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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)
Rockland Trust
1901
Rockland Trust
Massachusetts
USD 473 M -USD 12.5 M -3% 0.1% 61.5% 153 15.69% 1.3
Penn Davis McFarland
1902
Penn Davis McFarland
Texas
USD 473 M +USD 16.6 M +4% 0.53% 100% 34 8.82% 1.4
Spirit of America Management Corp
1903
Spirit of America Management Corp
New York
USD 473 M +USD 79.2 M +20% 0.68% 113% 366 16.67% 0.9
ProVise Management Group
1904
ProVise Management Group
Florida
USD 472 M +USD 6.2 M +1% 1.22% 66.8% 318 12.58% 1.3
Grandeur Peak Global Advisors
1905
Grandeur Peak Global Advisors
Utah
USD 472 M +USD 26.8 M +6% 4.26% 96% 117 21.37% 1.1
White Mountains Insurance Group
1906
White Mountains Insurance Group
New Hampshire
USD 470 M +USD 8.22 M +2% 1.78% 105% 1 0% 1.8
Callan Capital
1907
Callan Capital
California
USD 470 M +USD 29.3 M +7% 11.9% 20.1% 76 14.47% 1.2
Zuckerman Investment Group
1908
Zuckerman Investment Group
Illinois
USD 470 M -USD 3.42 M -0.7% 1.86% 111% 67 32.84% 1.1
Efficient Advisors
1909
Efficient Advisors
Ohio
USD 470 M +USD 32.6 M +7% 2.4% 30.6% 32 9.38% 1.3
Needham Investment Management
1910
Needham Investment Management
New York
USD 470 M -USD 5.62 M -1% 4.87% 424% 124 17.74% 1.4
MPM Asset Management
1911
MPM Asset Management
Massachusetts
USD 469 M +USD 18.6 M +4% 6.66% 5.89% 15 0% 1.2
Broadmark Asset Management
1912
Broadmark Asset Management
California
USD 468 M -USD 220 M -32% 3.07% 39.6% 4 75% 0.4
JDR
1913
Jay D. Rosenbaum
USD 467 M +USD 15.3 M +3% 3.37% 12.9% 45 15.56% 0.2
ASA
1914
Armstrong Shaw Associates
Connecticut
USD 466 M -USD 86.3 M -16% 1.17% 51.2% 42 7.14% 1.5
Johnson Financial Group Inc (Wisconsin)
1915
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 466 M +USD 34.8 M +8% 2.38% 58.1% 905 17.68% 1.2
Princeton Alpha Management
1916
Princeton Alpha Management
New Jersey
USD 466 M +USD 111 M +31% 1.04% 9.26% 1,032 71.8% 0.2
JMH
1917
J.M. Hartwell
New York
USD 465 M +USD 36.9 M +9% 7.5% 72.2% 109 19.27% 1.2
AH
1918
Allen Holding
New York
USD 465 M -USD 5.61 M -1% 0.74% 135% 11 0% 1.6
Main Street Research
1919
Main Street Research
Connecticut
USD 465 M -USD 2.03 M -0.4% 2.94% 232% 140 9.29% 1.4
CCC
1920
Chelsea Counsel Company
California
USD 464 M -USD 21.4 M -4% 0.62% 106% 148 12.16% 1.3
Parus Finance (UK)
1921
Parus Finance (UK)
United Kingdom
USD 464 M -USD 27.2 M -6% 4.91% 199% 23 21.74% 1.5
DMK
1922
David M. Knott
USD 464 M +USD 40.1 M +9% 15.3% 81% 89 22.47% 1.1
Sensato Investors
1923
Sensato Investors
California
USD 464 M +USD 126 M +37% 3.53% 75.8% 71 57.75% 0.1
First Fiduciary Investment Counsel
1924
First Fiduciary Investment Counsel
Ohio
USD 464 M -USD 13.9 M -3% 2.83% 48.1% 41 4.88% 1.5
Connors Investor Services
1925
Connors Investor Services
Pennsylvania
USD 464 M +USD 24.7 M +6% 1.17% 125% 181 19.89% 1.3