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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)
Howe & Rusling
1926
Howe & Rusling
New York
USD 429 M -USD 16.6 M -4% 0.32% 82% 999 27.63% 0.8
Cookson Peirce & Co
1927
Cookson Peirce & Co
Pennsylvania
USD 428 M +USD 11 M +3% 4.99% 307% 160 49.38% 0.4
MCTIC
1928
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 428 M -USD 2.04 M -0.5% 0.07% 38.8% 96 6.25% 1
Appleton Partners
1929
Appleton Partners
Massachusetts
USD 428 M +USD 600 k +0.1% 1.48% 101% 198 17.17% 1
Smith Hayes Advisers
1930
Smith Hayes Advisers
Nebraska
USD 427 M +USD 949 k +0.2% 0.11% 35.2% 311 15.11% 1
Sector Gamma AS
1931
Sector Gamma AS
Norway
USD 427 M +USD 4.69 M +1% 1.53% 35.3% 37 27.03% 0.7
Fulton Breakefield Broenniman
1932
Fulton Breakefield Broenniman
Maryland
USD 427 M +USD 14.4 M +3% 0.62% 68% 134 4.48% 1.1
MYCIO Wealth Partners
1933
MYCIO Wealth Partners
Pennsylvania
USD 427 M -USD 13.5 M -3% 0.19% 69.3% 719 14.88% 1
JMH
1934
J.M. Hartwell
New York
USD 427 M -USD 68.3 M -14% 0.32% 72.2% 114 27.19% 0.9
Steel Grove Capital Advisors
1935
Steel Grove Capital Advisors
Tennessee
USD 427 M +USD 3.27 M +0.8% 1.09% 106% 148 16.22% 0.9
Morgan Dempsey Capital Management
1936
Morgan Dempsey Capital Management
Wisconsin
USD 427 M -USD 24.5 M -5% 8.58% 52.1% 178 11.24% 1.1
Stratos Wealth Partners
1937
Stratos Wealth Partners
Ohio
USD 426 M +USD 127 M +42% 1.15% 83.3% 368 28.53% 0.2
BPM
1938
Bowling Portfolio Management
Ohio
USD 426 M +USD 3.96 M +0.9% 2.61% 45.7% 108 0.93% 0.9
Capital Analysts LLC
1939
Capital Analysts LLC
Pennsylvania
USD 426 M +USD 15.7 M +4% 1.98% 51.3% 409 12.71% 0.9
MC
1940
MSF Capital
New York
USD 426 M -USD 16.8 M -4% 1.11% – 75 40% 0.7
Dialectic Capital Management
1941
Dialectic Capital Management
Connecticut
USD 426 M +USD 109 M +34% 0.32% 91.5% 239 67.78% 0.2
StepStone Group
1942
StepStone Group
California
USD 426 M +USD 298 M +232% 20.5% 107% 15 13.33% 0.7
SIG
1943
Schooner Investment Group
Pennsylvania
USD 426 M -USD 16.7 M -4% 1.92% 24.3% 156 20.51% 0.8
Middleton & Co
1944
Middleton & Co
Massachusetts
USD 426 M -USD 14.2 M -3% 0.37% 69.7% 163 9.2% 1
Pictet North America Advisors
1945
Pictet North America Advisors
Switzerland
USD 425 M +USD 37.2 M +10% 0.31% 67.7% 55 20% 0.6
Bernzott Capital Advisors
1946
Bernzott Capital Advisors
California
USD 425 M -USD 11.8 M -3% 2.46% 46.6% 57 19.3% 0.9
Meiji Yasuda Asset Management
1947
Meiji Yasuda Asset Management
Japan
USD 425 M -USD 61.2 M -13% 1.08% 93.9% 380 15% 1
Aston Asset Management
1948
Aston Asset Management
Illinois
USD 424 M -USD 12.7 M -3% 1.67% 26.1% 146 13.7% 1
C.M. Bidwell & Associates
1949
C.M. Bidwell & Associates
Hawaii
USD 424 M -USD 14.7 M -3% 1.98% 70.6% 336 64.29% 0.3
Alaska Permanent Capital Management
1950
Alaska Permanent Capital Management
Alaska
USD 423 M -USD 9.24 M -2% 2.93% 42.8% 32 18.75% 1