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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)
CC
2276
Cornerstone Capital
California
USD 1022 M +USD 65.8 M +7% 8.18% 91.2% 110 11.82% 5.9
QCM
2277
Qsemble Capital Management
New York
USD 1021 M -USD 22 M -2% 6.28% 39.9% 633 66.67% 0.3
MHR Fund Management
2278
MHR Fund Management
New York
USD 1021 M +USD 119 M +13% 11.8% 332% 10 10% 2.9
Uniplan Investment Counsel
2279
Uniplan Investment Counsel
Wisconsin
USD 1021 M +USD 32.2 M +3% 7.76% 70.5% 203 25.12% 2.2
Cornerstone Advisory
2280
Cornerstone Advisory
Maryland
USD 1018 M +USD 86.9 M +9% 6.62% 53.5% 261 13.79% 4.7
Shenkman Capital Management
2281
Shenkman Capital Management
New York
USD 1017 M +USD 12.2 M +1% 0.2% 3.15% 124 0.81% 1.2
Beacon Financial Group
2282
Beacon Financial Group
Texas
USD 1017 M +USD 56.4 M +6% 6.25% 66.6% 361 10.53% 4.3
Caledonia Investments plc (UK)
2283
Caledonia Investments plc (UK)
United Kingdom
USD 1016 M -USD 702 k -0.1% 5.17% 61.9% 15 0% 6.9
ABC Arbitrage
2284
ABC Arbitrage
France
USD 1016 M +USD 140 M +16% 11.5% – 314 73.25% 0.2
CCM Investment Advisers
2285
CCM Investment Advisers
South Carolina
USD 1015 M +USD 86.9 M +9% 10.1% 170% 93 23.66% 4.2
American National Bank & Trust
2286
American National Bank & Trust
Texas
USD 1014 M +USD 37.8 M +4% 9.43% 102% 713 19.35% 3
Azzad Asset Management
2287
Azzad Asset Management
Virginia
USD 1014 M +USD 80.3 M +9% 9.57% 101% 366 25.14% 2.2
Longbow Finance
2288
Longbow Finance
Switzerland
USD 1013 M +USD 76.2 M +8% 10.2% 162% 78 20.51% 1
Rockbridge Investment Management
2289
Rockbridge Investment Management
New York
USD 1013 M +USD 80.4 M +9% 5.31% 38.6% 136 4.41% 3.8
ARS Wealth Advisors Group
2290
ARS Wealth Advisors Group
Florida
USD 1013 M +USD 145 M +17% 8.59% 89.5% 198 8.59% 2.3
WDA
2291
Wendell David Associates
New Hampshire
USD 1013 M +USD 18.7 M +2% 4.19% 58.7% 150 2.67% 8.7
UNICOM Systems
2292
UNICOM Systems
Nevada
USD 1012 M +USD 290 M +40% 44.7% – 22 13.64% 0.7
Bath Savings Trust
2293
Bath Savings Trust
Maine
USD 1010 M +USD 22.3 M +2% 4.58% 57.8% 173 9.83% 6.9
Nemes Rush Group
2294
Nemes Rush Group
Michigan
USD 1009 M +USD 91 M +10% 10.2% 111% 753 13.94% 1.7
Pembroke Management
2295
Pembroke Management
Quebec, Canada
USD 1008 M +USD 181 M +22% 17.3% 105% 92 18.48% 2.3
CF
2296
Clarity Financial
Texas
USD 1008 M +USD 78.3 M +8% 6.54% 56.8% 126 17.46% 1.9
Three Seasons Wealth
2297
Three Seasons Wealth
Utah
USD 1007 M +USD 135 M +15% 17.1% 156% 182 43.41% 0.8
Aprio Wealth Management
2298
Aprio Wealth Management
Georgia
USD 1006 M +USD 119 M +13% 6.4% 66.1% 461 16.27% 1.6
Rational Advisors
2299
Rational Advisors
New York
USD 1005 M -USD 3.92 M -0.4% 4.06% 37.7% 220 25.45% 1.3
Octavia Wealth Advisors
2300
Octavia Wealth Advisors
Ohio
USD 1005 M +USD 126 M +14% 7.87% 67.9% 270 18.52% 2.7