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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)
Barton Investment Management
2401
Barton Investment Management
Pennsylvania
USD 666 M +USD 97.4 M +17% 18.3% 80.3% 44 4.55% 6.8
L.J. Altfest & Co
2402
L.J. Altfest & Co
New York
USD 665 M +USD 27.1 M +4% 2.77% 90.3% 309 19.09% 3
Crestview Partners II
2403
Crestview Partners II
New York
USD 665 M -USD 57.7 M -8% 11.3% 157% 3 0% 4.7
WealthShield Partners
2404
WealthShield Partners
North Carolina
USD 664 M +USD 43.3 M +7% 5% 71% 510 10% 1.6
Toews Corporation
2405
Toews Corporation
New Jersey
USD 663 M +USD 117 M +21% 0.3% 22% 19 36.84% 2
Financial Architects (New Jersey)
2406
Financial Architects (New Jersey)
New Jersey
USD 663 M +USD 39.6 M +6% 6.84% 31.3% 332 11.14% 1.6
WCM
2407
Woodson Capital Management
Connecticut
USD 662 M +USD 15.9 M +2% 13.7% 235% 49 28.57% 1.3
Cutler Investment Counsel
2408
Cutler Investment Counsel
Oregon
USD 661 M +USD 16.2 M +3% 3.11% 56.2% 130 4.62% 4.6
Vantagepoint Investment Advisers
2409
Vantagepoint Investment Advisers
District of Columbia
USD 660 M +USD 60.2 M +10% 1.72% 32.7% 10 0% 1.2
Progeny 3 Inc
2410
Progeny 3 Inc
Washington
USD 660 M +USD 70.3 M +12% 4.09% 96.8% 23 0% 1.8
SOL Capital Management
2411
SOL Capital Management
Maryland
USD 660 M +USD 49.9 M +8% 5.13% 56.6% 282 2.13% 6.1
Atlas Capital Advisors
2412
Atlas Capital Advisors
Wyoming
USD 660 M +USD 24.3 M +4% 5.9% – 965 14.61% 2.3
Professional Advisory Services
2413
Professional Advisory Services
Florida
USD 659 M +USD 17 M +3% 3.61% 69.3% 78 10.26% 5.9
OCMI
2414
Oaktop Capital Management II
New Jersey
USD 658 M +USD 62.9 M +11% 12.1% 451% 15 0% 6.7
Red Cedar Investment Management
2415
Red Cedar Investment Management
Michigan
USD 657 M +USD 10.7 M +2% 6.26% 81.4% 87 14.94% 2.1
GFI Investment Counsel
2416
GFI Investment Counsel
Ontario, Canada
USD 657 M +USD 72.4 M +12% 9.79% 41.8% 18 22.22% 3.5
CAS Investment Partners
2417
CAS Investment Partners
Connecticut
USD 657 M +USD 169 M +35% 59.9% 527% 5 0% 3.4
Miller Investment Management
2418
Miller Investment Management
Pennsylvania
USD 656 M +USD 50 M +8% 7.22% 60.2% 97 3.09% 5.1
Symmetry Investments
2419
Symmetry Investments
Jersey
USD 656 M +USD 234 M +56% 11.1% 148% 213 70.42% 0.3
Syntegra Private Wealth Group
2420
Syntegra Private Wealth Group
Missouri
USD 654 M +USD 92.2 M +16% 4.81% 56.9% 138 18.84% 0.4
Hill City Capital
2421
Hill City Capital
Massachusetts
USD 654 M +USD 145 M +28% 11.7% 194% 25 28% 1.4
Freshford Capital Management
2422
Freshford Capital Management
New York
USD 654 M +USD 908 k +0.1% 7.74% 97.3% 24 29.17% 1.9
Stratos Investment Management
2423
Stratos Investment Management
Ohio
USD 652 M +USD 57.1 M +10% 5.27% 58.2% 177 7.91% 2.5
Blue Whale Capital
2424
Blue Whale Capital
United Kingdom
USD 651 M +USD 46.5 M +8% 17.4% 409% 18 33.33% 2
Nalanda India Equity Fund
2425
Nalanda India Equity Fund
Mauritius
USD 651 M -USD 155 M -19% 19.2% 30.2% 2 0% 3.9