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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)
Kentucky Retirement Systems Insurance Trust Fund
1601
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 608 M +USD 38.5 M +7% 5.31% 115% 472 3.6% 0.7
SouthState Corp
1602
SouthState Corp
Florida
USD 606 M -USD 14.6 M -2% 3.97% 78.9% 281 14.23% 0.8
Winslow Asset Management
1603
Winslow Asset Management
Ohio
USD 604 M +USD 28.8 M +5% 6.49% 89.9% 94 9.57% 0.8
CHFS
1604
Cobble Hill Financial Services
New Jersey
USD 604 M -USD 2.13 M -0.4% 4.29% – 54 5.56% 0.9
Marathon Asset Management (New York)
1605
Marathon Asset Management (New York)
New York
USD 604 M -USD 673 M -53% 1.26% 490% 45 51.11% 0.5
Personal Capital Advisors
1606
Personal Capital Advisors
California
USD 604 M +USD 159 M +36% 3.96% 17.6% 88 2.27% 0.5
Makaira Partners
1607
Makaira Partners
California
USD 604 M +USD 45.6 M +8% 5.55% 22% 10 0% 0.9
WMC
1608
Westwood Management Corporation
Illinois
USD 603 M +USD 17.1 M +3% 4.56% 44.3% 94 14.89% 0.9
Goelzer Investment Management
1609
Goelzer Investment Management
Indiana
USD 602 M +USD 41.7 M +7% 4.81% 97.2% 198 10.61% 0.9
BOK Financial Private Wealth
1610
BOK Financial Private Wealth
Colorado
USD 601 M +USD 27.8 M +5% 4.48% 61.8% 77 6.49% 0.8
Basso Capital Management
1611
Basso Capital Management
Connecticut
USD 601 M +USD 53.5 M +10% 0.34% 85.5% 122 28.69% 0.4
Endurance Wealth Management
1612
Endurance Wealth Management
Rhode Island
USD 600 M +USD 85.3 M +17% 6.34% 59% 189 16.93% 0.8
RGM Capital
1613
RGM Capital
Florida
USD 600 M +USD 53.4 M +10% 2% 48.6% 22 18.18% 0.7
Ledyard National Bank
1614
Ledyard National Bank
USD 599 M +USD 11.1 M +2% 4.69% 69.8% 748 10.29% 0.7
Sterne Agee Group
1615
Sterne Agee Group
Alabama
USD 598 M +USD 89.8 M +18% 5.32% – 303 25.41% 0.6
First Hawaiian Bank
1616
First Hawaiian Bank
Hawaii
USD 598 M +USD 27.2 M +5% 3.17% 72.7% 134 10.45% 0.9
JCIC Asset Management
1617
JCIC Asset Management
Ontario, Canada
USD 598 M +USD 50.4 M +9% 6.4% – 86 31.4% 0.6
Summit Creek Advisors
1618
Summit Creek Advisors
Minnesota
USD 598 M +USD 35.6 M +6% 1.89% 68.8% 52 9.62% 0.9
Howard Hughes Medical Institute
1619
Howard Hughes Medical Institute
Maryland
USD 595 M -USD 109 M -15% 4.52% 70.9% 266 59.4% 0.5
Freedom Investment Management
1620
Freedom Investment Management
Connecticut
USD 595 M +USD 127 M +27% 3.46% 68.5% 544 27.94% 0.6
MHP
1621
Manatuck Hill Partners
Connecticut
USD 594 M -USD 35 M -6% 7.12% 556% 136 57.35% 0.5
CDH
1622
Charles D. Hyman
USD 594 M +USD 40.1 M +7% 4.37% 36.8% 153 5.23% 0.9
FineMark National Bank & Trust
1623
FineMark National Bank & Trust
Florida
USD 593 M +USD 58.9 M +11% 4.71% 69.8% 1,500 11.6% 0.8
Moors & Cabot
1624
Moors & Cabot
Massachusetts
USD 593 M +USD 198 M +50% 6.41% 124% 561 36.36% 0.2
PCM
1625
Perritt Capital Management
Illinois
USD 592 M -USD 32.5 M -5% 2.06% 80.9% 289 11.42% 0.8