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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)
Whitegate Investment Counselors
2176
Whitegate Investment Counselors
New Hampshire
USD 490 M +USD 723 k +0.1% 7.13% 48% 198 12.63% 3.3
AP
2177
Archon Partners
New Jersey
USD 490 M +USD 28.2 M +6% 10.4% 86% 56 8.93% 2.9
Ironvine Capital Partners
2178
Ironvine Capital Partners
Nebraska
USD 490 M +USD 42.5 M +10% 7.97% 58.8% 70 14.29% 0.7
Viking Fund Management
2179
Viking Fund Management
North Dakota
USD 489 M -USD 31.4 M -6% 1.89% 105% 136 13.97% 1.7
Klingman & Associates
2180
Klingman & Associates
New York
USD 489 M +USD 23.9 M +5% 4.54% 64.9% 107 6.54% 2.7
Private Vista
2181
Private Vista
Illinois
USD 488 M +USD 55.8 M +13% 3.68% 10.1% 157 6.37% 1
HI
2182
Handelsinvest Investeringsforvaltning
Denmark
USD 488 M +USD 33.4 M +7% 7.62% 37.9% 116 17.24% 1.8
Heathbridge Capital Management
2183
Heathbridge Capital Management
Ontario, Canada
USD 488 M +USD 15.2 M +3% 2.19% 58.7% 29 3.45% 3.5
Three Peaks Capital Management
2184
Three Peaks Capital Management
Colorado
USD 488 M -USD 9.25 M -2% 8.66% 84.5% 167 35.33% 0.9
Tompkins Financial
2185
Tompkins Financial
New York
USD 488 M +USD 23.6 M +5% 5.76% 84.4% 450 9.11% 3.2
Weatherly Asset Management
2186
Weatherly Asset Management
California
USD 487 M +USD 58.8 M +14% 9.41% 116% 197 7.11% 3.5
Vista Capital Partners
2187
Vista Capital Partners
Oregon
USD 487 M +USD 26.6 M +6% 5.51% 61.2% 58 12.07% 3.5
Pacific Global Investment Management
2188
Pacific Global Investment Management
California
USD 487 M +USD 30.5 M +7% 7.84% 48% 230 7.83% 3.7
Emery Howard Portfolio Management
2189
Emery Howard Portfolio Management
California
USD 487 M +USD 20.3 M +4% 3.44% 66.5% 34 0% 4.4
Alpine Woods Capital Investors
2190
Alpine Woods Capital Investors
New York
USD 486 M +USD 27.9 M +6% 7.38% 105% 274 17.15% 2.8
Phillips Financial Management
2191
Phillips Financial Management
Indiana
USD 486 M +USD 12.5 M +3% 2.12% 45.6% 72 6.94% 4
Windham Capital Management
2192
Windham Capital Management
Massachusetts
USD 486 M -USD 2.02 M -0.4% 1.19% 8.3% 31 19.35% 2.4
CNA Financial
2193
CNA Financial
Illinois
USD 484 M +USD 29.1 M +6% 2.7% 48.6% 189 10.58% 2.9
Sunriver Management
2194
Sunriver Management
Connecticut
USD 484 M +USD 16.5 M +4% 2.69% 9.27% 24 37.5% 0.9
Sompo Asset Management
2195
Sompo Asset Management
Japan
USD 484 M +USD 41.8 M +9% 6.57% 84.7% 104 19.23% 1.2
Kite Lake Capital Management (UK)
2196
Kite Lake Capital Management (UK)
United Kingdom
USD 484 M +USD 195 M +68% 13.2% 337% 27 62.96% 0.2
SigFig Wealth Management
2197
SigFig Wealth Management
California
USD 483 M +USD 94.8 M +24% 2.29% 49.3% 44 4.55% 1
Sheets Smith Wealth Management
2198
Sheets Smith Wealth Management
North Carolina
USD 483 M +USD 56 M +13% 6.94% 83.4% 359 23.4% 2.4
Trigran Investments
2199
Trigran Investments
Illinois
USD 483 M -USD 5.46 M -1% 10.9% 30.2% 19 0% 2.8
SHCM
2200
Stokes & Hubbell Capital Management
Louisiana
USD 482 M +USD 40.9 M +9% 5.81% 31.2% 127 4.72% 2.2