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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)
American Assets Investment Management
1926
American Assets Investment Management
California
USD 768 M -USD 33.5 M -4% 5.94% 507% 180 8.33% 4.1
Bank of the West
1927
Bank of the West
California
USD 768 M -USD 21.4 M -3% 5.5% 35.4% 219 5.94% 6
Bristlecone Advisors
1928
Bristlecone Advisors
Washington
USD 766 M -USD 43.8 M -5% 5.12% 103% 248 7.66% 3.3
BTC Capital Management
1929
BTC Capital Management
Iowa
USD 765 M -USD 52.7 M -6% 5.12% – 258 8.91% 3.1
Landscape Capital Management
1930
Landscape Capital Management
New Jersey
USD 765 M +USD 24.9 M +3% 2.94% 92.5% 1,173 38.11% 0.7
Connors Investor Services
1931
Connors Investor Services
Pennsylvania
USD 764 M -USD 30.1 M -4% 4.98% 125% 167 14.37% 4.3
Quantum Capital Management (New Jersey)
1932
Quantum Capital Management (New Jersey)
New Jersey
USD 763 M +USD 31.1 M +4% 1.83% 22.7% 31 3.23% 6.1
GJL
1933
Gendell Jeffrey L
USD 763 M -USD 102 M -12% 1.23% 748% 62 17.74% 2.9
Vestor Capital
1934
Vestor Capital
Illinois
USD 763 M -USD 62.2 M -8% 2.48% 188% 233 17.17% 3.2
Rock Creek Group
1935
Rock Creek Group
District of Columbia
USD 762 M -USD 100 M -12% 6.44% 37.2% 189 21.69% 1.7
WMC
1936
Westwood Management Corporation
Illinois
USD 762 M -USD 33.7 M -4% 0.08% 44.3% 78 12.82% 4.6
Capital Growth Management
1937
Capital Growth Management
Massachusetts
USD 761 M -USD 80.7 M -10% 0.39% 422% 83 61.45% 0.3
Hilton Capital Management
1938
Hilton Capital Management
New York
USD 760 M -USD 55.1 M -7% 3.22% 58.2% 120 20% 2.3
Front Barnett Associates
1939
Front Barnett Associates
Illinois
USD 759 M -USD 62.8 M -8% 5.53% 40.5% 113 0.88% 6.6
CapWealth Advisors
1940
CapWealth Advisors
Tennessee
USD 758 M -USD 71.3 M -9% 5.55% 152% 112 9.82% 4.8
Quadrant Capital Group
1941
Quadrant Capital Group
Ohio
USD 756 M +USD 11.9 M +2% 4.48% 118% 2,914 13.69% 3.9
WCG Wealth Advisors
1942
WCG Wealth Advisors
Nevada
USD 756 M +USD 35.9 M +5% 5.17% 69.6% 311 20.9% 0.2
O'Brien Greene & Co
1943
O'Brien Greene & Co
Pennsylvania
USD 755 M +USD 490 M +185% 4.07% 81.4% 135 7.41% 2.5
GSA Capital Partners
1944
GSA Capital Partners
United Kingdom
USD 754 M +USD 87.8 M +13% 2.76% 94.7% 2,028 62.08% 0.3
OEP Capital Advisors
1945
OEP Capital Advisors
New York
USD 754 M +USD 36.5 M +5% 5.09% 23.2% 2 0% 1.8
Girard Partners
1946
Girard Partners
Pennsylvania
USD 754 M -USD 30.5 M -4% 5.54% 25.7% 237 10.55% 4.5
Mount Yale Investment Advisors
1947
Mount Yale Investment Advisors
Colorado
USD 753 M -USD 40.4 M -5% 4.74% 81.9% 491 17.72% 2.2
Howe & Rusling
1948
Howe & Rusling
New York
USD 753 M -USD 35.6 M -5% 4.98% 82% 1,247 20.85% 3.2
Honeycomb Asset Management
1949
Honeycomb Asset Management
New York
USD 753 M +USD 352 M +88% 1.15% 49% 44 65.91% 0.3
BDO Wealth Advisors
1950
BDO Wealth Advisors
Florida
USD 752 M -USD 60.1 M -7% 5.62% 38.3% 1,178 14.69% 2.5