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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)
PC
2301
Precocity Capital
Connecticut
USD 338 M – – 7.38% – 35 – 0
FAS Wealth Partners
2302
FAS Wealth Partners
Kansas
USD 337 M +USD 32 M +10% 0.53% 72.3% 160 9.38% 1.7
Berkshire Money Management
2303
Berkshire Money Management
Massachusetts
USD 337 M +USD 11.4 M +3% 3.19% 61.8% 29 41.38% 1.6
Stonebridge Capital Advisors
2304
Stonebridge Capital Advisors
Minnesota
USD 337 M +USD 17.4 M +5% 4.44% 80.1% 173 13.87% 2.3
Apriem Advisors
2305
Apriem Advisors
California
USD 337 M +USD 1.29 M +0.4% 2.67% 74.3% 835 28.62% 1.7
Tetrad Corporation
2306
Tetrad Corporation
Nebraska
USD 336 M +USD 36.6 M +12% 13.1% 45.6% 8 0% 3.3
Corbyn Investment Management
2307
Corbyn Investment Management
Maryland
USD 336 M +USD 26.4 M +9% 10.1% 71.9% 60 13.33% 2.1
Jaffetilchin Investment Partners
2308
Jaffetilchin Investment Partners
Florida
USD 336 M +USD 20.8 M +7% 3.18% 88.1% 321 57.63% 0.7
Pacific Alternative Asset Management Company (PAAMCO)
2309
Pacific Alternative Asset Management Company (PAAMCO)
California
USD 335 M +USD 67.8 M +25% 4.89% 87.2% 68 51.47% 0.5
Pensionfund Sabic
2310
Pensionfund Sabic
Netherlands
USD 335 M +USD 3.93 M +1% 0.79% 63.6% 204 3.43% 1.1
MDP Global Investors II
2311
MDP Global Investors II
Illinois
USD 335 M -USD 3.52 M -1% 1.04% – 1 0% 0.5
Virtus ETF Advisers
2312
Virtus ETF Advisers
New York
USD 335 M +USD 128 M +62% 1.08% 177% 207 41.06% 0.6
Oberweis Asset Management
2313
Oberweis Asset Management
Illinois
USD 335 M -USD 12.7 M -4% 2.35% 485% 158 29.11% 1.2
YCG LLC
2314
YCG LLC
Texas
USD 335 M +USD 8.26 M +3% 2.28% 27% 37 5.41% 3
Gallagher Fiduciary Advisors
2315
Gallagher Fiduciary Advisors
Illinois
USD 334 M -USD 39.4 M -11% 32.4% 25.1% 9 44.44% 1.6
JPCCM
2316
J&P (China) Capital Management
China
USD 334 M -USD 32.4 M -9% 0.28% 84.4% 10 10% 1.9
PC
2317
Perry Capital
New York
USD 334 M -USD 80.1 M -19% 2.31% 7.3% 3 33.33% 1.6
Pure Financial Advisors
2318
Pure Financial Advisors
California
USD 334 M +USD 22.4 M +7% 1.05% 47.2% 101 6.93% 1.9
PagnatoKarp Partners
2319
PagnatoKarp Partners
Virginia
USD 333 M – – 2.7% 2.06% 115 – 0
Advocacy Wealth Management Services
2320
Advocacy Wealth Management Services
Georgia
USD 333 M +USD 75.2 M +29% 1.14% 48.3% 453 39.29% 1.4
Canandaigua National Bank & Trust
2321
Canandaigua National Bank & Trust
New York
USD 333 M -USD 13.1 M -4% 5.33% – 215 17.67% 2.8
East Coast Asset Management
2322
East Coast Asset Management
Massachusetts
USD 333 M +USD 140 M +73% 3.05% 147% 101 9.9% 2.9
Eubel Brady & Suttman Asset Management
2323
Eubel Brady & Suttman Asset Management
Ohio
USD 333 M +USD 16 M +5% 9.34% 40.2% 80 7.5% 2.6
Allianz Investment Management US
2324
Allianz Investment Management US
Minnesota
USD 333 M – – 4.76% 7.58% 3 – 0
SOL Capital Management
2325
SOL Capital Management
Maryland
USD 333 M +USD 34 M +11% 7.22% 56.6% 231 8.23% 2.6