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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)
Van Cleef Asset Management
2301
Van Cleef Asset Management
Ohio
USD 455 M +USD 23.9 M +6% 4.33% 104% 119 8.4% 4.4
CCP
2302
Caymus Capital Partners
Texas
USD 455 M +USD 4.43 M +1% 12.3% 57.3% 39 64.1% 0.6
Basso Capital Management
2303
Basso Capital Management
Connecticut
USD 454 M -USD 26.1 M -5% 1.28% 85.5% 243 29.63% 0.6
Vitruvian Partners
2304
Vitruvian Partners
United Kingdom
USD 453 M -USD 185 M -29% 16.5% 96.9% 2 0% 0.5
Autonomy Capital (Jersey)
2305
Autonomy Capital (Jersey)
Jersey
USD 452 M -USD 380 M -46% 4.44% 33.4% 14 28.57% 0.8
Zuckerman Investment Group
2306
Zuckerman Investment Group
Illinois
USD 452 M +USD 28.9 M +7% 1.19% 111% 65 3.08% 3
Institute for Wealth Management
2307
Institute for Wealth Management
Colorado
USD 452 M -USD 8.2 M -2% 4.04% 137% 503 17.1% 0.7
Deer VIII & Co
2308
Deer VIII & Co
New York
USD 451 M +USD 252 M +127% 18.9% – 2 50% 0.1
First Interstate Bank
2309
First Interstate Bank
Montana
USD 451 M +USD 2.76 M +0.6% 4.21% 49.7% 700 13% 2.7
Edge Wealth Management
2310
Edge Wealth Management
New York
USD 451 M +USD 44.9 M +11% 1.98% 75.3% 664 19.58% 2.6
Winslow Asset Management
2311
Winslow Asset Management
Ohio
USD 450 M -USD 26 M -5% 2.75% 89.9% 87 3.45% 4.5
RCM
2312
Ratan Capital Management
Florida
USD 450 M +USD 380 M +541% 13.1% 616% 43 79.07% 0.1
Heritage Trust
2313
Heritage Trust
Oklahoma
USD 450 M +USD 16.8 M +4% 4.37% – 186 8.06% 1.8
Dorsey Asset Management
2314
Dorsey Asset Management
Illinois
USD 447 M +USD 49.3 M +12% 12.7% 122% 10 10% 1.4
Toth Financial Advisory
2315
Toth Financial Advisory
Virginia
USD 447 M +USD 19.9 M +5% 5.59% 90.4% 493 22.11% 1.9
HSG Holding
2316
HSG Holding
Hong Kong
USD 447 M -USD 8.07 M -2% 11.2% 2.94% 13 38.46% 1.6
TrustCore Financial Services
2317
TrustCore Financial Services
Tennessee
USD 447 M +USD 85.2 M +24% 3.2% 28.3% 959 13.76% 0.7
LCM
2318
Lonestar Capital Management
California
USD 447 M +USD 52.6 M +13% 10.1% 260% 31 41.94% 0.7
Elm Partners Management
2319
Elm Partners Management
Pennsylvania
USD 447 M +USD 73.1 M +20% 1.67% 46.9% 41 9.76% 0.4
Blue Chip Partners
2320
Blue Chip Partners
Michigan
USD 446 M +USD 23.9 M +6% 4.02% 81.2% 133 4.51% 3.3
Academy Capital Management
2321
Academy Capital Management
Texas
USD 446 M +USD 14.4 M +3% 5.25% 71.2% 39 10.26% 3.5
Duncker Streett & Co
2322
Duncker Streett & Co
Missouri
USD 446 M +USD 11.6 M +3% 4.31% 90.9% 590 6.95% 4.5
American Assets Capital Advisers
2323
American Assets Capital Advisers
California
USD 445 M +USD 6.81 M +2% 4.36% 73.5% 25 4% 2.7
GIM
2324
Greylin Investment Management
Virginia
USD 445 M +USD 112 k +0% 1.87% 52.1% 80 17.5% 3.7
Maple Capital Management
2325
Maple Capital Management
Vermont
USD 445 M +USD 20.1 M +5% 5.03% 100% 131 10.69% 3.6