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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)
ST
2601
Semper Trust
Pennsylvania
USD 249 M +USD 46 M +23% 6.17% – 165 18.79% 1.2
Carlson Capital Management
2602
Carlson Capital Management
Minnesota
USD 249 M +USD 5.02 M +2% 2.98% 9.85% 58 3.45% 1.3
SAM
2603
Shamrock Asset Management
Texas
USD 249 M -USD 17.4 M -7% 3.78% 31% 297 23.91% 0.8
Marietta Investment Partners
2604
Marietta Investment Partners
Wisconsin
USD 249 M +USD 23.9 M +11% 6.72% 160% 137 37.96% 1
Quantitative Systematic Strategies
2605
Quantitative Systematic Strategies
Florida
USD 249 M +USD 77.1 M +45% 1.5% 133% 508 80.51% 0.1
RCIM
2606
Russell Clark Investment Management
United Kingdom
USD 248 M -USD 37.2 M -13% 2.37% 174% 34 38.24% 0.9
ACM
2607
Anandar Capital Management
New York
USD 248 M – – 9.94% – 48 – 0
JNBA Financial Advisors
2608
JNBA Financial Advisors
Minnesota
USD 248 M +USD 27.7 M +13% 3.75% 61.8% 628 13.69% 1.1
AAM
2609
AR Asset Management
California
USD 248 M +USD 1.73 M +0.7% 2.09% 64.9% 108 4.63% 1.5
Financial Sense Advisors
2610
Financial Sense Advisors
California
USD 248 M +USD 13.9 M +6% 5.34% 152% 151 41.72% 0.8
Marquette Asset Management
2611
Marquette Asset Management
Minnesota
USD 247 M +USD 11.8 M +5% 1.78% 69.6% 94 8.51% 1.2
SGH
2612
Sivik Global Healthcare
Connecticut
USD 247 M +USD 26.9 M +12% 14.5% 83.8% 82 39.02% 0.6
SCC
2613
Second Curve Capital
Pennsylvania
USD 247 M -USD 25.6 M -9% 11.1% 160% 28 21.43% 1.1
Weiss Asset Management
2614
Weiss Asset Management
Massachusetts
USD 246 M +USD 145 M +144% 2.81% 138% 90 77.78% 0.1
Argent Trust Company
2615
Argent Trust Company
Louisiana
USD 246 M -USD 9.7 M -4% 3.03% – 158 8.23% 1.2
VE
2616
Vega Energy
New York
USD 246 M +USD 586 k +0.2% 6.12% 12.1% 11 18.18% 1.1
EMR
2617
Errol M. Rudman
USD 246 M +USD 46.5 M +23% 14% 60.5% 43 23.26% 1
Bridgewater Wealth & Financial Management
2618
Bridgewater Wealth & Financial Management
Maryland
USD 246 M – – 5.39% 30.8% 95 – 0
OCM
2619
Oskie Capital Management
New York
USD 245 M +USD 36.7 M +18% 8.83% 69.3% 34 52.94% 0.5
PIM
2620
Partner Investment Management
California
USD 245 M -USD 28.4 M -10% 12% 168% 102 55.88% 0.4
Capital City Trust
2621
Capital City Trust
Florida
USD 245 M +USD 6.54 M +3% 3.98% 98.5% 99 4.04% 1.4
Hudson Valley Investment Advisors
2622
Hudson Valley Investment Advisors
New York
USD 244 M +USD 8.92 M +4% 3.74% 102% 135 8.15% 1.4
LHC
2623
Levy Harkins & Co
New York
USD 244 M -USD 2.84 M -1% 2.96% 62.9% 20 0% 1.5
Haverford Financial Services
2624
Haverford Financial Services
Pennsylvania
USD 244 M +USD 21.2 M +10% 7.32% 57.9% 49 14.29% 1.2
TRB Advisors
2625
TRB Advisors
New York
USD 244 M +USD 22.9 M +10% 9.88% 64% 2 50% 1.3