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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)
Private Vista
2301
Private Vista
Illinois
USD 433 M +USD 90 M +26% 2.16% 10.1% 162 16.05% 0.7
Pacific Ridge Capital Partners
2302
Pacific Ridge Capital Partners
Oregon
USD 432 M +USD 58.8 M +16% 11.4% 149% 151 7.95% 2.9
Hawk Ridge Capital Management
2303
Hawk Ridge Capital Management
California
USD 432 M +USD 89.3 M +26% 15.6% 84.9% 61 45.9% 0.6
Oslo Pensjonsforsikring
2304
Oslo Pensjonsforsikring
USD 432 M +USD 46.7 M +12% 2.55% 79% 16 6.25% 1
CCM
2305
Cohen Capital Management
California
USD 432 M +USD 6.18 M +1% 2.8% 91.5% 147 6.12% 3.5
United Bank (Virginia)
2306
United Bank (Virginia)
Virginia
USD 431 M -USD 1.33 M -0.3% 0.74% 76.1% 133 10.53% 1.3
Essex Woodlands Management
2307
Essex Woodlands Management
Texas
USD 431 M -USD 26.3 M -6% 17.9% 55% 9 11.11% 3.6
Twele Capital Management
2308
Twele Capital Management
Minnesota
USD 430 M -USD 1.85 M -0.4% 0.47% 37.1% 45 4.44% 4.1
Penobscot Investment Management
2309
Penobscot Investment Management
Massachusetts
USD 430 M +USD 13.2 M +3% 2.6% 103% 203 5.42% 3.6
Narwhal Capital Management
2310
Narwhal Capital Management
Georgia
USD 430 M -USD 1.29 M -0.3% 2.29% 93.8% 145 6.9% 3.3
Glendon Capital Management
2311
Glendon Capital Management
California
USD 430 M +USD 22.1 M +5% 4.66% 142% 32 3.13% 1.9
Jackson Wealth Management
2312
Jackson Wealth Management
Florida
USD 429 M +USD 71.4 M +20% 5.99% 72.1% 111 38.74% 1.3
Menta Capital
2313
Menta Capital
California
USD 429 M -USD 41.8 M -9% 8.14% 61.2% 847 54.19% 0.8
AB
2314
Atlas Brown
Kentucky
USD 429 M -USD 121 M -22% 4.98% 115% 147 6.8% 3.4
Berkshire Money Management
2315
Berkshire Money Management
Massachusetts
USD 429 M +USD 28.2 M +7% 3.46% 61.8% 27 14.81% 2.5
Weatherly Asset Management
2316
Weatherly Asset Management
California
USD 429 M +USD 6.77 M +2% 6.85% 116% 197 5.58% 3.4
CWA Asset Management Group
2317
CWA Asset Management Group
Florida
USD 428 M +USD 22.1 M +5% 3.53% – 225 22.67% 1.3
Tairen Capital
2318
Tairen Capital
Hong Kong
USD 428 M +USD 123 M +40% 6.68% 462% 21 61.9% 0.2
Sheets Smith Wealth Management
2319
Sheets Smith Wealth Management
North Carolina
USD 427 M +USD 11.1 M +3% 5.78% 83.4% 344 22.67% 2.5
Zuckerman Investment Group
2320
Zuckerman Investment Group
Illinois
USD 427 M +USD 35.6 M +9% 7.15% 111% 61 13.11% 2.6
Toth Financial Advisory
2321
Toth Financial Advisory
Virginia
USD 426 M +USD 15.2 M +4% 4.19% 90.4% 479 20.88% 1.3
CAM
2322
Centre Asset Management
New York
USD 426 M -USD 6.61 M -2% 7.35% 45.3% 62 35.48% 1.3
Legacy Wealth Management (Tennessee)
2323
Legacy Wealth Management (Tennessee)
Tennessee
USD 426 M +USD 18 M +4% 3.81% 50.4% 14 14.29% 2.8
First American Trust
2324
First American Trust
California
USD 425 M +USD 13.3 M +3% 3.11% 84.6% 145 17.93% 2.4
PAM
2325
Premier Asset Management
Illinois
USD 425 M -USD 21.4 M -5% 2% 104% 137 19.71% 2.7