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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)
Leuthold Group
1376
Leuthold Group
Minnesota
USD 1001 M +USD 11.1 M +1% 5.8% 126% 225 28.44% 1.5
Monarch Alternative Capital
1377
Monarch Alternative Capital
New York
USD 1001 M -USD 472 M -32% 14.8% 497% 8 37.5% 0.5
Forvis Mazars Wealth Advisors
1378
Forvis Mazars Wealth Advisors
Missouri
USD 1000 M +USD 91 M +10% 5.81% 68.2% 251 15.54% 2.5
Patten & Patten
1379
Patten & Patten
Tennessee
USD 1000 M +USD 50.5 M +5% 7.67% 74.1% 255 7.06% 3
Neumeier Poma Investment Counsel
1380
Neumeier Poma Investment Counsel
California
USD 999 M +USD 41.9 M +4% 7.58% 229% 40 7.5% 2.3
Sage Advisory Services
1381
Sage Advisory Services
Texas
USD 997 M +USD 68 M +7% 2.81% 33.9% 52 28.85% 0.6
Stack Financial Management
1382
Stack Financial Management
Montana
USD 994 M +USD 70.6 M +8% 6.92% 58.4% 57 10.53% 2.7
Simmons Bank
1383
Simmons Bank
Arkansas
USD 993 M +USD 27 M +3% 6.93% 92.9% 318 7.55% 1.4
M
1384
MOTCO
Texas
USD 991 M +USD 14.9 M +2% 3.18% 63.5% 633 21.64% 2.8
CI
1385
CPMG Inc
Texas
USD 989 M – – 1.84% 878% 17 – 0
Evergreen Capital Management
1386
Evergreen Capital Management
Washington
USD 989 M +USD 133 M +16% 1.88% 77.2% 257 37.35% 1.1
WealthTrust Fairport
1387
WealthTrust Fairport
Ohio
USD 988 M +USD 40.3 M +4% 5.19% 31.4% 169 10.65% 2.8
FHAM
1388
Folger Hill Asset Management
New York
USD 987 M -USD 166 M -14% 9.51% 83.9% 250 62.4% 0.3
E.S. Barr & Co
1389
E.S. Barr & Co
Kentucky
USD 985 M +USD 45.4 M +5% 5.73% 73.5% 94 9.57% 3.3
Symphony Asset Management
1390
Symphony Asset Management
California
USD 984 M +USD 85 M +9% 4.8% 21.6% 402 27.36% 1.4
Lee, Danner & Bass
1391
Lee, Danner & Bass
Tennessee
USD 984 M +USD 54.8 M +6% 8.95% – 177 6.21% 3.5
BPIM
1392
Brant Point Investment Management
New York
USD 983 M +USD 22.2 M +2% 8.82% 169% 169 37.87% 1.5
Sabal Trust
1393
Sabal Trust
Florida
USD 981 M -USD 18.9 M -2% 4.36% 18.4% 141 11.35% 2.8
Seven Eight Capital
1394
Seven Eight Capital
New York
USD 979 M +USD 161 M +20% 8.69% 13.6% 661 69.89% 0.3
Signature Estate & Investment Advisors
1395
Signature Estate & Investment Advisors
California
USD 979 M +USD 82.5 M +9% 5.59% 84.4% 168 18.45% 1.8
Old Mutual Customised Solutions
1396
Old Mutual Customised Solutions
South Africa
USD 978 M +USD 241 M +33% 7.01% 49.7% 792 6.44% 3.6
QCI Asset Management
1397
QCI Asset Management
New York
USD 977 M +USD 79.4 M +9% 7.13% 53.4% 657 12.94% 2.8
Sun Life Financial
1398
Sun Life Financial
Ontario, Canada
USD 977 M -USD 34.9 M -3% 4.94% 65.7% 517 5.22% 1.2
Formuepleje A/S
1399
Formuepleje A/S
Denmark
USD 976 M +USD 66.3 M +7% 10.1% 92.1% 67 10.45% 1.8
Crestline Management
1400
Crestline Management
Texas
USD 976 M +USD 257 M +36% 6.42% 80.2% 234 81.62% 0.1