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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)
Manchester Capital Management
1726
Manchester Capital Management
Vermont
USD 629 M -USD 2.51 M -0.4% 2.83% 72.3% 517 9.09% 3.3
Estabrook Capital Management
1727
Estabrook Capital Management
New York
USD 628 M -USD 10.9 M -2% 1.24% 87.2% 412 3.16% 3.3
Partners Value Investments
1728
Partners Value Investments
Bermuda
USD 628 M +USD 33.5 M +6% 5.88% 80.7% 27 29.63% 0.2
Nuveen Fund Advisors
1729
Nuveen Fund Advisors
Illinois
USD 627 M -USD 130 M -17% 1.97% 52.3% 458 12.01% 0.9
WCM
1730
Wallace Capital Management
Texas
USD 626 M +USD 41.9 M +7% 7.26% 62.3% 71 7.04% 2.5
Capital Wealth Planning
1731
Capital Wealth Planning
Florida
USD 625 M +USD 506 M +427% 0.92% 73.9% 131 52.67% 1.3
Hirtle Callaghan & Co
1732
Hirtle Callaghan & Co
Pennsylvania
USD 625 M +USD 13.7 M +2% 3.79% 58.1% 191 6.28% 1.4
HBK Sorce Advisory
1733
HBK Sorce Advisory
Pennsylvania
USD 624 M +USD 34.1 M +6% 3.04% 58.2% 448 66.96% 1.1
Prospera Financial Services
1734
Prospera Financial Services
Texas
USD 623 M +USD 68.6 M +12% 2.76% 97.4% 466 27.68% 1.7
TS
1735
Twin Securities
New York
USD 623 M +USD 43.4 M +7% 7.93% 506% 33 63.64% 0.4
Schaper Benz & Wise Investment Counsel
1736
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 622 M +USD 33.9 M +6% 3.32% 94.2% 117 17.09% 2.8
Baldwin Wealth Partners
1737
Baldwin Wealth Partners
Massachusetts
USD 622 M +USD 15.6 M +3% 3.71% 94.5% 528 14.2% 1.7
Private Capital Management (Florida)
1738
Private Capital Management (Florida)
Florida
USD 622 M -USD 24.8 M -4% 4.34% 118% 54 18.52% 2.8
Peconic Partners
1739
Peconic Partners
New York
USD 621 M -USD 250 M -29% 0.63% 300% 67 56.72% 1.2
Park Presidio Capital
1740
Park Presidio Capital
California
USD 621 M +USD 4.39 M +0.7% 9.02% 94.1% 20 40% 1.1
GFWEX
1741
G.F.W. Energy XI
Texas
USD 620 M -USD 3.51 M -0.6% 0.56% – 1 0% 0.5
Evergreen Capital Management
1742
Evergreen Capital Management
Washington
USD 620 M +USD 140 M +29% 1.3% 77.2% 138 30.43% 1.8
PAM
1743
Private Asset Management
California
USD 620 M +USD 5.82 M +0.9% 0.63% 38.2% 161 9.94% 2.9
CC
1744
ClearArc Capital
Ohio
USD 619 M +USD 18.3 M +3% 3.49% 63.4% 466 4.72% 3.1
CCM
1745
Cobalt Capital Management
New Jersey
USD 619 M +USD 3.61 M +0.6% 0.39% 235% 58 53.45% 0.6
NAM
1746
North American Management
Massachusetts
USD 619 M +USD 59 k +0% 3.01% 61.7% 135 5.19% 2.9
Giverny Capital
1747
Giverny Capital
Quebec, Canada
USD 619 M +USD 16.5 M +3% 2.37% 69.2% 27 3.7% 1.7
Minneapolis Portfolio Management Group
1748
Minneapolis Portfolio Management Group
Minnesota
USD 618 M +USD 17.6 M +3% 5.71% 140% 29 17.24% 2.4
Crosslink Capital
1749
Crosslink Capital
California
USD 618 M -USD 6.82 M -1% 7.26% 135% 33 21.21% 2
PSCM
1750
Prince Street Capital Management
New York
USD 616 M +USD 181 M +42% 4.26% 302% 50 56% 0.4