¡Ya estamos en ! Descubre más

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)
Nicholas Investment Partners
1951
Nicholas Investment Partners
California
USD 1308 M +USD 185 M +16% 23.9% 397% 244 26.23% 1.4
a16z Perennial Management
1952
a16z Perennial Management
California
USD 1307 M +USD 1.53 M +0.1% 8.68% – 170 86.47% 0.2
Governors Lane
1953
Governors Lane
New York
USD 1307 M +USD 200 M +18% 9.71% 133% 180 56.67% 0.3
Hemenway Trust Hemenway Trust
1954
Hemenway Trust Hemenway Trust
New Hampshire
USD 1307 M +USD 14.2 M +1% 6.22% 87.2% 130 6.15% 6.6
Smith, Moore & Co
1955
Smith, Moore & Co
Missouri
USD 1306 M +USD 114 M +10% 8.01% 67% 549 11.48% 4.5
MIM
1956
Marco Investment Management
Georgia
USD 1306 M +USD 107 M +9% 10.2% 127% 229 6.99% 7.4
Cardiff Park Advisors
1957
Cardiff Park Advisors
California
USD 1305 M +USD 144 M +12% 9.09% 88.6% 395 14.18% 2.7
Recurrent Investment Advisors
1958
Recurrent Investment Advisors
Texas
USD 1304 M +USD 68.3 M +6% 5.83% 99.7% 65 3.08% 3.5
Keywise Capital Management (HK)
1959
Keywise Capital Management (HK)
Hong Kong
USD 1303 M +USD 115 M +10% 25.7% 684% 29 62.07% 1.1
Penn Capital Management
1960
Penn Capital Management
Pennsylvania
USD 1302 M +USD 145 M +13% 17.5% 181% 196 33.16% 1.4
PFM Health Sciences
1961
PFM Health Sciences
California
USD 1301 M +USD 126 M +11% 12.5% 241% 85 48.24% 1.3
NBC Securities
1962
NBC Securities
Alabama
USD 1300 M +USD 74.9 M +6% 8.5% 93.1% 2,901 20.3% 0.9
Penobscot Investment Management
1963
Penobscot Investment Management
Massachusetts
USD 1299 M +USD 129 M +11% 9.21% 114% 323 6.19% 5.8
Colonial Trust Advisors
1964
Colonial Trust Advisors
South Carolina
USD 1298 M +USD 88 M +7% 7.15% 80% 746 15.01% 3.5
Bouchey Financial Group
1965
Bouchey Financial Group
New York
USD 1297 M +USD 94.7 M +8% 7.1% 66.7% 157 12.74% 3.9
Edgemoor Investment Advisors
1966
Edgemoor Investment Advisors
Maryland
USD 1296 M +USD 138 M +12% 11.3% 109% 194 14.43% 5
Parkside Financial Bank & Trust
1967
Parkside Financial Bank & Trust
Missouri
USD 1295 M +USD 366 M +39% 9.11% 85.4% 2,832 7.91% 4.2
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
1968
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
USD 1294 M +USD 448 M +53% 75.2% 1,119% 61 32.79% 1.4
Heck Capital Advisors
1969
Heck Capital Advisors
Wisconsin
USD 1293 M +USD 130 M +11% 7.04% 67% 200 13.5% 3.2
OHIF
1970
Oriental Harbor Investment Fund
Hong Kong
USD 1292 M +USD 165 M +15% 22.5% – 18 33.33% 0.5
Verus Capital Partners
1971
Verus Capital Partners
Arizona
USD 1289 M +USD 166 M +15% 10.9% 139% 437 18.54% 2.7
Harbor Capital Advisors
1972
Harbor Capital Advisors
Illinois
USD 1287 M -USD 1094 M -46% 10.4% 128% 1,509 19.35% 1.1
Teewinot Capital Advisers
1973
Teewinot Capital Advisers
New York
USD 1286 M +USD 69.7 M +6% 13.6% 149% 41 24.39% 2.8
Nicolet Advisory Services
1974
Nicolet Advisory Services
Wisconsin
USD 1285 M +USD 110 M +9% 6.82% 62.7% 453 18.76% 2.9
Naples Global Advisors
1975
Naples Global Advisors
Florida
USD 1284 M +USD 122 M +10% 9% 103% 445 8.09% 5.9