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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)
Provident Investment Management
1826
Provident Investment Management
Michigan
USD 675 M +USD 65.7 M +11% 7.02% 69.5% 60 15% 3.7
Private Capital Management (Florida)
1827
Private Capital Management (Florida)
Florida
USD 674 M +USD 12.5 M +2% 3.03% 118% 50 16% 3.3
Lone Star Global Acquisitions
1828
Lone Star Global Acquisitions
Bermuda
USD 672 M +USD 234 M +53% 59.7% 380% 2 0% 2.4
Waverly Advisors
1829
Waverly Advisors
Alabama
USD 671 M +USD 25.4 M +4% 2.97% 67.6% 132 6.06% 3.2
VDBMI
1830
Van Den Berg Management I
Texas
USD 671 M -USD 56.4 M -8% 2.55% 187% 67 10.45% 3.4
Murphy Capital Management
1831
Murphy Capital Management
New Jersey
USD 670 M +USD 14.4 M +2% 3.77% 41.6% 256 9.77% 4.6
FC
1832
Fore Capital
New York
USD 670 M -USD 1.02 M -0.2% 0% 25.4% 98 62.24% 0.3
Barton Investment Management
1833
Barton Investment Management
Pennsylvania
USD 669 M +USD 69.9 M +12% 13% 80.3% 40 0% 5.2
Folger Nolan Fleming Douglas Capital Management
1834
Folger Nolan Fleming Douglas Capital Management
District of Columbia
USD 669 M +USD 372 k +0.1% 0.27% 77.5% 170 4.12% 4.6
Denali Advisors
1835
Denali Advisors
California
USD 669 M +USD 44 M +7% 3.11% 106% 337 33.53% 1.5
WDA
1836
Wendell David Associates
New Hampshire
USD 666 M +USD 24.1 M +4% 5.11% 46% 156 1.92% 4.7
Foundations Investment Advisors
1837
Foundations Investment Advisors
Arizona
USD 666 M +USD 89.8 M +16% 3.11% 80.9% 129 32.56% 0.5
Spirit of America Management Corp
1838
Spirit of America Management Corp
New York
USD 666 M -USD 18.3 M -3% 0.24% 113% 249 3.61% 3.7
WealthPLAN Partners
1839
WealthPLAN Partners
Nebraska
USD 664 M +USD 23.7 M +4% 2.75% 71.6% 285 24.91% 2.2
OCM
1840
Opti Capital Management
New York
USD 664 M +USD 290 M +78% 0% 0.01% 32 0% 0.2
1834 Investment Advisors
1841
1834 Investment Advisors
Wisconsin
USD 663 M +USD 6.89 M +1% 2.2% 68.7% 466 17.6% 2.2
Smith Salley Wealth Management
1842
Smith Salley Wealth Management
North Carolina
USD 663 M +USD 42 M +7% 3.9% 106% 194 12.89% 3.2
BSPF
1843
British Steel Pension Fund
United Kingdom
USD 662 M +USD 89.9 M +16% 2.83% 29.7% 184 10.33% 3.6
LBMC Investment Advisors
1844
LBMC Investment Advisors
Tennessee
USD 661 M +USD 30.4 M +5% 2.4% 52.8% 102 7.84% 3.6
Foster Dykema Cabot & Co
1845
Foster Dykema Cabot & Co
Massachusetts
USD 661 M +USD 42.3 M +7% 4.05% 34% 100 5% 4.1
J.L. Bainbridge & Co
1846
J.L. Bainbridge & Co
Florida
USD 661 M -USD 20.4 M -3% 5.3% 118% 86 32.56% 0.6
Regis Management Company
1847
Regis Management Company
California
USD 660 M +USD 18.1 M +3% 1.27% 5.33% 64 14.06% 3.7
Ithaka Group
1848
Ithaka Group
Virginia
USD 660 M +USD 32.1 M +5% 7.21% 143% 37 5.41% 3.6
Wintrust Investments
1849
Wintrust Investments
Illinois
USD 659 M +USD 43.6 M +7% 3.12% 27.5% 383 14.88% 1.6
Oakmont Corp
1850
Oakmont Corp
California
USD 659 M -USD 51.7 M -7% 10.9% 70.2% 18 16.67% 2.2