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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)
Hikari Tsushin Inc
1951
Hikari Tsushin Inc
Japan
USD 426 M +USD 37.2 M +10% 3.13% 59.5% 36 11.11% 2.1
McDaniel Terry & Co
1952
McDaniel Terry & Co
Texas
USD 425 M +USD 41.4 M +11% 6.33% 57.9% 50 12% 2.2
HBK Sorce Advisory
1953
HBK Sorce Advisory
Pennsylvania
USD 425 M +USD 41.7 M +11% 0.61% 58.2% 262 23.28% 1.5
Laird Norton Wetherby Wealth Management
1954
Laird Norton Wetherby Wealth Management
California
USD 424 M +USD 7.22 M +2% 1.89% – 510 14.12% 2.1
Comerica Securities
1955
Comerica Securities
Michigan
USD 424 M +USD 24.2 M +6% 1.65% 25.6% 383 25.59% 1.1
Professional Advisory Services
1956
Professional Advisory Services
Florida
USD 423 M +USD 3.79 M +0.9% 2.8% 69.3% 60 8.33% 2
Auxier Asset Management
1957
Auxier Asset Management
Oregon
USD 422 M -USD 18.9 M -4% 0.81% 71.7% 149 7.38% 2.4
L. Roy Papp & Associates
1958
L. Roy Papp & Associates
Arizona
USD 422 M +USD 13.4 M +3% 2.59% 80.1% 155 14.84% 2
Caprock Group
1959
Caprock Group
Idaho
USD 422 M +USD 247 M +141% 0.96% – 358 80.45% 0.2
Bank Hapoalim BM
1960
Bank Hapoalim BM
Israel
USD 422 M -USD 17.8 M -4% 0.28% 76.6% 180 18.89% 1.5
DLG
1961
Daniel L. Goodwin
USD 421 M +USD 4.23 M +1% 3.21% 72.6% 120 13.33% 1.8
SAM
1962
Sandell Asset Management
New York
USD 421 M +USD 58.4 M +16% 7.59% 322% 32 53.13% 0.5
Ashford Capital Management
1963
Ashford Capital Management
Delaware
USD 421 M -USD 4.4 M -1% 0.18% 150% 113 17.7% 2
PGCM
1964
Prescott Group Capital Management
Oklahoma
USD 420 M -USD 15.7 M -4% 5.68% 148% 165 19.39% 1.9
AR
1965
Argyll Research
Delaware
USD 420 M -USD 64 M -13% 3.55% 0.8% 6 0% 1.6
Formula Growth
1966
Formula Growth
Quebec, Canada
USD 419 M -USD 10.6 M -2% 5.41% 118% 194 34.02% 0.2
Private Wealth Partners
1967
Private Wealth Partners
California
USD 416 M -USD 11.7 M -3% 0.13% 112% 143 20.98% 1.9
CNO Financial Group
1968
CNO Financial Group
Indiana
USD 416 M +USD 147 M +54% 2.64% – 19 5.26% 1.1
Pine Brook Road Advisors
1969
Pine Brook Road Advisors
New York
USD 416 M -USD 26.8 M -6% 10.9% – 3 0% 2
Oak Hill Advisors
1970
Oak Hill Advisors
New York
USD 416 M -USD 248 M -37% 4.48% 42.4% 24 16.67% 1.9
Sonora Investment Management
1971
Sonora Investment Management
Arizona
USD 416 M +USD 31.7 M +8% 0.85% 32.8% 1,092 26.92% 0.3
Jacobs & Co
1972
Jacobs & Co
California
USD 416 M +USD 29.5 M +8% 2.39% 105% 128 7.03% 2.3
Sageworth Trust
1973
Sageworth Trust
Pennsylvania
USD 414 M +USD 943 k +0.2% 0.26% 64.5% 38 5.26% 1.7
Community Bank
1974
Community Bank
New York
USD 414 M +USD 737 k +0.2% 3.45% 73.5% 491 12.63% 1
JMH
1975
J.M. Hartwell
New York
USD 414 M -USD 16.3 M -4% 1.84% 72.2% 90 18.89% 2