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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)
ZCG
2326
Zesiger Capital Group
New York
USD 264 M +USD 17.3 M +7% 9.81% – 27 33.33% 0.4
Gibson Capital
2327
Gibson Capital
Pennsylvania
USD 264 M +USD 10.3 M +4% 3.34% 67.2% 16 0% 0.5
Kathryn A. Hall
2328
Kathryn A. Hall
USD 264 M +USD 7.25 M +3% 0.3% 95.2% 11 9.09% 0.4
Modera Wealth Management
2329
Modera Wealth Management
New Jersey
USD 263 M +USD 54.7 M +26% 5.26% 68.2% 84 35.71% 0.3
Argent Trust Company
2330
Argent Trust Company
Louisiana
USD 263 M +USD 26.9 M +11% 9.96% – 148 6.76% 0.4
TPH Asset Management
2331
TPH Asset Management
Texas
USD 263 M +USD 15 M +6% 5.72% 8.46% 131 49.62% 0.3
Mather Group
2332
Mather Group
Illinois
USD 263 M +USD 21.8 M +9% 5.22% 54.1% 27 40.74% 0.3
IP
2333
Interval Partners
New York
USD 263 M – – 7.81% 106% 57 – 0
JLB & Associates
2334
JLB & Associates
Michigan
USD 263 M +USD 25.4 M +11% 11.3% 69.5% 75 2.67% 0.5
Schooner Capital
2335
Schooner Capital
Florida
USD 262 M +USD 28.8 M +12% 12.3% 31.1% 1 0% 0.5
Tyrus Capital S.A.M.
2336
Tyrus Capital S.A.M.
Monaco
USD 262 M -USD 83.3 M -24% 4.06% – 21 80.95% 0.1
Palouse Capital Management
2337
Palouse Capital Management
Washington
USD 262 M +USD 14.3 M +6% 9.01% 67.8% 130 23.08% 0.4
Callan Capital
2338
Callan Capital
California
USD 262 M +USD 52.1 M +25% 6.93% 20.1% 59 30.51% 0.3
Stonerise Capital Management
2339
Stonerise Capital Management
California
USD 261 M +USD 75.4 M +41% 13.9% 0.77% 13 23.08% 0.4
KFS
2340
Kurt F. Somerville
USD 261 M +USD 10.2 M +4% 10.5% 92.9% 109 7.34% 0.5
Waratah Capital Advisors
2341
Waratah Capital Advisors
Ontario, Canada
USD 261 M +USD 81.7 M +46% 12.6% 192% 120 66.67% 0.2
SOL Capital Management
2342
SOL Capital Management
Maryland
USD 261 M +USD 19.3 M +8% 8.88% 56.6% 195 14.87% 0.4
Annex Advisory Services
2343
Annex Advisory Services
Wisconsin
USD 260 M +USD 45.8 M +21% 6.27% 85.8% 104 18.27% 0.5
Dynamo Internacional Gestao de Recursos
2344
Dynamo Internacional Gestao de Recursos
Brazil
USD 260 M +USD 45.1 M +21% 5.21% 34.1% 11 18.18% 0.4
Cowen Prime Advisors
2345
Cowen Prime Advisors
New York
USD 260 M +USD 3.76 M +1% 14.8% 116% 318 22.33% 0.4
Hunter Associates Investment Management
2346
Hunter Associates Investment Management
Pennsylvania
USD 260 M +USD 19.9 M +8% 8.73% 76.1% 169 8.28% 0.5
WA
2347
WealthTrust Axiom
Pennsylvania
USD 260 M +USD 17 M +7% 8.02% 125% 207 15.94% 0.4
Hilton Capital Management
2348
Hilton Capital Management
New York
USD 260 M +USD 49.1 M +23% 6.53% 58.2% 94 23.4% 0.4
CPWM LLC
2349
CPWM LLC
Washington
USD 259 M +USD 15.5 M +6% 5.02% 36.6% 133 21.05% 0.4
RBO & Co
2350
RBO & Co
California
USD 259 M +USD 26 M +11% 9.03% 27.9% 52 5.77% 0.5