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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)
JHCM
3501
Juniper Hill Capital Management
California
USD 451 M +USD 15.9 M +4% 0.5% 33.6% 6 0% 1.8
SXL
3502
Summit X LLC
Missouri
USD 451 M +USD 39.8 M +10% 2.29% 62.9% 239 20.08% 3.5
Owls Nest Partners IA
3503
Owls Nest Partners IA
Pennsylvania
USD 451 M +USD 58.9 M +15% 16.9% 105% 20 40% 1.9
Liberty Capital Management
3504
Liberty Capital Management
Michigan
USD 451 M -USD 1.22 M -0.3% 0.54% – 167 8.98% 6
The Family Firm
3505
The Family Firm
Maryland
USD 450 M -USD 7.15 M -2% 1.79% 40.2% 221 8.6% 5.4
Bain Capital Credit
3506
Bain Capital Credit
Massachusetts
USD 449 M -USD 34.6 M -7% 1.09% 14.4% 8 12.5% 1.9
ESL Trust Services
3507
ESL Trust Services
New York
USD 449 M +USD 7.17 M +2% 2.65% 53.9% 349 38.11% 0.6
Harbour Capital Advisors
3508
Harbour Capital Advisors
Virginia
USD 449 M +USD 15.1 M +3% 5.64% 168% 316 27.22% 2.7
InceptionR
3509
InceptionR
California
USD 448 M +USD 38.7 M +9% 1.27% 62.9% 911 68.39% 0.2
Cambridge Advisors
3510
Cambridge Advisors
Nebraska
USD 448 M -USD 9.7 M -2% 1.06% 58.6% 173 4.62% 6.4
BCM Advisors
3511
BCM Advisors
Louisiana
USD 448 M +USD 12.1 M +3% 1.84% 66.3% 70 4.29% 4.2
Convergence Investment Partners
3512
Convergence Investment Partners
Florida
USD 447 M +USD 76.7 M +21% 10.7% 304% 292 33.22% 2.9
Richard P. Slaughter Associates
3513
Richard P. Slaughter Associates
Texas
USD 447 M +USD 15.6 M +4% 0.57% 55.7% 156 12.82% 2.4
Blume Capital Management
3514
Blume Capital Management
California
USD 446 M -USD 768 k -0.2% 1.16% 102% 364 13.74% 5.4
WestHill Financial Advisors
3515
WestHill Financial Advisors
California
USD 446 M +USD 571 k +0.1% 0.54% 62.9% 80 8.75% 2.7
Regent Peak Wealth Advisors
3516
Regent Peak Wealth Advisors
Georgia
USD 446 M +USD 10 M +2% 3.09% – 197 17.77% 3
Harbor Group
3517
Harbor Group
New Hampshire
USD 445 M +USD 12.6 M +3% 1.91% 43% 98 13.27% 2.2
Capco Asset Management
3518
Capco Asset Management
Florida
USD 445 M +USD 12.3 M +3% 4.93% 46.1% 18 0% 5.8
Kentucky Farm Bureau Mutual Insurance
3519
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 445 M -USD 18.5 M -4% 2.12% 83.3% 73 6.85% 6.4
P/E Global LLC
3520
P/E Global LLC
Massachusetts
USD 444 M +USD 83 M +23% 1.95% 49% 5 40% 0.9
Grace & Mercy Foundation
3521
Grace & Mercy Foundation
New York
USD 444 M +USD 4.86 M +1% 9.48% 67.6% 19 10.53% 1.7
Icon Advisers
3522
Icon Advisers
Colorado
USD 444 M -USD 33.4 M -7% 2.45% 114% 206 38.83% 2.2
Brilliance Asset Management
3523
Brilliance Asset Management
Hong Kong
USD 444 M +USD 53.3 M +14% 10.2% 39.2% 10 40% 1.3
O'Dell Group
3524
O'Dell Group
Ohio
USD 444 M -USD 7 M -2% 0.94% 72.2% 111 14.41% 2.8
Beryl Capital Management
3525
Beryl Capital Management
California
USD 443 M -USD 20.3 M -4% 20.5% 3,932% 48 75% 0.1