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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)
Choreo LLC
2126
Choreo LLC
Illinois
USD 354 M +USD 13.2 M +4% 4.02% 74.7% 153 14.38% 0.2
South Street Advisors
2127
South Street Advisors
New York
USD 353 M +USD 102 M +40% 8.14% 169% 60 11.67% 0.9
Perigon Wealth Management
2128
Perigon Wealth Management
California
USD 351 M +USD 169 M +93% 5.44% 93.8% 198 35.35% 0.3
K.J. Harrison & Partners
2129
K.J. Harrison & Partners
Ontario, Canada
USD 351 M +USD 13.7 M +4% 4.54% 140% 177 22.6% 0.7
Calamos Wealth Management
2130
Calamos Wealth Management
Illinois
USD 351 M +USD 12.8 M +4% 4.11% 102% 232 19.83% 0.6
FIMG
2131
Financial & Investment Management Group
Michigan
USD 350 M +USD 7.57 M +2% 3.76% 18.9% 118 13.56% 0.7
KRC
2132
Kingdom Ridge Capital
New York
USD 350 M -USD 73 M -17% 2.87% 51.6% 38 68.42% 0.3
Mechanics Bank - Trust Department
2133
Mechanics Bank - Trust Department
California
USD 349 M -USD 89.8 M -20% 4.91% 76.8% 162 9.26% 0.9
Eubel Brady & Suttman Asset Management
2134
Eubel Brady & Suttman Asset Management
Ohio
USD 349 M -USD 5.29 M -1% 3.47% 40.2% 88 17.05% 0.8
Foundation Asset Management
2135
Foundation Asset Management
New York
USD 348 M -USD 19.6 M -5% 1.56% 126% 20 35% 0.7
Encompass Capital Advisors
2136
Encompass Capital Advisors
New York
USD 348 M -USD 30 M -8% 14.8% 364% 35 82.86% 0.1
AGM
2137
Alpine Global Management
New York
USD 348 M +USD 232 M +199% 3.78% 149% 284 83.45% 0.1
Red Mountain Capital Partners
2138
Red Mountain Capital Partners
California
USD 348 M +USD 32.7 M +10% 4.09% 37.4% 12 25% 0.6
First Nebraska Trust
2139
First Nebraska Trust
Nebraska
USD 347 M +USD 24 M +7% 4.86% 67.9% 104 16.35% 0.8
Trinity Street Asset Management
2140
Trinity Street Asset Management
United Kingdom
USD 346 M +USD 28.6 M +9% 4.05% 76.9% 17 17.65% 0.4
Aisling Capital
2141
Aisling Capital
New York
USD 346 M +USD 202 M +140% 4.64% 386% 17 76.47% 0.1
TD Ameritrade Trust
2142
TD Ameritrade Trust
Colorado
USD 346 M +USD 14.3 M +4% 3.39% 21.7% 48 10.42% 0.9
Berkshire Partners
2143
Berkshire Partners
Massachusetts
USD 345 M -USD 37 M -10% 9.69% 79% 1 0% 1
Jacobs & Co
2144
Jacobs & Co
California
USD 345 M +USD 22.6 M +7% 5.17% 105% 125 8.8% 0.9
IAA
2145
Ironsides Asset Advisors
North Carolina
USD 345 M – – 2.65% 49.3% 167 – 0
3AM
2146
3D Asset Management
Connecticut
USD 345 M +USD 11 M +3% 2.89% 0.82% 40 2.5% 1
KLC
2147
Knowledge Leaders Capital
Colorado
USD 344 M -USD 5.38 M -2% 3.59% 51.6% 38 2.63% 0.2
Lawson Kroeker Investment Management
2148
Lawson Kroeker Investment Management
Nebraska
USD 343 M +USD 23.7 M +7% 6.28% 64.5% 74 4.05% 1
Arcadia Investment Management
2149
Arcadia Investment Management
Michigan
USD 343 M +USD 525 k +0.2% 3.17% 83.5% 104 9.62% 0.9
RCP
2150
RPM Capital Partners
New York
USD 342 M +USD 84.8 M +33% 33% – 1 0% 1