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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)
Newbrook Capital Advisors
1226
Newbrook Capital Advisors
New York
USD 925 M -USD 24.4 M -3% 12.6% 299% 29 48.28% 0.3
Oak Associates
1227
Oak Associates
Ohio
USD 925 M – – 12.3% 152% 177 – 0.4
Neville Rodie & Shaw
1228
Neville Rodie & Shaw
New York
USD 924 M +USD 65.8 M +8% 11.2% 125% 274 8.76% 0.5
Cumberland Partners
1229
Cumberland Partners
Ontario, Canada
USD 923 M +USD 110 M +13% 8.46% 101% 62 25.81% 0.4
Skylands Capital
1230
Skylands Capital
Wisconsin
USD 922 M +USD 24.3 M +3% 8.23% 61% 244 15.98% 0.4
Transamerica Financial Advisors
1231
Transamerica Financial Advisors
Florida
USD 920 M +USD 150 M +19% 6.13% 77.1% 670 19.85% 0.4
KCM Investment Advisors
1232
KCM Investment Advisors
California
USD 919 M +USD 81 M +10% 6.08% 85.7% 472 11.23% 0.4
Delphi Management
1233
Delphi Management
Massachusetts
USD 916 M +USD 34.5 M +4% 10.5% 111% 132 18.94% 0.4
Tybourne Capital Management
1234
Tybourne Capital Management
Hong Kong
USD 915 M +USD 72.9 M +9% 11.5% 109% 16 43.75% 0.3
Rock Creek Group
1235
Rock Creek Group
District of Columbia
USD 913 M +USD 622 M +213% 36.4% 37.2% 28 42.86% 0.3
Hillhouse Investment Management
1236
Hillhouse Investment Management
Cayman Islands
USD 912 M +USD 138 M +18% 5.99% 122% 20 25% 0.4
CQS Cayman
1237
CQS Cayman
Cayman Islands
USD 911 M +USD 118 M +15% 1.99% 15.3% 123 43.9% 0.3
Caledonia Investments (Australia)
1238
Caledonia Investments (Australia)
Australia
USD 910 M -USD 26.2 M -3% 5.48% 4.24% 7 57.14% 0.3
AMI Asset Management
1239
AMI Asset Management
California
USD 909 M +USD 215 M +31% 10.2% 96.6% 72 9.72% 0.5
BancorpSouth
1240
BancorpSouth
Mississippi
USD 907 M +USD 52.3 M +6% 4.69% 3.86% 251 8.37% 0.4
BG
1241
Bollard Group
Massachusetts
USD 907 M +USD 56.8 M +7% 3.2% 64.4% 285 16.49% 0.4
RTIM
1242
Round Table Investment Management
North Carolina
USD 907 M +USD 776 M +591% 5.76% – 82 65.85% 0.2
St. James Investment Company
1243
St. James Investment Company
Texas
USD 906 M +USD 15.9 M +2% 5.84% 43.8% 40 32.5% 0.4
WA
1244
Wintergreen Advisers
New Jersey
USD 905 M -USD 44.2 M -5% 10.3% 25.4% 14 21.43% 0.5
Pitcairn
1245
Pitcairn
Pennsylvania
USD 904 M +USD 88.5 M +11% 9.4% 111% 488 12.09% 0.4
Lourd Capital
1246
Lourd Capital
California
USD 901 M +USD 55.2 M +7% 5.24% 44.3% 110 15.45% 0.4
Man Investments (UK)
1247
Man Investments (UK)
United Kingdom
USD 897 M +USD 163 M +22% 9.65% – 755 38.15% 0.3
Harvard Management Company
1248
Harvard Management Company
Massachusetts
USD 896 M -USD 321 M -26% 6.79% 123% 131 35.11% 0.4
Private Advisor Group
1249
Private Advisor Group
New Jersey
USD 896 M – – 8.22% 77.4% 734 – 0
AMG National Trust Bank
1250
AMG National Trust Bank
Colorado
USD 895 M +USD 98.1 M +12% 8.39% 61.4% 243 8.23% 0.4