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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)
Stillwater Capital Advisors
2301
Stillwater Capital Advisors
Pennsylvania
USD 294 M +USD 18.9 M +7% 5.14% 121% 77 15.58% 0.7
Sarissa Capital Management
2302
Sarissa Capital Management
Connecticut
USD 294 M +USD 3.65 M +1% 44.8% 80% 16 12.5% 0.4
WAM
2303
Wood Asset Management
Florida
USD 294 M -USD 17.7 M -6% 4.39% – 73 23.29% 0.8
J.P. Marvel Investment Advisors
2304
J.P. Marvel Investment Advisors
Massachusetts
USD 294 M +USD 10 M +4% 4.43% 183% 85 4.71% 0.9
Baker Ellis Asset Management
2305
Baker Ellis Asset Management
Washington
USD 294 M +USD 4.62 M +2% 5.15% 91.9% 272 10.29% 0.9
SCM
2306
Stonehill Capital Management
New York
USD 294 M +USD 25 M +9% 0.77% 117% 12 16.67% 0.6
Chanos & Company
2307
Chanos & Company
New York
USD 293 M -USD 14.9 M -5% 6.74% – 29 24.14% 0.7
Wallington Asset Management
2308
Wallington Asset Management
Indiana
USD 293 M +USD 8.69 M +3% 4.06% 108% 123 13.82% 0.8
Annex Advisory Services
2309
Annex Advisory Services
Wisconsin
USD 293 M +USD 23.8 M +9% 4.04% 85.8% 89 10.11% 0.9
Windward Capital Management
2310
Windward Capital Management
California
USD 293 M +USD 17.4 M +6% 4.68% 78.5% 75 17.33% 0.8
Summit Securities Group
2311
Summit Securities Group
New York
USD 292 M +USD 124 M +74% 7.67% 136% 822 67.64% 0.3
DT Investment Partners
2312
DT Investment Partners
Pennsylvania
USD 292 M +USD 38.8 M +15% 3.72% 58% 62 9.68% 0.8
LA
2313
Leonetti & Associates
Illinois
USD 291 M -USD 5.68 M -2% 4.06% 49.5% 38 21.05% 0.8
Claar Advisors
2314
Claar Advisors
New York
USD 291 M +USD 41.3 M +17% 4.25% 65.5% 37 56.76% 0.2
Chautauqua Capital Management
2315
Chautauqua Capital Management
Colorado
USD 291 M -USD 218 M -43% 5.27% – 27 18.52% 0.8
SFMG Wealth Advisors
2316
SFMG Wealth Advisors
Texas
USD 291 M -USD 6.43 M -2% 6.9% 76.1% 90 14.44% 0.8
Veritas Investment Management
2317
Veritas Investment Management
United Kingdom
USD 290 M +USD 33.2 M +13% 1.38% 69% 77 12.99% 0.8
Caspian Capital
2318
Caspian Capital
New York
USD 290 M +USD 70.1 M +32% 17.1% – 14 50% 0.6
Sagard Capital Partners Management
2319
Sagard Capital Partners Management
New York
USD 290 M -USD 13.9 M -5% 2.24% 37.4% 10 30% 0.7
White Pine Capital
2320
White Pine Capital
Minnesota
USD 290 M -USD 2.73 M -0.9% 2.16% 143% 233 12.45% 0.9
TA Associates
2321
TA Associates
Massachusetts
USD 289 M -USD 21 M -7% 6.59% – 2 0% 1
SAS
2322
Spectrum Advisory Services
Georgia
USD 289 M +USD 10 M +4% 3.85% 35.6% 173 4.05% 0.9
AAM
2323
Autus Asset Management
Arizona
USD 289 M +USD 25.1 M +10% 3.44% 26.3% 122 10.66% 0.9
Steadfast Advisors
2324
Steadfast Advisors
New York
USD 289 M +USD 67.1 M +30% 13.7% 81.4% 67 47.76% 0.5
Evanston Advisors
2325
Evanston Advisors
Illinois
USD 289 M +USD 9.24 M +3% 2.99% 16% 73 32.88% 0.7