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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)
Novare Capital Management
2101
Novare Capital Management
North Carolina
USD 363 M -USD 42.1 M -10% 9.97% 76.5% 131 24.43% 1.6
Jetstream Capital
2102
Jetstream Capital
Tennessee
USD 363 M +USD 209 M +135% 1.55% – 27 81.48% 0.3
SC
2103
Selz Capital
New York
USD 362 M -USD 192 M -35% 15.4% 10.2% 69 37.68% 1.1
MRCM
2104
M&R Capital Management
New Jersey
USD 362 M -USD 60.7 M -14% 7.35% 52.6% 215 13.49% 2
Cabot Wealth Management
2105
Cabot Wealth Management
Massachusetts
USD 362 M -USD 49.3 M -12% 5.88% 69.3% 159 20.13% 1.6
Hemenway Trust Hemenway Trust
2106
Hemenway Trust Hemenway Trust
New Hampshire
USD 362 M -USD 27.6 M -7% 6.16% 87.2% 236 19.49% 1.6
Rail-Splitter Capital Management
2107
Rail-Splitter Capital Management
Illinois
USD 362 M +USD 15 M +4% 5.08% 64.1% 53 47.17% 0.6
Stelac Advisory Services
2108
Stelac Advisory Services
New York
USD 362 M -USD 20.8 M -5% 9.1% 84.9% 50 22% 1.4
Starwood Capital Group Management
2109
Starwood Capital Group Management
Florida
USD 361 M -USD 18.8 M -5% 3.56% 16.2% 4 0% 0.8
Strategic Financial Services
2110
Strategic Financial Services
New York
USD 361 M +USD 4 M +1% 8.65% 58.7% 100 13% 1.9
GIM
2111
Greylin Investment Management
Virginia
USD 360 M -USD 34.3 M -9% 8.17% 52.1% 60 10% 1.8
Pictet North America Advisors
2112
Pictet North America Advisors
Switzerland
USD 360 M +USD 80.5 M +29% 8.43% 67.7% 94 60.64% 0.5
Moneta Group Investment Advisors
2113
Moneta Group Investment Advisors
Missouri
USD 359 M +USD 31.7 M +10% 8.39% 64.3% 536 77.61% 0.4
FIMG
2114
Financial & Investment Management Group
Michigan
USD 359 M -USD 29 M -7% 10.6% 18.9% 141 20.57% 1.2
McDaniel Terry & Co
2115
McDaniel Terry & Co
Texas
USD 359 M -USD 38.1 M -10% 8.5% 57.9% 49 14.29% 1.9
Mendon Capital Advisors
2116
Mendon Capital Advisors
Florida
USD 359 M +USD 90.1 M +34% 0.82% – 130 52.31% 0.9
Oakwood Capital Management
2117
Oakwood Capital Management
California
USD 358 M -USD 25.9 M -7% 2.67% 72.7% 102 30.39% 1.4
Parthenon LLC
2118
Parthenon LLC
Kentucky
USD 358 M -USD 20.5 M -5% 4.46% 93.3% 110 9.09% 1.8
AL
2119
Agran Libbie
California
USD 358 M -USD 26.7 M -7% 6.58% 27.5% 125 8.8% 2
Mesirow Financial Investment Management - Fixed Income
2120
Mesirow Financial Investment Management - Fixed Income
Illinois
USD 358 M -USD 62.4 M -15% 8.12% 26.9% 176 14.2% 1.5
IAA
2121
Ironsides Asset Advisors
North Carolina
USD 358 M +USD 5.2 M +1% 4.67% 49.3% 168 20.24% 1
Foundation Asset Management
2122
Foundation Asset Management
New York
USD 356 M -USD 4.12 M -1% 3.73% 126% 23 39.13% 0.9
RP
2123
Ridgegate Proprietary
Australia
USD 356 M -USD 32.7 M -8% 6.23% – 3 33.33% 0.5
Dorsey & Whitney Trust
2124
Dorsey & Whitney Trust
South Dakota
USD 356 M -USD 34.7 M -9% 7.36% 86% 278 16.55% 1.7
Ellington Management Group
2125
Ellington Management Group
Connecticut
USD 355 M -USD 54 M -13% 8.57% 16.1% 1,084 76.48% 0.2