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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)
Dean Investment Associates
1926
Dean Investment Associates
Ohio
USD 434 M +USD 18.2 M +4% 4.83% 63.5% 242 18.6% 0.8
Foster & Motley
1927
Foster & Motley
Ohio
USD 433 M +USD 26.4 M +6% 3.92% 68.8% 174 13.22% 0.8
Cobiz Wealth
1928
Cobiz Wealth
Colorado
USD 433 M +USD 13.9 M +3% 4.28% 54% 128 8.59% 0.9
Constellation Investments
1929
Constellation Investments
Ohio
USD 432 M +USD 21.2 M +5% 5.94% – 404 5.2% 0.9
Alaska Permanent Capital Management
1930
Alaska Permanent Capital Management
Alaska
USD 432 M +USD 20.1 M +5% 3.77% 42.8% 26 3.85% 0.9
NM
1931
NWI Management
New York
USD 432 M +USD 105 M +32% 8.06% 230% 22 9.09% 0.8
Parkwood LLC
1932
Parkwood LLC
Ohio
USD 431 M +USD 14.9 M +4% 5.91% 120% 246 55.28% 0.3
MCTIC
1933
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 430 M +USD 17.6 M +4% 6.14% 38.8% 94 5.32% 0.8
EP Wealth Advisors
1934
EP Wealth Advisors
California
USD 430 M +USD 64.7 M +18% 5.85% – 121 14.05% 0.8
Steinberg Global Asset Management
1935
Steinberg Global Asset Management
Florida
USD 430 M +USD 29.1 M +7% 3.83% 32.8% 195 9.23% 0.9
Quantitative Advantage
1936
Quantitative Advantage
Minnesota
USD 429 M +USD 12.6 M +3% 4.26% 45.9% 58 50% 0.4
CA
1937
Continental Advisors
Utah
USD 429 M +USD 42 M +11% 1.79% 73.6% 164 42.68% 0.6
KLCM Advisors
1938
KLCM Advisors
Wisconsin
USD 428 M +USD 53.1 M +14% 5.82% 122% 77 10.39% 0.8
Appleton Partners
1939
Appleton Partners
Massachusetts
USD 428 M +USD 5.07 M +1% 3.02% 101% 181 9.39% 0.8
VAM
1940
Visionary Asset Management
Texas
USD 427 M +USD 3.23 M +0.8% 4.63% 31.9% 433 78.75% 0.1
Cypress Capital Group
1941
Cypress Capital Group
Florida
USD 427 M +USD 19.1 M +5% 4.66% 97.8% 218 10.55% 0.9
Smith Hayes Advisers
1942
Smith Hayes Advisers
Nebraska
USD 427 M +USD 22.6 M +6% 4.6% 35.2% 293 7.17% 0.8
Garcia Hamilton & Associates
1943
Garcia Hamilton & Associates
Texas
USD 426 M +USD 1.45 M +0.3% 4.14% 39.1% 63 22.22% 0.8
MRCM
1944
M&R Capital Management
New Jersey
USD 426 M +USD 11.7 M +3% 4.3% 52.6% 218 9.17% 0.9
First Long Island Investors
1945
First Long Island Investors
New York
USD 426 M +USD 21.3 M +5% 5.03% 85.5% 55 12.73% 0.9
B. Riley Wealth Advisors
1946
B. Riley Wealth Advisors
Florida
USD 426 M +USD 95 M +29% 6.87% 118% 2,485 70.62% 0.2
LGT Capital Partners
1947
LGT Capital Partners
Switzerland
USD 425 M – – 4.55% 67.2% 64 – 0
Main Street Research
1948
Main Street Research
Connecticut
USD 424 M +USD 12.4 M +3% 4.04% 232% 145 11.72% 0.9
Steel Grove Capital Advisors
1949
Steel Grove Capital Advisors
Tennessee
USD 424 M +USD 20.8 M +5% 7.02% 106% 152 23.68% 0.8
Summit Partners
1950
Summit Partners
Massachusetts
USD 424 M +USD 128 M +43% 3.03% 13.7% 6 50% 0.6