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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)
Middleton & Co
1926
Middleton & Co
Massachusetts
USD 422 M -USD 39.7 M -9% 6.15% 69.7% 158 11.39% 1.9
John G. Ullman & Associates
1927
John G. Ullman & Associates
New York
USD 421 M -USD 110 M -21% 8.14% 156% 151 24.5% 1.7
Permian Investment Partners
1928
Permian Investment Partners
Texas
USD 421 M -USD 73.4 M -15% 7.32% 78.6% 21 52.38% 0.5
Efficient Market Advisors
1929
Efficient Market Advisors
California
USD 421 M -USD 10.7 M -2% 7.01% 5.97% 198 32.83% 1.4
Integre Asset Management
1930
Integre Asset Management
New York
USD 421 M -USD 56.4 M -12% 8.68% 74.1% 179 34.64% 1.2
CCC
1931
Chelsea Counsel Company
California
USD 420 M -USD 26.8 M -6% 8.68% 106% 170 11.18% 1.5
Altarock Partners
1932
Altarock Partners
Florida
USD 420 M +USD 106 M +34% 5.19% 58.1% 8 12.5% 0.6
Capital Investment Services of America
1933
Capital Investment Services of America
Wisconsin
USD 418 M -USD 19.4 M -4% 2.86% 50.7% 64 12.5% 1.8
PT Asset Management
1934
PT Asset Management
Illinois
USD 418 M +USD 65.5 M +19% 8.71% 7.94% 289 49.83% 0.4
Patriot Financial Partners
1935
Patriot Financial Partners
Pennsylvania
USD 418 M -USD 10.2 M -2% 0.68% 16.6% 19 31.58% 1.5
Bragg Financial Advisors
1936
Bragg Financial Advisors
North Carolina
USD 418 M -USD 19 M -4% 5.54% 101% 236 7.63% 2.1
Norris Perne & French
1937
Norris Perne & French
Michigan
USD 418 M -USD 105 M -20% 6.08% 79.9% 163 12.88% 1.8
BTR Capital Management
1938
BTR Capital Management
California
USD 418 M -USD 7.11 M -2% 8.96% 35% 180 22.22% 1.5
Randolph Company
1939
Randolph Company
Ohio
USD 418 M -USD 25 M -6% 5.05% 120% 61 54.1% 1
Jay A. Fishman Ltd
1940
Jay A. Fishman Ltd
Michigan
USD 417 M -USD 64 M -13% 9.58% 105% 99 13.13% 1.8
Strategy Asset Managers
1941
Strategy Asset Managers
California
USD 417 M -USD 31.7 M -7% 5.85% 115% 158 32.28% 1.5
Calamos Wealth Management
1942
Calamos Wealth Management
Illinois
USD 417 M -USD 6.75 M -2% 4.74% 102% 278 23.38% 0.9
B. Riley Wealth Advisors
1943
B. Riley Wealth Advisors
Florida
USD 416 M +USD 13.8 M +3% 6.68% 118% 642 29.28% 1.3
Alphabet Inc
1944
Alphabet Inc
California
USD 416 M -USD 66.2 M -14% 13.7% 327% 5 0% 1
First Fiduciary Investment Counsel
1945
First Fiduciary Investment Counsel
Ohio
USD 416 M -USD 46.1 M -10% 6.51% 48.1% 45 24.44% 1.8
BTC Capital Management
1946
BTC Capital Management
Iowa
USD 415 M -USD 14.9 M -3% 8.4% – 190 28.95% 0.7
MIG Capital
1947
MIG Capital
California
USD 415 M -USD 115 M -22% 4.45% 118% 39 43.59% 1
Aegon USA Investment Management
1948
Aegon USA Investment Management
Iowa
USD 415 M -USD 13 mil M -97% 5.57% 39.9% 57 54.39% 1.4
Harvey Investment Company
1949
Harvey Investment Company
Kentucky
USD 415 M -USD 15.7 M -4% 3.25% 56.4% 87 12.64% 2.1
PGCM
1950
Prescott Group Capital Management
Oklahoma
USD 415 M -USD 88 M -18% 13.5% 148% 199 25.63% 1.4