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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)
Mengis Capital Management
2751
Mengis Capital Management
Oregon
USD 459 M +USD 36.6 M +9% 11.1% 104% 165 3.03% 5.1
Carronade Capital Management
2752
Carronade Capital Management
Connecticut
USD 459 M -USD 440 M -49% 4.67% 215% 37 54.05% 0.5
HUB Investment Partners
2753
HUB Investment Partners
Texas
USD 458 M +USD 126 M +38% 7.71% 95.7% 212 51.42% 1.2
Bardin Hill Management Partners
2754
Bardin Hill Management Partners
New York
USD 458 M +USD 23.8 M +5% 17.8% 214% 123 62.6% 0.8
12th Street Asset Management Company
2755
12th Street Asset Management Company
Tennessee
USD 457 M +USD 100 M +28% 8.62% 106% 30 13.33% 3.1
Private Advisory Group
2756
Private Advisory Group
Washington
USD 457 M +USD 19.5 M +4% 5.5% 177% 227 37.89% 1.2
Adventist Health System West
2757
Adventist Health System West
California
USD 457 M +USD 32.4 M +8% 7.84% 60.2% 5 0% 2.3
First Fiduciary Investment Counsel
2758
First Fiduciary Investment Counsel
Ohio
USD 457 M +USD 58.2 M +15% 15% 60% 67 8.96% 4.1
Arkansas Financial Group
2759
Arkansas Financial Group
Arkansas
USD 456 M +USD 35.7 M +8% 7.04% 41.4% 64 26.56% 3.3
Bank of Korea
2760
Bank of Korea
South Korea
USD 456 M – – 1.61% – 3 – 0
Tarbox Family Office
2761
Tarbox Family Office
California
USD 456 M +USD 34.6 M +8% 9.43% 66.4% 98 14.29% 6.5
Schneider Downs Wealth Management Advisors
2762
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 456 M +USD 115 M +34% 7.57% 61.5% 157 43.95% 2.9
Exchange Capital Management
2763
Exchange Capital Management
Michigan
USD 456 M +USD 24.8 M +6% 8.78% 57.8% 169 9.47% 5
NFP Retirement Inc
2764
NFP Retirement Inc
California
USD 455 M +USD 49.3 M +12% 7.35% 46.7% 247 14.17% 1.4
Clear Creek Financial Management
2765
Clear Creek Financial Management
Washington
USD 455 M +USD 1.43 M +0.3% 5.77% 86.1% 318 18.24% 1.2
Financial Partners Group (Kansas)
2766
Financial Partners Group (Kansas)
Kansas
USD 455 M +USD 75.2 M +20% 6.71% 76.7% 179 27.93% 2
Tufton Capital Management
2767
Tufton Capital Management
Maryland
USD 455 M +USD 40.3 M +10% 12.2% 96.1% 118 7.63% 6.5
Thomas White International
2768
Thomas White International
Illinois
USD 454 M +USD 27.5 M +6% 9.68% 34.9% 299 10.03% 3.5
Coerente Capital Management
2769
Coerente Capital Management
Ontario, Canada
USD 454 M +USD 37.8 M +9% 9.44% 54.7% 36 5.56% 1.6
Standard General
2770
Standard General
New York
USD 454 M -USD 57.3 M -11% 1.62% 259% 6 16.67% 4.4
Grove Bank & Trust
2771
Grove Bank & Trust
Florida
USD 453 M +USD 49.7 M +12% 8.67% 80.5% 641 67.71% 1.5
South Street Advisors
2772
South Street Advisors
New York
USD 453 M +USD 47.4 M +12% 12.1% 169% 77 15.58% 2.7
Moloney Securities Asset Management
2773
Moloney Securities Asset Management
Missouri
USD 453 M +USD 40 M +10% 9.53% 86% 439 17.54% 2.9
Gagnon Securities
2774
Gagnon Securities
New York
USD 453 M -USD 1.88 M -0.4% 11.6% 129% 110 12.73% 3.6
Claret Asset Management
2775
Claret Asset Management
Quebec, Canada
USD 453 M +USD 31.1 M +7% 9.5% 73.3% 155 7.1% 3.4