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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)
Vantagepoint Investment Advisers
2901
Vantagepoint Investment Advisers
District of Columbia
USD 193 M +USD 10.3 M +6% 5.72% 32.7% 1 0% 2.3
KS
2902
Karpas Strategies
Connecticut
USD 193 M +USD 3.44 M +2% 2.11% 16.1% 122 4.92% 2.4
Claar Advisors
2903
Claar Advisors
New York
USD 193 M +USD 36.1 M +23% 0.01% 65.5% 42 57.14% 0.6
NorthRock Partners
2904
NorthRock Partners
Minnesota
USD 193 M +USD 21.8 M +13% 0.53% 62.8% 54 35.19% 0.6
Pacifica Capital Investments
2905
Pacifica Capital Investments
Texas
USD 192 M +USD 14.4 M +8% 2.74% 70.4% 17 0% 2.1
Exane Asset Management
2906
Exane Asset Management
France
USD 192 M +USD 27.2 M +16% 4.2% 77.5% 36 66.67% 0.1
Man Investments (Switzerland)
2907
Man Investments (Switzerland)
Switzerland
USD 192 M -USD 60.3 M -24% 0.02% 0.23% 67 1.49% 1.3
BA
2908
BKS Advisors
Michigan
USD 192 M -USD 2.65 M -1% 0.12% 58% 180 21.67% 0.7
First Financial Corp
2909
First Financial Corp
Indiana
USD 192 M +USD 2.78 M +1% 2.3% 95.3% 457 4.38% 2.3
Edmond de Rothschild (Europe)
2910
Edmond de Rothschild (Europe)
Luxembourg
USD 192 M -USD 39.6 M -17% 2.33% – 278 23.02% 0.6
Talara Capital Management
2911
Talara Capital Management
New Jersey
USD 192 M +USD 11.7 M +7% 2.07% 17.4% 24 41.67% 0.8
PAS
2912
Partnervest Advisory Services
California
USD 191 M +USD 11.3 M +6% 2.83% 45.1% 209 28.71% 1.3
Ironwood Investment Counsel
2913
Ironwood Investment Counsel
Arizona
USD 191 M +USD 16.7 M +10% 2.87% 64% 141 12.77% 2.1
NGA
2914
New Generation Advisors
Massachusetts
USD 191 M -USD 5.28 M -3% 5.17% 45.1% 40 12.5% 1.8
TCM
2915
TCS Capital Management
New York
USD 191 M -USD 7.59 M -4% 6.31% 271% 36 72.22% 0.5
Telos Capital Management
2916
Telos Capital Management
California
USD 191 M +USD 5.23 M +3% 1.52% 71.1% 158 21.52% 1.9
Northeast Financial Consultants
2917
Northeast Financial Consultants
Connecticut
USD 191 M -USD 2.02 M -1% 2.4% 63.8% 143 13.29% 1.5
Giralda Advisors
2918
Giralda Advisors
New York
USD 190 M -USD 11.8 M -6% 2.88% 36.8% 23 30.43% 0.9
Barnett & Company
2919
Barnett & Company
Tennessee
USD 190 M +USD 248 k +0.1% 1.73% 65.9% 427 63.47% 0.7
ITIM
2920
Indiana Trust & Investment Management
Indiana
USD 189 M -USD 2.28 M -1% 1% 104% 143 30.77% 2.1
Matisse Capital
2921
Matisse Capital
Oregon
USD 189 M -USD 9.36 M -5% 1.24% 66.9% 122 32.79% 0.2
Cranbrook Wealth Management
2922
Cranbrook Wealth Management
Michigan
USD 189 M +USD 12.6 M +7% 1.32% 48.8% 234 3.85% 1.8
CCA
2923
Covey Capital Advisors
Georgia
USD 189 M -USD 7.01 M -4% 1.44% 118% 55 29.09% 1.2
East Coast Asset Management
2924
East Coast Asset Management
Massachusetts
USD 189 M +USD 6.38 M +3% 1.58% 147% 106 9.43% 2.4
SCM
2925
Springhouse Capital Management
Connecticut
USD 189 M +USD 45.1 M +31% 8.95% 52% 34 23.53% 0.2