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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
2551
Columbia Asset Management
Michigan
USD 263 M -USD 3.09 M -1% 0.1% 94.1% 202 7.92% 1.3
Weatherly Asset Management
2552
Weatherly Asset Management
California
USD 263 M +USD 12.4 M +5% 4.69% 116% 155 7.1% 1.7
SAS
2553
Spectrum Advisory Services
Georgia
USD 262 M -USD 20.3 M -7% 0.55% 35.6% 168 8.33% 1.9
Gargoyle Investment Advisor
2554
Gargoyle Investment Advisor
New Jersey
USD 262 M -USD 3.38 M -1% 0.58% 34.5% 194 31.96% 0.8
CAM
2555
CG Asset Management
New York
USD 262 M +USD 5.11 M +2% 3.58% 62.7% 146 28.77% 1
Monarch Capital Management
2556
Monarch Capital Management
Indiana
USD 262 M -USD 2.81 M -1% 0.77% 77% 107 6.54% 1.7
Hollow Brook Wealth Management
2557
Hollow Brook Wealth Management
New York
USD 261 M -USD 39.9 M -13% 0.1% 92.8% 59 20.34% 1.4
HMI Capital Management
2558
HMI Capital Management
California
USD 261 M +USD 65.7 M +34% 2.7% 5.95% 9 33.33% 1.1
SV Health Investors
2559
SV Health Investors
Massachusetts
USD 261 M -USD 41.4 M -14% 1.2% 97.4% 5 20% 0.6
Advisor Partners
2560
Advisor Partners
California
USD 261 M +USD 25.5 M +11% 0.34% 63.8% 330 3.64% 1.3
Maple-Brown Abbott
2561
Maple-Brown Abbott
Australia
USD 261 M +USD 37.4 M +17% 2.92% 7.92% 20 15% 0.4
U.S. Global Investors (USGI)
2562
U.S. Global Investors (USGI)
Texas
USD 261 M -USD 97.5 M -27% 2.57% 119% 438 56.85% 0.5
Bruderman Asset Management
2563
Bruderman Asset Management
New York
USD 261 M +USD 4.43 M +2% 1.15% 31.7% 473 15.64% 0.2
Griffin Asset Management
2564
Griffin Asset Management
New York
USD 261 M -USD 83.8 M -24% 0.77% 80.7% 105 9.52% 1.8
Spitfire Capital
2565
Spitfire Capital
California
USD 260 M +USD 21 M +9% 4.69% 25.9% 24 8.33% 1.3
Stonebridge Capital Advisors
2566
Stonebridge Capital Advisors
Minnesota
USD 260 M +USD 1.11 M +0.4% 0.95% 80.1% 157 6.37% 1.3
Giralda Advisors
2567
Giralda Advisors
New York
USD 260 M +USD 3.01 M +1% 0.51% 36.8% 21 0% 0.9
Wynnefield Capital
2568
Wynnefield Capital
New York
USD 260 M +USD 33.5 M +15% 0.72% 52.1% 36 25% 1.2
Guinness Asset Management
2569
Guinness Asset Management
United Kingdom
USD 260 M +USD 46.3 M +22% 2.95% 73.9% 81 0% 1.5
Diana Davis Spencer Foundation
2570
Diana Davis Spencer Foundation
Maryland
USD 259 M -USD 8.84 M -3% 3.25% 13.4% 3 0% 0.5
OA
2571
Outfitter Advisors
Virginia
USD 259 M -USD 4.61 M -2% 1.28% 35.6% 151 7.95% 1.7
Insight Equity Management Company
2572
Insight Equity Management Company
Texas
USD 259 M -USD 81.2 M -24% 23.9% – 1 0% 0.8
Integrated Wealth Management (Palm Desert)
2573
Integrated Wealth Management (Palm Desert)
California
USD 258 M +USD 18.2 M +8% 1.14% – 1,594 20.51% 0.2
FSI Group
2574
FSI Group
Ohio
USD 257 M -USD 4.27 M -2% 6.17% 44.1% 76 47.37% 0.8
AB
2575
Atlas Brown
Kentucky
USD 257 M -USD 115 M -31% 11.7% 115% 121 14.88% 1.5