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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)
L. Roy Papp & Associates
2051
L. Roy Papp & Associates
Arizona
USD 529 M +USD 6.33 M +1% 4.76% 80.1% 164 9.15% 3.2
John G. Ullman & Associates
2052
John G. Ullman & Associates
New York
USD 529 M +USD 11.6 M +2% 1.4% 156% 121 11.57% 3.1
S&T Bank
2053
S&T Bank
Pennsylvania
USD 529 M -USD 32.9 M -6% 5.31% 193% 93 10.75% 3.3
Mount Yale Investment Advisors
2054
Mount Yale Investment Advisors
Colorado
USD 528 M +USD 61.9 M +13% 2.75% 81.9% 1,047 19.39% 0.2
One Capital Management
2055
One Capital Management
California
USD 528 M +USD 18.7 M +4% 1.29% 50.5% 172 14.53% 2.7
Estate Counselors
2056
Estate Counselors
Wisconsin
USD 528 M -USD 11.1 M -2% 1.61% 60% 76 22.37% 2.2
Overbrook Management Corp
2057
Overbrook Management Corp
New York
USD 528 M +USD 43.4 M +9% 3.38% 157% 79 13.92% 3
KPCB DGF Associates
2058
KPCB DGF Associates
California
USD 527 M +USD 346 M +192% 17.2% – 5 40% 1.5
Pekin Hardy Strauss
2059
Pekin Hardy Strauss
Illinois
USD 526 M -USD 23.6 M -4% 0.44% 102% 206 14.08% 3
Marble Harbor Investment Counsel
2060
Marble Harbor Investment Counsel
Massachusetts
USD 525 M +USD 19.8 M +4% 2.51% 66.7% 155 3.87% 3.6
Monashee Investment Management
2061
Monashee Investment Management
Massachusetts
USD 525 M +USD 163 M +45% 12.4% 520% 251 55.78% 0
CCMD
2062
Cypress Capital Management (Delaware)
Delaware
USD 525 M +USD 7.17 M +1% 1.65% 25.6% 162 19.75% 1.9
Basso Capital Management
2063
Basso Capital Management
Connecticut
USD 525 M -USD 15.8 M -3% 0.78% 85.5% 217 29.03% 0.5
CCM Investment Advisers
2064
CCM Investment Advisers
South Carolina
USD 525 M +USD 11.7 M +2% 4.07% 170% 90 18.89% 2.6
OFM
2065
Okumus Fund Management
Cayman Islands
USD 525 M +USD 72.4 M +16% 0.41% 8.26% 7 42.86% 1.2
American Assets Capital Advisers
2066
American Assets Capital Advisers
California
USD 524 M +USD 36.8 M +8% 9.19% 73.5% 31 16.13% 2.2
Stewart & Patten Company
2067
Stewart & Patten Company
California
USD 524 M +USD 6.54 M +1% 2.09% 27.5% 96 4.17% 4
Flagship Pioneering
2068
Flagship Pioneering
Massachusetts
USD 522 M +USD 177 M +51% 15.8% 13.3% 5 20% 0.9
First Fiduciary Investment Counsel
2069
First Fiduciary Investment Counsel
Ohio
USD 521 M +USD 18.1 M +4% 1.77% 48.1% 49 4.08% 2.8
Mandatum Life Insurance Company
2070
Mandatum Life Insurance Company
Finland
USD 521 M -USD 16.8 M -3% 1.43% 95.9% 169 18.93% 1.9
Brouwer & Janachowski
2071
Brouwer & Janachowski
California
USD 521 M +USD 15.7 M +3% 0.91% 41.8% 58 24.14% 2.6
Canandaigua National Bank & Trust
2072
Canandaigua National Bank & Trust
New York
USD 521 M -USD 262 M -33% 2.85% – 406 23.4% 2.3
Gallagher Fiduciary Advisors
2073
Gallagher Fiduciary Advisors
Illinois
USD 520 M +USD 42.6 M +9% 3.85% 25.1% 9 22.22% 1.8
Atika Capital Management
2074
Atika Capital Management
New York
USD 520 M +USD 228 M +78% 29.3% 811% 109 55.96% 0.6
Viking Fund Management
2075
Viking Fund Management
North Dakota
USD 520 M -USD 7.45 M -1% 8.28% 105% 133 13.53% 1.6