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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)
Strategic Financial Services
2101
Strategic Financial Services
New York
USD 358 M -USD 2.89 M -0.8% 1.52% 58.7% 100 9% 1.1
Heathbridge Capital Management
2102
Heathbridge Capital Management
Ontario, Canada
USD 358 M -USD 35.1 M -9% 3.19% 58.7% 27 22.22% 1.1
TD Ameritrade Trust
2103
TD Ameritrade Trust
Colorado
USD 358 M +USD 12.4 M +4% 3.04% 21.7% 50 12% 1
K.J. Harrison & Partners
2104
K.J. Harrison & Partners
Ontario, Canada
USD 357 M +USD 6.27 M +2% 0.98% 140% 179 26.26% 0.9
GMCM
2105
Gruber & McBaine Capital Management
California
USD 355 M -USD 16.9 M -5% 3.21% – 235 26.81% 0.7
TCOTO
2106
Trust Company of the Ozarks
Missouri
USD 355 M -USD 14.8 M -4% 2.54% – 170 2.35% 1.1
Golden Gate Private Equity
2107
Golden Gate Private Equity
California
USD 355 M -USD 140 M -28% 6.36% 8.72% 23 30.43% 0.6
RRC
2108
Red Rocks Capital
Colorado
USD 355 M -USD 7.81 M -2% 6.37% – 8 0% 1.1
Meritech Capital Associates III
2109
Meritech Capital Associates III
California
USD 354 M -USD 14.5 M -4% 6.38% 135% 7 0% 1.1
Fiduciary Financial Services of The Southwest
2110
Fiduciary Financial Services of The Southwest
Texas
USD 354 M -USD 2.88 M -0.8% 0.12% 39.8% 173 7.51% 1.1
ACG Wealth
2111
ACG Wealth
Georgia
USD 354 M -USD 176 M -33% 0.17% 45.5% 226 24.78% 0.8
Old Mutual Customised Solutions
2112
Old Mutual Customised Solutions
South Africa
USD 354 M -USD 60.5 M -15% 0.04% 49.7% 745 5.77% 1.2
Jacobs & Co
2113
Jacobs & Co
California
USD 354 M +USD 8.55 M +2% 0.53% 105% 117 0.85% 1.2
SPC
2114
Standard Pacific Capital
California
USD 353 M -USD 7.84 M -2% 2.69% – 45 66.67% 0.3
U.S. Global Investors (USGI)
2115
U.S. Global Investors (USGI)
Texas
USD 353 M -USD 116 M -25% 5.01% 119% 369 47.15% 0.5
Grace Capital
2116
Grace Capital
Massachusetts
USD 352 M -USD 11.5 M -3% 0.49% 127% 100 8% 1
Coldstream Capital Management
2117
Coldstream Capital Management
Washington
USD 352 M +USD 11.3 M +3% 0.7% 71% 223 19.73% 1
RP
2118
Realm Partners
New York
USD 350 M +USD 111 M +46% 0.94% – 64 59.38% 0.3
First Nebraska Trust
2119
First Nebraska Trust
Nebraska
USD 350 M +USD 2.28 M +0.7% 0.69% 67.9% 106 7.55% 1
Winslow Evans & Crocker
2120
Winslow Evans & Crocker
Massachusetts
USD 349 M +USD 46.2 M +15% 0.73% 76.2% 1,464 17.14% 0.6
Woodmont Investment Counsel
2121
Woodmont Investment Counsel
Tennessee
USD 348 M -USD 6.19 M -2% 1.51% 66.8% 207 6.76% 1
Fairfield, Bush & Co
2122
Fairfield, Bush & Co
Connecticut
USD 348 M +USD 7.56 M +2% 2.1% 112% 176 8.52% 0.9
FPCM
2123
Financial Partners Capital Management
New York
USD 347 M +USD 19.6 M +6% 1.2% 34.2% 117 16.24% 1
Denali Advisors
2124
Denali Advisors
California
USD 347 M -USD 18.1 M -5% 3.84% 106% 296 30.41% 0.8
Calamos Wealth Management
2125
Calamos Wealth Management
Illinois
USD 346 M -USD 4.22 M -1% 0.19% 102% 241 19.92% 0.8