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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)
Henry H. Armstrong Associates
1951
Henry H. Armstrong Associates
Pennsylvania
USD 453 M -USD 8.86 M -2% 1.83% 70% 39 5.13% 1.5
C.M. Bidwell & Associates
1952
C.M. Bidwell & Associates
Hawaii
USD 452 M +USD 14.4 M +3% 4.7% 70.6% 283 54.42% 0.5
Beacon Financial Group
1953
Beacon Financial Group
Texas
USD 451 M -USD 31.5 M -7% 0.48% 66.6% 196 21.43% 1.1
Bernzott Capital Advisors
1954
Bernzott Capital Advisors
California
USD 451 M -USD 9.05 M -2% 3.08% 46.6% 56 19.64% 1.2
PWM
1955
Patriot Wealth Management
Texas
USD 450 M +USD 22.1 M +5% 1.56% 24.3% 65 10.77% 1.3
SCM
1956
SeaStone Capital Management
New York
USD 449 M -USD 194 M -30% 6.7% 17.6% 46 52.17% 0.6
CLA (CliftonLarsonAllen) Wealth Advisors
1957
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 449 M -USD 12.5 M -3% 1.37% 45.9% 86 11.63% 1.2
Fulton Breakefield Broenniman
1958
Fulton Breakefield Broenniman
Maryland
USD 449 M -USD 7.6 M -2% 0.04% 68% 135 7.41% 1.5
Prospera Financial Services
1959
Prospera Financial Services
Texas
USD 449 M +USD 47.8 M +12% 2.23% 97.4% 363 31.4% 0.9
Gratus Capital
1960
Gratus Capital
Georgia
USD 449 M +USD 26.2 M +6% 0.35% 51.4% 105 34.29% 0.2
Cobiz Wealth
1961
Cobiz Wealth
Colorado
USD 448 M +USD 10.8 M +2% 3.88% 54% 136 10.29% 1.4
Bulldog Investors
1962
Bulldog Investors
New Jersey
USD 448 M -USD 14.2 M -3% 0.47% 22.5% 85 32.94% 0.8
LBMC Investment Advisors
1963
LBMC Investment Advisors
Tennessee
USD 447 M +USD 16.8 M +4% 1.53% 52.8% 63 12.7% 1.3
Corbyn Investment Management
1964
Corbyn Investment Management
Maryland
USD 447 M -USD 76 M -15% 2.53% 71.9% 52 17.31% 1.3
LS Power Partners II
1965
LS Power Partners II
New York
USD 447 M +USD 3.95 M +0.9% 3.34% 27.3% 1 0% 1.8
Howe & Rusling
1966
Howe & Rusling
New York
USD 446 M +USD 29.1 M +7% 3.88% 82% 1,034 18.28% 1.1
NBW Capital
1967
NBW Capital
Massachusetts
USD 446 M +USD 10.2 M +2% 2.33% 86% 83 16.87% 1.3
YHB Investment Advisors
1968
YHB Investment Advisors
Connecticut
USD 446 M +USD 9.1 M +2% 1.93% 96.2% 172 8.72% 1.4
Asset Advisors Corp
1969
Asset Advisors Corp
Georgia
USD 446 M -USD 7.08 M -2% 0.39% 41.4% 168 11.31% 1.4
Grace Capital
1970
Grace Capital
Massachusetts
USD 445 M +USD 29.3 M +7% 2.06% 127% 107 17.76% 1.3
Steel Grove Capital Advisors
1971
Steel Grove Capital Advisors
Tennessee
USD 445 M – – 0.85% 106% 171 – 1
ACM
1972
Astenbeck Capital Management
Connecticut
USD 445 M +USD 341 M +329% 1.27% 12.4% 21 42.86% 0.3
Bainco International Investors
1973
Bainco International Investors
Massachusetts
USD 444 M +USD 21.8 M +5% 2.27% 69.4% 93 15.05% 1.4
Appleton Partners
1974
Appleton Partners
Massachusetts
USD 443 M +USD 6.59 M +2% 3.74% 101% 197 14.72% 1.3
MCTIC
1975
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 443 M -USD 3.21 M -0.7% 2.79% 38.8% 100 5% 1.4