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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)
WAM
2426
Westport Asset Management
Connecticut
USD 263 M -USD 29.5 M -10% 4.6% 63.9% 58 6.9% 0.9
Toth Financial Advisory
2427
Toth Financial Advisory
Virginia
USD 263 M +USD 16.4 M +7% 4.45% 90.4% 116 10.34% 0.9
Lathrop Investment Management
2428
Lathrop Investment Management
Arkansas
USD 263 M +USD 13 M +5% 4.12% 72.2% 62 12.9% 0.8
First American Trust
2429
First American Trust
California
USD 263 M -USD 4.62 M -2% 4.13% 84.6% 97 11.34% 0.9
Watershed Asset Management
2430
Watershed Asset Management
California
USD 263 M -USD 39.7 M -13% 1.39% – 32 21.88% 0.7
Bath Savings Trust
2431
Bath Savings Trust
Maine
USD 263 M +USD 9.5 M +4% 4.22% 57.8% 108 2.78% 0.9
University of Texas/Texas AM Investment Management Co (UTIMCO)
2432
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 262 M +USD 23.9 M +10% 11.3% 68.3% 46 30.43% 0.6
OA
2433
Outfitter Advisors
Virginia
USD 262 M +USD 8.86 M +3% 5.35% 35.6% 147 12.93% 0.9
Apriem Advisors
2434
Apriem Advisors
California
USD 262 M -USD 2.46 M -0.9% 4.73% 74.3% 596 23.99% 0.8
SAM
2435
Senzar Asset Management
New York
USD 262 M +USD 73 M +39% 7.95% 0.75% 27 37.04% 0.3
Estate Counselors
2436
Estate Counselors
Wisconsin
USD 262 M +USD 12.6 M +5% 3.27% 60% 52 9.62% 0.9
Narwhal Capital Management
2437
Narwhal Capital Management
Georgia
USD 261 M +USD 20.6 M +9% 4.24% 93.8% 149 15.44% 0.8
FJ Capital Management
2438
FJ Capital Management
Virginia
USD 261 M +USD 86.5 M +49% 2.48% 97.9% 81 23.46% 0.4
CC
2439
Casablanca Capital
New York
USD 261 M +USD 13.3 M +5% 18% – 48 56.25% 0.2
Segantii Capital Management
2440
Segantii Capital Management
Hong Kong
USD 261 M -USD 139 M -35% 15% 33.1% 20 40% 0.3
Roanoke Asset Management
2441
Roanoke Asset Management
New Jersey
USD 261 M +USD 34 M +15% 5.67% 50.3% 126 13.49% 0.7
USA Mutuals Advisors
2442
USA Mutuals Advisors
Texas
USD 261 M +USD 18.9 M +8% 3.03% 14.1% 60 23.33% 0.7
ARGA Investment Management
2443
ARGA Investment Management
Connecticut
USD 261 M -USD 70.7 M -21% 4.11% 78.1% 44 38.64% 0.6
DCM
2444
Dinsmore Capital Management
New Jersey
USD 260 M +USD 8.06 M +3% 1.07% – 145 4.83% 0.7
FundX Investment Group
2445
FundX Investment Group
California
USD 260 M +USD 22.2 M +9% 4.43% 94.6% 27 66.67% 0.3
Endicott Management
2446
Endicott Management
New York
USD 260 M +USD 36.1 M +16% 2.98% 229% 14 21.43% 0.8
Zebra Capital Management
2447
Zebra Capital Management
Connecticut
USD 260 M +USD 20.7 M +9% 1.96% 142% 322 39.44% 0.6
Spectrum Asset Management (Connecticut)
2448
Spectrum Asset Management (Connecticut)
Connecticut
USD 259 M +USD 19.6 M +8% 2.25% 0.74% 17 5.88% 1
Monarch Capital Management
2449
Monarch Capital Management
Indiana
USD 259 M +USD 5.95 M +2% 3.72% 77% 91 4.4% 0.9
GIM
2450
Greystone Investment Management
Ohio
USD 259 M +USD 1.05 M +0.4% 6.72% 32.8% 63 17.46% 0.8