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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)
Symmetry Partners
2201
Symmetry Partners
Connecticut
USD 484 M -USD 5.44 M -1% 1.17% 58.5% 392 34.18% 0.7
Hikari Tsushin Inc
2202
Hikari Tsushin Inc
Japan
USD 484 M +USD 26.6 M +6% 0.17% 59.5% 55 7.27% 2.9
Berkshire Money Management
2203
Berkshire Money Management
Massachusetts
USD 484 M +USD 10.7 M +2% 1.3% 61.8% 35 2.86% 2.2
Darrell & King
2204
Darrell & King
Virginia
USD 482 M -USD 24.6 M -5% 0.53% – 54 12.96% 2.5
Arrow Financial
2205
Arrow Financial
New York
USD 482 M +USD 16.5 M +4% 1.25% 71.1% 349 8.6% 4.6
BIM
2206
Bridgecreek Investment Management
Oklahoma
USD 482 M +USD 2.93 M +0.6% 1.01% 48.4% 122 12.3% 3.2
BC
2207
Bruce & Co
Illinois
USD 482 M +USD 12.6 M +3% 4.27% 94.5% 42 4.76% 3.8
Brightworth
2208
Brightworth
Georgia
USD 481 M +USD 8.78 M +2% 2.1% 21.7% 94 9.57% 1.9
Western Wealth Management
2209
Western Wealth Management
Colorado
USD 480 M -USD 281 M -37% 1.38% 82.6% 432 17.13% 0.6
Whitney & Co
2210
Whitney & Co
New York
USD 479 M +USD 34.4 M +8% 1.71% 93.2% 111 13.51% 3.5
Jackson Wealth Management
2211
Jackson Wealth Management
Florida
USD 477 M +USD 17.7 M +4% 1.86% 72.1% 137 45.99% 1.3
Money Design
2212
Money Design
Japan
USD 475 M +USD 55.3 M +13% 0.61% 26.4% 53 1.89% 1.3
Atika Capital Management
2213
Atika Capital Management
New York
USD 475 M -USD 34.1 M -7% 1.48% 811% 95 42.11% 0.9
Fairholme Capital Management
2214
Fairholme Capital Management
Florida
USD 475 M +USD 7.67 M +2% 1.37% 36.2% 4 25% 2.1
Beacon Pointe Wealth Advisors
2215
Beacon Pointe Wealth Advisors
California
USD 475 M +USD 1.76 M +0.4% 0.94% – 299 25.75% 0.6
Tufton Capital Management
2216
Tufton Capital Management
Maryland
USD 474 M +USD 960 k +0.2% 2.95% 96.1% 127 7.09% 4.4
Cabot Wealth Management
2217
Cabot Wealth Management
Massachusetts
USD 473 M -USD 822 k -0.2% 1.63% 69.3% 137 12.41% 3.6
Van Hulzen Asset Management
2218
Van Hulzen Asset Management
California
USD 473 M +USD 15.5 M +3% 1.93% 86.3% 282 14.89% 1.8
SPC Financial Inc
2219
SPC Financial Inc
Maryland
USD 473 M -USD 23.5 M -5% 0.96% 65.1% 137 16.06% 3.2
JCI
2220
Jet Capital Investors
New York
USD 473 M -USD 34.1 M -7% 0.74% 147% 36 61.11% 0.8
Foresite Capital Management II
2221
Foresite Capital Management II
California
USD 473 M +USD 295 M +166% 6.9% 66.2% 8 25% 3.2
Gladstone Capital Management
2222
Gladstone Capital Management
United Kingdom
USD 473 M +USD 115 M +32% 0.94% 304% 14 50% 0.9
Blue Chip Partners
2223
Blue Chip Partners
Michigan
USD 473 M +USD 26.5 M +6% 4.08% 81.2% 143 9.09% 3.4
Verity & Verity
2224
Verity & Verity
South Carolina
USD 472 M +USD 12.4 M +3% 3.65% 90.4% 120 11.67% 3.1
First Fiduciary Investment Counsel
2225
First Fiduciary Investment Counsel
Ohio
USD 472 M -USD 175 k -0% 1.07% 48.1% 44 4.55% 3.6