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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)
QCI
2551
Quaker Capital Investments
Pennsylvania
USD 312 M +USD 520 k +0.2% 4.27% 107% 24 8.33% 2.1
CDIA
2552
Capital Directions Investment Advisors
Georgia
USD 311 M +USD 18.1 M +6% 4.52% 7.53% 125 29.6% 2.1
Dorchester Wealth Management
2553
Dorchester Wealth Management
Quebec, Canada
USD 311 M +USD 21.3 M +7% 5.37% 18.3% 113 10.62% 1.8
Bronson Point Management
2554
Bronson Point Management
Connecticut
USD 311 M +USD 87.1 M +39% 6.67% 7.56% 66 65.15% 0.3
LVZ Inc
2555
LVZ Inc
Michigan
USD 311 M +USD 22.2 M +8% 4.2% 52.9% 73 15.07% 1.4
NTCM
2556
Nine Ten Capital Management
Illinois
USD 311 M -USD 16.2 M -5% 8.09% 166% 9 0% 2
Blue Chip Partners
2557
Blue Chip Partners
Michigan
USD 311 M +USD 23.7 M +8% 5.06% 81.2% 129 3.1% 2.2
TAM
2558
Taylor Asset Management
Ontario, Canada
USD 310 M +USD 7.99 M +3% 3.1% 12.9% 32 28.13% 1.2
Lee Financial
2559
Lee Financial
Texas
USD 310 M +USD 38.2 M +14% 2.78% 75% 556 19.42% 0.6
Miller Investment Management
2560
Miller Investment Management
Pennsylvania
USD 309 M +USD 26.7 M +9% 4.37% 60.2% 73 5.48% 3
Herald Investment Management
2561
Herald Investment Management
United Kingdom
USD 309 M +USD 17.2 M +6% 8.06% 493% 95 10.53% 2.6
ARMC
2562
American Research & Management Company
Massachusetts
USD 309 M +USD 4.26 M +1% 2.57% 35.1% 365 8.77% 3.1
TCM
2563
Tradition Capital Management
New Jersey
USD 309 M +USD 6.67 M +2% 5.89% 43.5% 167 11.38% 2.8
Zebra Capital Management
2564
Zebra Capital Management
Connecticut
USD 309 M -USD 13.8 M -4% 4.18% 142% 309 28.8% 1.4
Flagship Harbor Advisors
2565
Flagship Harbor Advisors
Massachusetts
USD 308 M +USD 20.2 M +7% 4.18% 68.3% 370 13.51% 0.6
Perigon Wealth Management
2566
Perigon Wealth Management
California
USD 308 M -USD 151 M -33% 4.84% 93.8% 765 37.12% 1.1
Bristlecone Advisors
2567
Bristlecone Advisors
Washington
USD 308 M +USD 13.1 M +4% 4.22% 103% 295 51.86% 0.7
AJ Wealth Strategies
2568
AJ Wealth Strategies
New York
USD 308 M +USD 44.2 M +17% 3.74% 32.2% 81 8.64% 0.6
Spectrum Management Group
2569
Spectrum Management Group
Indiana
USD 308 M +USD 42.5 M +16% 4.56% 44% 482 81.12% 0.3
Institute for Wealth Management
2570
Institute for Wealth Management
Colorado
USD 308 M -USD 56 M -15% 5.19% 137% 430 46.51% 0.5
CenturyLink Investment Management
2571
CenturyLink Investment Management
Colorado
USD 307 M +USD 11.2 M +4% 3.84% – 190 15.26% 2.3
Martin & Co
2572
Martin & Co
Tennessee
USD 307 M -USD 17.3 M -5% 3.39% 67.8% 109 3.67% 3.5
AIM
2573
Advantage Investment Management
Iowa
USD 307 M +USD 20.4 M +7% 3.56% 28.6% 1,175 18.21% 1.8
Versor Investments
2574
Versor Investments
New York
USD 306 M -USD 63 M -17% 13.3% 205% 262 57.63% 0.2
Intrust Bank
2575
Intrust Bank
Kansas
USD 306 M +USD 12.6 M +4% 5.66% 102% 395 12.91% 2.3