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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)
PM Capital
2076
PM Capital
Australia
USD 469 M -USD 115 M -20% 16.8% 105% 26 23.08% 2.6
Myriad Asset Management
2077
Myriad Asset Management
Hong Kong
USD 469 M -USD 224 M -32% 0.72% 149% 101 57.43% 0.3
Atalan Capital Partners
2078
Atalan Capital Partners
New York
USD 469 M +USD 48.4 M +12% 19.2% 319% 11 18.18% 1.4
Crescent Grove Advisors
2079
Crescent Grove Advisors
Illinois
USD 469 M +USD 6.3 M +1% 12.3% 64.1% 170 24.12% 1.1
Richard C. Young & Co
2080
Richard C. Young & Co
Rhode Island
USD 468 M -USD 57.3 M -11% 9.24% 137% 72 19.44% 2.8
Callahan Advisors
2081
Callahan Advisors
Texas
USD 468 M -USD 70.6 M -13% 10.7% 87.7% 142 10.56% 3.6
CWM
2082
Cornerstone Wealth Management
Missouri
USD 468 M – – 10.7% 69.8% 331 – 1.7
Global Endowment Management
2083
Global Endowment Management
North Carolina
USD 468 M -USD 286 M -38% 12.4% 46.1% 246 48.37% 2.2
Phillips Financial Management
2084
Phillips Financial Management
Indiana
USD 468 M -USD 18 M -4% 9.3% 45.6% 78 11.54% 3.9
Glynn Capital Management
2085
Glynn Capital Management
California
USD 468 M -USD 29.3 M -6% 14.2% 252% 44 9.09% 3.8
Baskin Financial Services
2086
Baskin Financial Services
Ontario, Canada
USD 466 M -USD 85.3 M -15% 14.5% 69.1% 43 4.65% 3.5
Triodos Investment Management
2087
Triodos Investment Management
Netherlands
USD 465 M -USD 112 M -19% 7.78% 89.9% 46 8.7% 0.5
OIM
2088
Opus Investment Management
Massachusetts
USD 465 M -USD 110 M -19% 8.71% 52.8% 90 5.56% 3.6
Barber Financial Group
2089
Barber Financial Group
Kansas
USD 465 M +USD 48.7 M +12% 8.63% 39% 151 25.17% 1.1
Cutler Investment Counsel
2090
Cutler Investment Counsel
Oregon
USD 465 M -USD 69.7 M -13% 8.23% 56.2% 96 7.29% 3.2
Prana Capital Management
2091
Prana Capital Management
Connecticut
USD 465 M +USD 2.9 M +0.6% 15.6% 36.6% 59 67.8% 0.2
Private Capital Group
2092
Private Capital Group
Connecticut
USD 464 M -USD 35.5 M -7% 12.4% 30.1% 2,557 14.43% 0.8
CNA Financial
2093
CNA Financial
Illinois
USD 463 M -USD 20.6 M -4% 15.9% 48.6% 194 12.89% 2.9
Ameritas Investment Company
2094
Ameritas Investment Company
Nebraska
USD 463 M – – 13% 55.2% 1,631 – 0
NatWest Group
2095
NatWest Group
United Kingdom
USD 463 M -USD 79.9 M -15% 14.5% 207% 79 10.13% 3.7
Merriman Wealth Management
2096
Merriman Wealth Management
Washington
USD 463 M -USD 5.81 M -1% 9.46% 18.3% 223 46.64% 1.1
Foundation Resource Management
2097
Foundation Resource Management
Arkansas
USD 463 M -USD 54.3 M -11% 9.36% 84.5% 60 8.33% 4.7
Kelly Lawrence W & Associates
2098
Kelly Lawrence W & Associates
California
USD 463 M -USD 145 M -24% 13.3% 123% 140 10.71% 3.5
Jay A. Fishman Ltd
2099
Jay A. Fishman Ltd
Michigan
USD 462 M -USD 108 M -19% 18% 105% 88 4.55% 4
Omni Partners
2100
Omni Partners
United Kingdom
USD 461 M -USD 425 M -48% 8.33% 412% 42 78.57% 0.3