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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)
Hemenway Trust Hemenway Trust
2251
Hemenway Trust Hemenway Trust
New Hampshire
USD 335 M +USD 14.8 M +5% 5.65% 87.2% 201 11.94% 1.2
Berkshire Money Management
2252
Berkshire Money Management
Massachusetts
USD 334 M +USD 96.7 M +41% 3.41% 61.8% 21 33.33% 0.8
Crestview Partners II
2253
Crestview Partners II
New York
USD 334 M +USD 20.6 M +7% 6.64% 157% 2 0% 1.5
Gallagher Fiduciary Advisors
2254
Gallagher Fiduciary Advisors
Illinois
USD 334 M +USD 120 M +56% 8.01% 25.1% 4 25% 0.8
FundX Investment Group
2255
FundX Investment Group
California
USD 333 M +USD 68.5 M +26% 4.9% 94.6% 29 62.07% 0.4
Stillwater Capital Advisors
2256
Stillwater Capital Advisors
Pennsylvania
USD 333 M +USD 34 M +11% 5.07% 121% 76 15.79% 1.1
Perigon Wealth Management
2257
Perigon Wealth Management
California
USD 333 M -USD 3.01 M -0.9% 1.62% 104% 215 12.09% 0.7
Biondo Investment Advisors
2258
Biondo Investment Advisors
Pennsylvania
USD 332 M +USD 6.98 M +2% 5.69% 83.4% 90 14.44% 1.2
Chautauqua Capital Management
2259
Chautauqua Capital Management
Colorado
USD 332 M +USD 26.1 M +9% 5.99% – 23 8.7% 1.2
Battery Partners VII
2260
Battery Partners VII
Massachusetts
USD 332 M – – 39% – 1 – 0
Fund Evaluation Group
2261
Fund Evaluation Group
Ohio
USD 331 M +USD 22.4 M +7% 5.38% 51.6% 13 15.38% 1.2
TCOT
2262
Trust Company of Toledo
Ohio
USD 330 M +USD 26.5 M +9% 4.14% 109% 189 10.05% 1.3
HCM
2263
Hawkeye Capital Management
Florida
USD 329 M +USD 80.2 M +32% 2.05% – 16 62.5% 0.4
Sageworth Trust
2264
Sageworth Trust
Pennsylvania
USD 329 M +USD 56.3 M +21% 0.39% 64.5% 104 77.88% 0.3
Golden Gate Private Equity
2265
Golden Gate Private Equity
California
USD 328 M -USD 26.7 M -8% 3.96% 8.72% 19 31.58% 0.8
Mizuho Asset Management
2266
Mizuho Asset Management
Japan
USD 328 M -USD 137 M -30% 6.01% 41.7% 707 6.22% 1.3
3AM
2267
3D Asset Management
Connecticut
USD 328 M -USD 918 k -0.3% 1.96% 0.82% 44 2.27% 1.2
FJ Capital Management
2268
FJ Capital Management
Virginia
USD 328 M +USD 57.4 M +21% 9.14% 97.9% 91 15.38% 0.7
Rail-Splitter Capital Management
2269
Rail-Splitter Capital Management
Illinois
USD 327 M +USD 22.9 M +8% 14% 64.1% 45 44.44% 0.6
Kemper
2270
Kemper
Illinois
USD 326 M +USD 9.28 M +3% 2.3% 28.6% 64 9.38% 1.3
Comerica Securities
2271
Comerica Securities
Michigan
USD 326 M +USD 27.2 M +9% 3.69% 25.6% 317 25.24% 0.6
Junto Capital Management
2272
Junto Capital Management
New York
USD 326 M – – 8.2% 122% 16 – 0
Woodmont Investment Counsel
2273
Woodmont Investment Counsel
Tennessee
USD 326 M -USD 22.6 M -6% 4.31% 66.8% 210 25.71% 1.3
MIG Capital
2274
MIG Capital
California
USD 326 M +USD 55.9 M +21% 8.25% 118% 31 32.26% 0.9
Garde Capital
2275
Garde Capital
Washington
USD 325 M +USD 69.5 M +27% 1.55% 57.6% 148 37.84% 0.3