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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)
Burnham Asset Management
1951
Burnham Asset Management
New York
USD 441 M -USD 13.6 M -3% 1.46% 39.5% 249 9.24% 1.3
Callan Capital
1952
Callan Capital
California
USD 441 M +USD 79.3 M +22% 23.2% 20.1% 76 19.74% 0.9
Rafferty Asset Management
1953
Rafferty Asset Management
New York
USD 441 M -USD 489 M -53% 0.37% 238% 410 27.8% 0.7
Trinity Street Asset Management
1954
Trinity Street Asset Management
United Kingdom
USD 440 M +USD 23.7 M +6% 5.94% 76.9% 15 6.67% 0.8
StepStone Group
1955
StepStone Group
California
USD 439 M +USD 13.3 M +3% 7.39% 107% 17 17.65% 0.9
QCMC
1956
Quantum Capital Management (California)
California
USD 439 M -USD 68.3 M -13% 6.83% 53.7% 196 21.94% 1.1
Connors Investor Services
1957
Connors Investor Services
Pennsylvania
USD 439 M +USD 27.1 M +7% 6.64% 125% 174 19.54% 1.1
Marble Harbor Investment Counsel
1958
Marble Harbor Investment Counsel
Massachusetts
USD 439 M +USD 25.3 M +6% 6.37% 66.7% 151 9.27% 1.3
C.M. Bidwell & Associates
1959
C.M. Bidwell & Associates
Hawaii
USD 438 M +USD 13.7 M +3% 7.25% 70.6% 291 53.26% 0.5
Bridges Investment Counsel
1960
Bridges Investment Counsel
Nebraska
USD 437 M +USD 3.31 M +0.8% 4.16% 33.7% 160 3.75% 1.4
Cobiz Wealth
1961
Cobiz Wealth
Colorado
USD 437 M +USD 7.53 M +2% 5.38% 54% 136 11.03% 1.3
Efficient Advisors
1962
Efficient Advisors
Ohio
USD 437 M +USD 4.6 M +1% 0.27% 30.6% 29 0% 1.2
Partners Group Holding
1963
Partners Group Holding
Switzerland
USD 437 M -USD 20.8 M -5% 3.75% 23.3% 54 29.63% 1
TD Capital Management
1964
TD Capital Management
Tennessee
USD 437 M -USD 2.99 M -0.7% 1.37% 40.5% 169 10.06% 1.2
Appleton Partners
1965
Appleton Partners
Massachusetts
USD 437 M +USD 8.54 M +2% 4.87% 101% 198 13.13% 1.2
Brighton Jones LLC
1966
Brighton Jones LLC
Washington
USD 437 M -USD 8.54 M -2% 2.09% 97.9% 222 17.57% 1.2
YHB Investment Advisors
1967
YHB Investment Advisors
Connecticut
USD 437 M +USD 20.1 M +5% 5.02% 96.2% 165 9.7% 1.3
NBW Capital
1968
NBW Capital
Massachusetts
USD 436 M -USD 29.7 M -6% 2.44% 86% 87 14.94% 1.2
Mazama Capital Management
1969
Mazama Capital Management
Oregon
USD 435 M +USD 42.3 M +11% 7.4% – 338 36.69% 0.7
Rehmann Capital Advisory Group
1970
Rehmann Capital Advisory Group
Michigan
USD 434 M +USD 12.2 M +3% 2.52% 64.6% 368 18.21% 1.1
300 North Capital
1971
300 North Capital
California
USD 434 M +USD 57.5 M +15% 9.48% – 129 22.48% 0.8
Catawba Capital Management
1972
Catawba Capital Management
Virginia
USD 433 M +USD 3.57 M +0.8% 4.99% 33.1% 267 14.61% 1.3
Dean Investment Associates
1973
Dean Investment Associates
Ohio
USD 432 M +USD 21 M +5% 5.72% 63.5% 259 29.34% 1
Davidson & Garrard
1974
Davidson & Garrard
Virginia
USD 432 M +USD 20.3 M +5% 2.31% 25.2% 197 11.68% 1.3
Hirtle Callaghan & Co
1975
Hirtle Callaghan & Co
Pennsylvania
USD 432 M -USD 172 M -28% 4.74% 58.1% 678 32.74% 0.9