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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)
Pembroke Management
1626
Pembroke Management
Quebec, Canada
USD 1365 M +USD 38 M +3% 7.47% 105% 79 22.78% 2.4
Deroy & Devereaux Private Investment Counsel
1627
Deroy & Devereaux Private Investment Counsel
Michigan
USD 1359 M +USD 79.3 M +6% 6.04% 135% 161 10.56% 3.9
IHT Wealth Management
1628
IHT Wealth Management
Illinois
USD 1356 M +USD 128 M +10% 8.73% 74.8% 881 17.71% 2.3
Sepio Capital
1629
Sepio Capital
Utah
USD 1354 M +USD 141 M +12% 8.84% 92% 397 20.91% 1.6
Fukoku Mutual Life Insurance
1630
Fukoku Mutual Life Insurance
Japan
USD 1353 M +USD 73.8 M +6% 10.8% 103% 332 6.63% 6.6
CWA Asset Management Group
1631
CWA Asset Management Group
Florida
USD 1352 M +USD 90 M +7% 9.69% – 330 20.61% 2.1
Steelhead Partners
1632
Steelhead Partners
Washington
USD 1351 M +USD 18.9 M +1% 0% 0.4% 41 7.32% 0.9
Fulton Breakefield Broenniman
1633
Fulton Breakefield Broenniman
Maryland
USD 1351 M +USD 183 M +16% 10% 76% 192 11.98% 2.8
Reilly Financial Advisors
1634
Reilly Financial Advisors
California
USD 1347 M +USD 171 M +15% 9.35% 99% 1,237 29.67% 3.2
Everence Capital Management
1635
Everence Capital Management
Indiana
USD 1346 M +USD 128 M +11% 10.1% 121% 808 15.59% 3.1
Strategic Financial Services
1636
Strategic Financial Services
New York
USD 1344 M +USD 77.3 M +6% 4.51% 58.7% 136 8.09% 4.6
Western Asset Management Company
1637
Western Asset Management Company
California
USD 1341 M -USD 39.9 M -3% 0.3% 2.29% 26 7.69% 1.7
McKinley Carter Wealth Services
1638
McKinley Carter Wealth Services
West Virginia
USD 1341 M +USD 121 M +10% 5.92% 63.2% 299 8.7% 2.9
Abrams Bison Investments
1639
Abrams Bison Investments
Maryland
USD 1339 M -USD 3.67 M -0.3% 8.8% 170% 14 21.43% 1.8
Apollon Wealth Management
1640
Apollon Wealth Management
South Carolina
USD 1338 M +USD 609 M +83% 9.79% 96.7% 792 44.82% 0.5
Crestline Management
1641
Crestline Management
Texas
USD 1338 M +USD 275 M +26% 1.8% 80.2% 297 47.81% 0.3
Parsifal Capital Management
1642
Parsifal Capital Management
Connecticut
USD 1337 M -USD 128 M -9% 1.44% 154% 18 27.78% 0.8
NorthRock Partners
1643
NorthRock Partners
Minnesota
USD 1335 M +USD 112 M +9% 9.72% 62.8% 366 31.15% 1.6
Trilogy Capital
1644
Trilogy Capital
California
USD 1333 M +USD 19 M +1% 5.16% 57.6% 176 19.89% 1.8
HEC
1645
Hudson Executive Capital
New York
USD 1333 M -USD 89.1 M -6% 5.03% 127% 12 16.67% 1.5
Legacy Private Trust
1646
Legacy Private Trust
Wisconsin
USD 1333 M +USD 96.8 M +8% 7.32% 71.1% 239 8.37% 4.6
Lingotto Investment Management
1647
Lingotto Investment Management
United Kingdom
USD 1333 M +USD 64 M +5% 4.98% 362% 20 40% 1.3
Ensemble Capital Management
1648
Ensemble Capital Management
California
USD 1332 M +USD 102 M +8% 9% 36.2% 31 6.45% 4.7
Discovery Capital Management
1649
Discovery Capital Management
Connecticut
USD 1331 M -USD 5.29 M -0.4% 5.01% 871% 107 70.09% 0.4
Appleton Partners
1650
Appleton Partners
Massachusetts
USD 1328 M +USD 128 M +11% 10.4% 110% 313 7.99% 4.3