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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)
First Hawaiian Bank
1001
First Hawaiian Bank
Hawaii
USD 3131 M +USD 156 M +5% 6.64% 72.7% 915 13.66% 3.5
OCBV
1002
Ownership Capital B.V.
Netherlands
USD 3129 M -USD 570 M -15% 6% 62.8% 23 4.35% 4.2
Annex Advisory Services
1003
Annex Advisory Services
Wisconsin
USD 3126 M +USD 286 M +10% 6.48% 85.8% 308 15.26% 3.4
Suvretta Capital Management
1004
Suvretta Capital Management
New York
USD 3125 M +USD 403 M +15% 13.4% 364% 113 26.55% 1.5
Sanibel Captiva Trust Company
1005
Sanibel Captiva Trust Company
Florida
USD 3124 M +USD 201 M +7% 8.09% – 390 8.72% 0.7
Hennessy Advisors Inc
1006
Hennessy Advisors Inc
California
USD 3123 M +USD 481 M +18% 11.6% 206% 305 3.28% 3.6
Lincoln National Corp
1007
Lincoln National Corp
Pennsylvania
USD 3122 M +USD 163 M +6% 5.71% 42.9% 23 0% 10.1
Stock Yards Bank & Trust
1008
Stock Yards Bank & Trust
Kentucky
USD 3106 M +USD 84.7 M +3% 6.98% 82.8% 385 5.45% 5.6
Hancock Whitney
1009
Hancock Whitney
Mississippi
USD 3104 M +USD 158 M +5% 7.13% 100% 640 9.22% 4.3
Highbridge Capital Management
1010
Highbridge Capital Management
New York
USD 3095 M -USD 33.7 M -1% 4.72% 55.8% 373 20.11% 1.1
Members Trust
1011
Members Trust
Florida
USD 3084 M -USD 213 M -6% 5.9% 31.5% 125 8.8% 2.5
Becker Capital Management
1012
Becker Capital Management
Oregon
USD 3076 M +USD 162 M +6% 8.02% 89.2% 283 8.83% 4.5
Sound Shore Management
1013
Sound Shore Management
Connecticut
USD 3075 M +USD 75.1 M +3% 8.24% 91.4% 42 11.9% 2.4
Rock Springs Capital Management
1014
Rock Springs Capital Management
Maryland
USD 3074 M -USD 249 M -7% 12.1% 342% 117 11.97% 3.9
Ameritas Investment Partners
1015
Ameritas Investment Partners
Nebraska
USD 3072 M +USD 158 M +5% 7.32% 120% 3,171 2.9% 5.8
Busey Bank
1016
Busey Bank
Illinois
USD 3064 M +USD 142 M +5% 5.93% 94.2% 353 5.95% 5.9
American Capital Management
1017
American Capital Management
New York
USD 3058 M +USD 70.8 M +2% 8.73% 96.7% 63 4.76% 6.5
Picton Mahoney Asset Management
1018
Picton Mahoney Asset Management
Ontario, Canada
USD 3056 M +USD 479 M +19% 8.99% 210% 1,020 59.22% 0.7
Quotient Wealth Partners
1019
Quotient Wealth Partners
Texas
USD 3043 M +USD 186 M +7% 4.85% – 327 11.31% 0.6
NorthRock Partners
1020
NorthRock Partners
Minnesota
USD 3042 M +USD 382 M +14% 6.37% 62.8% 882 13.72% 1.8
Itau Unibanco Holding S.A.
1021
Itau Unibanco Holding S.A.
Brazil
USD 3037 M +USD 589 M +24% 6.11% 105% 458 54.15% 0.8
Hartford Investment Management Co (HIMCO)
1022
Hartford Investment Management Co (HIMCO)
Connecticut
USD 3037 M +USD 121 M +4% 6.84% 132% 501 2% 9.2
PCM
1023
Palestra Capital Management
New York
USD 3032 M +USD 498 M +20% 27% 236% 44 43.18% 1.1
CAM
1024
Contour Asset Management
New York
USD 3029 M +USD 67.9 M +2% 9.17% 118% 36 41.67% 1.3
Conning Inc
1025
Conning Inc
Connecticut
USD 3028 M +USD 250 M +9% 9.06% 57.5% 364 5.22% 7.9