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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)
KCM
2401
KSA Capital Management
New Jersey
USD 254 M +USD 40.7 M +19% 4.99% 109% 49 30.61% 0.5
Brown Advisory Securities
2402
Brown Advisory Securities
Maryland
USD 254 M +USD 5.91 M +2% 1.25% 51% 313 14.7% 0.6
Cutter & Co Brokerage
2403
Cutter & Co Brokerage
Missouri
USD 254 M +USD 38.7 M +18% 3.06% 40.4% 240 20.42% 0.6
Everence Capital Management
2404
Everence Capital Management
Indiana
USD 254 M +USD 5.4 M +2% 1.93% 108% 275 7.64% 0.7
OA
2405
Outfitter Advisors
Virginia
USD 253 M +USD 1.98 M +0.8% 3.29% 35.6% 142 7.04% 0.7
Hunter Associates Investment Management
2406
Hunter Associates Investment Management
Pennsylvania
USD 253 M -USD 6.45 M -2% 4.22% 76.1% 174 15.52% 0.7
Shelter Insurance Profit Sharing
2407
Shelter Insurance Profit Sharing
Missouri
USD 253 M +USD 13.5 M +6% 0.88% – 48 8.33% 0.7
Bath Savings Trust
2408
Bath Savings Trust
Maine
USD 253 M +USD 3.63 M +1% 0.84% 57.8% 110 7.27% 0.7
DCCA
2409
D.C. Capital Advisors
New York
USD 253 M +USD 10.9 M +5% 4.34% 59.9% 21 33.33% 0.5
Monarch Capital Management
2410
Monarch Capital Management
Indiana
USD 253 M -USD 2.11 M -0.8% 1.37% 77% 88 3.41% 0.7
DT Investment Partners
2411
DT Investment Partners
Pennsylvania
USD 253 M +USD 8.43 M +3% 1.76% 58% 65 20% 0.6
Herald Investment Management
2412
Herald Investment Management
United Kingdom
USD 253 M +USD 2.35 M +0.9% 5.23% 493% 88 10.23% 0.7
P.J. Schmidt Investment Management (PJS)
2413
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 253 M +USD 16.1 M +7% 1.69% 65.9% 149 15.44% 0.6
Lombard Odier & Cie (Bahamas)
2414
Lombard Odier & Cie (Bahamas)
Bahamas
USD 253 M -USD 2.06 M -0.8% 1.41% – 132 26.52% 0.2
Algert Global
2415
Algert Global
California
USD 253 M -USD 121 M -32% 5.71% 194% 437 51.26% 0.4
EGA
2416
Emerging Global Advisors
New York
USD 252 M -USD 2.37 M -0.9% 1.58% 0.93% 20 60% 0.3
Delphi Financial Group
2417
Delphi Financial Group
Delaware
USD 252 M +USD 65.5 M +35% 4.45% 66.3% 18 27.78% 0.5
DCM
2418
Dinsmore Capital Management
New Jersey
USD 252 M +USD 5.49 M +2% 0.61% – 139 6.47% 0.5
Ensemble Capital Management
2419
Ensemble Capital Management
California
USD 252 M +USD 3.36 M +1% 0.79% 36.2% 52 11.54% 0.7
Modera Wealth Management
2420
Modera Wealth Management
New Jersey
USD 252 M -USD 11.2 M -4% 1.42% 68.2% 88 31.82% 0.6
South Street Advisors
2421
South Street Advisors
New York
USD 252 M +USD 12.5 M +5% 3.78% 169% 59 11.86% 0.7
First Business Financial Services
2422
First Business Financial Services
Wisconsin
USD 251 M +USD 11.1 M +5% 2.43% 74% 75 36% 0.3
WBH Advisory
2423
WBH Advisory
Maryland
USD 251 M +USD 3.12 M +1% 1.51% 57.6% 222 11.71% 0.6
KFS
2424
Kurt F. Somerville
USD 251 M -USD 9.9 M -4% 1.9% 92.9% 107 8.41% 0.7
FSC
2425
Fiduciary Services Corp
Georgia
USD 251 M +USD 1.26 M +0.5% 1.43% – 160 6.25% 0.7