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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)
JDR
1901
Jay D. Rosenbaum
USD 453 M +USD 95.2 M +27% 26% 12.9% 45 17.78% 1
Planning Alternatives
1902
Planning Alternatives
Michigan
USD 453 M +USD 22.5 M +5% 1.12% 69.6% 56 12.5% 2
Harvey Investment Company
1903
Harvey Investment Company
Kentucky
USD 450 M +USD 13 M +3% 3.9% 56.4% 80 7.5% 2.5
Moneta Group Investment Advisors
1904
Moneta Group Investment Advisors
Missouri
USD 450 M +USD 43.3 M +11% 1.62% 64% 176 28.41% 1.3
NAM
1905
Netols Asset Management
Wisconsin
USD 450 M -USD 2.59 M -0.6% 3.19% 41.7% 72 8.33% 2.1
Checchi Capital Advisers
1906
Checchi Capital Advisers
California
USD 450 M +USD 53.5 M +14% 2.73% 68% 1,659 78.42% 0.4
Prospera Financial Services
1907
Prospera Financial Services
Texas
USD 449 M -USD 6.69 M -1% 2.28% 97.4% 382 33.25% 1.3
Randolph Company
1908
Randolph Company
Ohio
USD 449 M +USD 55.9 M +14% 2.26% 120% 42 45.24% 1.1
Mizuho Securities USA
1909
Mizuho Securities USA
New York
USD 448 M -USD 359 M -44% 3.22% 99% 209 76.08% 0.3
Raytheon Master Pension Trust
1910
Raytheon Master Pension Trust
Massachusetts
USD 448 M -USD 110 M -20% 0.75% 36.3% 13 38.46% 0.8
NatWest Group
1911
NatWest Group
United Kingdom
USD 447 M -USD 49.8 M -10% 0.69% 207% 139 23.02% 2.1
Winslow Asset Management
1912
Winslow Asset Management
Ohio
USD 447 M -USD 58.6 M -12% 3.7% 89.9% 94 7.45% 2.4
Pacific Global Investment Management
1913
Pacific Global Investment Management
California
USD 446 M +USD 5.07 M +1% 2.85% 48% 222 10.36% 2.2
Speece Thorson Capital Group
1914
Speece Thorson Capital Group
Minnesota
USD 445 M +USD 34.6 M +8% 5.76% 34.2% 44 2.27% 2.3
Halsey Associates
1915
Halsey Associates
Connecticut
USD 445 M +USD 12.6 M +3% 2.83% 63.8% 109 11.93% 2.2
Richard C. Young & Co
1916
Richard C. Young & Co
Rhode Island
USD 444 M +USD 4.97 M +1% 4.35% 137% 79 18.99% 1.7
Howe & Rusling
1917
Howe & Rusling
New York
USD 444 M +USD 7.9 M +2% 1.84% 82% 1,114 15.71% 1.6
Vicus Capital
1918
Vicus Capital
Pennsylvania
USD 443 M +USD 49.7 M +13% 1.36% 59.6% 225 22.22% 1.5
ACG Wealth
1919
ACG Wealth
Georgia
USD 443 M -USD 4.28 M -1% 1.08% 45.5% 250 20.4% 1.5
Meiji Yasuda Asset Management
1920
Meiji Yasuda Asset Management
Japan
USD 442 M +USD 395 k +0.1% 1.7% 93.9% 382 20.94% 1.8
GHP Investment Advisors
1921
GHP Investment Advisors
Colorado
USD 442 M +USD 27.7 M +7% 2.97% 81.4% 296 10.81% 2.2
GWI
1922
Grace & White Inc
New York
USD 441 M +USD 10.6 M +2% 4.96% 61.5% 145 5.52% 2.4
Pacer Advisors
1923
Pacer Advisors
Pennsylvania
USD 441 M +USD 15.1 M +4% 1.55% 58.4% 893 14.56% 0.4
CL
1924
Croft-Leominster
Maryland
USD 441 M -USD 23.8 M -5% 0.72% 38% 199 29.65% 1.6
Strategy Asset Managers
1925
Strategy Asset Managers
California
USD 440 M +USD 315 k +0.1% 1.42% 115% 166 36.14% 1.6