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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)
Financial Engines Advisors
2976
Financial Engines Advisors
California
USD 120 M +USD 3.7 M +3% 5.53% 42.3% 60 16.67% 0.2
Guardian Investor Services
2977
Guardian Investor Services
New York
USD 120 M +USD 3.3 M +3% 5.54% – 506 2.17% 0.2
MJP
2978
Michael J. Puzo
USD 120 M +USD 5.69 M +5% 5.09% 90.3% 76 7.89% 0.2
Peloton Wealth Strategists
2979
Peloton Wealth Strategists
Indiana
USD 119 M +USD 8.06 M +7% 7.27% 51.3% 79 11.39% 0.2
MCM
2980
Matarin Capital Management
New York
USD 119 M +USD 20 M +20% 11.1% 73.2% 245 40.41% 0.2
MIM
2981
Midwest Investment Management
Ohio
USD 119 M +USD 20.6 M +21% 3.05% 26% 63 12.7% 0.2
Ospraie Management
2982
Ospraie Management
New York
USD 119 M +USD 48.2 M +68% 14.5% 37.6% 22 86.36% 0
LJHT
2983
Laurie J. Hall Trustee
USD 119 M +USD 5.58 M +5% 5.04% 105% 83 4.82% 0.2
Boston Research & Management
2984
Boston Research & Management
Massachusetts
USD 118 M +USD 5.92 M +5% 3.57% 53.2% 89 6.74% 0.2
P.A.W. Capital
2985
P.A.W. Capital
Connecticut
USD 118 M +USD 292 k +0.2% 32.2% 54.6% 70 21.43% 0.2
GCM
2986
Garland Capital Management
Washington
USD 118 M -USD 20.6 M -15% 2.03% 55.7% 43 18.6% 0.3
FVCM
2987
F&V Capital Management
Florida
USD 118 M +USD 13.5 M +13% 8.45% 123% 69 13.04% 0.2
DI
2988
DGH Investments
Switzerland
USD 118 M -USD 133 M -53% 95.4% – 2 0% 0.3
RJA
2989
Robshaw & Julian Associates
New York
USD 118 M +USD 11.4 M +11% 4.35% 19.3% 41 17.07% 0.2
Western Asset Management Company
2990
Western Asset Management Company
California
USD 118 M -USD 17.2 M -13% 0.74% 2.29% 23 21.74% 0.2
GBM
2991
Grace Brothers Management
Illinois
USD 118 M +USD 1.49 M +1% 0.13% – 47 4.26% 0.2
Sloane Robinson
2992
Sloane Robinson
United Kingdom
USD 117 M +USD 42.2 M +56% 25.1% 175% 25 56% 0.1
Invictus RG (Singapore)
2993
Invictus RG (Singapore)
Singapore
USD 117 M +USD 27.6 M +31% 11% – 766 49.09% 0.2
Graybill Wealth Management
2994
Graybill Wealth Management
Illinois
USD 117 M +USD 5.82 M +5% 9.71% – 65 15.38% 0.2
Amarillo National Bank
2995
Amarillo National Bank
Texas
USD 117 M +USD 4.95 M +4% 7.25% 63.5% 138 10.14% 0.2
SCM
2996
Silver Capital Management
New York
USD 117 M +USD 11.2 M +11% 7.67% 26.5% 63 39.68% 0.2
MM
2997
Meridian Management
Arkansas
USD 117 M +USD 3.03 M +3% 7.16% 57.8% 61 6.56% 0.2
Algebris Investments (UK)
2998
Algebris Investments (UK)
United Kingdom
USD 117 M +USD 39.4 M +51% 1.75% 15.3% 52 55.77% 0.1
Marathon Capital Management
2999
Marathon Capital Management
Maryland
USD 116 M -USD 753 k -0.6% 8.96% 74% 81 17.28% 0.2
Incline Global Management
3000
Incline Global Management
New York
USD 116 M -USD 3.6 M -3% 7.78% 40.1% 32 46.88% 0.2