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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)
Permanens Capital
2601
Permanens Capital
New York
USD 357 M +USD 5.46 M +2% 1.03% 76.9% 121 24.79% 0.7
Howard Hughes Medical Institute
2602
Howard Hughes Medical Institute
Maryland
USD 357 M +USD 148 M +71% 1.91% 70.9% 28 21.43% 3.5
Caledonia Investments plc (UK)
2603
Caledonia Investments plc (UK)
United Kingdom
USD 357 M -USD 744 k -0.2% 1.3% 61.9% 11 0% 3.7
Gilbert & Cook
2604
Gilbert & Cook
Iowa
USD 357 M +USD 14.8 M +4% 1.24% 63.2% 131 19.85% 1.6
East Coast Asset Management
2605
East Coast Asset Management
Massachusetts
USD 357 M -USD 16.9 M -5% 2.32% 167% 70 8.57% 5.4
Hudson Edge Investment Partners
2606
Hudson Edge Investment Partners
New Jersey
USD 356 M +USD 12.1 M +4% 1.78% 67.9% 150 13.33% 3.1
Verdence Capital Advisors
2607
Verdence Capital Advisors
Maryland
USD 356 M +USD 7.79 M +2% 1.44% 104% 319 13.48% 1.2
MA Private Wealth
2608
MA Private Wealth
California
USD 356 M +USD 12.7 M +4% 0.96% 57.5% 90 8.89% 0.7
ACK Asset Management
2609
ACK Asset Management
Connecticut
USD 356 M +USD 11.4 M +3% 2.6% 132% 34 50% 0.9
Brown Advisory Securities
2610
Brown Advisory Securities
Maryland
USD 356 M -USD 19.8 M -5% 2.33% 51% 251 10.36% 4.4
Morningstar Investment Management
2611
Morningstar Investment Management
Illinois
USD 355 M +USD 31 M +10% 0.12% 48.2% 20 10% 0.6
AMCA
2612
Arthur M. Cohen & Associates
Illinois
USD 355 M +USD 62.6 M +21% 3.79% 129% 130 13.85% 2.9
Harber Asset Management
2613
Harber Asset Management
North Carolina
USD 355 M -USD 3.91 M -1% 2.75% 63.6% 42 19.05% 1.6
Newport Asia
2614
Newport Asia
California
USD 355 M -USD 36.8 M -9% 5.34% – 4 0% 4.5
StrategIQ Financial Group
2615
StrategIQ Financial Group
Indiana
USD 354 M +USD 8.98 M +3% 0.82% 12.6% 202 12.87% 2.3
Glade Brook Capital Partners
2616
Glade Brook Capital Partners
Connecticut
USD 354 M -USD 280 M -44% 35.5% – 2 0% 0.4
Cumberland Advisors
2617
Cumberland Advisors
Florida
USD 354 M +USD 57.7 M +19% 1.27% 80.7% 80 13.75% 1.3
Hussman Strategic Advisors
2618
Hussman Strategic Advisors
Maryland
USD 353 M -USD 5.01 M -1% 1.8% 43.1% 216 24.07% 1.6
Patton Albertson Miller Group
2619
Patton Albertson Miller Group
Tennessee
USD 353 M +USD 6.6 M +2% 2.01% 117% 251 11.16% 2.1
Riverpark Capital Management
2620
Riverpark Capital Management
New York
USD 353 M -USD 115 M -25% 0.14% 152% 64 10.94% 2.1
G2 Investment Partners Management
2621
G2 Investment Partners Management
New York
USD 352 M +USD 34.4 M +11% 4.09% 1,145% 90 52.22% 0.8
P.J. Schmidt Investment Management (PJS)
2622
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 352 M +USD 5.88 M +2% 3.62% 75.9% 135 3.7% 4.4
TFM
2623
TPI Fund Managers
United Kingdom
USD 351 M +USD 24.1 M +7% 2.95% 49.6% 37 8.11% 0.2
NTV Asset Management
2624
NTV Asset Management
West Virginia
USD 351 M +USD 2.82 M +0.8% 1.12% 110% 182 8.79% 4.6
Silver Rock Financial
2625
Silver Rock Financial
California
USD 351 M -USD 60.3 M -15% 2.61% 2.58% 22 18.18% 1.2