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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)
10-15 Associates
2201
10-15 Associates
New York
USD 291 M +USD 50.6 M +21% 6.69% 33% 98 16.33% 0.4
SFMG Wealth Advisors
2202
SFMG Wealth Advisors
Texas
USD 291 M +USD 41.4 M +17% 7.91% 76.1% 82 18.29% 0.4
BW Gestao de Investimentos
2203
BW Gestao de Investimentos
Brazil
USD 290 M – – 6.75% 95.1% 60 – 0
Rail-Splitter Capital Management
2204
Rail-Splitter Capital Management
Illinois
USD 290 M +USD 55.1 M +23% 15% 64.1% 46 26.09% 0.4
TBA
2205
Train Babcock Advisors
New York
USD 290 M +USD 23.7 M +9% 9.04% 41.9% 129 6.98% 0.5
Tetrad Corporation
2206
Tetrad Corporation
Nebraska
USD 290 M +USD 11.9 M +4% 4.51% 45.6% 11 0% 0.5
TA Associates
2207
TA Associates
Massachusetts
USD 290 M -USD 37.9 M -12% 2.38% – 2 0% 0.5
Braver Wealth Management
2208
Braver Wealth Management
Massachusetts
USD 289 M -USD 497 k -0.2% 7.56% 20.4% 83 18.07% 0.4
Sagard Capital Partners Management
2209
Sagard Capital Partners Management
New York
USD 289 M -USD 12.9 M -4% 6.73% 37.4% 12 33.33% 0.5
AGF Investments America
2210
AGF Investments America
Ontario, Canada
USD 289 M +USD 5.06 M +2% 6.12% 72.1% 82 14.63% 0.4
SFSIG
2211
San Francisco Sentry Investment Group
California
USD 289 M +USD 24 M +9% 7.21% 436% 714 13.03% 0.4
Capital Z Partners Management
2212
Capital Z Partners Management
New York
USD 289 M -USD 10 M -3% 1.6% 48.2% 2 0% 0.5
First Western Capital Management
2213
First Western Capital Management
California
USD 289 M – – 10.5% 43% 130 – 0
LA
2214
Leonetti & Associates
Illinois
USD 288 M +USD 14 M +5% 8.72% 49.5% 42 26.19% 0.4
Equinox Fund Management
2215
Equinox Fund Management
Colorado
USD 288 M -USD 104 M -27% 0.13% – 4 0% 0.5
Windward Capital Management
2216
Windward Capital Management
California
USD 288 M +USD 32.9 M +13% 15% 78.5% 65 4.62% 0.5
Quantum Capital Management (New Jersey)
2217
Quantum Capital Management (New Jersey)
New Jersey
USD 288 M +USD 38.3 M +15% 7.92% 22.7% 46 13.04% 0.4
Hartline Investment Corp
2218
Hartline Investment Corp
Illinois
USD 288 M +USD 32.5 M +13% 11.4% 201% 108 10.19% 0.5
RIT Capital Partners
2219
RIT Capital Partners
United Kingdom
USD 288 M +USD 27.4 M +11% 9.56% 71.4% 14 21.43% 0.4
CM
2220
Capital Management
Virginia
USD 288 M +USD 29.2 M +11% 7.81% 52.5% 80 11.25% 0.4
SCM
2221
Stonehill Capital Management
New York
USD 288 M -USD 26.4 M -8% 13.7% 117% 11 45.45% 0.3
JWBC
2222
J.W. Burns & Co
New York
USD 288 M +USD 26.7 M +10% 9.62% 95.4% 154 4.55% 0.5
Brevan Howard Capital Management
2223
Brevan Howard Capital Management
Jersey
USD 288 M +USD 73.4 M +34% 1.06% 148% 40 62.5% 0.3
Baker Ellis Asset Management
2224
Baker Ellis Asset Management
Washington
USD 288 M +USD 22.5 M +8% 6.93% 91.9% 253 5.14% 0.5
Hengehold Capital Management
2225
Hengehold Capital Management
Ohio
USD 287 M +USD 36.9 M +15% 6.39% 54.5% 86 18.6% 0.4