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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)
Horan Capital Management
2251
Horan Capital Management
Maryland
USD 290 M -USD 2.06 M -0.7% 2.98% 69.2% 37 10.81% 0.7
Vista Capital Partners
2252
Vista Capital Partners
Oregon
USD 289 M +USD 11.2 M +4% 2.64% 61.2% 41 0% 0.7
Baker Ellis Asset Management
2253
Baker Ellis Asset Management
Washington
USD 289 M +USD 1.56 M +0.5% 2.19% 91.9% 264 8.33% 0.7
Dixon Hubard Feinour & Brown
2254
Dixon Hubard Feinour & Brown
Virginia
USD 288 M +USD 17.8 M +7% 5.5% 63.5% 204 24.51% 0.6
Beese Fulmer Investment Management
2255
Beese Fulmer Investment Management
Ohio
USD 288 M +USD 6.36 M +2% 1.23% 113% 153 5.88% 0.7
First National Bank & Trust Co of Newtown
2256
First National Bank & Trust Co of Newtown
Pennsylvania
USD 287 M +USD 5.29 M +2% 1.52% 55.7% 109 5.5% 0.7
Bank Pictet & Cie (Europe)
2257
Bank Pictet & Cie (Europe)
Germany
USD 287 M +USD 32.8 M +13% 1.29% 119% 134 23.88% 0.2
VCM
2258
Violich Capital Management
California
USD 287 M +USD 8.27 M +3% 2.99% 111% 108 9.26% 0.7
Samsung Asset Management (New York)
2259
Samsung Asset Management (New York)
New York
USD 287 M -USD 22.2 M -7% 2.94% 38% 77 25.97% 0.5
SCM
2260
Somerset Capital Management
United Kingdom
USD 287 M – – 3.85% 7.5% 11 – 0
LVM Capital Management
2261
LVM Capital Management
Michigan
USD 287 M +USD 4.83 M +2% 0.68% 121% 125 14.4% 0.7
DAM
2262
Davis Asset Management
California
USD 286 M +USD 15.5 M +6% 0.6% 97.3% 21 0% 0.7
Farmers Trust Company
2263
Farmers Trust Company
Ohio
USD 286 M +USD 2.28 M +0.8% 1.43% 73.5% 127 7.09% 0.7
Gibson Capital
2264
Gibson Capital
Pennsylvania
USD 284 M +USD 20.5 M +8% 3.49% 60.4% 25 36% 0.5
Wallington Asset Management
2265
Wallington Asset Management
Indiana
USD 284 M +USD 10.6 M +4% 3.17% 108% 124 29.84% 0.5
Oceanic Investment Management
2266
Oceanic Investment Management
Isle Of Man
USD 284 M +USD 30.8 M +12% 9.57% – 23 47.83% 0.4
J.P. Marvel Investment Advisors
2267
J.P. Marvel Investment Advisors
Massachusetts
USD 284 M +USD 4.44 M +2% 2.26% 183% 85 5.88% 0.7
Gramercy Funds Management
2268
Gramercy Funds Management
Connecticut
USD 284 M -USD 34 M -11% 1.69% 87.6% 80 25% 0.5
First Western Capital Management
2269
First Western Capital Management
California
USD 283 M -USD 5.16 M -2% 2.78% 43% 148 25% 0.2
SCM
2270
Summit Capital Management
Washington
USD 283 M +USD 17.5 M +7% 2.98% 12.4% 76 35.53% 0.4
Cutler Investment Counsel
2271
Cutler Investment Counsel
Oregon
USD 283 M +USD 6.82 M +2% 1.34% 56.2% 62 8.06% 0.7
Duncker Streett & Co
2272
Duncker Streett & Co
Missouri
USD 283 M +USD 4.77 M +2% 1.39% 90.9% 602 7.64% 0.7
RC
2273
Reik & Co
New York
USD 282 M +USD 5.45 M +2% 1.49% 38.6% 63 9.52% 0.6
Penobscot Investment Management
2274
Penobscot Investment Management
Massachusetts
USD 282 M +USD 222 k +0.1% 1.7% 103% 174 4.6% 0.7
JWBC
2275
J.W. Burns & Co
New York
USD 282 M -USD 5.93 M -2% 0.55% 95.4% 154 3.9% 0.7