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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)
TIM
2276
Total Investment Management
Arizona
USD 788 M +USD 89 M +13% 10.9% 44.4% 78 20.51% 2.6
IAIM
2277
International Assets Investment Management
Florida
USD 787 M +USD 56.2 M +8% 9.97% 101% 856 40.42% 1.4
Matrix Asset Advisors
2278
Matrix Asset Advisors
New York
USD 786 M +USD 84.2 M +12% 12.6% 84.9% 100 8% 4.2
Paradigm Operations
2279
Paradigm Operations
California
USD 785 M +USD 446 M +132% 132% 230% 1 0% 2
KPF
2280
K2 Principal Fund
Ontario, Canada
USD 785 M +USD 308 M +64% 4.79% 76.5% 337 63.2% 0.4
Carret Asset Management
2281
Carret Asset Management
New York
USD 785 M +USD 67.5 M +9% 10.7% 94.4% 288 8.68% 6.9
Polus Capital Management
2282
Polus Capital Management
United Kingdom
USD 785 M +USD 114 M +17% 12.1% – 20 80% 0.3
TT International Asset Management
2283
TT International Asset Management
United Kingdom
USD 783 M +USD 114 M +17% 18.1% 331% 56 46.43% 0.8
INVST
2284
INVST
Indiana
USD 782 M +USD 90.6 M +13% 10.3% 78.5% 226 19.47% 1.9
Johnson Financial Group LLC (Colorado)
2285
Johnson Financial Group LLC (Colorado)
Colorado
USD 781 M +USD 81.2 M +12% 9.4% 58.7% 47 19.15% 2.2
LVM Capital Management
2286
LVM Capital Management
Michigan
USD 781 M +USD 71.8 M +10% 10.4% 121% 150 10% 5.7
Maren Capital
2287
Maren Capital
Illinois
USD 781 M – – 9.25% – 27 – 0
Blue Whale Capital
2288
Blue Whale Capital
United Kingdom
USD 780 M +USD 159 M +26% 17.2% 409% 18 16.67% 1.8
MCM
2289
McKinley Capital Management
Alaska
USD 778 M +USD 66.4 M +9% 11.8% 63.3% 178 21.35% 4.1
Dorsey Asset Management
2290
Dorsey Asset Management
Illinois
USD 778 M +USD 12.1 M +2% 19.2% 122% 11 27.27% 3.8
Trust Company
2291
Trust Company
Kansas
USD 777 M +USD 157 M +25% 8% 40.6% 324 8.64% 5.1
Oak Hill Advisors
2292
Oak Hill Advisors
New York
USD 777 M -USD 230 M -23% 13.2% 42.4% 16 6.25% 3.5
Legacy Advisors
2293
Legacy Advisors
Pennsylvania
USD 776 M +USD 156 M +25% 12.1% – 320 16.88% 2.2
Zuckerman Investment Group
2294
Zuckerman Investment Group
Illinois
USD 774 M +USD 75.3 M +11% 11.7% 111% 144 16.67% 3.1
Main Street Financial Solutions
2295
Main Street Financial Solutions
Pennsylvania
USD 774 M +USD 67.7 M +10% 9.79% 75.4% 495 13.94% 2.1
Pictet North America Advisors
2296
Pictet North America Advisors
Switzerland
USD 774 M +USD 69.9 M +10% 10.7% 67.7% 134 11.94% 4.1
Keeley-Teton Advisors
2297
Keeley-Teton Advisors
Illinois
USD 774 M +USD 61.5 M +9% 14.4% 28.6% 357 5.6% 3.1
Iron Triangle Partners
2298
Iron Triangle Partners
Connecticut
USD 773 M +USD 88.7 M +13% 16.8% 152% 33 51.52% 0.6
Whitney & Co
2299
Whitney & Co
New York
USD 773 M +USD 106 M +16% 12.7% 93.2% 127 7.87% 5.2
Deer Management Company
2300
Deer Management Company
New York
USD 773 M -USD 47.8 M -6% 17.9% 154% 15 20% 1.8