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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)
First Citizens Bancorporation
3251
First Citizens Bancorporation
South Carolina
USD 125 M -USD 1.37 M -1% 2.94% – 112 17.86% 0.6
New Century Advisors
3252
New Century Advisors
Maryland
USD 124 M +USD 5.24 M +4% 0.8% – 48 20.83% 0.2
Capital Impact Advisors
3253
Capital Impact Advisors
Massachusetts
USD 124 M -USD 413 k -0.3% 1.69% – 93 1.08% 0.3
Wilsey Asset Management
3254
Wilsey Asset Management
California
USD 124 M +USD 14.9 M +14% 1.91% 66.9% 28 21.43% 0.2
DIS
3255
Diversified Investment Strategies
Louisiana
USD 124 M -USD 1.02 M -0.8% 3.69% 86% 72 11.11% 0.6
Avalon Capital Management
3256
Avalon Capital Management
California
USD 124 M +USD 5.14 M +4% 3.27% 151% 137 59.85% 0.3
BSW Wealth Partners
3257
BSW Wealth Partners
Colorado
USD 124 M -USD 1.62 M -1% 1.42% 75.4% 55 16.36% 0.6
Elite Wealth Management
3258
Elite Wealth Management
Washington
USD 124 M -USD 13.2 M -10% 1.03% 142% 950 69.68% 0.5
Amarillo National Bank
3259
Amarillo National Bank
Texas
USD 123 M +USD 3.44 M +3% 2.18% 63.5% 134 13.43% 0.7
Panthera Investment
3260
Panthera Investment
Germany
USD 123 M – – 0.8% – 45 – 0
Murphy Pohlad Asset Management
3261
Murphy Pohlad Asset Management
Minnesota
USD 123 M +USD 941 k +0.8% 1.32% 83% 90 7.78% 0.7
Montgomery Investment Management
3262
Montgomery Investment Management
Maryland
USD 123 M +USD 435 k +0.4% 3.03% 98.4% 64 0% 0.7
MKC
3263
M. Kraus & Co
Vermont
USD 123 M +USD 224 k +0.2% 2.55% 65.9% 49 6.12% 0.3
Foothills Asset Management
3264
Foothills Asset Management
Arizona
USD 123 M +USD 2.1 M +2% 1.47% 8.84% 55 10.91% 0.2
Raffa Wealth Management
3265
Raffa Wealth Management
District of Columbia
USD 123 M -USD 42.5 M -26% 0.87% 35.8% 774 67.83% 0.2
JPC
3266
Jabodon PT Co
Nevada
USD 123 M +USD 11.9 M +11% 2.99% 61.9% 7 42.86% 0.2
BlueSpruce Investments
3267
BlueSpruce Investments
Illinois
USD 123 M +USD 41.1 M +50% 0.26% 59.6% 11 36.36% 0.2
Boyar Asset Management
3268
Boyar Asset Management
New York
USD 123 M +USD 2.28 M +2% 1.03% 75.5% 68 7.35% 0.7
CFMC
3269
Curbstone Financial Management Corp
New Hampshire
USD 123 M – – 0.95% 69.6% 126 – 0
Peninsula Asset Management
3270
Peninsula Asset Management
Florida
USD 122 M -USD 1.32 M -1% 2.04% 44.1% 51 13.73% 0.7
EFG Asset Management (Americas)
3271
EFG Asset Management (Americas)
Florida
USD 122 M +USD 9.09 M +8% 0.37% 112% 154 31.17% 0.2
Quality Growth Management
3272
Quality Growth Management
California
USD 122 M +USD 5.12 M +4% 1.4% – 22 4.55% 0.2
Pear Tree Advisors
3273
Pear Tree Advisors
Massachusetts
USD 122 M +USD 42 M +52% 9.18% 45.8% 51 7.84% 0.6
A.D. Beadell Investment Counsel
3274
A.D. Beadell Investment Counsel
Wisconsin
USD 122 M +USD 3.81 M +3% 2.8% 83.3% 94 12.77% 0.6
Financial Engines Advisors
3275
Financial Engines Advisors
California
USD 122 M +USD 2.01 M +2% 4.11% 42.3% 54 5.56% 0.7