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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)
VAM
2326
Visionary Asset Management
Texas
USD 318 M +USD 1.87 M +0.6% 0.3% 31.9% 195 52.82% 0.7
Schooner Capital
2327
Schooner Capital
Florida
USD 317 M -USD 35.9 M -10% 5.49% 31.1% 2 0% 1.4
ZC
2328
Zelman Capital
Ohio
USD 317 M +USD 164 M +107% 12.6% – 39 48.72% 0.2
ACK Asset Management
2329
ACK Asset Management
Connecticut
USD 317 M +USD 39.2 M +14% 15.6% 132% 54 72.22% 0.5
OIA
2330
Optimum Investment Advisors
Illinois
USD 316 M +USD 4.56 M +1% 2.45% 125% 1,131 23.52% 1.1
Penobscot Investment Management
2331
Penobscot Investment Management
Massachusetts
USD 316 M -USD 2.14 M -0.7% 0.04% 103% 191 5.76% 1.5
MIG Capital
2332
MIG Capital
California
USD 315 M -USD 10.5 M -3% 3.82% 118% 31 32.26% 1
Baker Ellis Asset Management
2333
Baker Ellis Asset Management
Washington
USD 315 M +USD 16.9 M +6% 2.72% 91.9% 265 12.08% 1.4
Bremer Trust National Association
2334
Bremer Trust National Association
Minnesota
USD 314 M +USD 2.31 M +0.7% 1.29% 31.2% 234 12.39% 1.3
CPH
2335
C Partners Holding
Switzerland
USD 313 M +USD 4.43 M +1% 1.5% 25.6% 53 20.75% 0.2
West Face Capital
2336
West Face Capital
Ontario, Canada
USD 313 M -USD 100 M -24% 17% 10.9% 9 33.33% 0.8
American Assets Investment Management
2337
American Assets Investment Management
California
USD 313 M -USD 4.8 M -2% 0.59% 507% 113 7.96% 1.3
CCP
2338
Caymus Capital Partners
Texas
USD 312 M +USD 112 M +56% 5.28% 57.3% 23 39.13% 0.8
Martin & Co
2339
Martin & Co
Tennessee
USD 312 M -USD 3.79 M -1% 0.52% 67.8% 108 2.78% 1.6
Cubic Asset Management
2340
Cubic Asset Management
Massachusetts
USD 312 M +USD 1.85 M +0.6% 0.25% 40.5% 163 8.59% 1.4
Next Financial Group
2341
Next Financial Group
Texas
USD 312 M +USD 10.7 M +4% 3.47% 85.4% 2,101 12.47% 0.6
Halbert Hargrove Global Advisors
2342
Halbert Hargrove Global Advisors
California
USD 312 M +USD 111 M +55% 2.58% 68.2% 182 28.02% 0.9
Annex Advisory Services
2343
Annex Advisory Services
Wisconsin
USD 311 M -USD 9.9 M -3% 2.44% 85.8% 124 27.42% 1.1
Jackson Wealth Management
2344
Jackson Wealth Management
Florida
USD 310 M +USD 3.9 M +1% 1.91% 72.1% 148 44.59% 0.2
Cutler Investment Counsel
2345
Cutler Investment Counsel
Oregon
USD 310 M +USD 6.06 M +2% 0.14% 56.2% 63 6.35% 1.5
Stieven Capital Advisors
2346
Stieven Capital Advisors
Missouri
USD 310 M +USD 14.6 M +5% 0.88% 117% 67 17.91% 1.3
TCM
2347
Tradition Capital Management
New Jersey
USD 309 M -USD 5.73 M -2% 0.24% 43.5% 137 6.57% 1.5
RC
2348
Reik & Co
New York
USD 309 M -USD 5.84 M -2% 1.46% 38.6% 55 5.45% 1.5
Mechanics Bank - Trust Department
2349
Mechanics Bank - Trust Department
California
USD 309 M -USD 12.8 M -4% 0.6% 76.8% 138 5.8% 1.6
HITE Hedge Asset Management
2350
HITE Hedge Asset Management
Massachusetts
USD 309 M +USD 46.1 M +18% 2.85% 54.4% 82 39.02% 0.7