¡Ya estamos en ! Descubre más

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)
Main Street Research
1801
Main Street Research
Connecticut
USD 657 M +USD 37.4 M +6% 8.13% 232% 117 10.26% 2.7
WCM
1802
Wallace Capital Management
Texas
USD 657 M +USD 32.8 M +5% 1.37% 62.3% 75 8% 2.9
Albion Financial Group
1803
Albion Financial Group
Utah
USD 657 M +USD 1.9 M +0.3% 4.74% 79.6% 204 8.33% 2.9
NAM
1804
North American Management
Massachusetts
USD 657 M +USD 21.9 M +3% 6.95% 61.7% 138 10.14% 3.1
Newport Asia
1805
Newport Asia
California
USD 656 M -USD 18.7 M -3% 1.86% – 6 0% 2.8
MIM
1806
Marco Investment Management
Georgia
USD 656 M +USD 15.5 M +2% 7.13% 127% 193 13.47% 3.3
Dean Investment Associates
1807
Dean Investment Associates
Ohio
USD 655 M -USD 2.9 M -0.4% 4.67% 63.5% 227 18.94% 2
Prospera Financial Services
1808
Prospera Financial Services
Texas
USD 655 M -USD 2.85 M -0.4% 5% 97.4% 472 25% 2
NM
1809
Newtyn Management
New York
USD 654 M +USD 35.1 M +6% 7.97% 52% 25 28% 0.9
MainStreet Investment Advisors
1810
MainStreet Investment Advisors
Illinois
USD 653 M – – 5.79% 60.8% 161 – 0
Acropolis Investment Management
1811
Acropolis Investment Management
Missouri
USD 653 M +USD 41.2 M +7% 4.36% 51% 154 9.74% 3.2
L & S Advisors
1812
L & S Advisors
California
USD 653 M +USD 54.9 M +9% 7.56% 231% 339 23.89% 0.7
Arosa Capital Management
1813
Arosa Capital Management
Florida
USD 652 M -USD 55.8 M -8% 10.6% 536% 78 56.41% 0.4
Black-and-white Capital
1814
Black-and-white Capital
California
USD 652 M +USD 66.9 M +11% 13.1% 265% 42 64.29% 0.4
Shanda Asset Management Holdings
1815
Shanda Asset Management Holdings
British Virgin Islands
USD 652 M -USD 98.7 M -13% 26.3% 125% 53 41.51% 0.8
Pictet North America Advisors
1816
Pictet North America Advisors
Switzerland
USD 651 M +USD 19 M +3% 5.31% 67.7% 139 9.35% 1.6
Everett Capital Advisors (UK)
1817
Everett Capital Advisors (UK)
United Kingdom
USD 649 M -USD 25.1 M -4% 1.34% 30.7% 48 62.5% 0.3
Cobalt Capital Management
1818
Cobalt Capital Management
New Jersey
USD 649 M -USD 79.7 M -11% 7.54% 235% 72 56.94% 0.6
Eagle Ridge Investment Management
1819
Eagle Ridge Investment Management
Connecticut
USD 648 M +USD 43.9 M +7% 7.17% 28.2% 181 12.15% 1.7
Aureus Asset Management
1820
Aureus Asset Management
Massachusetts
USD 646 M +USD 13.6 M +2% 5.85% 93.9% 193 11.92% 1.8
Summit Global Investments
1821
Summit Global Investments
Utah
USD 646 M +USD 6.3 M +1% 8.28% 60.4% 292 34.59% 0.6
Leonard Green & Partners
1822
Leonard Green & Partners
California
USD 645 M -USD 26.7 M -4% 12.6% 53.9% 3 0% 2.6
Colonial Trust Advisors
1823
Colonial Trust Advisors
South Carolina
USD 645 M +USD 190 M +42% 6.76% 80% 161 13.04% 2.9
Park Presidio Capital
1824
Park Presidio Capital
California
USD 645 M +USD 30 M +5% 8.14% 94.1% 19 36.84% 0.9
Appleton Partners
1825
Appleton Partners
Massachusetts
USD 645 M +USD 51.2 M +9% 6.72% 101% 263 10.65% 2.3