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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)
Montecito Bank & Trust
2726
Montecito Bank & Trust
California
USD 331 M +USD 3.78 M +1% 2.93% – 217 7.37% 3.1
SC
2727
Serenity Capital
California
USD 330 M +USD 19 M +6% 5.31% – 9 33.33% 1
Waddell & Associates
2728
Waddell & Associates
Tennessee
USD 330 M +USD 15.4 M +5% 2% 194% 17 17.65% 0.4
Lannebo Fonder
2729
Lannebo Fonder
Sweden
USD 330 M +USD 16.9 M +5% 3.84% 49.8% 24 4.17% 2.8
America First Investment Advisors
2730
America First Investment Advisors
Nebraska
USD 329 M +USD 2.98 M +0.9% 5.18% 78.2% 96 11.46% 4.5
Capital Investment Advisory Services
2731
Capital Investment Advisory Services
North Carolina
USD 329 M +USD 60.4 M +23% 2.98% 69.3% 1,508 21.02% 0.6
EVM
2732
Evelyn V. Moreno
USD 329 M -USD 10 M -3% 3.66% 39.4% 66 15.15% 4.5
TA
2733
Tamarack Advisers
California
USD 329 M +USD 77 M +31% 8.29% 46.5% 27 37.04% 1.3
Gladstone Institutional Advisory
2734
Gladstone Institutional Advisory
Florida
USD 328 M +USD 55.8 M +20% 2.62% 85.6% 298 39.26% 0.3
OM
2735
Opaleye Management
Massachusetts
USD 328 M -USD 33 M -9% 14.1% 748% 63 47.62% 1.2
Meristem Family Wealth
2736
Meristem Family Wealth
Minnesota
USD 328 M +USD 31.9 M +11% 3.08% 67.7% 182 20.33% 2.3
Parker Investment Management
2737
Parker Investment Management
California
USD 328 M +USD 4.36 M +1% 3.03% 208% 44 29.55% 1.3
Rinet Company
2738
Rinet Company
Massachusetts
USD 328 M +USD 11.1 M +3% 1.79% 33.1% 25 8% 2.9
Relaxing Retirement Coach
2739
Relaxing Retirement Coach
Massachusetts
USD 327 M +USD 6.48 M +2% 1.95% 28.6% 51 0% 1.4
Pensionfund Sabic
2740
Pensionfund Sabic
Netherlands
USD 327 M +USD 10.3 M +3% 2.8% 63.6% 229 20.96% 2.1
TFM
2741
TPI Fund Managers
United Kingdom
USD 327 M – – 6.21% 49.6% 35 – 0
IP
2742
Isomer Partners
New York
USD 327 M -USD 5.4 M -2% 3.09% 57.2% 21 52.38% 0.3
Mengis Capital Management
2743
Mengis Capital Management
Oregon
USD 327 M +USD 148 M +82% 3.68% 104% 165 26.67% 2.4
Night Owl Capital Management
2744
Night Owl Capital Management
Connecticut
USD 327 M +USD 47.4 M +17% 14.1% 162% 30 3.33% 2.5
Plante Moran Financial Advisors
2745
Plante Moran Financial Advisors
Michigan
USD 326 M +USD 2.78 M +0.9% 5.61% 62.8% 876 20.43% 3.1
Trustees of General Electric Pension Trust
2746
Trustees of General Electric Pension Trust
Connecticut
USD 325 M +USD 15.8 M +5% 5.1% 184% 1 0% 2.5
McCutchen Group
2747
McCutchen Group
Washington
USD 325 M +USD 24.5 M +8% 1.83% 2.54% 28 10.71% 3.9
Morningstar Investment Management
2748
Morningstar Investment Management
Illinois
USD 324 M +USD 126 M +63% 0.24% 48.2% 23 39.13% 0.3
TIAA Kaspick
2749
TIAA Kaspick
Massachusetts
USD 324 M +USD 18.9 M +6% 2.73% 45.9% 16 25% 0.4
RTS
2750
Round Table Services
New Jersey
USD 324 M +USD 34.4 M +12% 2.24% 16.1% 144 12.5% 2