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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)
RC
2551
Reik & Co
New York
USD 373 M +USD 6.99 M +2% 3.1% 38.6% 48 8.33% 4.9
Heck Capital Advisors
2552
Heck Capital Advisors
Wisconsin
USD 373 M +USD 38.5 M +12% 2.2% 67% 101 6.93% 1.9
Fifth Third Securities
2553
Fifth Third Securities
Ohio
USD 372 M +USD 284 M +321% 3.05% 62.7% 159 66.67% 0.6
Exchange Capital Management
2554
Exchange Capital Management
Michigan
USD 372 M +USD 15.5 M +4% 4.21% 57.8% 138 7.25% 3
Atlantic Investment Management
2555
Atlantic Investment Management
New York
USD 371 M -USD 19.9 M -5% 0.25% 28.8% 23 43.48% 1
McKinley Carter Wealth Services
2556
McKinley Carter Wealth Services
West Virginia
USD 371 M +USD 15 M +4% 3.95% 63.2% 156 6.41% 3.4
Beach Point Capital Management
2557
Beach Point Capital Management
California
USD 371 M -USD 32.8 M -8% 5.39% 84.1% 36 33.33% 1
Cornerstone Wealth Group
2558
Cornerstone Wealth Group
North Carolina
USD 371 M -USD 27.2 M -7% 3.16% 96% 185 35.68% 0.2
SC
2559
Selz Capital
New York
USD 370 M -USD 153 M -29% 5.36% 10.2% 72 47.22% 1.7
TM
2560
Thiel Macro
California
USD 369 M +USD 90.5 M +32% 2.98% – 16 68.75% 0.6
WCA
2561
Windsor Creek Advisors
Vermont
USD 369 M -USD 3.86 M -1% 0.53% 48.3% 187 39.57% 0.3
Meritech Capital Associates IV
2562
Meritech Capital Associates IV
California
USD 369 M +USD 33.9 M +10% 26.8% – 3 33.33% 0.8
City Holding Co
2563
City Holding Co
West Virginia
USD 369 M +USD 14 M +4% 2.58% 89.2% 523 8.8% 3.9
Halbert Hargrove Global Advisors
2564
Halbert Hargrove Global Advisors
California
USD 368 M +USD 340 M +1,198% 2.42% 68.2% 80 48.75% 1.7
PFG Advisors
2565
PFG Advisors
Arizona
USD 368 M +USD 39.9 M +12% 3.83% 82.7% 324 14.51% 0.8
SOL Capital Management
2566
SOL Capital Management
Maryland
USD 368 M +USD 8.77 M +2% 5.04% 56.6% 246 4.07% 4.3
Tetrad Corporation
2567
Tetrad Corporation
Nebraska
USD 368 M +USD 17.7 M +5% 5.62% 45.6% 6 0% 4.1
Crestview Partners III
2568
Crestview Partners III
New York
USD 367 M -USD 291 M -44% 27% 51.2% 4 0% 1
BDO Wealth Advisors
2569
BDO Wealth Advisors
Florida
USD 367 M +USD 23 M +7% 2.82% 38.3% 736 29.89% 1.2
Arcadia Investment Management
2570
Arcadia Investment Management
Michigan
USD 367 M +USD 20.9 M +6% 5.16% 83.5% 326 16.87% 2.9
12th Street Asset Management Company
2571
12th Street Asset Management Company
Tennessee
USD 366 M -USD 11 M -3% 4.23% 106% 26 3.85% 1.6
German American Bancorp
2572
German American Bancorp
Indiana
USD 366 M +USD 27.8 M +8% 3.86% 92.3% 83 15.66% 0.8
Point72 Hong Kong
2573
Point72 Hong Kong
Hong Kong
USD 365 M +USD 111 M +44% 1.65% 396% 1,580 65.95% 0.2
Empirical Finance
2574
Empirical Finance
Pennsylvania
USD 365 M -USD 28.1 M -7% 0.43% 124% 168 13.1% 1
First National Bank & Trust Co of Newtown
2575
First National Bank & Trust Co of Newtown
Pennsylvania
USD 365 M +USD 722 k +0.2% 2.91% 55.7% 125 5.6% 4.9