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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)
Provident Investment Management
1951
Provident Investment Management
Michigan
USD 423 M +USD 20 M +5% 6.79% 69.5% 54 12.96% 0.8
Sector Gamma AS
1952
Sector Gamma AS
Norway
USD 423 M +USD 5.68 M +1% 3.9% 35.3% 37 32.43% 0.6
Marble Harbor Investment Counsel
1953
Marble Harbor Investment Counsel
Massachusetts
USD 422 M +USD 36.3 M +9% 4.79% 66.7% 147 8.84% 0.9
BPM
1954
Bowling Portfolio Management
Ohio
USD 422 M +USD 2.86 M +0.7% 5.19% 45.7% 140 45.71% 0.7
Reilly Financial Advisors
1955
Reilly Financial Advisors
California
USD 422 M +USD 2.24 M +0.5% 4.64% 99% 942 27.92% 0.7
Foxhaven Asset Management
1956
Foxhaven Asset Management
Virginia
USD 421 M +USD 54.1 M +15% 6.81% 88.2% 29 37.93% 0.3
PCM
1957
Panning Capital Management
New York
USD 421 M +USD 177 M +73% 17.4% 349% 16 56.25% 0.4
Intrepid Capital Management
1958
Intrepid Capital Management
Florida
USD 421 M -USD 50.3 M -11% 0.49% 70.2% 45 15.56% 0.7
McDaniel Terry & Co
1959
McDaniel Terry & Co
Texas
USD 420 M +USD 26.4 M +7% 6.81% 57.9% 50 8% 0.9
Neumeier Poma Investment Counsel
1960
Neumeier Poma Investment Counsel
California
USD 419 M -USD 20.8 M -5% 2.71% 229% 40 7.5% 0.9
Henry H. Armstrong Associates
1961
Henry H. Armstrong Associates
Pennsylvania
USD 419 M +USD 15.2 M +4% 4.23% 70% 39 0% 0.9
T
1962
Tahithromos
New York
USD 419 M +USD 3.33 M +0.8% 2.4% 16.4% 49 38.78% 0.6
Connors Investor Services
1963
Connors Investor Services
Pennsylvania
USD 419 M +USD 5.94 M +1% 3.88% 125% 156 12.82% 0.9
Rehmann Capital Advisory Group
1964
Rehmann Capital Advisory Group
Michigan
USD 419 M +USD 48.8 M +13% 4.1% 64.6% 353 16.15% 0.8
Foster Dykema Cabot & Co
1965
Foster Dykema Cabot & Co
Massachusetts
USD 418 M +USD 17.7 M +4% 4.15% 34% 91 9.89% 0.9
Cookson Peirce & Co
1966
Cookson Peirce & Co
Pennsylvania
USD 417 M +USD 18.1 M +5% 8.2% 307% 180 54.44% 0.4
Bragg Financial Advisors
1967
Bragg Financial Advisors
North Carolina
USD 417 M +USD 8.1 M +2% 3.87% 101% 232 1.72% 0.9
Davidson & Garrard
1968
Davidson & Garrard
Virginia
USD 417 M +USD 14.5 M +4% 4.22% 25.2% 196 8.67% 0.9
Oceanic Investment Management
1969
Oceanic Investment Management
Isle Of Man
USD 416 M +USD 132 M +47% 7.73% – 25 64% 0.3
Highmount Capital
1970
Highmount Capital
New York
USD 416 M -USD 13.7 M -3% 4.47% – 149 8.05% 0.9
RBF Capital
1971
RBF Capital
California
USD 416 M +USD 6.23 M +2% 2.46% 147% 300 10.33% 0.9
Brookmont Capital Management
1972
Brookmont Capital Management
Texas
USD 415 M +USD 51.1 M +14% 3.38% 36.6% 43 0% 1
Strategic Investment Management
1973
Strategic Investment Management
Virginia
USD 415 M -USD 231 M -36% 5.2% 53.4% 131 67.18% 0.2
GIM
1974
Greylin Investment Management
Virginia
USD 415 M +USD 2.14 M +0.5% 0.8% 52.1% 75 20% 0.7
YHB Investment Advisors
1975
YHB Investment Advisors
Connecticut
USD 414 M +USD 20.8 M +5% 4.75% 96.2% 158 8.86% 0.9