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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)
Columbia Asset Management
2501
Columbia Asset Management
Michigan
USD 246 M -USD 16.8 M -6% 5.89% 94.1% 199 15.58% 1.5
SFG
2502
Sather Financial Group
Texas
USD 246 M +USD 9.6 M +4% 7.32% 70% 56 19.64% 1.6
Monarch Capital Management
2503
Monarch Capital Management
Indiana
USD 246 M -USD 16.3 M -6% 5.5% 77% 104 8.65% 2
CKW Financial Group
2504
CKW Financial Group
Hawaii
USD 245 M -USD 9.19 M -4% 7.81% 62.4% 353 57.79% 1.5
WIP
2505
Wayzata Investment Partners
Minnesota
USD 245 M +USD 55.3 M +29% 8.78% – 2 50% 1.1
Carlson Capital Management
2506
Carlson Capital Management
Minnesota
USD 244 M -USD 19.1 M -7% 7.08% 9.85% 60 8.33% 2
Gargoyle Investment Advisor
2507
Gargoyle Investment Advisor
New Jersey
USD 244 M -USD 18.5 M -7% 9.29% 34.5% 192 28.13% 1
Aviance Capital Partners
2508
Aviance Capital Partners
Florida
USD 244 M -USD 23.8 M -9% 7.59% 98.2% 215 21.86% 1.7
GFG
2509
Gray Financial Group
Georgia
USD 243 M -USD 29.7 M -11% 6.43% – 59 20.34% 0.6
HITE Hedge Asset Management
2510
HITE Hedge Asset Management
Massachusetts
USD 243 M -USD 122 M -33% 32.7% 54.4% 84 51.19% 0.8
Grace Capital
2511
Grace Capital
Massachusetts
USD 243 M USD 0 0% 6.71% 127% 107 0% 1.5
Bienville Capital Management
2512
Bienville Capital Management
New York
USD 243 M -USD 5.26 M -2% 13.6% 36.3% 86 18.6% 0.5
Pomelo Capital
2513
Pomelo Capital
New York
USD 242 M +USD 85.3 M +55% 6.47% 4.35% 131 35.88% 0.7
BP
2514
Banbury Partners
North Carolina
USD 242 M +USD 72.5 M +43% 7.08% 138% 16 56.25% 0.4
West Face Capital
2515
West Face Capital
Ontario, Canada
USD 241 M -USD 97.6 M -29% 35.8% 10.9% 5 0% 1.4
GIM
2516
Greystone Investment Management
Ohio
USD 241 M -USD 23.4 M -9% 8.74% 32.8% 63 19.05% 1.6
Bridgewater Wealth & Financial Management
2517
Bridgewater Wealth & Financial Management
Maryland
USD 241 M +USD 5.6 M +2% 3.9% 30.8% 94 23.4% 0.6
Flowering Tree Investment Management
2518
Flowering Tree Investment Management
Singapore
USD 241 M -USD 25 M -9% 27.2% 47.4% 5 20% 1.9
SAS
2519
Spectrum Advisory Services
Georgia
USD 241 M -USD 21.7 M -8% 5.09% 35.6% 160 6.25% 2.1
WBH Advisory
2520
WBH Advisory
Maryland
USD 241 M -USD 13.8 M -5% 6.55% 57.6% 210 14.29% 1.9
Griffin Asset Management
2521
Griffin Asset Management
New York
USD 240 M -USD 20.2 M -8% 7.18% 88.9% 106 13.21% 1.9
WA
2522
WealthTrust Axiom
Pennsylvania
USD 240 M -USD 30.3 M -11% 8.6% 125% 239 11.72% 1.8
Gunma Bank
2523
Gunma Bank
Japan
USD 240 M -USD 3.99 M -2% 2.1% 24.5% 15 40% 1.8
HCP
2524
Holt Capital Partners
Texas
USD 240 M -USD 7.45 M -3% 4.94% 69.5% 243 6.17% 1.1
Ancora Family Wealth Advisors
2525
Ancora Family Wealth Advisors
Ohio
USD 240 M – – 7.45% – 198 – 0