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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)
Hendershot Investments
2376
Hendershot Investments
Virginia
USD 593 M +USD 62.1 M +12% 12.2% 50.5% 145 4.83% 3.8
Cabot Wealth Management
2377
Cabot Wealth Management
Massachusetts
USD 593 M +USD 1.36 M +0.2% 11.1% 69.3% 158 15.19% 4.4
Morningstar Investment Management
2378
Morningstar Investment Management
Illinois
USD 592 M +USD 64 M +12% 3.23% 48.2% 90 57.78% 0.8
Engaged Capital
2379
Engaged Capital
California
USD 591 M +USD 85.7 M +17% 6.44% 26.2% 10 20% 2.7
Geller Advisors
2380
Geller Advisors
New York
USD 591 M +USD 131 M +28% 7.19% 20.4% 160 26.25% 2
West Coast Financial
2381
West Coast Financial
California
USD 590 M +USD 46.6 M +9% 7.85% 22.2% 133 12.78% 4.7
American Financial Advisors
2382
American Financial Advisors
Georgia
USD 590 M +USD 10.9 M +2% 6.13% 52.7% 127 7.09% 1.9
PRC
2383
Pearl River Capital
Michigan
USD 590 M +USD 51.8 M +10% 11.6% 20.3% 599 44.41% 0.4
PAM
2384
Private Asset Management
California
USD 589 M +USD 23.9 M +4% 8.88% 38.2% 142 6.34% 5.7
Canandaigua National Corp
2385
Canandaigua National Corp
New York
USD 589 M +USD 25.9 M +5% 12.6% – 264 10.98% 2.1
Dean Investment Associates
2386
Dean Investment Associates
Ohio
USD 588 M +USD 97.6 M +20% 12.5% 63.5% 232 12.93% 3.6
Miller Investment Management
2387
Miller Investment Management
Pennsylvania
USD 587 M +USD 108 M +23% 10.8% 60.2% 101 17.82% 4.7
Blue Whale Capital
2388
Blue Whale Capital
United Kingdom
USD 587 M +USD 27.4 M +5% 14.2% 409% 18 22.22% 1.6
Lee Financial
2389
Lee Financial
Texas
USD 586 M +USD 51.4 M +10% 9.48% 75% 1,011 15.53% 2.3
MHR Fund Management
2390
MHR Fund Management
New York
USD 586 M +USD 53.7 M +10% 4.26% 332% 30 43.33% 2.8
Sierra Capital
2391
Sierra Capital
Florida
USD 585 M +USD 46.9 M +9% 4.13% 32.4% 700 10.43% 1.3
Johnson Financial Group LLC (Colorado)
2392
Johnson Financial Group LLC (Colorado)
Colorado
USD 584 M -USD 147 M -20% 7.22% 58.7% 53 35.85% 2
Private Capital Advisors
2393
Private Capital Advisors
Connecticut
USD 583 M +USD 6.44 M +1% 8.2% 132% 94 14.89% 5.1
Biglari Capital Corp
2394
Biglari Capital Corp
Texas
USD 583 M +USD 54.3 M +10% 8.9% 72.7% 12 8.33% 4.1
Alley Investment Management Company
2395
Alley Investment Management Company
Illinois
USD 582 M +USD 80.5 M +16% 11.2% 54.6% 85 9.41% 0.7
Forte Capital
2396
Forte Capital
New York
USD 582 M +USD 30.1 M +5% 9.4% 98.3% 206 12.14% 3.4
Gateway Wealth Partners
2397
Gateway Wealth Partners
Wisconsin
USD 582 M – – 7.21% 58.9% 200 – 0
Estabrook Capital Management
2398
Estabrook Capital Management
New York
USD 582 M +USD 43.9 M +8% 11.7% 87.2% 439 7.06% 5.1
Pictet North America Advisors
2399
Pictet North America Advisors
Switzerland
USD 581 M -USD 45.6 M -7% 9.46% 67.7% 147 16.33% 3.6
Cartenna Capital
2400
Cartenna Capital
Connecticut
USD 581 M +USD 164 M +39% 14.3% 162% 41 60.98% 0.3