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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)
FJ Capital Management
1501
FJ Capital Management
Virginia
USD 824 M +USD 32.5 M +4% 5.11% 97.9% 119 29.41% 1.6
GW & Wade
1502
GW & Wade
Massachusetts
USD 824 M +USD 34.9 M +4% 3.89% 32.2% 251 11.95% 2.3
Moody Lynn & Lieberson
1503
Moody Lynn & Lieberson
Massachusetts
USD 822 M +USD 61.3 M +8% 7.35% 142% 232 18.53% 1.8
Mather Group
1504
Mather Group
Illinois
USD 822 M +USD 68.8 M +9% 3.44% 54.1% 38 2.63% 1.8
Legacy Private Trust
1505
Legacy Private Trust
Wisconsin
USD 822 M +USD 31.1 M +4% 3.54% 71.1% 253 17% 2.4
First Midwest Bank Trust Division
1506
First Midwest Bank Trust Division
Illinois
USD 821 M +USD 7.87 M +1% 4.83% 107% 476 17.65% 2.5
ARK Investment Management
1507
ARK Investment Management
Florida
USD 819 M +USD 306 M +60% 12.4% 250% 148 28.38% 0.5
Seven Eight Capital
1508
Seven Eight Capital
New York
USD 819 M +USD 123 M +18% 5.45% 13.6% 710 63.8% 0.4
CCM
1509
Contrarian Capital Management
Connecticut
USD 815 M +USD 300 M +58% 15.4% 29.4% 35 45.71% 0.6
LIC
1510
Lodestar Investment Counsel
Illinois
USD 814 M +USD 29.5 M +4% 3.44% 45.1% 168 6.55% 2.9
HSC
1511
Harbor Spring Capital
New York
USD 813 M -USD 16 M -2% 3.8% – 21 23.81% 1
EC
1512
Engaged Capital
California
USD 813 M +USD 139 M +21% 5.35% 26.2% 25 48% 1
Cobblestone Capital Advisors
1513
Cobblestone Capital Advisors
New York
USD 811 M +USD 41.7 M +5% 4.37% 83.3% 212 12.74% 3
Leavell Investment Management
1514
Leavell Investment Management
Alabama
USD 810 M +USD 20.7 M +3% 3.78% 84.5% 379 6.07% 3.3
SVA Wealth Management
1515
SVA Wealth Management
Wisconsin
USD 809 M +USD 37.6 M +5% 4.18% 44.5% 211 6.64% 2.7
Transamerica Financial Advisors
1516
Transamerica Financial Advisors
Florida
USD 809 M +USD 72.1 M +10% 3.03% 77.1% 440 13.64% 2.4
Daido Life Insurance Company
1517
Daido Life Insurance Company
Japan
USD 807 M +USD 104 M +15% 4.29% 68.7% 7 0% 0.8
BCM
1518
Basso Capital Management
Connecticut
USD 807 M +USD 39.9 M +5% 0.14% 85.5% 216 32.87% 0.5
TM
1519
Thiel Macro
California
USD 806 M +USD 457 M +131% 4.36% – 22 50% 0.4
CDH
1520
Charles D. Hyman
USD 805 M +USD 21.6 M +3% 3.7% 36.8% 161 5.59% 3.1
Sargent Bickham Lagudis
1521
Sargent Bickham Lagudis
Colorado
USD 805 M +USD 19.8 M +3% 3.38% 19.1% 885 13.22% 1.1
AIM
1522
Atlantic Investment Management
New York
USD 804 M -USD 170 M -17% 2.33% 28.8% 20 30% 1.1
SCM
1523
Sandler Capital Management
New York
USD 803 M -USD 118 M -13% 11.7% 325% 177 62.71% 0.5
Boston Common Asset Management
1524
Boston Common Asset Management
Massachusetts
USD 802 M +USD 42.8 M +6% 8.27% 61.2% 202 13.86% 2.6
GLRA
1525
Gerald L. Ray & Associates
Texas
USD 802 M +USD 26.7 M +3% 3.98% 38.2% 337 7.12% 3