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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)
KLS Professional Advisors Group
1701
KLS Professional Advisors Group
New York
USD 542 M +USD 28.1 M +5% 4.28% 38% 2 0% 1
Menta Capital
1702
Menta Capital
California
USD 541 M +USD 205 M +61% 4.57% 61.2% 645 61.24% 0.3
Front Barnett Associates
1703
Front Barnett Associates
Illinois
USD 539 M +USD 22.6 M +4% 6.54% 40.5% 116 5.17% 0.9
Berkshire Asset Management
1704
Berkshire Asset Management
Pennsylvania
USD 539 M +USD 19.7 M +4% 4.31% 70.4% 176 16.48% 0.8
Nexus Investment Management
1705
Nexus Investment Management
Ontario, Canada
USD 538 M +USD 26.8 M +5% 7.45% 77.5% 68 2.94% 0.9
Yorktown Management & Research Company
1706
Yorktown Management & Research Company
Virginia
USD 538 M +USD 12.9 M +2% 2.93% 223% 536 26.68% 0.6
J.V. Bruni & Co
1707
J.V. Bruni & Co
Colorado
USD 537 M +USD 4.18 M +0.8% 3.83% 97.9% 33 9.09% 1
Highland Capital Management (Tennessee)
1708
Highland Capital Management (Tennessee)
Tennessee
USD 536 M +USD 22.2 M +4% 4.72% 142% 152 11.84% 0.8
WA
1709
WFG Advisors
Texas
USD 536 M +USD 39.1 M +8% 5.38% 21.3% 2,186 12.35% 0.8
PS
1710
Presima Securities
Quebec, Canada
USD 535 M +USD 20.4 M +4% 6.58% 10.3% 29 10.34% 0.7
Stifel Trust
1711
Stifel Trust
Missouri
USD 535 M +USD 5.45 M +1% 4.85% – 467 9.21% 0.9
Woodley Farra Manion Portfolio Management
1712
Woodley Farra Manion Portfolio Management
Indiana
USD 534 M +USD 27.9 M +6% 4.03% 68.1% 91 24.18% 0.8
Cobblestone Capital Advisors
1713
Cobblestone Capital Advisors
New York
USD 533 M +USD 15.2 M +3% 3.9% 83.3% 168 8.93% 0.9
Pillar Pacific Capital Management
1714
Pillar Pacific Capital Management
California
USD 533 M +USD 40.3 M +8% 5.08% 85% 304 5.59% 0.9
Longfellow Investment Management
1715
Longfellow Investment Management
Massachusetts
USD 532 M -USD 74.5 M -12% 19.5% 45.9% 75 54.67% 0.4
Norris Perne & French
1716
Norris Perne & French
Michigan
USD 531 M +USD 21.3 M +4% 3.27% 79.9% 178 10.11% 0.8
Sand Hill Global Advisors
1717
Sand Hill Global Advisors
California
USD 531 M +USD 36.4 M +7% 4.29% 58.6% 82 9.76% 0.9
CIBC Bank USA
1718
CIBC Bank USA
Illinois
USD 530 M +USD 47.4 M +10% 4.92% 32.3% 327 14.98% 0.9
Decatur Capital Management
1719
Decatur Capital Management
Georgia
USD 530 M +USD 5.27 M +1% 4.63% 135% 114 46.49% 0.5
ACG Wealth
1720
ACG Wealth
Georgia
USD 530 M +USD 192 M +57% 5.1% 45.5% 215 19.07% 0.6
Fukoku Mutual Life Insurance
1721
Fukoku Mutual Life Insurance
Japan
USD 529 M +USD 46.3 M +10% 4.35% 103% 334 14.07% 0.9
Godsey & Gibb Inc
1722
Godsey & Gibb Inc
Virginia
USD 528 M +USD 32 M +6% 5.01% 87.5% 61 9.84% 0.9
Barometer Capital Management
1723
Barometer Capital Management
Ontario, Canada
USD 527 M +USD 67.2 M +15% 14.2% 336% 144 65.97% 0.2
Gerstein Fisher
1724
Gerstein Fisher
New York
USD 527 M +USD 27 M +5% 4.34% 28.7% 363 13.77% 0.7
EAM Investors
1725
EAM Investors
California
USD 527 M -USD 27.8 M -5% 12.9% 6,012% 433 55.89% 0.3