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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)
TP
1826
TB Partners
China
USD 388 M +USD 117 M +43% 76.9% – 3 0% 0.3
ICAS
1827
Investors Capital Advisory Services
Massachusetts
USD 387 M +USD 58.9 M +18% 4.11% 24.9% 631 15.06% 0.2
Travelers Companies
1828
Travelers Companies
Minnesota
USD 386 M -USD 1.96 M -0.5% 0.55% – 39 17.95% 0.2
AA
1829
Ancient Art
Texas
USD 386 M +USD 19.7 M +5% 9.49% 168% 35 40% 0.2
Weatherstone Capital Management
1830
Weatherstone Capital Management
Colorado
USD 385 M +USD 150 M +64% 2.79% 32% 70 34.29% 0.2
Bragg Financial Advisors
1831
Bragg Financial Advisors
North Carolina
USD 384 M +USD 19.6 M +5% 5.8% 101% 242 8.68% 0.2
Washington Trust Bank
1832
Washington Trust Bank
Washington
USD 384 M +USD 37.5 M +11% 3.1% 80.5% 190 21.05% 0.2
Arcadia Investment Management
1833
Arcadia Investment Management
Michigan
USD 384 M +USD 32 M +9% 8.75% 83.5% 114 7.02% 0.2
Quotient Investors
1834
Quotient Investors
New York
USD 383 M +USD 28.6 M +8% 7.11% 24.9% 302 40.07% 0.2
Valentine Capital Asset Management
1835
Valentine Capital Asset Management
California
USD 383 M +USD 63 M +20% 13.2% – 108 11.11% 0.2
Dean Investment Associates
1836
Dean Investment Associates
Ohio
USD 382 M +USD 31.8 M +9% 5.9% 63.5% 227 8.81% 0.2
Deltec Asset Management
1837
Deltec Asset Management
New York
USD 382 M +USD 44.9 M +13% 7.58% 128% 163 25.77% 0.2
Brighton Jones LLC
1838
Brighton Jones LLC
Washington
USD 382 M +USD 48.8 M +15% 6.52% 97.9% 179 38.55% 0.2
Catawba Capital Management
1839
Catawba Capital Management
Virginia
USD 382 M +USD 22.1 M +6% 4.55% 33.1% 238 9.66% 0.2
Portolan Capital Management
1840
Portolan Capital Management
Massachusetts
USD 382 M +USD 30.8 M +9% 22.3% 738% 179 37.43% 0.2
Carson Wealth (CWM LLC)
1841
Carson Wealth (CWM LLC)
Nebraska
USD 381 M – – 7.92% 52.7% 449 – 0
Metalmark Management II
1842
Metalmark Management II
New York
USD 381 M – – 18.7% 81.7% 1 – 0
Stadium Capital Management
1843
Stadium Capital Management
Connecticut
USD 381 M -USD 16.5 M -4% 7.62% 10.9% 16 6.25% 0.3
Alaska Permanent Capital Management
1844
Alaska Permanent Capital Management
Alaska
USD 380 M -USD 1.11 M -0.3% 4.98% 42.8% 29 24.14% 0.2
Middleton & Co
1845
Middleton & Co
Massachusetts
USD 380 M +USD 39.5 M +12% 7.6% 81.8% 150 12.67% 0.2
WAM
1846
Westport Asset Management
Connecticut
USD 380 M +USD 34.6 M +10% 10.5% 64.2% 63 9.52% 0.2
CAPTRUST Financial Advisors
1847
CAPTRUST Financial Advisors
North Carolina
USD 380 M +USD 54.7 M +17% 5.16% 72.7% 211 26.54% 0.2
BLB&B Advisors
1848
BLB&B Advisors
Pennsylvania
USD 380 M +USD 20.1 M +6% 4.65% 71.6% 244 8.2% 0.2
Grassi Investment Management
1849
Grassi Investment Management
California
USD 379 M +USD 5.96 M +2% 3.86% 170% 149 13.42% 0.2
IAS
1850
INR Advisory Services
Pennsylvania
USD 379 M +USD 14.1 M +4% 4.71% 21.9% 57 8.77% 0.2