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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)
CAPTRUST Financial Advisors
1751
CAPTRUST Financial Advisors
North Carolina
USD 484 M -USD 101 M -17% 1.7% 72.7% 217 24.42% 0.6
JMH
1752
J.M. Hartwell
New York
USD 483 M -USD 4.13 M -0.8% 1.65% 72.2% 97 12.37% 0.7
Fukoku Mutual Life Insurance
1753
Fukoku Mutual Life Insurance
Japan
USD 483 M -USD 13.6 M -3% 4.08% 103% 325 9.85% 0.7
Rafferty Asset Management
1754
Rafferty Asset Management
New York
USD 483 M +USD 64.8 M +16% 4.39% 238% 323 37.15% 0.4
CIBC Bank USA
1755
CIBC Bank USA
Illinois
USD 483 M +USD 33.3 M +7% 1.46% 32.3% 343 19.24% 0.6
Taurus Asset Management
1756
Taurus Asset Management
New York
USD 483 M -USD 2.94 M -0.6% 1.88% 26.9% 113 12.39% 0.7
Valentine Capital Asset Management
1757
Valentine Capital Asset Management
California
USD 482 M +USD 14.3 M +3% 1.78% – 130 16.15% 0.6
Investment Centers of America
1758
Investment Centers of America
North Dakota
USD 480 M +USD 270 M +128% 1.66% 23.2% 391 37.08% 0.4
Mogy Joel R Investment Counsel
1759
Mogy Joel R Investment Counsel
California
USD 480 M +USD 7.14 M +2% 0.53% 121% 147 4.08% 0.7
MIM
1760
Marco Investment Management
Georgia
USD 479 M -USD 1423 M -75% 1.67% 127% 183 8.74% 0.7
North Star Investment Management
1761
North Star Investment Management
Illinois
USD 479 M +USD 18.9 M +4% 1.64% 80.6% 723 64.73% 0.3
Bridges Investment Management
1762
Bridges Investment Management
Nebraska
USD 479 M +USD 34.8 M +8% 1.75% 77.9% 132 9.09% 0.7
Tufton Capital Management
1763
Tufton Capital Management
Maryland
USD 478 M +USD 11.5 M +2% 1.35% 96.1% 124 4.84% 0.7
Solus Alternative Asset Management
1764
Solus Alternative Asset Management
New Jersey
USD 478 M +USD 106 M +28% 5.46% 79.3% 15 40% 0.4
Beach Point Capital Management
1765
Beach Point Capital Management
California
USD 477 M +USD 71 M +17% 0.1% 84.1% 30 46.67% 0.4
Oberweis Asset Management
1766
Oberweis Asset Management
Illinois
USD 476 M +USD 63.3 M +15% 9.97% 485% 180 35% 0.5
Tributary Capital Management
1767
Tributary Capital Management
Nebraska
USD 476 M -USD 28.9 M -6% 2.83% 82.3% 199 32.66% 0.7
Washington Trust Bank
1768
Washington Trust Bank
Washington
USD 474 M +USD 418 M +760% 3.89% 80.5% 887 96.96% 0
New York Life Investment Management
1769
New York Life Investment Management
New York
USD 474 M +USD 73 M +18% 1.58% 100% 187 30.48% 0.5
Hellman Jordan Management Company
1770
Hellman Jordan Management Company
Massachusetts
USD 474 M +USD 315 M +199% 5.4% 205% 60 55% 0.3
Needham Investment Management
1771
Needham Investment Management
New York
USD 473 M -USD 10.3 M -2% 1.75% 424% 129 22.48% 0.6
North Point Portfolio Managers
1772
North Point Portfolio Managers
Ohio
USD 472 M +USD 2.76 M +0.6% 0.37% 72.8% 84 8.33% 0.7
Penn Davis McFarland
1773
Penn Davis McFarland
Texas
USD 471 M +USD 54.7 M +13% 5.39% 100% 29 10.34% 0.7
Intrepid Capital Management
1774
Intrepid Capital Management
Florida
USD 471 M -USD 40.7 M -8% 6.02% 70.2% 48 31.25% 0.5
Richard C. Young & Co
1775
Richard C. Young & Co
Rhode Island
USD 471 M +USD 9.6 M +2% 2.51% 137% 66 15.15% 0.6