¡Ya estamos en ! Descubre más

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)
First American Trust
2301
First American Trust
California
USD 320 M +USD 36.9 M +13% 4.06% 84.6% 113 15.04% 1.8
Bath Savings Trust
2302
Bath Savings Trust
Maine
USD 320 M +USD 234 k +0.1% 0.52% 57.8% 117 5.98% 2.6
KCM
2303
KSA Capital Management
New Jersey
USD 320 M -USD 93.2 M -23% 33% 109% 40 65% 1
Barings Real Estate Advisers
2304
Barings Real Estate Advisers
Connecticut
USD 320 M +USD 16.9 M +6% 2% 44.2% 44 36.36% 1.5
Stonebridge Capital Advisors
2305
Stonebridge Capital Advisors
Minnesota
USD 320 M +USD 25 M +8% 4.3% 80.1% 168 7.74% 2.1
Narwhal Capital Management
2306
Narwhal Capital Management
Georgia
USD 319 M +USD 979 k +0.3% 1.63% 93.8% 141 11.35% 2.2
Independent Portfolio Consultants
2307
Independent Portfolio Consultants
Florida
USD 319 M +USD 1.43 M +0.4% 5.16% 32.4% 778 15.42% 1.8
Evanston Advisors
2308
Evanston Advisors
Illinois
USD 319 M +USD 12.4 M +4% 4.13% 16% 65 21.54% 1.7
Exane Asset Management
2309
Exane Asset Management
France
USD 319 M +USD 61.2 M +24% 3.88% 77.5% 46 45.65% 0.3
Ferox Capital Management
2310
Ferox Capital Management
United Kingdom
USD 319 M -USD 38 M -11% 0% 2.07% 29 3.45% 1.1
Princeton Portfolio Strategies Group
2311
Princeton Portfolio Strategies Group
New Jersey
USD 319 M +USD 8.9 M +3% 1.26% 83.8% 151 12.58% 2.1
CCM
2312
Clovis Capital Management
New York
USD 318 M +USD 103 M +47% 9.56% 37.4% 27 70.37% 0.5
Colonial Trust Advisors
2313
Colonial Trust Advisors
South Carolina
USD 318 M +USD 5.78 M +2% 2.64% 80% 140 6.43% 2.6
TA
2314
Tamarack Advisers
California
USD 318 M +USD 57.2 M +22% 11.9% 46.5% 46 58.7% 0.3
JCIC Asset Management
2315
JCIC Asset Management
Ontario, Canada
USD 318 M -USD 17.7 M -5% 5.19% – 60 23.33% 2.4
Hilltop Holdings
2316
Hilltop Holdings
Texas
USD 318 M +USD 3.1 M +1% 2.87% 96.7% 317 11.04% 1.8
American Assets Inc
2317
American Assets Inc
California
USD 317 M +USD 1.23 M +0.4% 0.22% 63.2% 11 18.18% 1.5
Freshford Capital Management
2318
Freshford Capital Management
New York
USD 317 M -USD 23.9 M -7% 10.9% 97.3% 31 45.16% 0.9
NewEdge Advisors
2319
NewEdge Advisors
Louisiana
USD 317 M +USD 75.3 M +31% 0.74% 88% 237 40.51% 0.4
Quantum Capital Management (New Jersey)
2320
Quantum Capital Management (New Jersey)
New Jersey
USD 317 M +USD 12.2 M +4% 1.66% 22.7% 37 5.41% 2.3
Chatham Capital Group
2321
Chatham Capital Group
Georgia
USD 317 M -USD 6.59 M -2% 2.52% 97% 140 5% 2.5
Eubel Brady & Suttman Asset Management
2322
Eubel Brady & Suttman Asset Management
Ohio
USD 317 M +USD 15.8 M +5% 4.99% 40.2% 82 8.54% 2.3
Glynn Capital Management
2323
Glynn Capital Management
California
USD 317 M +USD 9.9 M +3% 17.6% 252% 46 10.87% 2.4
Stairway Partners
2324
Stairway Partners
Illinois
USD 316 M +USD 76.6 M +32% 5.55% 48.1% 9 0% 2.9
Bright Rock Capital Management
2325
Bright Rock Capital Management
Massachusetts
USD 316 M +USD 7.02 M +2% 0.18% 53.1% 95 13.68% 2.1