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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)
NJ State Employees Deferred Compensation Plan
1826
NJ State Employees Deferred Compensation Plan
New Jersey
USD 487 M +USD 25.2 M +5% 7.96% 127% 388 2.58% 2.3
Mizuho Asset Management
1827
Mizuho Asset Management
Japan
USD 487 M +USD 50.7 M +12% 5.77% 41.7% 700 6.71% 2.1
Nine Masts Capital
1828
Nine Masts Capital
Hong Kong
USD 487 M +USD 97.8 M +25% 7.24% 88.1% 106 62.26% 0.2
Kanaly Trust
1829
Kanaly Trust
Texas
USD 487 M +USD 34 M +7% 4.07% 11.6% 957 12.43% 1.4
Braver Wealth Management
1830
Braver Wealth Management
Massachusetts
USD 486 M +USD 83.1 M +21% 4.09% 20.4% 94 37.23% 1.2
Balentine LLC
1831
Balentine LLC
Georgia
USD 486 M -USD 60.4 M -11% 5.35% 59.8% 504 27.38% 0.6
Grandeur Peak Global Advisors
1832
Grandeur Peak Global Advisors
Utah
USD 485 M +USD 37.4 M +8% 2.4% 96% 134 30.6% 1.2
TM
1833
Thrax Management
New York
USD 485 M – – 19.9% – 84 – 0
Smithfield Trust
1834
Smithfield Trust
Pennsylvania
USD 485 M +USD 15.8 M +3% 4.74% 50% 885 15.59% 1.8
Osborn Williams & Donohoe
1835
Osborn Williams & Donohoe
Ohio
USD 484 M +USD 23.2 M +5% 6.26% 23.7% 234 14.96% 2
AR
1836
Argyll Research
Delaware
USD 484 M -USD 22.7 M -4% 0.47% 0.8% 7 14.29% 1.4
SCM
1837
Schneider Capital Management
Pennsylvania
USD 484 M +USD 6.64 M +1% 0.49% 52.5% 90 32.22% 1.6
Turner Investments
1838
Turner Investments
Pennsylvania
USD 483 M -USD 11 M -2% 12.3% 6.36% 311 54.66% 0.7
Matthew 25 Management Corp
1839
Matthew 25 Management Corp
Pennsylvania
USD 483 M -USD 63.5 M -12% 0.89% 141% 21 28.57% 2.2
PWM
1840
Patriot Wealth Management
Texas
USD 483 M +USD 50.2 M +12% 5.46% 24.3% 72 13.89% 1.7
First Interstate Bank
1841
First Interstate Bank
Montana
USD 482 M +USD 13.1 M +3% 4.66% 48.2% 846 12.77% 0.4
Johnson Financial Group Inc (Wisconsin)
1842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 481 M +USD 24.3 M +5% 6.32% 58.1% 845 8.4% 1.9
Guardian Capital Advisors (Canada)
1843
Guardian Capital Advisors (Canada)
Ontario, Canada
USD 481 M -USD 2.83 M -0.6% 1.9% 26.1% 180 8.89% 2.1
PFMOSF
1844
Philadelphia Financial Management of San Francisco
California
USD 481 M +USD 12.2 M +3% 2.91% 209% 49 40.82% 0.6
Carroll Financial Associates
1845
Carroll Financial Associates
North Carolina
USD 480 M +USD 29.3 M +7% 5.33% 79.9% 1,246 11.32% 1.4
Stewart & Patten Company
1846
Stewart & Patten Company
California
USD 480 M +USD 33.3 M +7% 8.43% 27.5% 97 10.31% 2.3
Thompson Investment Management
1847
Thompson Investment Management
Wisconsin
USD 480 M +USD 16.8 M +4% 5.94% 100% 176 6.25% 2.1
Petrus Trust Company
1848
Petrus Trust Company
Texas
USD 480 M +USD 8.48 M +2% 3.09% 36.9% 204 55.88% 0.7
Norris Perne & French
1849
Norris Perne & French
Michigan
USD 478 M +USD 59.6 M +14% 6.34% 79.9% 165 18.79% 1.8
CC
1850
ClearArc Capital
Ohio
USD 477 M -USD 3.9 M -0.8% 7.36% 63.4% 458 10.92% 2