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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)
Shepherd Financial Partners
2451
Shepherd Financial Partners
Massachusetts
USD 598 M +USD 45.6 M +8% 5.96% 88.4% 182 8.79% 2.9
Alaska Wealth Advisors
2452
Alaska Wealth Advisors
Alaska
USD 598 M +USD 40.4 M +7% 3.79% 44.3% 112 45.54% 1.4
Diameter Capital Partners
2453
Diameter Capital Partners
New York
USD 597 M -USD 46.3 M -7% 3.67% 378% 29 55.17% 0.9
Lubert-Adler Management Company
2454
Lubert-Adler Management Company
Pennsylvania
USD 596 M -USD 613 M -51% 0.18% 40.5% 3 0% 1.8
Suncoast Equity Management
2455
Suncoast Equity Management
Florida
USD 595 M +USD 50.7 M +9% 10.6% 96.1% 67 16.42% 2.7
OCMI
2456
Oaktop Capital Management II
New Jersey
USD 595 M +USD 36.3 M +7% 9.88% 451% 15 0% 6.4
Hendershot Investments
2457
Hendershot Investments
Virginia
USD 595 M +USD 2.12 M +0.4% 4.93% 50.5% 145 2.76% 4
TA Associates
2458
TA Associates
Massachusetts
USD 595 M -USD 123 M -17% 16.7% – 2 0% 1.6
Stratos Investment Management
2459
Stratos Investment Management
Ohio
USD 594 M +USD 34.6 M +6% 5.2% 58.2% 177 14.12% 2.3
Mechanics Bank - Trust Department
2460
Mechanics Bank - Trust Department
California
USD 594 M +USD 15.8 M +3% 5.79% 76.8% 174 5.17% 6.2
Canandaigua National Bank & Trust
2461
Canandaigua National Bank & Trust
New York
USD 594 M – – 3.44% – 256 – 5.8
Signet Financial Management
2462
Signet Financial Management
New Jersey
USD 594 M +USD 33.9 M +6% 6.24% 65.2% 275 10.55% 2.2
Southern Farm Bureau Life Insurance
2463
Southern Farm Bureau Life Insurance
Mississippi
USD 593 M -USD 30.5 M -5% 6.85% 52.3% 19 36.84% 1.5
Thompson Investment Management
2464
Thompson Investment Management
Wisconsin
USD 591 M +USD 46.5 M +9% 7.59% 100% 411 56.2% 2.5
Progeny 3 Inc
2465
Progeny 3 Inc
Washington
USD 590 M +USD 14 M +2% 2.07% 96.8% 23 4.35% 1.5
Wedgewood Partners
2466
Wedgewood Partners
Missouri
USD 590 M +USD 45.3 M +8% 16.5% 78.1% 42 11.9% 4.5
Stewart & Patten Company
2467
Stewart & Patten Company
California
USD 590 M +USD 14.9 M +3% 3.4% 27.5% 95 7.37% 6.4
Continuum Advisory
2468
Continuum Advisory
Idaho
USD 589 M +USD 35 M +6% 5.74% 77% 449 14.7% 1.9
Abbrea Capital
2469
Abbrea Capital
California
USD 589 M +USD 34.6 M +6% 8.87% 38% 229 3.93% 4.3
Cevian Capital II
2470
Cevian Capital II
Jersey
USD 588 M +USD 106 M +22% 21.9% 105% 1 0% 5
JWBC
2471
J.W. Burns & Co
New York
USD 588 M +USD 40.1 M +7% 7.97% 95.4% 179 5.03% 6.6
VCM
2472
Violich Capital Management
California
USD 587 M +USD 23.6 M +4% 6.67% 111% 108 3.7% 6.1
Quent Capital
2473
Quent Capital
New York
USD 586 M +USD 39 M +7% 8.41% 78.1% 1,361 5.14% 1.1
Third Avenue Management
2474
Third Avenue Management
New York
USD 585 M +USD 10.3 M +2% 2.91% 113% 56 5.36% 4.8
Knightsbridge Asset Management
2475
Knightsbridge Asset Management
California
USD 585 M +USD 57 M +11% 10.1% 150% 158 29.75% 1.7