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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)
AIM
1876
Act II Management
New York
USD 428 M +USD 24.7 M +6% 0.75% 43.6% 55 50.91% 0.4
Atwood & Palmer
1877
Atwood & Palmer
Missouri
USD 427 M +USD 22.2 M +5% 2.71% 90% 120 12.5% 0.7
River Global Investors
1878
River Global Investors
United Kingdom
USD 427 M +USD 23.2 M +6% 2.02% 49.7% 82 31.71% 0.5
Polaris Wealth Advisory Group
1879
Polaris Wealth Advisory Group
California
USD 427 M +USD 20.6 M +5% 2.62% 64% 222 41.89% 0.5
Clear Harbor Asset Management
1880
Clear Harbor Asset Management
Connecticut
USD 427 M +USD 29 M +7% 3.23% 98.6% 227 23.79% 0.5
MAM
1881
Mastrapasqua Asset Management
Tennessee
USD 426 M -USD 15.4 M -3% 2.05% 54.9% 166 18.07% 0.6
Aston Asset Management
1882
Aston Asset Management
Illinois
USD 426 M +USD 18.5 M +5% 0.62% 26.1% 152 17.11% 0.6
Rockland Trust
1883
Rockland Trust
Massachusetts
USD 425 M +USD 9.9 M +2% 1.48% 61.5% 135 14.07% 0.7
CA
1884
Cornerstone Advisors
North Carolina
USD 425 M +USD 17.7 M +4% 2.81% 108% 293 20.82% 0.5
Garcia Hamilton & Associates
1885
Garcia Hamilton & Associates
Texas
USD 425 M -USD 17.4 M -4% 1.23% 39.1% 55 10.91% 0.7
Brighton Jones LLC
1886
Brighton Jones LLC
Washington
USD 424 M -USD 12.4 M -3% 0.24% 97.9% 208 13.94% 0.6
SCI
1887
Seneca Capital Investments
New York
USD 424 M +USD 26.3 M +7% 6.39% – 58 48.28% 0.3
Private Wealth Partners
1888
Private Wealth Partners
California
USD 424 M -USD 24.5 M -5% 1.34% 132% 192 29.69% 0.6
Quantbot Technologies
1889
Quantbot Technologies
New York
USD 424 M +USD 220 M +107% 1.78% 33.6% 1,560 70.45% 0.2
Grandeur Peak Global Advisors
1890
Grandeur Peak Global Advisors
Utah
USD 424 M +USD 48.5 M +13% 0.44% 96% 126 20.63% 0.6
VAM
1891
Visionary Asset Management
Texas
USD 424 M +USD 47.5 M +13% 1.73% 31.9% 112 56.25% 0.2
Grassi Investment Management
1892
Grassi Investment Management
California
USD 424 M +USD 4.49 M +1% 2.41% 170% 147 17.01% 0.7
Vigilant Capital Management
1893
Vigilant Capital Management
Maine
USD 423 M +USD 14.1 M +3% 1.35% 48.8% 296 31.42% 0.5
KRC
1894
Kingdom Ridge Capital
New York
USD 423 M +USD 93.9 M +29% 9.89% 51.6% 35 57.14% 0.3
Appleton Partners
1895
Appleton Partners
Massachusetts
USD 423 M +USD 5.53 M +1% 0.43% 101% 180 12.78% 0.6
Asset Advisors Corp
1896
Asset Advisors Corp
Georgia
USD 422 M +USD 3.91 M +0.9% 1.13% 41.4% 157 12.74% 0.6
Reynders McVeigh Capital Management
1897
Reynders McVeigh Capital Management
Massachusetts
USD 422 M +USD 18.2 M +4% 3.23% 108% 164 6.1% 0.7
Burnham Asset Management
1898
Burnham Asset Management
New York
USD 422 M -USD 6.12 M -1% 2.28% 39.5% 265 8.68% 0.7
Zuckerman Investment Group
1899
Zuckerman Investment Group
Illinois
USD 422 M -USD 3.87 M -0.9% 2.15% 111% 50 14% 0.7
EC
1900
Everest Capital
Florida
USD 422 M -USD 169 M -29% 23.1% – 55 45.45% 0.4