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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)
Cambria Investment Management
1501
Cambria Investment Management
California
USD 1437 M +USD 205 M +17% 9.35% 72% 335 33.43% 2
Acropolis Investment Management
1502
Acropolis Investment Management
Missouri
USD 1435 M +USD 144 M +11% 9.29% 51% 288 6.94% 4.9
Empirical Finance
1503
Empirical Finance
Pennsylvania
USD 1434 M +USD 72.6 M +5% 11.8% 124% 534 8.43% 2.8
MCI
1504
McDonald Capital Investors
California
USD 1434 M +USD 152 M +12% 14.1% 60.1% 23 8.7% 6.2
SurgoCap Partners
1505
SurgoCap Partners
New York
USD 1432 M – – 14.8% – 15 – 0
Tairen Capital
1506
Tairen Capital
Hong Kong
USD 1428 M +USD 717 M +101% 24.7% 462% 37 59.46% 0.5
1607 Capital Partners
1507
1607 Capital Partners
Virginia
USD 1427 M +USD 93.7 M +7% 6.56% 28.5% 150 12% 3.7
Kentucky Retirement Systems Insurance Trust Fund
1508
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 1426 M +USD 143 M +11% 12.3% 115% 502 2.19% 7.5
Strategic Financial Services
1509
Strategic Financial Services
New York
USD 1423 M +USD 138 M +11% 9.76% 58.7% 127 5.51% 5.6
Van Hulzen Asset Management
1510
Van Hulzen Asset Management
California
USD 1422 M +USD 122 M +9% 10% 86.3% 323 11.76% 3.2
Willis Investment Counsel
1511
Willis Investment Counsel
Georgia
USD 1421 M +USD 100 M +8% 9.36% 65.3% 113 3.54% 5.3
Grandeur Peak Global Advisors
1512
Grandeur Peak Global Advisors
Utah
USD 1420 M +USD 92 M +7% 21.5% 96% 119 10.08% 3.1
Sigma Investment Counselors
1513
Sigma Investment Counselors
Michigan
USD 1417 M +USD 92.1 M +7% 9.68% 59.4% 202 7.92% 5.4
Venturi Wealth Management
1514
Venturi Wealth Management
Texas
USD 1415 M +USD 143 M +11% 10.5% 101% 1,457 17.64% 1.1
Investment House LLC
1515
Investment House LLC
California
USD 1414 M +USD 145 M +11% 13.5% 137% 201 15.42% 6.2
Compass Capital Management
1516
Compass Capital Management
Minnesota
USD 1413 M +USD 140 M +11% 12.1% 65.5% 36 2.78% 7.5
Natixis Investment Managers International
1517
Natixis Investment Managers International
France
USD 1411 M +USD 117 M +9% 11.8% 34.7% 246 13.82% 2.3
Formuepleje A/S
1518
Formuepleje A/S
Denmark
USD 1411 M +USD 333 M +31% 12.8% 92.1% 94 26.6% 2
Accredited Investors
1519
Accredited Investors
Minnesota
USD 1411 M +USD 77.3 M +6% 11.6% 81.5% 200 6.5% 4.7
Nichols & Pratt Advisers
1520
Nichols & Pratt Advisers
Massachusetts
USD 1405 M +USD 84.5 M +6% 8.66% 71.2% 112 11.61% 6.9
Bank of Finland
1521
Bank of Finland
Finland
USD 1403 M -USD 174 M -11% 10.8% 66.7% 4 0% 2.3
Everence Capital Management
1522
Everence Capital Management
Indiana
USD 1402 M +USD 114 M +9% 10.9% 121% 828 21.5% 4
Parsons Capital Management
1523
Parsons Capital Management
Rhode Island
USD 1402 M +USD 137 M +11% 10.5% 97.4% 439 6.83% 6
Concourse Financial Group Securities
1524
Concourse Financial Group Securities
Alabama
USD 1401 M +USD 113 M +9% 9.68% 18.1% 2,419 10.91% 3.1
Roffman Miller Associates
1525
Roffman Miller Associates
Pennsylvania
USD 1401 M +USD 138 M +11% 10.9% 83.5% 78 2.56% 6.9