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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)
First Nebraska Trust
2126
First Nebraska Trust
Nebraska
USD 866 M +USD 59.9 M +7% 9.4% 76.9% 184 5.43% 5.8
Seven Eight Capital
2127
Seven Eight Capital
New York
USD 865 M +USD 9.5 M +1% 14.6% 13.6% 892 68.83% 0.2
Towle & Co
2128
Towle & Co
Colorado
USD 864 M +USD 131 M +18% 22.1% 172% 72 36.11% 1.4
Woodstock Corp
2129
Woodstock Corp
Massachusetts
USD 864 M +USD 66.1 M +8% 9.7% 115% 173 6.94% 7.1
RWWM Inc
2130
RWWM Inc
California
USD 862 M +USD 116 M +16% 2.81% 40.6% 18 16.67% 5.1
Callahan Advisors
2131
Callahan Advisors
Texas
USD 862 M +USD 65.8 M +8% 9.9% 87.7% 146 7.53% 5.9
Intrust Bank
2132
Intrust Bank
Kansas
USD 862 M +USD 77.7 M +10% 11.6% 102% 389 8.23% 5.6
Sage Mountain Advisors
2133
Sage Mountain Advisors
Georgia
USD 862 M +USD 135 M +19% 9.29% 62.5% 393 18.07% 1.5
Groupe Bruxelles Lambert
2134
Groupe Bruxelles Lambert
Belgium
USD 862 M – – 22.6% – 1 – 0
CoreView Capital Management
2135
CoreView Capital Management
Hong Kong
USD 861 M -USD 44.2 M -5% 17.1% 50.9% 10 20% 1.6
Cypress Funds
2136
Cypress Funds
California
USD 861 M +USD 116 M +16% 21.4% 100% 17 29.41% 3.3
J.M. Forbes & Co
2137
J.M. Forbes & Co
Massachusetts
USD 861 M +USD 91.2 M +12% 11.3% 112% 129 4.65% 5.7
ICICI Prudential Asset Management
2138
ICICI Prudential Asset Management
India
USD 860 M +USD 95.7 M +13% 9.01% 62.1% 169 13.61% 1.8
First Business Financial Services
2139
First Business Financial Services
Wisconsin
USD 860 M +USD 75.4 M +10% 11.5% 80.9% 177 13.56% 4.1
Greenoaks Capital Partners
2140
Greenoaks Capital Partners
California
USD 860 M +USD 51.3 M +6% 12.6% 311% 16 12.5% 2.1
Advisor Resource Council
2141
Advisor Resource Council
Texas
USD 859 M +USD 665 M +343% 10.1% 74.7% 527 78.18% 0.4
KMG Fiduciary Partners
2142
KMG Fiduciary Partners
Ohio
USD 859 M +USD 102 M +13% 12.2% 114% 241 9.54% 2.8
Tran Capital Management
2143
Tran Capital Management
California
USD 859 M +USD 81.9 M +11% 16.3% 173% 42 2.38% 3
Pegasus Partners
2144
Pegasus Partners
Wisconsin
USD 856 M +USD 145 M +20% 11.4% 32.6% 151 17.22% 3.5
Tensile Capital Management
2145
Tensile Capital Management
California
USD 855 M +USD 59.9 M +8% 18.3% 47.7% 19 15.79% 3
Broad Bay Capital Management
2146
Broad Bay Capital Management
New York
USD 855 M +USD 190 M +29% 22.4% 338% 22 36.36% 2
Nicholas Investment Partners
2147
Nicholas Investment Partners
California
USD 855 M -USD 484 M -36% 17.3% 397% 215 27.44% 1.3
PWMAG
2148
Pinnacle Wealth Management Advisory Group
New Jersey
USD 854 M +USD 82.4 M +11% 10.6% 90.7% 360 15.56% 3.4
KWMG LLC
2149
KWMG LLC
Kansas
USD 854 M +USD 58.8 M +7% 9.81% 76.2% 144 11.11% 5.5
F1I
2150
Fund 1 Investments
Puerto Rico
USD 854 M +USD 324 M +61% 24.3% 128% 82 62.2% 0.4