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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)
Stewart & Patten Company
2076
Stewart & Patten Company
California
USD 517 M -USD 42.2 M -8% 3.8% 27.5% 104 9.62% 3.8
MG
2077
Mitchell Group
Texas
USD 517 M -USD 67.8 M -12% 6.96% 0.96% 30 10% 2.9
Peconic Partners
2078
Peconic Partners
New York
USD 517 M -USD 179 M -26% 5.43% 300% 63 53.97% 1.6
John G. Ullman & Associates
2079
John G. Ullman & Associates
New York
USD 517 M +USD 15.9 M +3% 1.15% 156% 119 7.56% 3
CapWealth Advisors
2080
CapWealth Advisors
Tennessee
USD 517 M -USD 38.5 M -7% 0.96% 152% 110 11.82% 3.1
Algert Global
2081
Algert Global
California
USD 516 M +USD 92.6 M +22% 4.87% 194% 412 47.57% 0.6
Buckingham Strategic Wealth
2082
Buckingham Strategic Wealth
Missouri
USD 514 M +USD 34 M +7% 1.29% 16.3% 355 23.38% 2.3
Land & Buildings Investment Management
2083
Land & Buildings Investment Management
Connecticut
USD 513 M +USD 12.8 M +3% 10.8% 53.9% 19 31.58% 0.9
CCM Investment Advisers
2084
CCM Investment Advisers
South Carolina
USD 513 M -USD 5.99 M -1% 0.2% 170% 85 11.76% 2.9
Cutler Investment Counsel
2085
Cutler Investment Counsel
Oregon
USD 512 M -USD 4.46 M -0.9% 2.24% 56.2% 104 8.65% 2.5
KLS Diversified Asset Management
2086
KLS Diversified Asset Management
New York
USD 512 M -USD 21 M -4% 12.9% 156% 20 60% 0.1
Financial Architects (New Jersey)
2087
Financial Architects (New Jersey)
New Jersey
USD 512 M -USD 87.2 M -15% 1.14% 31.3% 1,693 27.05% 1.7
Insight Holdings Group
2088
Insight Holdings Group
New York
USD 512 M +USD 58.7 M +13% 18.8% 111% 5 0% 1.1
Clear Harbor Asset Management
2089
Clear Harbor Asset Management
Connecticut
USD 512 M -USD 19.8 M -4% 0.66% 98.6% 258 14.73% 2.8
Alphadyne Asset Management
2090
Alphadyne Asset Management
New York
USD 510 M -USD 271 M -35% 2.54% 159% 79 93.67% 0.2
Silverback Asset Management
2091
Silverback Asset Management
North Carolina
USD 510 M -USD 17.1 M -3% 2.6% 92.1% 52 21.15% 0.5
Essex Financial Services
2092
Essex Financial Services
Connecticut
USD 510 M +USD 89.2 M +21% 1.34% 87.7% 372 28.23% 2.6
Edgestream Partners
2093
Edgestream Partners
New Jersey
USD 510 M +USD 426 M +509% 4.91% 41.7% 267 78.65% 0.3
One Capital Management
2094
One Capital Management
California
USD 509 M +USD 10.3 M +2% 1.08% 50.5% 162 10.49% 2.6
Merit Financial Group
2095
Merit Financial Group
Georgia
USD 509 M +USD 39.2 M +8% 0.09% 67.3% 125 27.2% 0.2
Connable Office Inc
2096
Connable Office Inc
Michigan
USD 509 M -USD 5.18 M -1% 1.27% 68.3% 183 10.93% 2.6
MCF Advisors
2097
MCF Advisors
Kentucky
USD 509 M -USD 30.8 M -6% 1.6% 50.2% 526 16.92% 2.7
Kentucky Retirement Systems Insurance Trust Fund
2098
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 507 M -USD 92.2 M -15% 0.05% 115% 472 6.36% 3.9
Tufton Capital Management
2099
Tufton Capital Management
Maryland
USD 507 M -USD 12.3 M -2% 2.52% 96.1% 132 6.82% 3.2
TC
2100
Tyvor Capital
Illinois
USD 506 M +USD 188 M +59% 3.62% 20.6% 57 64.91% 0.4