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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)
Asset Advisors Corp
1876
Asset Advisors Corp
Georgia
USD 418 M +USD 66.6 M +19% 10.1% 41.4% 162 16.67% 0.5
Rafferty Asset Management
1877
Rafferty Asset Management
New York
USD 418 M -USD 100 M -19% 1.84% 238% 314 62.1% 0.2
Dean Investment Associates
1878
Dean Investment Associates
Ohio
USD 418 M +USD 35.6 M +9% 9.4% 63.5% 239 16.32% 0.4
Campbell Newman Asset Management
1879
Campbell Newman Asset Management
Wisconsin
USD 418 M +USD 2.36 M +0.6% 10.5% 116% 90 12.22% 0.5
BLB&B Advisors
1880
BLB&B Advisors
Pennsylvania
USD 418 M +USD 38.2 M +10% 9.39% 71.6% 258 9.3% 0.5
Appleton Partners
1881
Appleton Partners
Massachusetts
USD 417 M +USD 44 M +12% 10.7% 101% 178 12.92% 0.4
Catawba Capital Management
1882
Catawba Capital Management
Virginia
USD 417 M +USD 35.2 M +9% 8.16% 33.1% 249 8.43% 0.4
Penn Davis McFarland
1883
Penn Davis McFarland
Texas
USD 417 M -USD 1.71 M -0.4% 11% 100% 30 10% 0.5
Pacer Advisors
1884
Pacer Advisors
Pennsylvania
USD 416 M – – 9.42% 58.4% 510 – 0
Corda Investment Management
1885
Corda Investment Management
Texas
USD 416 M +USD 49.1 M +13% 6.44% 85% 51 7.84% 0.4
Rockland Trust
1886
Rockland Trust
Massachusetts
USD 415 M +USD 37 M +10% 8.62% 61.5% 130 13.85% 0.4
Deltec Asset Management
1887
Deltec Asset Management
New York
USD 415 M +USD 33.2 M +9% 10.8% 128% 165 28.48% 0.4
MCTIC
1888
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 415 M +USD 51.2 M +14% 11.6% 38.8% 96 7.29% 0.4
Deer VII & Co
1889
Deer VII & Co
New York
USD 414 M +USD 365 M +731% 35.8% 241% 7 42.86% 0.3
Washington Capital Management
1890
Washington Capital Management
Washington
USD 414 M +USD 37 M +10% 10.5% 81.8% 200 15% 0.4
Mechanics Bank - Trust Department
1891
Mechanics Bank - Trust Department
California
USD 414 M +USD 48.6 M +13% 9.58% 76.8% 156 7.69% 0.5
Efficient Advisors
1892
Efficient Advisors
Ohio
USD 413 M +USD 23.2 M +6% 3.93% 30.6% 22 9.09% 0.5
Oberweis Asset Management
1893
Oberweis Asset Management
Illinois
USD 413 M +USD 60.9 M +17% 16.4% 485% 170 30% 0.4
Bragg Financial Advisors
1894
Bragg Financial Advisors
North Carolina
USD 412 M +USD 27.9 M +7% 8.73% 101% 251 11.95% 0.5
RCM
1895
Ratan Capital Management
Florida
USD 411 M +USD 74.6 M +22% 25.8% 616% 33 54.55% 0.3
First Interstate Bank
1896
First Interstate Bank
Montana
USD 410 M +USD 38.8 M +10% 8.01% 49.7% 107 11.21% 0.4
Bainco International Investors
1897
Bainco International Investors
Massachusetts
USD 410 M +USD 9.23 M +2% 8.75% 69.4% 90 12.22% 0.4
Vigilant Capital Management
1898
Vigilant Capital Management
Maine
USD 409 M +USD 55.9 M +16% 6.14% 48.8% 252 21.03% 0.4
SH
1899
Scepter Holdings
Texas
USD 409 M -USD 134 M -25% 8.89% – 100 55% 0.2
Reilly Financial Advisors
1900
Reilly Financial Advisors
California
USD 408 M +USD 48.5 M +13% 9.19% 99% 904 26% 0.4