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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)
Newfoundland Capital Management
1926
Newfoundland Capital Management
Brazil
USD 601 M +USD 339 M +130% 3.9% 49.5% 61 57.38% 0.6
NAM
1927
North American Management
Massachusetts
USD 600 M +USD 60.2 M +11% 13.1% 61.7% 126 8.73% 3.8
IHT Wealth Management
1928
IHT Wealth Management
Illinois
USD 600 M +USD 80.7 M +16% 11.9% 74.8% 554 21.3% 1.4
Athanor Capital
1929
Athanor Capital
New York
USD 599 M +USD 301 M +101% 18.5% 171% 93 72.04% 0.3
Barton Investment Management
1930
Barton Investment Management
Pennsylvania
USD 599 M +USD 98.5 M +20% 25.3% 124% 41 2.44% 4.9
Old Mission Capital
1931
Old Mission Capital
Illinois
USD 598 M -USD 381 M -39% 9.9% 55.3% 391 75.7% 0.4
Windham Capital Management
1932
Windham Capital Management
Massachusetts
USD 597 M +USD 154 M +35% 9.2% 8.3% 67 61.19% 1
Gratus Capital
1933
Gratus Capital
Georgia
USD 597 M +USD 109 M +22% 13.6% 51.4% 183 9.29% 2.4
CCM Investment Advisers
1934
CCM Investment Advisers
South Carolina
USD 596 M +USD 93.6 M +19% 12.5% 170% 89 17.98% 3.1
Darrell & King
1935
Darrell & King
Virginia
USD 595 M +USD 48.8 M +9% 12.8% – 53 13.21% 2
RWC Asset Advisors
1936
RWC Asset Advisors
Florida
USD 595 M +USD 224 M +60% 29.6% 267% 18 27.78% 2
PFMOSF
1937
Philadelphia Financial Management of San Francisco
California
USD 594 M +USD 58.9 M +11% 10.7% 209% 61 63.93% 0.5
JC
1938
Joho Capital
New York
USD 593 M +USD 147 M +33% 39.8% 80.2% 10 30% 1.6
Integrated Wealth Concepts
1939
Integrated Wealth Concepts
Massachusetts
USD 591 M +USD 223 M +60% 10% 69.4% 341 25.22% 0.7
Intrinsic Edge Capital Management
1940
Intrinsic Edge Capital Management
Illinois
USD 591 M -USD 4.2 M -0.7% 25.9% 283% 172 66.28% 0.3
Tran Capital Management
1941
Tran Capital Management
California
USD 590 M +USD 14.6 M +3% 22.6% 173% 45 28.89% 2
CPP
1942
Crow Point Partners
Massachusetts
USD 590 M +USD 52.3 M +10% 12.3% 56.9% 132 19.7% 1.6
Adams Natural Resources Fund
1943
Adams Natural Resources Fund
Maryland
USD 590 M +USD 69.9 M +13% 14.6% 50.6% 59 5.08% 2.5
Nicolet Advisory Services
1944
Nicolet Advisory Services
Wisconsin
USD 589 M – – 9.38% 62.7% 151 – 0
O'Shares Investment Advisers
1945
O'Shares Investment Advisers
Massachusetts
USD 589 M +USD 66.3 M +13% 14.2% 71.8% 348 8.91% 0.2
IR
1946
IAT Reinsurance
New York
USD 589 M +USD 62.5 M +12% 18.6% 60.2% 147 23.13% 2.1
SAM
1947
Skyline Asset Management
Illinois
USD 588 M -USD 190 M -24% 14.3% 26.1% 65 13.85% 3
Wellington Shields Capital Management
1948
Wellington Shields Capital Management
New York
USD 588 M +USD 58.6 M +11% 14.5% 137% 297 11.78% 3.6
Guinness Asset Management
1949
Guinness Asset Management
United Kingdom
USD 588 M +USD 98.2 M +20% 16% 73.9% 112 12.5% 3.2
Financial Architects (New Jersey)
1950
Financial Architects (New Jersey)
New Jersey
USD 588 M +USD 65.7 M +13% 10.5% 31.3% 1,605 25.05% 2.1