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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)
Towle & Co
1726
Towle & Co
Colorado
USD 527 M -USD 853 k -0.2% 3.65% 172% 34 2.94% 1
RNS
1727
Robert N. Shapiro
USD 526 M -USD 15 M -3% 4.89% – 838 16.47% 0.8
Valley Wealth Managers
1728
Valley Wealth Managers
New Jersey
USD 526 M +USD 25.6 M +5% 4.81% 118% 118 17.8% 0.8
GII
1729
Gryphon International Investment
Ontario, Canada
USD 525 M +USD 16.8 M +3% 0% 5.67% 26 3.85% 0.9
Bridges Investment Management
1730
Bridges Investment Management
Nebraska
USD 525 M +USD 45.6 M +10% 4.67% 77.9% 134 7.46% 0.9
CK
1731
Cohen Klingenstein
New York
USD 524 M +USD 20.5 M +4% 4.48% 99.1% 158 0% 1
MIM
1732
Marco Investment Management
Georgia
USD 524 M +USD 44.1 M +9% 5.45% 127% 187 12.3% 0.8
Franklin Street Advisors
1733
Franklin Street Advisors
North Carolina
USD 523 M +USD 24.2 M +5% 5.06% 130% 245 12.65% 0.8
Carret Asset Management
1734
Carret Asset Management
New York
USD 522 M +USD 21.4 M +4% 4.74% 94.4% 284 9.86% 0.9
Citizens Business Bank
1735
Citizens Business Bank
California
USD 522 M +USD 4.27 M +0.8% 4.55% 108% 292 8.9% 0.8
Cape Cod Five Cents Savings Bank
1736
Cape Cod Five Cents Savings Bank
Massachusetts
USD 521 M +USD 26.9 M +5% 3.55% – 191 3.66% 0.9
Rafferty Asset Management
1737
Rafferty Asset Management
New York
USD 520 M +USD 36.8 M +8% 4.97% 238% 433 63.97% 0.3
Valentine Capital Asset Management
1738
Valentine Capital Asset Management
California
USD 520 M +USD 37.7 M +8% 4.37% – 132 21.97% 0.7
First National Trust
1739
First National Trust
Pennsylvania
USD 519 M -USD 40.5 M -7% 4.07% 82.9% 260 13.46% 0.9
GWI
1740
Grace & White Inc
New York
USD 518 M +USD 1.93 M +0.4% 5.43% 61.5% 148 6.76% 0.9
Mariner Investment Group
1741
Mariner Investment Group
New York
USD 518 M +USD 62.9 M +14% 4.05% – 307 52.77% 0.3
Compass Capital Management
1742
Compass Capital Management
Minnesota
USD 517 M +USD 16.2 M +3% 3.05% 50.8% 57 1.75% 0.9
Thompson Investment Management
1743
Thompson Investment Management
Wisconsin
USD 517 M +USD 16 M +3% 3.75% 100% 179 10.61% 0.9
Taurus Asset Management
1744
Taurus Asset Management
New York
USD 517 M +USD 33.9 M +7% 5.31% 26.9% 110 12.73% 0.9
Capital Advisors Inc
1745
Capital Advisors Inc
Oklahoma
USD 516 M +USD 55.9 M +12% 7.13% 82.7% 134 17.91% 0.8
Altai Capital Management
1746
Altai Capital Management
California
USD 515 M -USD 331 M -39% 10.5% 24.9% 10 60% 0.5
Jag Capital Management
1747
Jag Capital Management
Missouri
USD 513 M +USD 24.5 M +5% 8.67% 230% 101 36.63% 0.6
FAM
1748
Fiduciary Asset Management
Missouri
USD 513 M +USD 45.2 M +10% 5.16% – 93 10.75% 0.8
HCCM
1749
Herring Creek Capital Management
Connecticut
USD 513 M +USD 57.7 M +13% 4.52% – 29 27.59% 0.4
Sigma Investment Counselors
1750
Sigma Investment Counselors
Michigan
USD 512 M +USD 17.5 M +4% 4.31% 54.9% 113 7.08% 0.9