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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)
Ionic Capital Management
1876
Ionic Capital Management
New York
USD 629 M -USD 334 M -35% 0.59% 163% 160 50% 0.5
SKBA Capital Management
1877
SKBA Capital Management
California
USD 629 M +USD 3.05 M +0.5% 1.62% 53.9% 78 14.1% 3.2
Makaira Partners
1878
Makaira Partners
California
USD 629 M -USD 62.1 M -9% 2.01% 22% 10 0% 2.9
BTC Capital Management
1879
BTC Capital Management
Iowa
USD 626 M +USD 8.5 M +1% 2.6% – 202 11.88% 2.3
HAM
1880
Hillcrest Asset Management
Texas
USD 626 M -USD 15.9 M -2% 0.89% 97.2% 62 12.9% 1.7
Asset Advisors Investment Management
1881
Asset Advisors Investment Management
Georgia
USD 625 M +USD 31.1 M +5% 2.1% 67.5% 99 7.07% 0.9
Astor Investment Management
1882
Astor Investment Management
Illinois
USD 624 M +USD 8.84 M +1% 0.79% 23.3% 65 33.85% 1.6
American Assets Investment Management
1883
American Assets Investment Management
California
USD 624 M -USD 2.46 M -0.4% 1.33% 507% 184 5.43% 3.5
Mason Investment Advisory Services
1884
Mason Investment Advisory Services
Virginia
USD 624 M +USD 22.8 M +4% 0.49% 76.1% 87 6.9% 0.5
BRR OpCo
1885
BRR OpCo
Ohio
USD 624 M +USD 3.68 M +0.6% 0.53% 23.6% 199 10.55% 2.5
CWA Asset Management Group
1886
CWA Asset Management Group
Florida
USD 623 M +USD 39.8 M +7% 1.29% – 254 18.9% 1.9
McDaniel Terry & Co
1887
McDaniel Terry & Co
Texas
USD 623 M +USD 19.8 M +3% 2.02% 57.9% 82 21.95% 3.4
McGowan Group Asset Management
1888
McGowan Group Asset Management
Texas
USD 622 M -USD 15.4 M -2% 1.17% 69.8% 102 13.73% 2.7
Next Century Growth Investors
1889
Next Century Growth Investors
Minnesota
USD 621 M -USD 181 M -23% 0.8% 447% 143 20.98% 1.8
Dividend Assets Capital
1890
Dividend Assets Capital
South Carolina
USD 621 M -USD 10.4 M -2% 0.92% 67.4% 192 7.29% 3.3
Crestline Management
1891
Crestline Management
Texas
USD 621 M -USD 122 M -16% 13.5% 80.2% 126 72.22% 0.1
Raging Capital Management
1892
Raging Capital Management
New Jersey
USD 620 M +USD 28.5 M +5% 0.05% 6.41% 54 37.04% 0.9
CX Institutional
1893
CX Institutional
Indiana
USD 619 M -USD 11.3 M -2% 1.6% 62.9% 1,000 27.1% 0.7
Belpointe Asset Management
1894
Belpointe Asset Management
Nevada
USD 618 M +USD 110 M +22% 1.03% 80.1% 724 23.34% 0.8
Spirit of America Management Corp
1895
Spirit of America Management Corp
New York
USD 618 M -USD 47.5 M -7% 0.67% 113% 244 1.23% 3.9
Cadinha & Co
1896
Cadinha & Co
Hawaii
USD 618 M +USD 64.9 M +12% 3.32% 132% 122 9.84% 3.6
Everett Capital Advisors (UK)
1897
Everett Capital Advisors (UK)
United Kingdom
USD 618 M -USD 216 M -26% 0.16% 30.7% 41 46.34% 0.5
Everence Capital Management
1898
Everence Capital Management
Indiana
USD 617 M +USD 12.2 M +2% 2.49% 108% 677 9.16% 2.4
Dubuque Bank & Trust
1899
Dubuque Bank & Trust
Iowa
USD 617 M -USD 2.7 M -0.4% 2.13% 24% 182 10.99% 3.9
Vestmark Advisory Solutions
1900
Vestmark Advisory Solutions
Massachusetts
USD 617 M +USD 32.4 M +6% 1.77% 74.8% 591 15.57% 0.4