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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)
SFG
2351
Sather Financial Group
Texas
USD 401 M +USD 35.4 M +10% 10% 70% 67 5.97% 2.1
Oak Hill Capital Management
2352
Oak Hill Capital Management
New York
USD 400 M +USD 25.1 M +7% 6.48% 1.19% 4 50% 1.3
Koshinski Asset Management
2353
Koshinski Asset Management
Illinois
USD 400 M +USD 94.7 M +31% 5.99% 76.5% 439 23.92% 1.4
Berkshire Money Management
2354
Berkshire Money Management
Massachusetts
USD 399 M +USD 16.3 M +4% 5.84% 61.8% 24 4.17% 2.3
GC
2355
Gratia Capital
California
USD 399 M +USD 146 M +58% 15.5% 42.4% 61 62.3% 0.4
Mark Asset Management
2356
Mark Asset Management
New York
USD 399 M -USD 60.4 M -13% 9.73% 325% 61 32.79% 2
Laffer Tengler Investments
2357
Laffer Tengler Investments
Tennessee
USD 399 M +USD 20.2 M +5% 5.44% 96.5% 213 4.69% 1.3
Zuckerman Investment Group
2358
Zuckerman Investment Group
Illinois
USD 399 M -USD 8.42 M -2% 4.76% 111% 55 9.09% 2.4
12th Street Asset Management Company
2359
12th Street Asset Management Company
Tennessee
USD 399 M +USD 12.3 M +3% 8.93% 106% 23 26.09% 1.6
TA Associates
2360
TA Associates
Massachusetts
USD 398 M +USD 163 M +69% 69.4% – 1 0% 2.3
Crescent Grove Advisors
2361
Crescent Grove Advisors
Illinois
USD 398 M +USD 7.99 M +2% 2.49% 64.1% 154 12.34% 0.4
RBO & Co
2362
RBO & Co
California
USD 398 M +USD 13.9 M +4% 7.24% 27.9% 56 10.71% 3.3
Bath Savings Trust
2363
Bath Savings Trust
Maine
USD 398 M +USD 23.6 M +6% 6.64% 57.8% 126 5.56% 3.3
Calton & Associates
2364
Calton & Associates
Florida
USD 397 M – – 4.88% 73.9% 1,551 – 0
Baker Ellis Asset Management
2365
Baker Ellis Asset Management
Washington
USD 397 M +USD 20.1 M +5% 6.11% 91.9% 253 11.86% 3.3
Northcape Capital
2366
Northcape Capital
Australia
USD 397 M +USD 33.8 M +9% 9.4% – 12 0% 0.9
Claar Advisors
2367
Claar Advisors
New York
USD 397 M +USD 13.8 M +4% 3.87% 65.5% 44 47.73% 0.7
MCP
2368
Moab Capital Partners
New York
USD 397 M -USD 83.5 M -17% 1% 89.3% 37 48.65% 1.2
Biondo Investment Advisors
2369
Biondo Investment Advisors
Pennsylvania
USD 396 M +USD 32.2 M +9% 6.84% 83.4% 104 18.27% 2.4
Kovack Advisors
2370
Kovack Advisors
Florida
USD 396 M +USD 94.2 M +31% 5.67% 118% 524 42.56% 1.1
NWAM LLC
2371
NWAM LLC
Washington
USD 395 M +USD 10.1 M +3% 4.73% 112% 343 10.5% 2.1
American Assets Capital Advisers
2372
American Assets Capital Advisers
California
USD 394 M +USD 140 M +55% 10.8% 73.5% 33 21.21% 1.9
JWBC
2373
J.W. Burns & Co
New York
USD 394 M +USD 19.7 M +5% 6.43% 95.4% 165 7.27% 3.4
Flagship Pioneering
2374
Flagship Pioneering
Massachusetts
USD 394 M +USD 95.3 M +32% 18.1% 13.3% 6 50% 0.8
Jackson Wealth Management
2375
Jackson Wealth Management
Florida
USD 394 M +USD 24.8 M +7% 5.9% 72.1% 99 23.23% 1.1