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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)
Capital Wealth Planning
2351
Capital Wealth Planning
Florida
USD 222 M +USD 94.9 M +75% 2.17% 73.9% 164 63.41% 0.1
YCG LLC
2352
YCG LLC
Texas
USD 222 M +USD 4.71 M +2% 3.55% 27% 90 7.78% 0.2
Arthur J. Gallagher & Co
2353
Arthur J. Gallagher & Co
Illinois
USD 221 M +USD 14 M +7% 12.6% – 4 25% 0.3
Barton Investment Management
2354
Barton Investment Management
Pennsylvania
USD 221 M +USD 27.8 M +14% 17.8% 80.3% 53 9.43% 0.2
Stieven Capital Advisors
2355
Stieven Capital Advisors
Missouri
USD 221 M +USD 11.3 M +5% 9.27% 117% 68 27.94% 0.2
Private Trust Company
2356
Private Trust Company
Ohio
USD 221 M +USD 3.27 M +2% 3.92% 87.7% 1,897 15.66% 0.2
ST
2357
Semper Trust
Pennsylvania
USD 221 M +USD 47.9 M +28% 5.17% – 160 15.63% 0.2
Argus Investors Counsel
2358
Argus Investors Counsel
New York
USD 221 M -USD 8.88 M -4% 4.85% 132% 52 1.92% 0.2
Wright Investors Service
2359
Wright Investors Service
Connecticut
USD 221 M +USD 9.28 M +4% 8.99% 146% 232 18.97% 0.2
Stonebridge Capital Management
2360
Stonebridge Capital Management
California
USD 221 M +USD 5.84 M +3% 3.36% – 190 17.37% 0.2
Carlson Capital Management
2361
Carlson Capital Management
Minnesota
USD 220 M +USD 9.1 M +4% 6.05% 9.85% 66 18.18% 0.2
Old Second National Bank of Aurora
2362
Old Second National Bank of Aurora
Illinois
USD 220 M +USD 2.62 M +1% 2.73% 93.7% 280 14.29% 0.2
Courage Capital Management
2363
Courage Capital Management
Tennessee
USD 220 M -USD 39.9 M -15% 8.98% 86.5% 51 39.22% 0.2
Chatham Capital Group
2364
Chatham Capital Group
Georgia
USD 220 M +USD 15 M +7% 3.4% 97% 114 10.53% 0.2
USCA RIA
2365
USCA RIA
Texas
USD 220 M +USD 20.7 M +10% 4.05% 60.6% 267 20.22% 0.2
Cooperatieve Rabobank
2366
Cooperatieve Rabobank
Netherlands
USD 220 M -USD 50.2 M -19% 9.23% – 175 42.86% 0.2
Marquette Asset Management
2367
Marquette Asset Management
Minnesota
USD 220 M +USD 14.3 M +7% 5.59% 69.6% 94 23.4% 0.2
Lisanti Capital Growth
2368
Lisanti Capital Growth
New York
USD 219 M +USD 10.7 M +5% 29.3% 1,490% 124 39.52% 0.2
Wilkins Investment Counsel
2369
Wilkins Investment Counsel
Massachusetts
USD 219 M +USD 3.69 M +2% 3.88% 56.2% 61 1.64% 0.3
Man Investments (Switzerland)
2370
Man Investments (Switzerland)
Switzerland
USD 219 M +USD 22.4 M +11% 0.01% 0.23% 50 2% 0.2
P.J. Schmidt Investment Management (PJS)
2371
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 219 M +USD 10.6 M +5% 3.15% 65.9% 120 14.17% 0.2
TradeWorx
2372
TradeWorx
New Jersey
USD 219 M -USD 14.2 M -6% 13.6% – 720 80.14% 0.1
Alexandria Capital
2373
Alexandria Capital
Virginia
USD 218 M +USD 13.8 M +7% 5.85% 66.8% 719 17.25% 0.2
Salem Capital Management
2374
Salem Capital Management
Massachusetts
USD 217 M +USD 7.61 M +4% 4.73% 32.3% 77 6.49% 0.2
Meristem Family Wealth
2375
Meristem Family Wealth
Minnesota
USD 217 M +USD 935 k +0.4% 4.09% 67.7% 110 9.09% 0.2