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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)
Reynolds Capital Management
3001
Reynolds Capital Management
Nevada
USD 155 M -USD 23.3 M -13% 5.06% 164% 487 32.65% 0.5
NFM
3002
North Forty Management
Washington
USD 154 M -USD 8 k -0% 0% 9.62% 7 0% 0.8
Private Harbour Investment Management & Counsel
3003
Private Harbour Investment Management & Counsel
Ohio
USD 154 M -USD 1.85 M -1% 2.24% 82.6% 102 7.84% 0.7
Stevens First Principles Investment Advisors
3004
Stevens First Principles Investment Advisors
California
USD 154 M -USD 14.4 M -9% 1.74% 44% 236 25.85% 0.6
Pacifica Capital Investments
3005
Pacifica Capital Investments
Texas
USD 154 M -USD 3.03 M -2% 0.96% 70.4% 15 13.33% 0.7
Trust Company of Oklahoma
3006
Trust Company of Oklahoma
Oklahoma
USD 154 M +USD 4.87 M +3% 0.71% 101% 87 2.3% 0.7
NA
3007
NSB Advisors
New York
USD 154 M -USD 15.9 M -9% 4.59% – 28 3.57% 0.7
Riggs Asset Management
3008
Riggs Asset Management
Pennsylvania
USD 154 M -USD 30.1 M -16% 7.34% 207% 61 29.51% 0.2
Axis Capital Holdings
3009
Axis Capital Holdings
USD 154 M +USD 3.3 M +2% 1% 67% 6 16.67% 0.8
BSWMG
3010
Barrington Strategic Wealth Management Group
Illinois
USD 154 M +USD 3.68 M +2% 0.95% 17.9% 101 11.88% 0.6
TCI Wealth Advisors
3011
TCI Wealth Advisors
Arizona
USD 153 M -USD 6.03 M -4% 1.52% 65% 955 18.53% 0.6
Caldwell & Orkin
3012
Caldwell & Orkin
Georgia
USD 153 M -USD 31.1 M -17% 5.09% 137% 99 61.62% 0.3
HT Partners
3013
HT Partners
Connecticut
USD 153 M -USD 3.55 M -2% 2.33% 71.1% 44 43.18% 0.6
GCM
3014
Garland Capital Management
Washington
USD 153 M +USD 3.05 M +2% 1.25% 55.7% 44 9.09% 0.6
Hartford Financial Management
3015
Hartford Financial Management
Connecticut
USD 153 M -USD 1.21 M -0.8% 1.85% 87.9% 289 18.34% 0.6
Healthcare Value Capital
3016
Healthcare Value Capital
New Jersey
USD 153 M +USD 16.6 M +12% 27.7% 19% 56 55.36% 0.4
Harbour Investment Management
3017
Harbour Investment Management
Washington
USD 153 M +USD 3.4 M +2% 2.28% 58.8% 79 2.53% 0.7
Oakworth Capital
3018
Oakworth Capital
Alabama
USD 153 M +USD 11.3 M +8% 2.42% 64.3% 547 2.74% 0.2
QA
3019
Quintium Advisors
Tennessee
USD 152 M -USD 28.9 M -16% 2.25% – 17 23.53% 0.2
Shaker Financial Services
3020
Shaker Financial Services
Virginia
USD 152 M +USD 8.54 M +6% 1.34% 12.9% 186 44.09% 0.4
Eads & Heald Wealth Management
3021
Eads & Heald Wealth Management
Georgia
USD 152 M +USD 1.42 M +0.9% 2.33% 84.4% 116 6.9% 0.7
Doliver Advisors
3022
Doliver Advisors
Texas
USD 152 M -USD 4.46 M -3% 2.57% 92.3% 301 43.52% 0.5
Azzad Asset Management
3023
Azzad Asset Management
Virginia
USD 152 M +USD 13.5 M +10% 2.94% 101% 278 16.19% 0.6
GP
3024
Grow Partners
California
USD 152 M -USD 12.5 M -8% 12.4% – 42 52.38% 0.2
Polaris Venture Management Co IV
3025
Polaris Venture Management Co IV
Massachusetts
USD 152 M +USD 1 M +0.7% 1.81% 52.2% 3 0% 0.3