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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)
RK Capital Management (Colorado)
1901
RK Capital Management (Colorado)
Colorado
USD 517 M +USD 33.8 M +7% 8.94% 89% 61 34.43% 1.5
First Fiduciary Investment Counsel
1902
First Fiduciary Investment Counsel
Ohio
USD 517 M -USD 5.34 M -1% 3.93% 48.1% 41 24.39% 2.9
Seven Eight Capital
1903
Seven Eight Capital
New York
USD 516 M +USD 18 M +4% 8.13% 13.6% 773 62.35% 0.3
MCTIC
1904
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 516 M +USD 30.6 M +6% 7.12% 38.8% 93 8.6% 2.9
Planning Alternatives
1905
Planning Alternatives
Michigan
USD 516 M +USD 31.4 M +6% 5.15% 69.6% 56 8.93% 2.7
Summit Partners Public Asset Management
1906
Summit Partners Public Asset Management
Massachusetts
USD 515 M +USD 45.8 M +10% 19.1% 1,167% 116 63.79% 0.5
Sonora Investment Management
1907
Sonora Investment Management
Arizona
USD 515 M +USD 31.1 M +6% 2.38% 32.8% 1,021 15.67% 1.1
Serengeti Asset Management
1908
Serengeti Asset Management
New York
USD 514 M +USD 46.2 M +10% 16.7% 14.9% 29 48.28% 1.3
Mission Wealth Management
1909
Mission Wealth Management
California
USD 514 M +USD 11.6 M +2% 5.13% 92.1% 208 21.63% 1.1
Decatur Capital Management
1910
Decatur Capital Management
Georgia
USD 514 M -USD 182 M -26% 8.79% 135% 120 45.83% 0.8
First Reserve GP XI
1911
First Reserve GP XI
Connecticut
USD 514 M +USD 24.7 M +5% 0.51% 26.4% 3 33.33% 2.2
Sphera Funds Management
1912
Sphera Funds Management
Israel
USD 512 M +USD 116 M +29% 12.2% 245% 138 44.2% 0.7
CC
1913
Cornerstone Capital
California
USD 511 M +USD 43.4 M +9% 4.41% 91.2% 83 7.23% 2.7
Newport Asia
1914
Newport Asia
California
USD 511 M +USD 59.2 M +13% 17.2% – 7 14.29% 2.1
Pekin Hardy Strauss
1915
Pekin Hardy Strauss
Illinois
USD 511 M -USD 611 M -54% 5.64% 102% 188 13.83% 2.4
McDaniel Terry & Co
1916
McDaniel Terry & Co
Texas
USD 511 M +USD 29 M +6% 4.75% 57.9% 64 1.56% 2.5
Eagle Ridge Investment Management
1917
Eagle Ridge Investment Management
Connecticut
USD 511 M +USD 29.1 M +6% 4.44% 28.2% 149 13.42% 1.6
Neuberger Berman Canada
1918
Neuberger Berman Canada
Ontario, Canada
USD 510 M +USD 115 M +29% 3.86% 15.7% 370 47.84% 0.8
Two Sigma Securities
1919
Two Sigma Securities
New York
USD 510 M +USD 211 M +71% 6.19% 109% 1,280 76.56% 0.2
Joel Isaacson & Co
1920
Joel Isaacson & Co
New York
USD 510 M +USD 12.6 M +3% 5.24% 72.5% 657 75.04% 3.1
GAM Systematic
1921
GAM Systematic
United Kingdom
USD 509 M +USD 85.6 M +20% 7.43% 67.3% 720 36.53% 1
PM Capital
1922
PM Capital
Australia
USD 509 M -USD 156 M -23% 8.83% 105% 29 10.34% 1.8
Tufton Capital Management
1923
Tufton Capital Management
Maryland
USD 507 M +USD 14.6 M +3% 3.13% 96.1% 126 13.49% 2.5
Pinnacle Financial Partners (Tennessee)
1924
Pinnacle Financial Partners (Tennessee)
Tennessee
USD 507 M +USD 44.4 M +10% 4.54% 86% 254 12.99% 2.3
OCMI
1925
Oaktop Capital Management II
New Jersey
USD 507 M +USD 48.9 M +11% 8.39% 451% 22 13.64% 2.5