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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)
WAM
2051
Wood Asset Management
Florida
USD 348 M -USD 3.09 M -0.9% 11.5% – 72 11.11% 0.4
Brookstone Capital Management
2052
Brookstone Capital Management
Illinois
USD 348 M – – 8.67% 72.1% 115 – 0
Eubel Brady & Suttman Asset Management
2053
Eubel Brady & Suttman Asset Management
Ohio
USD 348 M -USD 19.5 M -5% 9.56% 40.2% 85 16.47% 0.5
Perennial Investment Partners
2054
Perennial Investment Partners
Australia
USD 347 M -USD 41.1 M -11% 3.26% – 105 48.57% 0.3
Telemus Capital
2055
Telemus Capital
Michigan
USD 347 M +USD 9.41 M +3% 5.56% 27.9% 181 32.04% 0.2
Johnson Financial Group Inc (Wisconsin)
2056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 346 M +USD 16 M +5% 7.66% 58.1% 783 23.12% 0.4
NGA
2057
New Generation Advisors
Massachusetts
USD 345 M +USD 96.1 M +39% 14.6% 45.1% 58 50% 0.3
MUFG Bank
2058
MUFG Bank
Japan
USD 345 M -USD 210 M -38% 9.92% 74% 2 0% 0.4
Jacobus Wealth Management
2059
Jacobus Wealth Management
Wisconsin
USD 345 M +USD 58.4 M +20% 7.46% 17.2% 324 28.09% 0.4
Cormorant Asset Management
2060
Cormorant Asset Management
Massachusetts
USD 345 M – – 17.2% 3,977% 37 – 0
PH
2061
Pinnacle Holdings
Oklahoma
USD 344 M +USD 28.4 M +9% 6.94% 79.6% 205 14.15% 0.4
WRM
2062
Westport Resources Management
Connecticut
USD 343 M +USD 42 M +14% 8.54% 30.5% 1,215 15.06% 0.4
Heathbridge Capital Management
2063
Heathbridge Capital Management
Ontario, Canada
USD 342 M +USD 15.4 M +5% 7.35% 58.7% 27 7.41% 0.5
Hillsdale Investment Management
2064
Hillsdale Investment Management
Ontario, Canada
USD 342 M +USD 5.75 M +2% 8.91% 271% 625 32.48% 0.4
CCMD
2065
Cypress Capital Management (Delaware)
Delaware
USD 341 M +USD 28.5 M +9% 10% 25.6% 50 12% 0.4
CC
2066
Cornerstone Capital
California
USD 341 M +USD 13.1 M +4% 9.13% 91.2% 72 6.94% 0.4
1834 Investment Advisors
2067
1834 Investment Advisors
Wisconsin
USD 341 M +USD 35.9 M +12% 8.59% 68.7% 162 11.11% 0.5
Majedie Asset Management
2068
Majedie Asset Management
United Kingdom
USD 340 M – – 23% 126% 13 – 0
K.J. Harrison & Partners
2069
K.J. Harrison & Partners
Ontario, Canada
USD 340 M +USD 65 M +24% 10.6% 140% 156 17.31% 0.4
Efficient Market Advisors
2070
Efficient Market Advisors
California
USD 338 M +USD 29.2 M +9% 4.34% 5.97% 168 25.6% 0.4
Chase Investment Counsel
2071
Chase Investment Counsel
Virginia
USD 338 M -USD 51.9 M -13% 14.3% 350% 120 26.67% 0.4
William Harris Investors
2072
William Harris Investors
Illinois
USD 337 M +USD 17.2 M +5% 7.89% 3.28% 104 25.96% 0.4
JMG Financial Group
2073
JMG Financial Group
Illinois
USD 337 M +USD 29.5 M +10% 5.88% 58.7% 54 5.56% 0.5
QAM
2074
Quentec Asset Management
New York
USD 337 M +USD 37.1 M +12% 7.71% 43.5% 49 24.49% 0.4
Tiptree Advisors
2075
Tiptree Advisors
New York
USD 336 M +USD 69.7 M +26% 13.9% – 34 38.24% 0.3