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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)
Roble Belko & Company
2851
Roble Belko & Company
Pennsylvania
USD 532 M +USD 42.8 M +9% 9.32% 53.3% 362 13.54% 4.3
12th Street Asset Management Company
2852
12th Street Asset Management Company
Tennessee
USD 532 M +USD 43.9 M +9% 10.7% 106% 36 19.44% 3.1
Montanaro Asset Management
2853
Montanaro Asset Management
United Kingdom
USD 532 M -USD 36.9 M -6% 12.5% 49.6% 45 4.44% 2.6
KFS
2854
Kurt F. Somerville
USD 531 M +USD 33.6 M +7% 10.3% 92.9% 103 9.71% 6.9
Blue Edge Capital
2855
Blue Edge Capital
Virginia
USD 531 M +USD 53.5 M +11% 10.1% 67.4% 105 7.62% 5.3
Sendero Wealth Management
2856
Sendero Wealth Management
Texas
USD 530 M +USD 64.5 M +14% 12.2% 99.2% 158 10.76% 1
Annandale Capital
2857
Annandale Capital
Texas
USD 530 M +USD 129 M +32% 8.38% 57.2% 161 29.81% 1.5
Disciplina Capital Management
2858
Disciplina Capital Management
Tennessee
USD 530 M +USD 46.8 M +10% 7.71% 30% 58 3.45% 2.7
American Investment Services
2859
American Investment Services
Massachusetts
USD 530 M +USD 62.2 M +13% 10.9% 63.1% 146 8.22% 4.9
Hanson & Doremus Investment Management
2860
Hanson & Doremus Investment Management
Vermont
USD 530 M +USD 45.2 M +9% 10.2% 86.3% 481 14.55% 5.7
Johnson Bixby & Associates
2861
Johnson Bixby & Associates
Washington
USD 530 M +USD 49.9 M +10% 8.65% 48.7% 110 14.55% 1.9
JAT Capital Management
2862
JAT Capital Management
Connecticut
USD 530 M +USD 82.1 M +18% 29.7% 734% 43 60.47% 0.5
Patriot Financial Group Insurance Agency
2863
Patriot Financial Group Insurance Agency
Massachusetts
USD 530 M +USD 46 M +10% 10.2% 97.3% 513 19.49% 3.6
Capital Planning Advisors
2864
Capital Planning Advisors
California
USD 529 M +USD 49.7 M +10% 9.23% 64.2% 136 11.76% 3.9
Taikang Asset Management (HK)
2865
Taikang Asset Management (HK)
Hong Kong
USD 529 M +USD 91 M +21% 16.5% 172% 71 7.04% 3.5
EFL
2866
ERn Financial LLC
Wisconsin
USD 529 M +USD 67.7 M +15% 10% 61.2% 180 15.56% 2.6
SA
2867
Strategic Advisors
New York
USD 528 M +USD 21.2 M +4% 12% 106% 205 8.29% 4.3
Advantage Alpha Capital Partners
2868
Advantage Alpha Capital Partners
California
USD 528 M +USD 52.3 M +11% 14.2% 79.2% 167 52.1% 1.1
Cardinal Capital Management Inc (North Carolina)
2869
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 528 M +USD 36.8 M +7% 9.69% 86.4% 138 2.17% 7.4
WAM
2870
Warberg Asset Management
Illinois
USD 528 M +USD 32.3 M +7% 0.66% 65.3% 291 32.99% 0.8
Te Ahumairangi Investment Management
2871
Te Ahumairangi Investment Management
New Zealand
USD 528 M -USD 87.3 M -14% 10.5% 55.5% 90 7.78% 2.8
River Global Investors
2872
River Global Investors
United Kingdom
USD 528 M +USD 101 M +24% 14.8% 49.7% 229 13.1% 2.9
EFG Asset Management
2873
EFG Asset Management
Oregon
USD 527 M +USD 106 M +25% 19.8% 211% 203 14.29% 1.3
PPSC Investment Service
2874
PPSC Investment Service
Japan
USD 527 M +USD 100 M +23% 22.1% 193% 4 0% 1
FAG
2875
Financial Advisory Group
Texas
USD 527 M +USD 41.8 M +9% 10.2% 20.6% 88 7.95% 5.2