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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)
BlueDrive Global Investors
2526
BlueDrive Global Investors
United Kingdom
USD 326 M +USD 38.5 M +13% 11.8% 25.6% 12 41.67% 0.6
Litman Gregory Wealth Management
2527
Litman Gregory Wealth Management
California
USD 326 M +USD 29.2 M +10% 11.2% 55.5% 161 36.02% 1.1
FAG
2528
Financial Advisory Group
Texas
USD 325 M -USD 53.3 M -14% 10.3% 20.6% 73 15.07% 3.1
Forward Management
2529
Forward Management
California
USD 325 M -USD 266 M -45% 5.62% 36.9% 159 73.58% 2.6
Simcoe Capital Management
2530
Simcoe Capital Management
New York
USD 324 M -USD 41.8 M -11% 13.6% 48.7% 19 52.63% 1.2
Gemmer Asset Management
2531
Gemmer Asset Management
California
USD 324 M +USD 2.04 M +0.6% 10.7% 96.8% 1,550 18.06% 3.3
Cahaba Wealth Management
2532
Cahaba Wealth Management
Georgia
USD 324 M +USD 18.7 M +6% 9.03% 48.7% 79 22.78% 1
Sentinel Trust
2533
Sentinel Trust
Texas
USD 324 M -USD 137 M -30% 14.6% 79.2% 116 32.76% 2.9
Campbell Wealth Management
2534
Campbell Wealth Management
Virginia
USD 324 M – – 9.25% 11.2% 50 – 0
EastBay Asset Management
2535
EastBay Asset Management
New York
USD 324 M -USD 316 M -49% 19.5% 84.9% 26 76.92% 1.2
Hudson Edge Investment Partners
2536
Hudson Edge Investment Partners
New Jersey
USD 323 M -USD 239 M -43% 14.3% 68.6% 158 17.72% 3.2
BP
2537
Banbury Partners
North Carolina
USD 323 M -USD 54 M -14% 11.6% 138% 21 23.81% 1.2
Hills Bank & Trust
2538
Hills Bank & Trust
Iowa
USD 323 M -USD 49.6 M -13% 11.1% 52.8% 143 7.69% 3.7
Oracle Investment Management
2539
Oracle Investment Management
Connecticut
USD 322 M -USD 134 M -29% 10.5% 865% 22 27.27% 3.3
M Holdings Securities
2540
M Holdings Securities
Oregon
USD 322 M -USD 59.4 M -16% 12.5% 83.9% 374 19.52% 2.6
CM
2541
Capital Management
Virginia
USD 322 M -USD 69.1 M -18% 13.7% 52.5% 87 17.24% 3
Alaska Wealth Advisors
2542
Alaska Wealth Advisors
Alaska
USD 322 M -USD 10.4 M -3% 8.02% 44.3% 68 44.12% 0.7
Hawk Ridge Capital Management
2543
Hawk Ridge Capital Management
California
USD 321 M -USD 134 M -29% 18.4% 84.9% 54 48.15% 0.8
Princeton Portfolio Strategies Group
2544
Princeton Portfolio Strategies Group
New Jersey
USD 321 M -USD 63.9 M -17% 9.73% 83.8% 160 14.38% 3.6
Accident Compensation Corp
2545
Accident Compensation Corp
New Zealand
USD 321 M -USD 20.9 M -6% 11.8% 24.6% 136 27.94% 1.9
AC
2546
Argentiere Capital
Switzerland
USD 320 M -USD 658 M -67% 21.8% 1.96% 103 53.4% 0.4
Rational Advisors
2547
Rational Advisors
New York
USD 320 M -USD 97.7 M -23% 2.16% 37.7% 590 23.73% 0.9
TCM
2548
Tradition Capital Management
New Jersey
USD 320 M -USD 62.8 M -16% 11% 43.5% 205 16.59% 3.3
GCM
2549
Gabalex Capital Management
New York
USD 320 M -USD 45.3 M -12% 14.3% 24.9% 22 9.09% 2.7
Farmers Trust Company
2550
Farmers Trust Company
Ohio
USD 319 M -USD 35.5 M -10% 11.5% 73.5% 168 11.9% 3.4