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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)
BI
3276
Boulegeris Investments
Georgia
USD 123 M – – 1.78% 39.1% 43 – 0
TWS
3277
Thomas W. Smith
USD 122 M -USD 6.2 M -5% 1.51% – 15 6.67% 1.1
National Investment Services
3278
National Investment Services
Wisconsin
USD 122 M -USD 587 k -0.5% 0.79% 47.2% 52 23.08% 0.9
Cornerstone Advisors (Washington)
3279
Cornerstone Advisors (Washington)
Washington
USD 122 M +USD 15.3 M +14% 1.65% 24.3% 678 14.45% 0.8
Palisades Hudson Asset Management
3280
Palisades Hudson Asset Management
Florida
USD 122 M +USD 1.18 M +1% 1.18% 66.8% 83 16.87% 1
SLA
3281
Silver Lake Advisory
Utah
USD 122 M +USD 1.16 M +1% 1.87% 76.7% 80 8.75% 0.7
Oppenheimer & Close
3282
Oppenheimer & Close
New York
USD 122 M -USD 2.22 M -2% 3.66% 149% 55 9.09% 1.1
Fagan Associates
3283
Fagan Associates
New York
USD 122 M +USD 4.83 M +4% 1.45% 127% 96 22.92% 0.4
Seven Post Investment Office
3284
Seven Post Investment Office
California
USD 122 M +USD 37 M +44% 5.33% 52.6% 8 25% 0.9
Peregrine Asset Advisers
3285
Peregrine Asset Advisers
Oregon
USD 122 M +USD 10.9 M +10% 4.6% 182% 142 33.8% 0.7
Bennicas & Associates
3286
Bennicas & Associates
California
USD 122 M -USD 6.39 M -5% 2.3% 40.3% 82 2.44% 1.2
Weaver C. Barksdale & Associates
3287
Weaver C. Barksdale & Associates
Tennessee
USD 121 M -USD 3.02 M -2% 1.77% 52.2% 580 11.9% 1
Harbour Capital Advisors
3288
Harbour Capital Advisors
Virginia
USD 121 M -USD 6.33 M -5% 2.36% 168% 221 43.44% 0.7
ILM
3289
Indigo Latam Management
Arizona
USD 121 M -USD 4.45 M -4% 3.56% 39.3% 1 0% 0.8
Millennium TVP Management
3290
Millennium TVP Management
New York
USD 121 M – – 10.8% – 10 – 0
Rivulet Capital
3291
Rivulet Capital
New Jersey
USD 120 M -USD 422 k -0.3% 1.85% 27.4% 11 18.18% 0.9
Michael & Susan Dell Foundation
3292
Michael & Susan Dell Foundation
New York
USD 120 M +USD 1.64 M +1% 1.33% 238% 7 0% 0.6
Orbis Investment Management (US)
3293
Orbis Investment Management (US)
California
USD 120 M -USD 264 k -0.2% 4.87% 48.8% 31 19.35% 0.6
WCM
3294
Wesley Capital Management
New York
USD 120 M +USD 36.2 M +43% 4.76% 6.19% 28 53.57% 0.6
DIS
3295
Diversified Investment Strategies
Louisiana
USD 120 M -USD 11.8 M -9% 4.08% 86% 67 13.43% 1.1
Avalon Capital Management
3296
Avalon Capital Management
California
USD 120 M -USD 443 k -0.4% 0.33% 151% 109 54.13% 0.7
Peninsula Asset Management
3297
Peninsula Asset Management
Florida
USD 120 M -USD 1.79 M -1% 1.23% 44.1% 48 0% 1.2
Aspen Investment Management
3298
Aspen Investment Management
Michigan
USD 120 M -USD 44.2 M -27% 2.46% 84.9% 138 18.12% 1.1
Smithbridge Asset Management
3299
Smithbridge Asset Management
Pennsylvania
USD 120 M +USD 877 k +0.7% 0.25% – 53 7.55% 1.1
RTS
3300
Round Table Services
New Jersey
USD 119 M -USD 4.83 M -4% 2.74% 16.1% 64 26.56% 0.8