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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)
Signia Capital Management
2301
Signia Capital Management
Washington
USD 276 M +USD 7.26 M +3% 4.57% 27% 84 13.1% 0.7
Fund Evaluation Group
2302
Fund Evaluation Group
Ohio
USD 276 M +USD 4.68 M +2% 1.74% 51.6% 13 7.69% 0.5
LHC
2303
Levy Harkins & Co
New York
USD 275 M +USD 851 k +0.3% 2.33% 62.9% 20 0% 0.7
ZCG
2304
Zesiger Capital Group
New York
USD 275 M +USD 11.2 M +4% 3.54% – 23 13.04% 0.6
Stillwater Capital Advisors
2305
Stillwater Capital Advisors
Pennsylvania
USD 275 M +USD 17.1 M +7% 1.69% 121% 75 20% 0.5
Windward Capital Management
2306
Windward Capital Management
California
USD 275 M -USD 13.1 M -5% 0.69% 78.5% 68 8.82% 0.7
MPAM
2307
Monarch Partners Asset Management
Massachusetts
USD 274 M +USD 3.92 M +1% 4.09% 136% 155 44.52% 0.4
HBK Sorce Advisory
2308
HBK Sorce Advisory
Pennsylvania
USD 274 M -USD 4.01 M -1% 1.13% 58.2% 194 9.79% 0.6
Highland Management Partners VII
2309
Highland Management Partners VII
Massachusetts
USD 274 M +USD 70.1 M +34% 9.67% 131% 4 25% 0.2
Kathryn A. Hall
2310
Kathryn A. Hall
USD 273 M +USD 9.9 M +4% 1.59% 95.2% 10 10% 0.6
Mather Group
2311
Mather Group
Illinois
USD 273 M +USD 9.8 M +4% 0.87% 54.1% 29 27.59% 0.5
Bremer Trust National Association
2312
Bremer Trust National Association
Minnesota
USD 271 M +USD 6.37 M +2% 1.71% 31.2% 215 13.02% 0.6
Wilkins Investment Counsel
2313
Wilkins Investment Counsel
Massachusetts
USD 271 M +USD 30.3 M +13% 2.63% 56.2% 83 25.3% 0.5
RBO & Co
2314
RBO & Co
California
USD 270 M +USD 10.8 M +4% 0.42% 27.9% 53 9.43% 0.7
CG
2315
Clinton Group
New York
USD 270 M -USD 33.2 M -11% 6.37% 10.2% 510 79.41% 0.1
Oslo Asset Management AS
2316
Oslo Asset Management AS
Norway
USD 270 M +USD 45.7 M +20% 4.13% 82.7% 8 12.5% 0.6
G2 Investment Partners Management
2317
G2 Investment Partners Management
New York
USD 270 M -USD 5.53 M -2% 9.75% 1,145% 107 50.47% 0.2
Annex Advisory Services
2318
Annex Advisory Services
Wisconsin
USD 269 M +USD 8.49 M +3% 2.3% 85.8% 98 17.35% 0.7
Baystate Wealth Management
2319
Baystate Wealth Management
Massachusetts
USD 269 M +USD 31.2 M +13% 1.4% 14.6% 51 21.57% 0.4
SCM
2320
Stonehill Capital Management
New York
USD 269 M -USD 19.3 M -7% 2.5% 117% 11 27.27% 0.4
MIG Capital
2321
MIG Capital
California
USD 269 M +USD 39.7 M +17% 1.77% 118% 30 30% 0.5
JLB & Associates
2322
JLB & Associates
Michigan
USD 268 M +USD 5.72 M +2% 1.26% 69.5% 77 5.19% 0.7
Cabot-Wellington
2323
Cabot-Wellington
Massachusetts
USD 268 M -USD 4.37 M -2% 2% 65% 46 15.22% 0.7
First American Trust
2324
First American Trust
California
USD 268 M -USD 28.4 M -10% 1.43% 84.6% 131 32.82% 0.7
Stonerise Capital Management
2325
Stonerise Capital Management
California
USD 268 M +USD 6.5 M +2% 3.48% 0.77% 14 35.71% 0.5