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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)
Zuckerman Investment Group
1801
Zuckerman Investment Group
Illinois
USD 398 M +USD 14.1 M +4% 5.12% 111% 50 12% 0.2
OCMI
1802
Oaktop Capital Management II
New Jersey
USD 397 M +USD 65.3 M +20% 23.1% 451% 20 5% 0.2
Bernzott Capital Advisors
1803
Bernzott Capital Advisors
California
USD 396 M +USD 31.9 M +9% 7.24% 46.6% 49 18.37% 0.2
Roffman Miller Associates
1804
Roffman Miller Associates
Pennsylvania
USD 396 M +USD 21.3 M +6% 4.01% 83.5% 74 4.05% 0.3
AIM
1805
Act II Management
New York
USD 395 M +USD 23.3 M +6% 16.5% 43.6% 49 40.82% 0.2
Academy Capital Management
1806
Academy Capital Management
Texas
USD 395 M +USD 4.34 M +1% 1.99% 71.2% 40 12.5% 0.2
E. Ohman J:or Asset Management
1807
E. Ohman J:or Asset Management
Sweden
USD 395 M +USD 31.4 M +9% 6.79% 132% 504 2.18% 0.2
Accuvest Global Advisors
1808
Accuvest Global Advisors
Utah
USD 395 M -USD 59.3 M -13% 6.45% 130% 74 44.59% 0.2
WFI
1809
West Family Investments
California
USD 395 M +USD 17.2 M +5% 4.79% 116% 109 11.93% 0.2
First Fiduciary Investment Counsel
1810
First Fiduciary Investment Counsel
Ohio
USD 394 M +USD 13.2 M +3% 1.83% 48.1% 48 14.58% 0.2
Cobiz Wealth
1811
Cobiz Wealth
Colorado
USD 394 M +USD 15.3 M +4% 5.73% 54% 439 75.63% 0.2
6CM
1812
683 Capital Management
New York
USD 394 M +USD 94.7 M +32% 6.71% 311% 78 51.28% 0.2
Diker Management
1813
Diker Management
New York
USD 393 M +USD 69.1 M +21% 22.3% 210% 93 30.11% 0.2
Palisade Asset Management
1814
Palisade Asset Management
Minnesota
USD 393 M -USD 4.6 M -1% 2.9% 61.8% 132 9.09% 0.2
Equinox Fund Management
1815
Equinox Fund Management
Colorado
USD 392 M -USD 56.4 M -13% 0.35% – 5 20% 0.3
AIS
1816
AlphaOne Investment Services
Pennsylvania
USD 392 M +USD 22.1 M +6% 15.2% 77.1% 201 23.88% 0.2
Chas P. Smith & Associates (CPS)
1817
Chas P. Smith & Associates (CPS)
Florida
USD 391 M +USD 15.8 M +4% 2.82% 64.4% 92 6.52% 0.2
Mariner Investment Group
1818
Mariner Investment Group
New York
USD 391 M +USD 150 M +62% 1.8% – 341 65.98% 0.1
Efficient Advisors
1819
Efficient Advisors
Ohio
USD 390 M +USD 31.9 M +9% 5.8% 30.6% 22 4.55% 0.2
Itau USA Asset Management
1820
Itau USA Asset Management
New York
USD 390 M -USD 5.76 M -1% 6.13% 15.8% 128 15.63% 0.2
Chase Investment Counsel
1821
Chase Investment Counsel
Virginia
USD 390 M +USD 14.7 M +4% 11.7% 350% 122 39.34% 0.2
Sector Gamma AS
1822
Sector Gamma AS
Norway
USD 390 M +USD 46.9 M +14% 10.1% 35.3% 38 26.32% 0.2
Perennial Investment Partners
1823
Perennial Investment Partners
Australia
USD 389 M -USD 3.23 M -0.8% 3.6% – 98 43.88% 0.2
Steel Partners Holdings
1824
Steel Partners Holdings
New York
USD 388 M +USD 26.7 M +7% 15.7% – 28 35.71% 0.2
Integre Asset Management
1825
Integre Asset Management
New York
USD 388 M +USD 16.4 M +4% 9.9% 74.1% 192 16.15% 0.2