% 3
Ritholtz Wealth Management
2518
Ritholtz Wealth Management
New York
USD 350 M +USD 12.5 M +4% 1.38% 93% 131 27.48% 0.7
Elizabeth Park Capital Advisors
2519
Elizabeth Park Capital Advisors
Ohio
USD 350 M +USD 40.2 M +13% 2.6% 119% 42 21.43% 2
Needham Investment Management
2520
Needham Investment Management
New York
USD 350 M -USD 26.2 M -7% 1.79% 424% 98 12.24% 3.3
Quantum Capital Management (New Jersey)
2521
Quantum Capital Management (New Jersey)
New Jersey
USD 350 M +USD 14.1 M +4% 1.79% 22.7% 50 16% 2.4
OM
2522
Opaleye Management
Massachusetts
USD 350 M +USD 37.4 M +12% 20.4% 748% 48 47.92% 0.9
TCM
2523
Tradition Capital Management
New Jersey
USD 350 M -USD 18.7 M -5% 1.41% 43.5% 184 13.04% 2.9
Whitney & Co
2524
Whitney & Co
New York
USD 350 M +USD 4.28 M +1% 1.84% 93.2% 311 64.63% 1.1
Lathrop Investment Management
2525
Lathrop Investment Management
Arkansas
USD 349 M -USD 13.9 M -4% 0.96% 72.2% 67 10.45% 3.6