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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)
Ensemble Capital Management
2401
Ensemble Capital Management
California
USD 249 M +USD 22.4 M +10% 10.8% 36.2% 52 3.85% 0.5
Private Trust Company
2402
Private Trust Company
Ohio
USD 249 M +USD 27.5 M +12% 8.07% 87.7% 1,912 13.02% 0.4
Robotti Robert
2403
Robotti Robert
USD 249 M -USD 46 k -0% 13% 107% 63 6.35% 0.5
Tealwood Asset Management
2404
Tealwood Asset Management
Minnesota
USD 248 M +USD 22.6 M +10% 9.09% 128% 89 16.85% 0.4
WBH Advisory
2405
WBH Advisory
Maryland
USD 248 M +USD 24.8 M +11% 8.95% 57.6% 206 8.25% 0.4
Everence Capital Management
2406
Everence Capital Management
Indiana
USD 248 M +USD 14.9 M +6% 10.8% 108% 286 17.13% 0.4
Stonehage Fleming (UK)
2407
Stonehage Fleming (UK)
United Kingdom
USD 248 M – – 10.8% – 266 – 0
Brown Advisory Securities
2408
Brown Advisory Securities
Maryland
USD 248 M +USD 20.3 M +9% 9.99% 51% 302 12.25% 0.4
Baskin Financial Services
2409
Baskin Financial Services
Ontario, Canada
USD 247 M +USD 37.8 M +18% 7.61% 69.1% 37 13.51% 0.4
FIM
2410
Friedberg Investment Management
Texas
USD 247 M +USD 16.9 M +7% 7.5% 44.8% 100 15% 0.4
DCM
2411
Dinsmore Capital Management
New Jersey
USD 247 M +USD 7.33 M +3% 0.73% – 139 7.19% 0.4
Cannell Capital
2412
Cannell Capital
Wyoming
USD 246 M +USD 41.8 M +20% 15.6% 127% 82 32.93% 0.4
Gunma Bank
2413
Gunma Bank
Japan
USD 246 M -USD 1.05 M -0.4% 0.37% 24.5% 14 0% 0.5
American Assets Inc
2414
American Assets Inc
California
USD 246 M +USD 11.9 M +5% 5.23% 63.2% 2 0% 0.5
Argus Investors Counsel
2415
Argus Investors Counsel
New York
USD 246 M +USD 24.7 M +11% 10.9% 132% 53 3.77% 0.5
VCM
2416
V3 Capital Management
Texas
USD 245 M -USD 103 M -30% 6.47% 20.5% 19 73.68% 0.2
FA
2417
FMA Advisory
Pennsylvania
USD 245 M -USD 6.11 M -2% 8.9% 46.7% 173 32.37% 0.5
FCM Investments
2418
FCM Investments
Texas
USD 245 M -USD 4.86 M -2% 5.21% 40.1% 116 7.76% 0.5
DT Investment Partners
2419
DT Investment Partners
Pennsylvania
USD 244 M +USD 135 k +0.1% 5.15% 58% 63 12.7% 0.4
ICM
2420
Invicta Capital Management
New York
USD 244 M -USD 31.8 M -12% 9.92% – 30 40% 0.3
Man Investments (Switzerland)
2421
Man Investments (Switzerland)
Switzerland
USD 244 M +USD 24.5 M +11% 0.01% 0.23% 55 0% 0.4
McCutchen Group
2422
McCutchen Group
Washington
USD 244 M +USD 104 M +74% 4.99% 2.54% 11 0% 0.5
Meristem Family Wealth
2423
Meristem Family Wealth
Minnesota
USD 244 M +USD 26.5 M +12% 8.52% 67.7% 117 11.11% 0.4
Narwhal Capital Management
2424
Narwhal Capital Management
Georgia
USD 243 M +USD 34 M +16% 9.75% 93.8% 147 18.37% 0.4
Virtus Investment Advisers
2425
Virtus Investment Advisers
Connecticut
USD 243 M +USD 26.3 M +12% 9.4% 172% 31 25.81% 0.3