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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)
CLA (CliftonLarsonAllen) Wealth Advisors
1851
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 501 M +USD 51.8 M +12% 1.34% 45.9% 171 56.73% 0.7
Giverny Capital
1852
Giverny Capital
Quebec, Canada
USD 500 M +USD 43.6 M +10% 3.44% 69.2% 25 8% 0.2
JCM
1853
JS Capital Management
New York
USD 500 M +USD 105 M +27% 4.99% 52.4% 71 25.35% 0.7
Independent Portfolio Consultants
1854
Independent Portfolio Consultants
Florida
USD 500 M +USD 11 M +2% 0.38% 32.4% 1,120 32.86% 1
QAM
1855
Quentec Asset Management
New York
USD 499 M +USD 17.6 M +4% 0.21% 43.5% 60 46.67% 0.7
Osborn Williams & Donohoe
1856
Osborn Williams & Donohoe
Ohio
USD 498 M -USD 16.8 M -3% 0.07% 23.7% 238 9.24% 1.7
Mazama Capital Management
1857
Mazama Capital Management
Oregon
USD 497 M +USD 10.8 M +2% 3.01% – 334 34.43% 0.9
White Mountains Insurance Group
1858
White Mountains Insurance Group
New Hampshire
USD 497 M +USD 26.6 M +6% 3.03% 105% 1 0% 2
Arrow Investment Advisors
1859
Arrow Investment Advisors
Maryland
USD 497 M -USD 48.3 M -9% 0.94% 36.3% 88 46.59% 0.9
Courier Capital
1860
Courier Capital
New York
USD 497 M -USD 9.5 M -2% 0.46% 70.8% 307 11.73% 1.6
Tufton Capital Management
1861
Tufton Capital Management
Maryland
USD 495 M -USD 50.6 M -9% 0.28% 96.1% 124 9.68% 1.8
Permian Investment Partners
1862
Permian Investment Partners
Texas
USD 494 M +USD 238 M +93% 1.23% 78.6% 20 55% 0.4
SCF Partners
1863
SCF Partners
Texas
USD 492 M +USD 16.5 M +3% 3.47% 2.1% 1 0% 2
AAM
1864
AO Asset Management
New York
USD 491 M +USD 31.5 M +7% 12% 127% 38 47.37% 0.3
Lebenthal Holdings
1865
Lebenthal Holdings
New York
USD 490 M +USD 65 M +15% 0.69% – 348 27.3% 0.3
SeaBridge Investment Advisors
1866
SeaBridge Investment Advisors
New Jersey
USD 489 M -USD 7.66 M -2% 1.72% 128% 247 18.22% 1.4
Capital Analysts LLC
1867
Capital Analysts LLC
Pennsylvania
USD 489 M +USD 8.91 M +2% 0.73% 51.3% 409 17.36% 1.4
GWI
1868
Grace & White Inc
New York
USD 489 M -USD 12.9 M -3% 2.58% 61.5% 148 3.38% 1.8
Main Street Research
1869
Main Street Research
Connecticut
USD 488 M +USD 23.3 M +5% 0.18% 232% 142 11.27% 1.6
McGowan Group Asset Management
1870
McGowan Group Asset Management
Texas
USD 488 M -USD 6.93 M -1% 2.58% 69.8% 137 13.14% 0.4
PAI
1871
ProQuest Associates IV
Florida
USD 487 M +USD 180 M +59% 76.1% 113% 6 0% 0.5
DAM
1872
Davis Asset Management
California
USD 487 M +USD 49.9 M +11% 7.63% 97.3% 26 7.69% 1.2
Bulldog Investors
1873
Bulldog Investors
New Jersey
USD 485 M +USD 36.8 M +8% 1.35% 22.5% 91 35.16% 0.8
DMK
1874
David M. Knott
USD 483 M +USD 19.1 M +4% 6.96% 81% 88 9.09% 1.3
Academy Capital Management
1875
Academy Capital Management
Texas
USD 483 M -USD 26.5 M -5% 0.18% 71.2% 46 13.04% 1.4