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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)
Blue Chip Partners
1926
Blue Chip Partners
Michigan
USD 1082 M +USD 52.6 M +5% 2.28% 81.2% 197 9.64% 4.5
Sage Mountain Advisors
1927
Sage Mountain Advisors
Georgia
USD 1082 M +USD 119 M +12% 2.51% 62.5% 453 17% 1.6
Charles Schwab Trust
1928
Charles Schwab Trust
Nevada
USD 1081 M +USD 24.3 M +2% 0.39% 52.7% 162 11.73% 3.1
Eagle Ridge Investment Management
1929
Eagle Ridge Investment Management
Connecticut
USD 1080 M -USD 5.23 M -0.5% 0.62% 28.2% 149 8.05% 5.3
SPC Financial Inc
1930
SPC Financial Inc
Maryland
USD 1080 M +USD 16.2 M +2% 0.11% 65.1% 249 10.84% 3.9
Stack Financial Management
1931
Stack Financial Management
Montana
USD 1080 M -USD 9.9 M -0.9% 0.63% 58.4% 50 10% 4.5
Koshinski Asset Management
1932
Koshinski Asset Management
Illinois
USD 1079 M +USD 102 M +10% 2.46% 76.5% 651 18.43% 2.5
Sheaff Brock Investment Advisors
1933
Sheaff Brock Investment Advisors
Indiana
USD 1078 M -USD 509 M -32% 6.39% 61.9% 530 16.98% 4.8
True Link Financial Advisors
1934
True Link Financial Advisors
California
USD 1078 M +USD 35 M +3% 0.74% 26.8% 69 15.94% 1.5
BTC Capital Management
1935
BTC Capital Management
Iowa
USD 1077 M -USD 16.5 M -2% 3.74% – 229 10.04% 4.6
Galvin Gaustad & Stein
1936
Galvin Gaustad & Stein
Arizona
USD 1075 M -USD 11.6 M -1% 1.31% 60.7% 192 8.85% 2.5
Edgemoor Investment Advisors
1937
Edgemoor Investment Advisors
Maryland
USD 1075 M +USD 17.1 M +2% 4.2% 109% 170 8.24% 5.2
Plato Investment Management
1938
Plato Investment Management
Australia
USD 1073 M +USD 106 M +11% 5.73% – 521 11.13% 0.4
Atalan Capital Partners
1939
Atalan Capital Partners
New York
USD 1073 M -USD 137 M -11% 1.49% 319% 9 0% 1.6
Petrus Trust Company
1940
Petrus Trust Company
Texas
USD 1071 M -USD 35.1 M -3% 3.59% 36.9% 791 50.06% 0.6
1900 Wealth Management
1941
1900 Wealth Management
Texas
USD 1069 M -USD 27.7 M -3% 1.9% 61% 242 11.57% 2.6
American Assets Investment Management
1942
American Assets Investment Management
California
USD 1069 M +USD 17.8 M +2% 0.83% 507% 173 9.83% 5.8
Hartford Funds Management
1943
Hartford Funds Management
Pennsylvania
USD 1066 M +USD 17.1 M +2% 0.44% 26.8% 98 10.2% 1.4
Angeles Wealth Management
1944
Angeles Wealth Management
California
USD 1066 M +USD 65.9 M +7% 3.45% 70.4% 327 16.21% 1.3
Lindbrook Capital
1945
Lindbrook Capital
California
USD 1065 M -USD 4.21 M -0.4% 4.35% 35.8% 2,874 11.9% 3.1
QV Investors
1946
QV Investors
Alberta, Canada
USD 1064 M -USD 88.1 M -8% 3.9% 68.3% 67 7.46% 4.2
QVT Financial
1947
QVT Financial
New York
USD 1063 M -USD 119 M -10% 1.25% 267% 39 20.51% 3.8
Artemis Wealth Advisors
1948
Artemis Wealth Advisors
New York
USD 1063 M +USD 73.2 M +7% 7.42% 174% 37 16.22% 2.1
Flat Footed LLC
1949
Flat Footed LLC
Wyoming
USD 1063 M +USD 485 M +84% 7.01% 152% 28 64.29% 0.5
IAIM
1950
International Assets Investment Management
Florida
USD 1062 M +USD 106 M +11% 4.64% 88.5% 2,285 66.56% 0.6