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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)
Quantum Capital Management (New Jersey)
2551
Quantum Capital Management (New Jersey)
New Jersey
USD 363 M +USD 21.7 M +6% 6.97% 22.7% 42 4.76% 3.1
Private Capital Advisors
2552
Private Capital Advisors
Connecticut
USD 362 M +USD 43.1 M +14% 9.22% 132% 98 2.04% 3.3
JCM
2553
JS Capital Management
New York
USD 362 M +USD 56.3 M +18% 7.52% 52.4% 44 47.73% 0.5
OIA
2554
Optimum Investment Advisors
Illinois
USD 362 M +USD 14.7 M +4% 6.24% 125% 1,126 12.7% 1.4
HJA
2555
Hugh Johnson Advisors
New York
USD 362 M +USD 16.3 M +5% 7.01% 41.5% 97 3.09% 3.8
Dixon Hubard Feinour & Brown
2556
Dixon Hubard Feinour & Brown
Virginia
USD 362 M +USD 17.5 M +5% 7.51% 63.5% 183 9.84% 3.4
Brasada Capital Management
2557
Brasada Capital Management
Texas
USD 361 M +USD 35.4 M +11% 6.23% 76.5% 416 40.38% 0.4
Bedell Frazier Investment Counselling
2558
Bedell Frazier Investment Counselling
California
USD 361 M +USD 20.2 M +6% 4.84% 72.5% 64 20.31% 1.5
AR
2559
Argyll Research
Delaware
USD 360 M -USD 23.1 M -6% 5.57% 0.8% 2 0% 4.1
Elizabeth Park Capital Advisors
2560
Elizabeth Park Capital Advisors
Ohio
USD 360 M -USD 7.41 M -2% 3.71% 119% 42 19.05% 2.1
Founders Financial Securities
2561
Founders Financial Securities
Maryland
USD 360 M +USD 34.9 M +11% 4.3% 64.3% 108 26.85% 1.4
Fiduciary Financial Services of The Southwest
2562
Fiduciary Financial Services of The Southwest
Texas
USD 360 M +USD 29.5 M +9% 6.52% 39.8% 154 3.25% 3.9
Quantitative Advantage
2563
Quantitative Advantage
Minnesota
USD 359 M +USD 15.3 M +4% 4.64% 45.9% 59 20.34% 1.4
Hutchinson Capital Management
2564
Hutchinson Capital Management
California
USD 359 M +USD 37.7 M +12% 6.6% 52.6% 55 7.27% 3.7
Paradigm Asset Management
2565
Paradigm Asset Management
New York
USD 359 M +USD 15.2 M +4% 4.38% 73.8% 451 17.07% 2
Mizuho Trust & Banking
2566
Mizuho Trust & Banking
Japan
USD 359 M -USD 84.8 M -19% 4.85% 36.1% 16 50% 0.6
Northcape Capital
2567
Northcape Capital
Australia
USD 358 M -USD 10.1 M -3% 5.69% – 12 8.33% 1.7
Shelter Mutual Insurance
2568
Shelter Mutual Insurance
Missouri
USD 358 M +USD 20.1 M +6% 7.02% 51.2% 45 0% 4.2
EVM
2569
Evelyn V. Moreno
USD 357 M +USD 14.5 M +4% 8.16% 39.4% 65 3.08% 3.9
First Command Bank
2570
First Command Bank
Texas
USD 357 M +USD 15.5 M +5% 2.19% 34.1% 408 11.27% 1.4
First Command Financial Services
2571
First Command Financial Services
Texas
USD 357 M -USD 2506 M -88% 2.19% 34.4% 424 14.39% 1.4
Greenwood Gearhart
2572
Greenwood Gearhart
Arkansas
USD 357 M +USD 21.8 M +7% 7.39% 70.6% 71 5.63% 3.3
Stansberry Asset Management
2573
Stansberry Asset Management
Texas
USD 357 M +USD 54.7 M +18% 10.6% 79.6% 115 44.35% 0.4
Fairfield, Bush & Co
2574
Fairfield, Bush & Co
Connecticut
USD 356 M +USD 16 M +5% 10.4% 112% 163 6.13% 3.5
LVW Advisors
2575
LVW Advisors
New York
USD 356 M +USD 40.7 M +13% 5.75% 79.1% 161 13.04% 1.9