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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)
AIM
1701
Astor Investment Management
Illinois
USD 555 M -USD 29.6 M -5% 2.12% 23.3% 37 29.73% 1.6
Bragg Financial Advisors
1702
Bragg Financial Advisors
North Carolina
USD 555 M +USD 34.8 M +7% 2.47% 101% 258 6.98% 2.4
Ledyard National Bank
1703
Ledyard National Bank
USD 555 M -USD 8.2 M -1% 3.04% 69.8% 718 20.33% 2.3
MAM
1704
Mizuho Asset Management
Japan
USD 555 M +USD 175 M +46% 4.38% 41.7% 752 23.14% 2.4
TS
1705
Twin Securities
New York
USD 554 M -USD 247 M -31% 13.2% 506% 41 58.54% 0.7
Atwood & Palmer
1706
Atwood & Palmer
Missouri
USD 553 M -USD 9.2 M -2% 0.1% 90% 331 7.85% 1.8
OCA
1707
Otter Creek Advisors
Florida
USD 553 M +USD 6.32 M +1% 3.44% 173% 93 47.31% 0.5
Wealth Enhancement Advisory Services
1708
Wealth Enhancement Advisory Services
Minnesota
USD 553 M +USD 59.4 M +12% 2.6% 85.5% 130 25.38% 1
Summit Partners Public Asset Management
1709
Summit Partners Public Asset Management
Massachusetts
USD 551 M +USD 79.1 M +17% 8.98% 1,167% 125 69.6% 0.3
AP
1710
Altarock Partners
Florida
USD 550 M +USD 7.97 M +1% 3.64% 58.1% 9 11.11% 1.2
BCM
1711
Buckhead Capital Management
Georgia
USD 550 M +USD 13.1 M +2% 1.98% 67.6% 188 7.98% 2.2
Godsey & Gibb Inc
1712
Godsey & Gibb Inc
Virginia
USD 550 M +USD 32 M +6% 4.54% 87.5% 59 5.08% 2.4
Campbell Newman Asset Management
1713
Campbell Newman Asset Management
Wisconsin
USD 549 M +USD 69.7 M +15% 4.21% 108% 100 21% 2
Permian Investment Partners
1714
Permian Investment Partners
Texas
USD 549 M -USD 119 M -18% 1.33% 78.6% 26 61.54% 0.6
FGP
1715
Foyston, Gordon, & Payne
Ontario, Canada
USD 549 M +USD 11.4 M +2% 2.63% 57.2% 74 10.81% 2.3
Pier Capital
1716
Pier Capital
Connecticut
USD 549 M +USD 29.7 M +6% 11.1% 223% 146 45.89% 0.6
WFI
1717
West Family Investments
California
USD 549 M -USD 61.3 M -10% 6.61% 116% 127 11.81% 2
Light Street Capital Management
1718
Light Street Capital Management
California
USD 548 M -USD 39.6 M -7% 3.85% 377% 31 51.61% 0.9
Kimelman & Baird
1719
Kimelman & Baird
New York
USD 547 M +USD 11.8 M +2% 4.69% – 115 14.78% 2.3
Cape Cod Five Cents Savings Bank
1720
Cape Cod Five Cents Savings Bank
Massachusetts
USD 546 M +USD 19 M +4% 2.9% – 190 6.32% 2.6
Reilly Financial Advisors
1721
Reilly Financial Advisors
California
USD 545 M -USD 39.8 M -7% 1.31% 99% 1,485 58.52% 1.3
TC
1722
TFS Capital
Pennsylvania
USD 544 M -USD 150 M -22% 5.11% 53.8% 1,403 63.15% 0.4
CK
1723
Cohen Klingenstein
New York
USD 544 M +USD 13.1 M +2% 3.23% 99.1% 161 1.24% 2.7
ProVise Management Group
1724
ProVise Management Group
Florida
USD 544 M +USD 56.8 M +12% 3.72% 66.8% 324 18.83% 2.1
North Star Investment Management
1725
North Star Investment Management
Illinois
USD 544 M +USD 21.5 M +4% 3.67% 80.6% 852 14.79% 1.8