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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)
FJ Investments
2076
FJ Investments
Utah
USD 1050 M +USD 40.3 M +4% 3.59% – 4 0% 1
Capital Investment Services of America
2077
Capital Investment Services of America
Wisconsin
USD 1049 M +USD 1.1 M +0.1% 2.35% 50.7% 78 5.13% 7
Verus Capital Partners
2078
Verus Capital Partners
Arizona
USD 1048 M +USD 23.5 M +2% 3.13% 139% 393 15.01% 2.7
Provident Investment Management
2079
Provident Investment Management
Michigan
USD 1048 M -USD 74 M -7% 3.39% 90.8% 79 8.86% 4.4
Central Securities
2080
Central Securities
New York
USD 1047 M +USD 16.5 M +2% 2.75% 90.2% 29 10.34% 7.5
First Light Asset Management
2081
First Light Asset Management
Minnesota
USD 1045 M -USD 157 M -13% 10.5% 364% 47 42.55% 2.4
Zuckerman Investment Group
2082
Zuckerman Investment Group
Illinois
USD 1042 M +USD 68.5 M +7% 3.26% 111% 161 14.91% 3.2
Washington Trust Bank
2083
Washington Trust Bank
Washington
USD 1041 M -USD 3.44 M -0.3% 1.79% 80.5% 226 10.62% 5.9
GTCR LLC
2084
GTCR LLC
Illinois
USD 1040 M -USD 243 M -19% 12.2% 6.7% 4 25% 4
Capital Investment Advisory Services
2085
Capital Investment Advisory Services
North Carolina
USD 1039 M -USD 15.3 M -1% 0.7% 75.7% 1,017 12% 3.7
J.M. Forbes & Co
2086
J.M. Forbes & Co
Massachusetts
USD 1039 M +USD 15 M +1% 2.67% 112% 144 6.25% 6
Zazove Associates
2087
Zazove Associates
Nevada
USD 1039 M +USD 103 M +11% 3.42% 11% 139 8.63% 1.5
LRI Investments
2088
LRI Investments
Florida
USD 1038 M +USD 7.39 M +0.7% 5.88% – 1,178 5.09% 0.6
Woodstock Corp
2089
Woodstock Corp
Massachusetts
USD 1038 M -USD 1.22 M -0.1% 1.75% 115% 167 7.78% 8
Magnus Financial Group
2090
Magnus Financial Group
New York
USD 1036 M +USD 52.7 M +5% 3.03% 78.2% 385 15.58% 2.8
First Nebraska Trust
2091
First Nebraska Trust
Nebraska
USD 1035 M +USD 7.47 M +0.7% 0.72% 76.9% 200 5.5% 6.3
SG Capital Management
2092
SG Capital Management
Illinois
USD 1035 M +USD 236 M +30% 3.48% 250% 93 74.19% 0.2
AE Industrial Partners
2093
AE Industrial Partners
Florida
USD 1034 M – – 149% – 5 – 0
Petrus Trust Company
2094
Petrus Trust Company
Texas
USD 1033 M +USD 7.36 M +0.7% 2.43% 36.9% 772 56.48% 0.6
Neumeier Poma Investment Counsel
2095
Neumeier Poma Investment Counsel
California
USD 1032 M -USD 18.1 M -2% 7.72% 229% 48 20.83% 3.5
Legacy Advisors
2096
Legacy Advisors
Pennsylvania
USD 1031 M +USD 107 M +12% 6.11% – 430 16.51% 2.3
CGN Advisors
2097
CGN Advisors
Kansas
USD 1029 M +USD 34.6 M +3% 1.61% 48.9% 297 11.45% 2.4
Taurus Asset Management
2098
Taurus Asset Management
New York
USD 1028 M +USD 534 k +0.1% 2.09% 26.9% 91 4.4% 7.4
Redwood Investment Management
2099
Redwood Investment Management
Arizona
USD 1026 M -USD 101 M -9% 0.96% 62.5% 389 38.56% 1.3
Paradigm Operations
2100
Paradigm Operations
California
USD 1025 M +USD 220 M +27% 39.4% 230% 1 0% 3