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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)
Richard C. Young & Co
1926
Richard C. Young & Co
Rhode Island
USD 475 M +USD 12.3 M +3% 2.62% 137% 67 8.96% 2.4
Harvey Investment Company
1927
Harvey Investment Company
Kentucky
USD 475 M +USD 4.25 M +0.9% 1.76% 56.4% 83 4.82% 3
Clear Harbor Asset Management
1928
Clear Harbor Asset Management
Connecticut
USD 475 M +USD 16.7 M +4% 4.36% 98.6% 286 22.73% 2
GA
1929
GFS Advisors
Texas
USD 475 M +USD 24.5 M +5% 5.55% 97.9% 147 16.33% 2
CCM Investment Advisers
1930
CCM Investment Advisers
South Carolina
USD 474 M +USD 636 k +0.1% 5.42% 170% 102 13.73% 2.3
Amtrust Financial Services
1931
Amtrust Financial Services
New York
USD 474 M – – 10.1% 61.9% 97 – 0
Hilton Capital Management
1932
Hilton Capital Management
New York
USD 473 M +USD 68.3 M +17% 7.83% 58.2% 148 38.51% 1.3
ACG Wealth
1933
ACG Wealth
Georgia
USD 473 M +USD 2.83 M +0.6% 3.83% 45.5% 284 20.42% 1.8
American Assets Investment Management
1934
American Assets Investment Management
California
USD 473 M +USD 37.4 M +9% 6.83% 507% 149 11.41% 2.1
Jacobs Asset Management
1935
Jacobs Asset Management
New York
USD 473 M +USD 94.8 M +25% 28.7% 114% 59 37.29% 1.2
Makena Capital Management
1936
Makena Capital Management
California
USD 471 M -USD 596 M -56% 0.28% 78.7% 23 13.04% 1.7
Kanaly Trust
1937
Kanaly Trust
Texas
USD 471 M -USD 1.05 M -0.2% 3.38% 11.6% 987 12.46% 2
Dudley & Shanley
1938
Dudley & Shanley
Florida
USD 470 M +USD 34.3 M +8% 8.14% 67.9% 33 0% 2.1
Summit Partners Public Asset Management
1939
Summit Partners Public Asset Management
Massachusetts
USD 469 M -USD 141 M -23% 5.35% 1,167% 136 69.85% 0.3
SFMG Wealth Advisors
1940
SFMG Wealth Advisors
Texas
USD 469 M +USD 13.4 M +3% 3.58% 76.1% 124 16.13% 1.8
Serengeti Asset Management
1941
Serengeti Asset Management
New York
USD 468 M +USD 74.1 M +19% 1.56% 14.9% 30 43.33% 1.2
InterOcean Capital
1942
InterOcean Capital
Illinois
USD 468 M +USD 39.2 M +9% 4.87% 32.1% 185 26.49% 2
CC
1943
Cornerstone Capital
California
USD 468 M +USD 4.9 M +1% 2.21% 91.2% 80 10% 2.6
Essex Financial Services
1944
Essex Financial Services
Connecticut
USD 466 M +USD 46.1 M +11% 3.56% 87.7% 336 12.8% 2.4
Elm Ridge Management
1945
Elm Ridge Management
New York
USD 466 M +USD 42 M +10% 14.3% 93.6% 35 22.86% 1.5
Gillson Capital
1946
Gillson Capital
Illinois
USD 465 M – – 23.1% 84.9% 33 – 0
GWI
1947
Grace & White Inc
New York
USD 465 M +USD 15.9 M +4% 10.8% 61.5% 144 5.56% 2.9
Clearfield Capital Management
1948
Clearfield Capital Management
New York
USD 465 M +USD 24 M +5% 2.36% 421% 16 43.75% 0.5
AR
1949
Argyll Research
Delaware
USD 463 M -USD 4.46 M -1% 0.95% 0.8% 5 0% 2.2
Pinnacle Financial Partners (Tennessee)
1950
Pinnacle Financial Partners (Tennessee)
Tennessee
USD 463 M +USD 18.2 M +4% 5.09% 86% 302 28.15% 2.2