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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)
SOL Capital Management
2426
SOL Capital Management
Maryland
USD 610 M +USD 45.1 M +8% 6.38% 56.6% 282 3.9% 5.9
LaFleur & Godfrey
2427
LaFleur & Godfrey
Michigan
USD 610 M +USD 10.5 M +2% 6.15% 98.2% 128 3.91% 4.2
WCM
2428
Wallace Capital Management
Texas
USD 610 M -USD 28.2 M -4% 0.88% 62.3% 66 3.03% 5.6
Kathmere Capital Management
2429
Kathmere Capital Management
Pennsylvania
USD 610 M +USD 44 M +8% 4.1% 68.3% 243 24.28% 1.3
Silver Oak Securities
2430
Silver Oak Securities
Tennessee
USD 609 M +USD 76.5 M +14% 4.5% 73.4% 421 33.73% 0.5
Advisory Research
2431
Advisory Research
Illinois
USD 608 M -USD 455 M -43% 10.5% 144% 429 34.03% 1.7
Capital Advisors Ltd
2432
Capital Advisors Ltd
Ohio
USD 608 M +USD 32.7 M +6% 5.58% 61.1% 1,669 25.58% 2.4
Sahana Capital Management
2433
Sahana Capital Management
Connecticut
USD 608 M +USD 179 k +0% 5.81% 0.48% 7 14.29% 2.1
Institutional & Family Asset Management
2434
Institutional & Family Asset Management
Colorado
USD 607 M +USD 4.61 M +0.8% 1.48% 19% 773 12.55% 3.6
PAM
2435
Private Asset Management
California
USD 606 M +USD 17 M +3% 7.31% 38.2% 141 4.26% 5.9
Miller Investment Management
2436
Miller Investment Management
Pennsylvania
USD 606 M +USD 18.7 M +3% 5.94% 60.2% 97 5.15% 4.9
Blue Whale Capital
2437
Blue Whale Capital
United Kingdom
USD 605 M +USD 18.2 M +3% 17.5% 409% 16 0% 1.9
LTS One Management
2438
LTS One Management
New York
USD 604 M -USD 152 M -20% 0.73% 67.9% 11 45.45% 0.4
Foundation Resource Management
2439
Foundation Resource Management
Arkansas
USD 604 M -USD 540 k -0.1% 0.43% 84.5% 53 1.89% 6.8
Graham Holdings Company
2440
Graham Holdings Company
Virginia
USD 604 M -USD 6.38 M -1% 4.33% 95.1% 6 16.67% 1.2
Procyon Advisors
2441
Procyon Advisors
Connecticut
USD 602 M +USD 55.7 M +10% 6.2% 92.3% 406 12.56% 1.8
Pinnacle Wealth Planning Services
2442
Pinnacle Wealth Planning Services
Ohio
USD 602 M +USD 38.9 M +7% 6.89% 84.5% 516 20.93% 2.2
BPIM
2443
Brant Point Investment Management
New York
USD 600 M -USD 79.4 M -12% 10.2% 169% 98 35.71% 2.8
Vantagepoint Investment Advisers
2444
Vantagepoint Investment Advisers
District of Columbia
USD 600 M +USD 27.1 M +5% 6.28% 42.7% 13 30.77% 0.9
NTCM
2445
Nine Ten Capital Management
Illinois
USD 600 M +USD 24.8 M +4% 16.1% 166% 10 10% 4.4
AP
2446
Archon Partners
New Jersey
USD 599 M +USD 44.7 M +8% 10.1% 99.5% 46 21.74% 5.2
Nekton Capital
2447
Nekton Capital
United Kingdom
USD 599 M +USD 156 M +35% 2.13% 30.1% 25 68% 0.3
Alley Investment Management Company
2448
Alley Investment Management Company
Illinois
USD 599 M +USD 17.4 M +3% 2.59% 54.6% 84 4.76% 0.9
Bedrijfstakpensioenfonds Voor De Media PNO
2449
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
USD 599 M +USD 88.5 M +17% 16.9% 146% 41 2.44% 6.2
Sphera Funds Management
2450
Sphera Funds Management
Israel
USD 598 M +USD 132 M +28% 18.9% 245% 102 57.84% 0.7