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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)
Family Management
2926
Family Management
New York
USD 194 M -USD 33 M -15% 5.59% 69% 104 32.69% 1.4
Laurel Wealth Advisors (California)
2927
Laurel Wealth Advisors (California)
California
USD 194 M – – 4.93% 33% 331 – 0
Stratford Consulting
2928
Stratford Consulting
Texas
USD 193 M +USD 6.96 M +4% 3.59% 8.23% 61 16.39% 2
Ibbotson Associates
2929
Ibbotson Associates
Illinois
USD 193 M +USD 25 M +15% 1.94% – 21 4.76% 2.5
Kays Financial Advisory
2930
Kays Financial Advisory
Georgia
USD 193 M +USD 17.3 M +10% 2.92% 23.3% 64 7.81% 1.4
FCM Investments
2931
FCM Investments
Texas
USD 193 M -USD 10.1 M -5% 3% 40.1% 100 10% 2.1
AIM
2932
Advantage Investment Management
Iowa
USD 193 M +USD 17.5 M +10% 4.11% 28.6% 942 13.59% 0.8
Northeast Financial Consultants
2933
Northeast Financial Consultants
Connecticut
USD 193 M -USD 4.18 M -2% 5.13% 63.8% 150 19.33% 1.4
Capital Investment Counsel Inc
2934
Capital Investment Counsel Inc
North Carolina
USD 192 M +USD 7.3 M +4% 6.07% 174% 140 8.57% 2.1
Rock Point Advisors
2935
Rock Point Advisors
Vermont
USD 192 M +USD 9.7 M +5% 5.27% 82.8% 88 17.05% 1.7
DCM
2936
Dulcet Capital Management
New York
USD 192 M – – 0.12% – 9 – 0
Carderock Capital Management
2937
Carderock Capital Management
Maryland
USD 192 M +USD 12.8 M +7% 6.04% 97.6% 81 12.35% 2
Rampart Investment Management
2938
Rampart Investment Management
Connecticut
USD 192 M -USD 36.5 M -16% 6.96% 74% 11 36.36% 0.6
Blue Chip Partners
2939
Blue Chip Partners
Michigan
USD 192 M +USD 34.9 M +22% 6.44% 81.2% 121 9.92% 0.9
Capital Advisors Ltd
2940
Capital Advisors Ltd
Ohio
USD 192 M +USD 10.6 M +6% 4.46% 54.2% 358 8.94% 1.6
Cambridge Associates
2941
Cambridge Associates
Massachusetts
USD 192 M +USD 20.6 M +12% 0.63% 50.1% 21 28.57% 1.2
U.S. Global Investors (USGI)
2942
U.S. Global Investors (USGI)
Texas
USD 192 M +USD 3.22 M +2% 5.83% 151% 351 45.58% 0.8
ITIM
2943
Indiana Trust & Investment Management
Indiana
USD 192 M +USD 16.8 M +10% 3.82% 114% 139 27.34% 2
MA
2944
Marshwinds Advisory
Georgia
USD 192 M +USD 5.22 M +3% 7.7% 32.9% 143 6.99% 2.2
DA
2945
DSC Advisors
Illinois
USD 191 M -USD 14.6 M -7% 0.33% 3.18% 82 50% 0.7
Truvvo Partners
2946
Truvvo Partners
New York
USD 191 M – – 11% 21.1% 107 – 0
TM
2947
Tikvah Management
North Carolina
USD 191 M +USD 11.2 M +6% 4.09% 169% 20 20% 1.3
Chanos & Company
2948
Chanos & Company
New York
USD 190 M -USD 57.5 M -23% 4.62% – 69 49.28% 0.5
Barnett & Company
2949
Barnett & Company
Tennessee
USD 190 M -USD 16.3 M -8% 2.19% 65.9% 185 20% 1.8
Hillman Company
2950
Hillman Company
Pennsylvania
USD 190 M -USD 15.2 M -7% 7.16% 134% 17 35.29% 0.5