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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)
Kimelman & Baird
1951
Kimelman & Baird
New York
USD 1228 M +USD 51.2 M +4% 6.49% – 357 6.16% 3.2
Zazove Associates
1952
Zazove Associates
Nevada
USD 1228 M +USD 59.7 M +5% 0.84% 11% 181 22.1% 1.2
Financial Advocates Investment Management
1953
Financial Advocates Investment Management
Washington
USD 1228 M -USD 199 M -14% 10.5% 89.9% 794 30.1% 3.5
Blue Chip Partners
1954
Blue Chip Partners
Michigan
USD 1227 M +USD 67.8 M +6% 8.68% 81.2% 172 12.79% 5.1
Fairholme Capital Management
1955
Fairholme Capital Management
Florida
USD 1227 M +USD 11.8 M +1% 0.11% 36.2% 12 0% 3.1
NBC Securities
1956
NBC Securities
Alabama
USD 1226 M +USD 53 M +5% 10.1% 86.6% 2,586 23.59% 0.9
HS Management Partners
1957
HS Management Partners
New York
USD 1225 M -USD 11.1 M -0.9% 10.7% 27.7% 25 8% 3.3
BTC Capital Management
1958
BTC Capital Management
Iowa
USD 1225 M +USD 132 M +12% 12.9% – 218 15.14% 4.9
GC Wealth Management RIA
1959
GC Wealth Management RIA
Massachusetts
USD 1224 M +USD 679 M +125% 14% – 536 44.96% 0.7
CFS Investment Advisory Services
1960
CFS Investment Advisory Services
New Jersey
USD 1222 M +USD 98.3 M +9% 7.15% 59.7% 341 14.96% 1.5
Capital Investment Advisory Services
1961
Capital Investment Advisory Services
North Carolina
USD 1221 M +USD 103 M +9% 8.25% 69.3% 1,092 9.98% 3.6
McDaniel Terry & Co
1962
McDaniel Terry & Co
Texas
USD 1221 M +USD 78.5 M +7% 10.4% 57.9% 102 13.73% 6.2
Koss-Olinger Consulting
1963
Koss-Olinger Consulting
Florida
USD 1219 M +USD 31.9 M +3% 7.78% 57.9% 329 11.25% 0.6
Stadion Money Management
1964
Stadion Money Management
Georgia
USD 1218 M +USD 215 M +21% 8.15% 55.3% 26 15.38% 2.6
Teewinot Capital Advisers
1965
Teewinot Capital Advisers
New York
USD 1217 M +USD 238 M +24% 18.2% 149% 45 24.44% 3.7
Generali Investments CEE
1966
Generali Investments CEE
Czech Republic
USD 1216 M +USD 144 M +13% 8.38% – 390 3.59% 0.5
Coastal Bridge Advisors
1967
Coastal Bridge Advisors
Connecticut
USD 1214 M +USD 109 M +10% 9.23% 88.1% 465 13.55% 1.9
SP Asset Management
1968
SP Asset Management
California
USD 1212 M +USD 77.6 M +7% 11.3% 92.4% 132 9.09% 4.1
RWWM Inc
1969
RWWM Inc
California
USD 1211 M -USD 31.3 M -3% 3.74% 40.6% 23 21.74% 4.9
DLD Asset Management
1970
DLD Asset Management
New York
USD 1210 M -USD 91.8 M -7% 1.82% 10.3% 318 73.58% 0.1
Colonial Trust Advisors
1971
Colonial Trust Advisors
South Carolina
USD 1210 M +USD 86.1 M +8% 9.6% 80% 739 14.75% 3.3
Ardmore Road Asset Management
1972
Ardmore Road Asset Management
New York
USD 1208 M +USD 233 M +24% 27.6% 245% 60 71.67% 0.4
Globeflex Capital
1973
Globeflex Capital
California
USD 1208 M +USD 125 M +12% 11.8% 186% 466 19.31% 2.2
Payden & Rygel
1974
Payden & Rygel
California
USD 1208 M +USD 44 M +4% 9.32% 103% 134 22.39% 4.5
PWMAG
1975
Pinnacle Wealth Management Advisory Group
New Jersey
USD 1205 M +USD 133 M +12% 9.61% 90.7% 394 11.93% 4.2