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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)
SKBA Capital Management
1326
SKBA Capital Management
California
USD 895 M -USD 128 M -13% 4.51% 53.9% 85 16.47% 2.1
Mountain Pacific Investment Advisers
1327
Mountain Pacific Investment Advisers
Idaho
USD 895 M +USD 25.1 M +3% 3.43% 79.5% 103 3.88% 2.8
Shufro Rose & Co
1328
Shufro Rose & Co
New York
USD 895 M -USD 9.5 M -1% 5.54% 68.1% 279 9.32% 2.2
Telemus Capital
1329
Telemus Capital
Michigan
USD 892 M +USD 85.4 M +11% 7.04% 27.9% 365 13.15% 0.9
KPF
1330
K2 Principal Fund
Ontario, Canada
USD 892 M +USD 133 M +18% 11.9% 76.5% 388 64.43% 0.3
FI
1331
Fosun International
China
USD 892 M -USD 143 M -14% 21.9% 41.3% 32 31.25% 1.2
CAPTRUST Financial Advisors
1332
CAPTRUST Financial Advisors
North Carolina
USD 891 M -USD 11.7 M -1% 3.61% 72.7% 132 65.91% 1
HighTower Trust
1333
HighTower Trust
Texas
USD 891 M -USD 43.8 M -5% 2.45% 90.4% 146 6.85% 2.1
Wealthcare Capital Management
1334
Wealthcare Capital Management
Virginia
USD 891 M +USD 14.7 M +2% 1.74% 41.4% 216 3.24% 2.2
RGM Capital
1335
RGM Capital
Florida
USD 888 M +USD 56.9 M +7% 19.2% 48.6% 23 17.39% 2.1
North Star Asset Management
1336
North Star Asset Management
Wisconsin
USD 887 M +USD 29.3 M +3% 4.69% 62% 256 6.25% 2.8
Checchi Capital Advisers
1337
Checchi Capital Advisers
California
USD 886 M +USD 10.2 M +1% 3.98% 68% 1,644 76.34% 1.9
Itau Unibanco Holding S.A.
1338
Itau Unibanco Holding S.A.
Brazil
USD 886 M +USD 282 M +47% 8.89% 105% 458 91.05% 0
CCMIC
1339
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
USD 885 M -USD 24.4 M -3% 2.94% 85.6% 64 31.25% 1.4
Bar Harbor Wealth Management
1340
Bar Harbor Wealth Management
New Hampshire
USD 883 M +USD 23.2 M +3% 2.37% 79.2% 352 10.51% 2.3
RP
1341
RBS Partners
Florida
USD 882 M -USD 136 M -13% 6.13% 210% 11 9.09% 1.9
Paradice Investment Management
1342
Paradice Investment Management
Colorado
USD 881 M +USD 45 M +5% 9.03% 72.2% 29 3.45% 2.4
WhitTier Trust Company
1343
WhitTier Trust Company
Nevada
USD 881 M +USD 4.94 M +0.6% 3.29% 96.9% 943 4.88% 2.8
BIC
1344
Beach Investment Counsel
Pennsylvania
USD 880 M +USD 31.4 M +4% 1.13% 36% 170 11.76% 2.3
SHIM
1345
Spruce House Investment Management
New York
USD 879 M +USD 161 M +22% 20.1% 863% 7 0% 1.6
TP
1346
Thunderbird Partners
United Kingdom
USD 878 M +USD 118 M +16% 6.3% 38% 13 46.15% 0.5
F.L. Putnam Investment Management
1347
F.L. Putnam Investment Management
Massachusetts
USD 878 M +USD 34.7 M +4% 2.92% 95.6% 196 17.86% 1.9
MCA
1348
Mendon Capital Advisors
Florida
USD 878 M -USD 92 M -9% 9.81% – 124 28.23% 1.2
Fort Pitt Capital Group
1349
Fort Pitt Capital Group
Pennsylvania
USD 875 M +USD 60 M +7% 6.82% 42.1% 102 6.86% 2.6
GW Henssler & Associates
1350
GW Henssler & Associates
Georgia
USD 874 M +USD 5.77 M +0.7% 1.89% 62.4% 147 7.48% 2.2