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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)
Dudley & Shanley
1851
Dudley & Shanley
Florida
USD 451 M -USD 52.4 M -10% 9.9% 67.9% 30 16.67% 1.6
Carroll Financial Associates
1852
Carroll Financial Associates
North Carolina
USD 451 M +USD 4.05 M +0.9% 7.01% 79.9% 1,252 16.37% 1.2
GW & Wade
1853
GW & Wade
Massachusetts
USD 451 M -USD 54.6 M -11% 6.29% 32.2% 245 15.51% 1
Crescent Park Management
1854
Crescent Park Management
California
USD 450 M +USD 27.6 M +7% 8.53% 87% 15 6.67% 0.5
Arbor Capital Management (Minnesota)
1855
Arbor Capital Management (Minnesota)
Minnesota
USD 450 M -USD 77.7 M -15% 3.72% 97.7% 193 18.65% 1.2
Pacific Global Investment Management
1856
Pacific Global Investment Management
California
USD 449 M -USD 81.1 M -15% 11.4% 48% 229 10.48% 1.9
Grandeur Peak Global Advisors
1857
Grandeur Peak Global Advisors
Utah
USD 448 M -USD 59.4 M -12% 10.3% 96% 120 15% 1.3
NAM
1858
Nichols Asset Management
Massachusetts
USD 448 M -USD 113 M -20% 1.82% 43.8% 143 28.67% 1.6
Efficient Advisors
1859
Efficient Advisors
Ohio
USD 447 M -USD 31.8 M -7% 5.95% 30.6% 43 2.33% 1.4
Palisade Asset Management
1860
Palisade Asset Management
Minnesota
USD 447 M -USD 55.4 M -11% 7.12% 61.8% 136 4.41% 2.1
Vision Capital Management
1861
Vision Capital Management
Oregon
USD 447 M -USD 90 M -17% 7.36% 78.4% 83 36.14% 1.2
Stewart & Patten Company
1862
Stewart & Patten Company
California
USD 447 M -USD 28 M -6% 6.35% 27.5% 98 8.16% 2
Junto Capital Management
1863
Junto Capital Management
New York
USD 447 M +USD 14.3 M +3% 1.96% 122% 29 68.97% 0.2
Compass Capital Management
1864
Compass Capital Management
Minnesota
USD 446 M -USD 27.9 M -6% 5.96% 50.8% 47 12.77% 2
OCMI
1865
Oaktop Capital Management II
New Jersey
USD 445 M -USD 27.3 M -6% 9.01% 451% 21 4.76% 2
Dean Investment Associates
1866
Dean Investment Associates
Ohio
USD 444 M +USD 2.8 M +0.6% 6.57% 63.5% 253 26.88% 1.4
Connors Investor Services
1867
Connors Investor Services
Pennsylvania
USD 443 M -USD 39.6 M -8% 7.6% 125% 166 16.27% 1.6
LBMC Investment Advisors
1868
LBMC Investment Advisors
Tennessee
USD 442 M -USD 29.1 M -6% 7.49% 52.8% 61 8.2% 1.7
Rehmann Capital Advisory Group
1869
Rehmann Capital Advisory Group
Michigan
USD 442 M +USD 3.94 M +0.9% 5.27% 64.6% 371 19.41% 1.6
CWA
1870
Convergent Wealth Advisors
Maryland
USD 442 M +USD 9.42 M +2% 8.57% – 44 40.91% 1.1
NAM
1871
Netols Asset Management
Wisconsin
USD 442 M -USD 65.4 M -13% 9.82% 41.7% 73 8.22% 1.7
Signet Financial Management
1872
Signet Financial Management
New Jersey
USD 442 M +USD 6.86 M +2% 7.48% 65.2% 215 29.3% 0.5
Campbell Newman Asset Management
1873
Campbell Newman Asset Management
Wisconsin
USD 441 M -USD 63 M -13% 4.87% 108% 90 10% 1.9
Appleton Partners
1874
Appleton Partners
Massachusetts
USD 440 M -USD 6.58 M -1% 6.09% 101% 215 20.47% 1.5
Foster & Motley
1875
Foster & Motley
Ohio
USD 439 M -USD 16.2 M -4% 6.4% 68.8% 182 10.99% 1.7