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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)
Independent Franchise Partners
401
Independent Franchise Partners
United Kingdom
USD 11.3 mil M +USD 477 M +4% 15.4% 46.2% 28 25% 4.1
Clal Insurance
402
Clal Insurance
Israel
USD 11.3 mil M +USD 1737 M +18% 5.22% 202% 137 18.25% 2.9
Greenleaf Trust
403
Greenleaf Trust
Michigan
USD 11.2 mil M +USD 697 M +7% 6.24% 37.2% 859 10.83% 4.4
Vaughan Nelson Investment Management
404
Vaughan Nelson Investment Management
Texas
USD 11.2 mil M +USD 404 M +4% 8.05% 142% 222 17.12% 3.1
O'Shaughnessy Asset Management
405
O'Shaughnessy Asset Management
Connecticut
USD 11.2 mil M +USD 1545 M +16% 8.85% 131% 2,214 16.03% 2.5
Loring Wolcott & Coolidge Fiduciary Advisors
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
USD 11.2 mil M +USD 342 M +3% 6.3% 59.7% 602 13.62% 5.5
National Mutual Insurance Federation of Agricultural Cooperatives
407
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
USD 11.1 mil M +USD 1097 M +11% 5.03% 74.8% 48 12.5% 7.4
Markel Group
408
Markel Group
Virginia
USD 11.1 mil M +USD 945 M +9% 9.61% 68% 139 8.63% 6.6
Tredje AP-fonden
409
Tredje AP-fonden
Sweden
USD 11 mil M +USD 692 M +7% 5.62% 128% 484 4.13% 3.2
AE Wealth Management
410
AE Wealth Management
Kansas
USD 11 mil M +USD 1026 M +10% 5.98% 72.5% 1,348 17.28% 3.7
Cooke & Bieler
411
Cooke & Bieler
Pennsylvania
USD 11 mil M +USD 621 M +6% 12.1% 34.6% 99 7.07% 5
Royce & Associates
412
Royce & Associates
New York
USD 11 mil M +USD 303 M +3% 8.33% 130% 927 13.27% 4.7
ARK Investment Management
413
ARK Investment Management
Florida
USD 10.9 mil M -USD 335 M -3% 13.3% 251% 200 11.5% 4
Hershey Trust Company
414
Hershey Trust Company
Pennsylvania
USD 10.9 mil M +USD 450 M +4% 0.16% 0.86% 3 33.33% 6.3
OMERS Administration Corp
415
OMERS Administration Corp
Ontario, Canada
USD 10.9 mil M +USD 479 M +5% 7.8% 106% 1,143 32.11% 0.7
Steward Partners Investment Advisory
416
Steward Partners Investment Advisory
New York
USD 10.8 mil M +USD 1329 M +14% 6.56% 88.5% 3,899 11.18% 3.8
Capital Wealth Planning
417
Capital Wealth Planning
Florida
USD 10.7 mil M +USD 1176 M +12% 8.12% 73.9% 160 30% 2
Axiom Advisory
418
Axiom Advisory
California
USD 10.7 mil M +USD 1525 M +17% 4.68% 16.4% 304 10.2% 0.5
Centersquare Investment Management
419
Centersquare Investment Management
Pennsylvania
USD 10.7 mil M +USD 1418 M +15% 16.6% 37.1% 93 24.73% 3.5
Mairs & Power Inc
420
Mairs & Power Inc
Minnesota
USD 10.6 mil M +USD 282 M +3% 5.16% 83.6% 235 8.51% 6.5
Frontier Capital Management
421
Frontier Capital Management
Massachusetts
USD 10.6 mil M +USD 524 M +5% 12.3% 184% 303 15.18% 3.7
Findlay Park Partners
422
Findlay Park Partners
United Kingdom
USD 10.6 mil M -USD 7.55 M -0.1% 8.08% 80.6% 62 14.52% 3.3
Sarasin & Partners
423
Sarasin & Partners
United Kingdom
USD 10.6 mil M -USD 690 M -6% 7.14% 95.3% 86 10.47% 5.6
Unisphere Establishment
424
Unisphere Establishment
Liechtenstein
USD 10.6 mil M +USD 620 M +6% 6.24% – 67 16.42% 0.6
MAI Capital Management
425
MAI Capital Management
Ohio
USD 10.5 mil M +USD 294 M +3% 6.7% 74.7% 1,355 20% 3.6