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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)
CMG
2551
Cavalry Management Group
California
USD 343 M -USD 53.4 M -13% 9.26% 59.6% 30 60% 0.5
HJA
2552
Hugh Johnson Advisors
New York
USD 342 M +USD 9.13 M +3% 4.51% 41.5% 96 3.13% 3.2
LVW Advisors
2553
LVW Advisors
New York
USD 342 M +USD 90.5 M +36% 5.65% 79.1% 141 9.22% 1.7
Kays Financial Advisory
2554
Kays Financial Advisory
Georgia
USD 342 M +USD 28.3 M +9% 4.82% 23.3% 89 11.24% 2.1
SFSIG
2555
San Francisco Sentry Investment Group
California
USD 342 M +USD 43.8 M +15% 6.22% 436% 979 11.75% 0.9
Delta Dental Plan of Michigan
2556
Delta Dental Plan of Michigan
Michigan
USD 342 M – – 3.08% – 29 – 0
FRM
2557
Fox Run Management
Connecticut
USD 342 M -USD 11.6 M -3% 4.11% 64% 1,031 76.33% 0.2
Hazelview Securities
2558
Hazelview Securities
Ontario, Canada
USD 341 M +USD 11.3 M +3% 1.07% – 52 28.85% 0.6
Penn Davis McFarland
2559
Penn Davis McFarland
Texas
USD 341 M +USD 18.3 M +6% 3.79% 86.8% 32 12.5% 2.7
Hills Bank & Trust
2560
Hills Bank & Trust
Iowa
USD 341 M +USD 22.6 M +7% 6.83% 52.8% 136 7.35% 3
Fiduciary Financial Services of The Southwest
2561
Fiduciary Financial Services of The Southwest
Texas
USD 341 M +USD 7.06 M +2% 3.88% 39.8% 154 2.6% 3.2
Aspiriant LLC
2562
Aspiriant LLC
California
USD 341 M -USD 852 M -71% 3.34% 52.7% 204 60.29% 2.8
Pictet Bank & Trust
2563
Pictet Bank & Trust
Bahamas
USD 340 M +USD 5.74 M +2% 5.67% 82.7% 91 14.29% 2.2
Alphabet Inc
2564
Alphabet Inc
California
USD 340 M -USD 4.25 M -1% 7.89% 327% 8 50% 0.8
LSP Investment Advisors
2565
LSP Investment Advisors
New York
USD 339 M – – 1% 79.5% 27 – 0
AIA
2566
Allegis Investment Advisors
Idaho
USD 339 M -USD 83.5 M -20% 4.62% – 293 32.42% 1.1
TIM
2567
Total Investment Management
Arizona
USD 339 M +USD 49.1 M +17% 4.72% 44.4% 41 12.2% 0.8
Loeb Partners Corp
2568
Loeb Partners Corp
New York
USD 339 M +USD 11.7 M +4% 6.12% 34.4% 181 23.76% 2.2
Naples Global Advisors
2569
Naples Global Advisors
Florida
USD 339 M +USD 39.1 M +13% 5% 103% 292 9.93% 2.6
Muhlenkamp & Co
2570
Muhlenkamp & Co
Pennsylvania
USD 338 M +USD 20.9 M +7% 6.46% 107% 80 15% 1.9
Blue Chip Partners
2571
Blue Chip Partners
Michigan
USD 338 M +USD 27.7 M +9% 6.47% 81.2% 127 1.57% 2.5
LVZ Inc
2572
LVZ Inc
Michigan
USD 338 M +USD 26.9 M +9% 3.84% 52.9% 73 12.33% 1.6
D.L. Carlson Investment Group
2573
D.L. Carlson Investment Group
New Hampshire
USD 338 M +USD 15.6 M +5% 8.05% 113% 138 9.42% 2.7
Ritholtz Wealth Management
2574
Ritholtz Wealth Management
New York
USD 337 M +USD 70.1 M +26% 3.97% 93% 116 36.21% 0.5
Farmers Trust Company
2575
Farmers Trust Company
Ohio
USD 337 M +USD 41.1 M +14% 7.74% 73.5% 165 21.21% 2.6