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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)
Snowden Capital Advisors
2226
Snowden Capital Advisors
New York
USD 330 M +USD 36.9 M +13% 3.21% 100% 299 21.74% 0.2
Jaffetilchin Investment Partners
2227
Jaffetilchin Investment Partners
Florida
USD 330 M +USD 13.5 M +4% 3.86% 88.1% 260 48.46% 0.7
Shelter Mutual Insurance
2228
Shelter Mutual Insurance
Missouri
USD 330 M +USD 4.01 M +1% 4.16% 51.2% 46 8.7% 2.4
Clearfield Capital Management
2229
Clearfield Capital Management
New York
USD 330 M +USD 51.7 M +19% 5.63% 421% 13 38.46% 0.4
Hutchinson Capital Management
2230
Hutchinson Capital Management
California
USD 330 M +USD 13.5 M +4% 0.67% 52.6% 56 14.29% 2.6
Oak Management Corp
2231
Oak Management Corp
Connecticut
USD 329 M +USD 2.54 M +0.8% 8.01% 96.4% 9 0% 0.5
JWBC
2232
J.W. Burns & Co
New York
USD 328 M +USD 13.7 M +4% 2.96% 95.4% 157 6.37% 2.4
FIMG
2233
Financial & Investment Management Group
Michigan
USD 328 M -USD 46.9 M -13% 7.9% 18.9% 112 19.64% 1.6
Toth Financial Advisory
2234
Toth Financial Advisory
Virginia
USD 328 M +USD 22 M +7% 3.32% 90.4% 121 14.05% 2.2
DP
2235
DSAM Partners
United Kingdom
USD 328 M +USD 104 M +46% 11.4% 343% 35 65.71% 0.2
Jacobus Wealth Management
2236
Jacobus Wealth Management
Wisconsin
USD 328 M -USD 14.4 M -4% 4.8% 17.2% 271 23.62% 2.5
IAA
2237
Ironsides Asset Advisors
North Carolina
USD 327 M -USD 73.7 M -18% 3.27% 49.3% 210 39.05% 1.4
Stelac Advisory Services
2238
Stelac Advisory Services
New York
USD 326 M +USD 15.8 M +5% 2.07% 84.9% 71 28.17% 1.4
DCM
2239
Dulcet Capital Management
New York
USD 326 M +USD 35.7 M +12% 9.74% – 13 38.46% 0.3
TD Ameritrade Trust
2240
TD Ameritrade Trust
Colorado
USD 326 M -USD 29.9 M -8% 2.06% 21.7% 47 17.02% 2.3
Acadia Trust
2241
Acadia Trust
Maine
USD 326 M +USD 17.8 M +6% 4.75% 36.1% 74 4.05% 2.5
Everence Capital Management
2242
Everence Capital Management
Indiana
USD 326 M +USD 4.22 M +1% 2.43% 108% 319 14.73% 2.2
Contravisory Investment Management
2243
Contravisory Investment Management
Massachusetts
USD 326 M -USD 16.8 M -5% 4.47% 135% 243 34.98% 0.8
NBW Capital
2244
NBW Capital
Massachusetts
USD 326 M +USD 10.8 M +3% 12.8% 86% 78 6.41% 2
BIM
2245
Bridgecreek Investment Management
Oklahoma
USD 326 M +USD 15.1 M +5% 9.6% 48.4% 92 8.7% 2.2
KLC
2246
Knowledge Leaders Capital
Colorado
USD 325 M -USD 41.2 M -11% 4.94% 51.6% 41 36.59% 0.9
Greenwood Capital Associates
2247
Greenwood Capital Associates
South Carolina
USD 325 M +USD 7.54 M +2% 2.87% 81.3% 197 28.93% 1.1
CA
2248
Continental Advisors
Utah
USD 324 M -USD 28.9 M -8% 2.3% 73.6% 146 28.77% 1.7
Lido Advisors
2249
Lido Advisors
California
USD 324 M +USD 27.2 M +9% 0.35% 75% 182 33.52% 0.2
Maple-Brown Abbott
2250
Maple-Brown Abbott
Australia
USD 324 M +USD 23 M +8% 10% 7.92% 19 10.53% 1.3