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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)
Accuvest Global Advisors
1901
Accuvest Global Advisors
Utah
USD 467 M +USD 163 M +54% 0.09% 130% 111 63.06% 0.5
ProVise Management Group
1902
ProVise Management Group
Florida
USD 466 M +USD 5.7 M +1% 4.11% 66.8% 329 19.15% 1.2
Woodford Investment Management
1903
Woodford Investment Management
United Kingdom
USD 466 M – – 11.2% 27.1% 4 – 0
Planning Alternatives
1904
Planning Alternatives
Michigan
USD 466 M +USD 59.2 M +15% 2.35% 69.6% 50 12% 1.1
Steinberg Global Asset Management
1905
Steinberg Global Asset Management
Florida
USD 464 M +USD 26.1 M +6% 3.66% 32.8% 209 22.49% 1.2
Investment Centers of America
1906
Investment Centers of America
North Dakota
USD 463 M -USD 101 M -18% 3% 23.2% 462 21% 1
Paradice Investment Management
1907
Paradice Investment Management
Colorado
USD 462 M +USD 78 M +20% 7.95% 72.2% 29 13.79% 0.9
White Mountains Insurance Group
1908
White Mountains Insurance Group
New Hampshire
USD 462 M -USD 5.61 M -1% 1.2% 105% 1 0% 1.5
Bulldog Investors
1909
Bulldog Investors
New Jersey
USD 462 M -USD 17 M -4% 0.38% 22.5% 97 42.27% 0.8
Bank of Kentucky
1910
Bank of Kentucky
Kentucky
USD 462 M +USD 8.69 M +2% 4.4% – 297 6.4% 1.3
Central Securities
1911
Central Securities
New York
USD 462 M +USD 2.6 M +0.6% 3.58% 90.2% 38 15.79% 1.2
Henry H. Armstrong Associates
1912
Henry H. Armstrong Associates
Pennsylvania
USD 462 M +USD 25 M +6% 7.01% 70% 41 12.2% 1.3
CLA (CliftonLarsonAllen) Wealth Advisors
1913
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 462 M -USD 6.1 M -1% 1.13% 45.9% 81 14.81% 1.1
Peconic Partners
1914
Peconic Partners
New York
USD 460 M -USD 267 M -37% 3.24% 300% 57 49.12% 1
AAM
1915
Ardevora Asset Management
United Kingdom
USD 460 M – – 8.44% 39.4% 74 – 0
Bernzott Capital Advisors
1916
Bernzott Capital Advisors
California
USD 460 M +USD 34.4 M +8% 7.4% 46.6% 54 5.56% 1.1
Provident Investment Management
1917
Provident Investment Management
Michigan
USD 459 M +USD 30 M +7% 9.61% 69.5% 55 9.09% 1.3
MPAM
1918
Monarch Partners Asset Management
Massachusetts
USD 459 M +USD 79.1 M +21% 11% 136% 166 43.37% 0.6
MHP
1919
Manatuck Hill Partners
Connecticut
USD 458 M +USD 22.7 M +5% 13.5% 556% 124 52.42% 0.7
L. Roy Papp & Associates
1920
L. Roy Papp & Associates
Arizona
USD 458 M +USD 25.9 M +6% 7.01% 80.1% 146 8.9% 1.3
Lombard Odier Asset Management (Europe)
1921
Lombard Odier Asset Management (Europe)
United Kingdom
USD 457 M -USD 957 M -68% 4.44% 79.7% 203 88.18% 0.1
Segantii Capital Management
1922
Segantii Capital Management
Hong Kong
USD 457 M -USD 143 M -24% 4.62% 33.1% 24 37.5% 0.5
Jay A. Fishman Ltd
1923
Jay A. Fishman Ltd
Michigan
USD 457 M +USD 3.13 M +0.7% 2.94% 105% 94 8.51% 1.3
Fulton Breakefield Broenniman
1924
Fulton Breakefield Broenniman
Maryland
USD 457 M +USD 29.5 M +7% 5.14% 68% 140 10.71% 1.3
Penn Davis McFarland
1925
Penn Davis McFarland
Texas
USD 456 M -USD 3.57 M -0.8% 3.65% 86.8% 31 3.23% 1.3