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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)
Gratus Capital
1951
Gratus Capital
Georgia
USD 414 M -USD 14.7 M -3% 5.03% 51.4% 104 22.12% 0.6
SFMG Wealth Advisors
1952
SFMG Wealth Advisors
Texas
USD 414 M -USD 33.4 M -7% 2.55% 76.1% 135 26.67% 1.3
Greenwich Wealth Management
1953
Greenwich Wealth Management
Connecticut
USD 413 M -USD 370 M -47% 11% 198% 185 15.68% 1.8
ASA
1954
Armstrong Shaw Associates
Connecticut
USD 412 M -USD 49.7 M -11% 8.31% 51.2% 42 2.38% 1.9
Ardsley Advisory Partners
1955
Ardsley Advisory Partners
Connecticut
USD 412 M -USD 384 M -48% 18.7% 555% 228 65.35% 0.5
Cadinha & Co
1956
Cadinha & Co
Hawaii
USD 412 M -USD 89.9 M -18% 5.02% 132% 117 15.38% 1.8
Cobiz Wealth
1957
Cobiz Wealth
Colorado
USD 412 M -USD 36 M -8% 5.26% 54% 145 11.72% 1.7
Alexandria Capital
1958
Alexandria Capital
Virginia
USD 411 M -USD 38.8 M -9% 8.02% 66.8% 658 13.68% 1.7
Chemung Canal Trust
1959
Chemung Canal Trust
New York
USD 411 M -USD 45.4 M -10% 6.92% 80.9% 137 7.3% 1.9
Providence Equity Partners
1960
Providence Equity Partners
Rhode Island
USD 411 M -USD 105 M -20% 18.7% 12.4% 3 0% 2.3
GWM
1961
Gupta Wealth Management
California
USD 410 M +USD 3.1 M +0.8% 5.39% – 1,427 24.81% 0.4
SA
1962
Smithwood Advisers
California
USD 410 M -USD 291 M -41% 20.9% 23.3% 23 60.87% 0.5
GII
1963
Gryphon International Investment
Ontario, Canada
USD 410 M -USD 37 M -8% 0.4% 5.67% 23 8.7% 1.7
Aristotle Capital Boston
1964
Aristotle Capital Boston
Massachusetts
USD 410 M -USD 29.5 M -7% 4.93% 72.2% 107 8.41% 0.7
Bainco International Investors
1965
Bainco International Investors
Massachusetts
USD 410 M -USD 37.7 M -8% 4.67% 69.4% 90 20% 1.9
Park Avenue Securities
1966
Park Avenue Securities
New York
USD 409 M +USD 1.96 M +0.5% 6.06% 71% 38 42.11% 0.4
MCTIC
1967
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 409 M -USD 38.3 M -9% 7.57% 38.8% 93 6.45% 1.8
Beacon Financial Group
1968
Beacon Financial Group
Texas
USD 409 M -USD 52.1 M -11% 4.62% 66.6% 184 21.2% 1.4
Meiji Yasuda Asset Management
1969
Meiji Yasuda Asset Management
Japan
USD 408 M -USD 17.1 M -4% 5.2% 93.9% 389 22.37% 1.5
Asset Advisors Corp
1970
Asset Advisors Corp
Georgia
USD 408 M -USD 40.1 M -9% 4.32% 41.4% 178 11.24% 1.8
JMG Financial Group
1971
JMG Financial Group
Illinois
USD 408 M -USD 25.3 M -6% 9.62% 58.7% 56 1.79% 2.1
Planning Alternatives
1972
Planning Alternatives
Michigan
USD 407 M -USD 67.1 M -14% 7.48% 69.6% 47 6.38% 1.7
JCIC Asset Management
1973
JCIC Asset Management
Ontario, Canada
USD 407 M -USD 150 M -27% 8.69% – 111 17.12% 1.3
Arrow Investment Advisors
1974
Arrow Investment Advisors
Maryland
USD 407 M -USD 90.1 M -18% 6.16% 36.3% 89 25.84% 1
C.M. Bidwell & Associates
1975
C.M. Bidwell & Associates
Hawaii
USD 406 M -USD 41.4 M -9% 3.13% 70.6% 311 60.77% 0.5