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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)
M
1276
MOTCO
Texas
USD 873 M +USD 7.1 M +0.8% 0.91% 63.5% 619 10.82% 0.7
Fulton Bank
1277
Fulton Bank
Pennsylvania
USD 870 M +USD 16.8 M +2% 0.78% 48.1% 376 17.02% 0.6
AEGON Asset Management (UK)
1278
AEGON Asset Management (UK)
United Kingdom
USD 869 M +USD 169 M +24% 2.13% – 86 29.07% 0.5
Shepherd Kaplan Krochuk
1279
Shepherd Kaplan Krochuk
Massachusetts
USD 866 M +USD 76.9 M +10% 9.36% 38.5% 709 43.44% 0.5
ZWJ Investment Counsel
1280
ZWJ Investment Counsel
Georgia
USD 863 M -USD 5.84 M -0.7% 0.57% 128% 152 10.53% 0.7
Trustmark National Bank Trust Department
1281
Trustmark National Bank Trust Department
Mississippi
USD 863 M +USD 15.4 M +2% 1.07% 58.6% 365 12.6% 0.6
Gamble Jones Investment Counsel
1282
Gamble Jones Investment Counsel
California
USD 860 M +USD 10.6 M +1% 0.28% 32.9% 235 11.06% 0.7
LFM
1283
Lumina Fund Management
New York
USD 857 M -USD 113 M -12% 0.96% 28.1% 71 69.01% 0.3
Cumberland Partners
1284
Cumberland Partners
Ontario, Canada
USD 855 M -USD 67.4 M -7% 2.86% 101% 61 34.43% 0.5
WA
1285
Wintergreen Advisers
New Jersey
USD 855 M -USD 49.7 M -5% 2.21% 25.4% 11 0% 0.8
Ballentine Partners
1286
Ballentine Partners
Massachusetts
USD 854 M -USD 35.8 M -4% 0.76% 76.8% 144 9.72% 0.7
WhitTier Trust Company
1287
WhitTier Trust Company
Nevada
USD 853 M +USD 22.9 M +3% 1.3% 98.2% 946 7.4% 0.7
GW Henssler & Associates
1288
GW Henssler & Associates
Georgia
USD 852 M -USD 2.81 M -0.3% 0.39% 62.4% 187 14.44% 0.6
Investor AB
1289
Investor AB
Sweden
USD 852 M -USD 13.4 M -2% 4.98% 86.6% 12 16.67% 0.5
Formuepleje A/S
1290
Formuepleje A/S
Denmark
USD 851 M – – 2.14% 92.1% 57 – 0
ABC
1291
Anchor Bolt Capital
Illinois
USD 850 M +USD 377 M +80% 7.56% 3.04% 97 42.27% 0.4
American Capital Management
1292
American Capital Management
New York
USD 848 M +USD 41.4 M +5% 6.46% 96.7% 83 9.64% 0.7
Sage Advisory Services
1293
Sage Advisory Services
Texas
USD 848 M +USD 13 M +2% 1.02% 33.9% 16 25% 0.5
NCCM
1294
Nine Chapters Capital Management
New Jersey
USD 848 M -USD 146 M -15% 3.34% – 1,117 60.61% 0.2
Affinity Investment Advisors
1295
Affinity Investment Advisors
California
USD 848 M +USD 25.5 M +3% 3.68% 189% 92 21.74% 0.6
Cyrus Capital Partners
1296
Cyrus Capital Partners
New York
USD 847 M +USD 201 M +31% 7.45% 163% 25 56% 0.4
Altai Capital Management
1297
Altai Capital Management
California
USD 846 M +USD 476 M +128% 35.7% 24.9% 10 50% 0.3
SG
1298
Swarthmore Group
Pennsylvania
USD 846 M -USD 13.3 M -2% 3.95% 44.2% 60 28.33% 0.5
Sheffield Asset Management
1299
Sheffield Asset Management
Illinois
USD 846 M +USD 106 M +14% 3.15% 24.5% 27 37.04% 0.4
National Penn Investors Trust
1300
National Penn Investors Trust
Pennsylvania
USD 845 M -USD 47 M -5% 3.14% 40.9% 233 18.03% 0.7