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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)
Carret Asset Management
1851
Carret Asset Management
New York
USD 650 M +USD 37.6 M +6% 7.65% 94.4% 274 4.74% 3.9
Astor Investment Management
1852
Astor Investment Management
Illinois
USD 650 M +USD 59.4 M +10% 4.57% 23.3% 49 30.61% 1.7
W.R. Berkley Corp
1853
W.R. Berkley Corp
Connecticut
USD 649 M -USD 70.9 M -10% 6.28% 38.7% 124 53.23% 0.5
Annex Advisory Services
1854
Annex Advisory Services
Wisconsin
USD 647 M +USD 60.4 M +10% 6.61% 85.8% 139 10.79% 2.7
Barton Investment Management
1855
Barton Investment Management
Pennsylvania
USD 646 M +USD 28.1 M +5% 7.48% 80.3% 41 0% 4.4
Dubuque Bank & Trust
1856
Dubuque Bank & Trust
Iowa
USD 646 M +USD 34.7 M +6% 7.33% 24% 754 21.88% 2.6
VOAM
1857
Vertex One Asset Management
British Columbia, Canada
USD 646 M +USD 29.6 M +5% 5.55% 107% 168 35.71% 1
Swiss Re
1858
Swiss Re
Switzerland
USD 646 M -USD 255 M -28% 6.77% – 7 42.86% 2.1
ARS Investment Partners
1859
ARS Investment Partners
New York
USD 646 M +USD 18.9 M +3% 6.41% 260% 126 11.9% 2.5
Cortland Associates
1860
Cortland Associates
Missouri
USD 645 M +USD 27.9 M +5% 7.45% 57.1% 54 5.56% 3.1
Green Court Capital Management
1861
Green Court Capital Management
Hong Kong
USD 645 M -USD 65.7 M -9% 12.9% 33.4% 4 0% 1.3
Dorsey & Whitney Trust
1862
Dorsey & Whitney Trust
South Dakota
USD 645 M +USD 69.8 M +12% 8.99% 86% 438 15.53% 2.5
Vestar Capital Partners
1863
Vestar Capital Partners
New York
USD 645 M -USD 4.47 M -0.7% 0.18% – 2 0% 3
Arden Trust
1864
Arden Trust
Delaware
USD 644 M +USD 13 M +2% 5.82% 22.5% 384 14.06% 3.1
Doyle Wealth Management
1865
Doyle Wealth Management
Florida
USD 644 M +USD 37.7 M +6% 6.9% 32.3% 198 9.09% 1.1
Silverback Asset Management
1866
Silverback Asset Management
North Carolina
USD 643 M -USD 145 M -18% 0.17% 92.1% 50 16% 0.5
Osborn Williams & Donohoe
1867
Osborn Williams & Donohoe
Ohio
USD 643 M +USD 51.9 M +9% 9.46% 23.7% 234 4.27% 3.8
Fulton Breakefield Broenniman
1868
Fulton Breakefield Broenniman
Maryland
USD 643 M +USD 17.6 M +3% 6.34% 68% 112 9.82% 3.3
WDA
1869
Wendell David Associates
New Hampshire
USD 642 M +USD 56.2 M +10% 10.3% 46% 157 7.01% 4.1
South Street Advisors
1870
South Street Advisors
New York
USD 642 M +USD 312 M +94% 3.93% 169% 70 15.71% 2.7
Great Point Partners
1871
Great Point Partners
Connecticut
USD 642 M -USD 79.9 M -11% 7.2% 710% 48 58.33% 0.6
HRT Financial
1872
HRT Financial
New York
USD 642 M +USD 367 M +133% 4.53% 182% 556 81.83% 0.1
Middleton & Co
1873
Middleton & Co
Massachusetts
USD 641 M +USD 56.7 M +10% 8.91% 69.7% 153 3.27% 3.7
Hengistbury Investment Partners
1874
Hengistbury Investment Partners
United Kingdom
USD 640 M +USD 51.1 M +9% 12.3% 108% 3 0% 2.4
Stieven Capital Advisors
1875
Stieven Capital Advisors
Missouri
USD 640 M -USD 44.6 M -7% 1.73% 117% 65 12.31% 2.3