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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)
Portfolio Solutions
1526
Portfolio Solutions
Michigan
USD 681 M +USD 24.6 M +4% 4.52% 11.6% 33 9.09% 1
Estabrook Capital Management
1527
Estabrook Capital Management
New York
USD 681 M +USD 13 M +2% 3.79% 87.2% 438 5.48% 2.7
Lincluden Management
1528
Lincluden Management
Ontario, Canada
USD 681 M +USD 78 M +13% 4.61% 56.6% 82 1.22% 2.7
Valley Wealth Managers
1529
Valley Wealth Managers
New Jersey
USD 680 M +USD 24.3 M +4% 3.11% 118% 241 22.41% 1.3
Efficient Advisors
1530
Efficient Advisors
Ohio
USD 680 M +USD 51 M +8% 4.13% 30.6% 86 39.53% 1.3
Private Capital Management (Florida)
1531
Private Capital Management (Florida)
Florida
USD 680 M -USD 4.03 M -0.6% 12.8% 118% 61 13.11% 2.7
Leavell Investment Management
1532
Leavell Investment Management
Alabama
USD 679 M +USD 438 k +0.1% 1.95% 84.5% 397 10.08% 2.7
BCM
1533
Basso Capital Management
Connecticut
USD 678 M +USD 32.8 M +5% 0.08% 85.5% 174 25.29% 0.7
Global Atlantic Investment Advisors
1534
Global Atlantic Investment Advisors
Indiana
USD 678 M +USD 9.24 M +1% 2.97% – 8 0% 1.8
Convergence Investment Partners
1535
Convergence Investment Partners
Florida
USD 678 M -USD 48.9 M -7% 8.47% 284% 435 54.71% 0.8
Woodley Farra Manion Portfolio Management
1536
Woodley Farra Manion Portfolio Management
Indiana
USD 677 M +USD 30 M +5% 1.24% 68.1% 79 5.06% 2.3
GJL
1537
Gendell Jeffrey L
USD 676 M +USD 188 M +39% 22.7% 748% 61 6.56% 2
Parkwood LLC
1538
Parkwood LLC
Ohio
USD 674 M +USD 75.8 M +13% 8.19% 120% 551 33.58% 1
FI
1539
FormulaFolio Investments
Michigan
USD 674 M +USD 85.4 M +15% 0.85% 41.4% 159 35.22% 0.7
Sumitomo Life Insurance
1540
Sumitomo Life Insurance
Japan
USD 674 M -USD 55.8 M -8% 4.44% 69.6% 301 10.3% 2.5
CDH
1541
Charles D. Hyman
USD 674 M +USD 5.9 M +0.9% 0.51% 36.8% 144 4.86% 2.9
E. Ohman J:or Asset Management
1542
E. Ohman J:or Asset Management
Sweden
USD 672 M +USD 70.2 M +12% 7.85% 110% 547 4.02% 2.7
Wedbush Securities
1543
Wedbush Securities
California
USD 671 M +USD 60.4 M +10% 3.62% 99.9% 913 22.12% 1.7
Wealth Enhancement Advisory Services
1544
Wealth Enhancement Advisory Services
Minnesota
USD 671 M +USD 118 M +21% 3.28% 85.5% 197 75.13% 0.5
OCA
1545
Otter Creek Advisors
Florida
USD 669 M +USD 116 M +21% 7.6% 173% 89 48.31% 0.6
Silver Point Capital
1546
Silver Point Capital
Connecticut
USD 669 M -USD 216 M -24% 18.5% 108% 19 36.84% 1.4
Hudson Edge Investment Partners
1547
Hudson Edge Investment Partners
New Jersey
USD 669 M -USD 1.16 M -0.2% 4.97% 68.8% 170 12.35% 1.9
Capital Advisors Inc
1548
Capital Advisors Inc
Oklahoma
USD 669 M +USD 22.8 M +4% 4.94% 82.7% 153 15.69% 2
Osborne Partners Capital Management
1549
Osborne Partners Capital Management
California
USD 668 M -USD 2.69 M -0.4% 3.17% 60.8% 181 9.39% 2.7
Neumeier Poma Investment Counsel
1550
Neumeier Poma Investment Counsel
California
USD 667 M +USD 34.6 M +5% 10.1% 229% 47 21.28% 1.9