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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)
Private Vista
2551
Private Vista
Illinois
USD 343 M +USD 9.5 M +3% 2.05% 10.1% 157 61.15% 0.6
PCM
2552
Perritt Capital Management
Illinois
USD 343 M -USD 16.3 M -5% 5.29% 80.9% 238 11.76% 2.9
Hawk Ridge Capital Management
2553
Hawk Ridge Capital Management
California
USD 342 M +USD 41.8 M +14% 3.11% 84.9% 49 36.73% 0.6
P.J. Schmidt Investment Management (PJS)
2554
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 342 M -USD 11.5 M -3% 2.28% 65.9% 140 9.29% 3.2
Cypress Asset Management
2555
Cypress Asset Management
Texas
USD 341 M -USD 123 M -27% 1.67% 141% 197 19.29% 3.2
BDT Capital Partners
2556
BDT Capital Partners
Illinois
USD 341 M -USD 82.6 M -19% 19.5% 25.5% 1 0% 4.8
Quantitative Advantage
2557
Quantitative Advantage
Minnesota
USD 341 M +USD 4.61 M +1% 0.14% 45.9% 60 23.33% 1.2
Gateway Advisory
2558
Gateway Advisory
New Jersey
USD 341 M -USD 19.8 M -5% 0.39% 26% 104 40.38% 1.4
Accident Compensation Corp
2559
Accident Compensation Corp
New Zealand
USD 341 M -USD 21.1 M -6% 2.96% 24.6% 128 20.31% 1.5
Columbia Asset Management
2560
Columbia Asset Management
Michigan
USD 341 M -USD 7.41 M -2% 1.4% 94.1% 186 6.99% 3
Yorktown Energy Partners VIII
2561
Yorktown Energy Partners VIII
New York
USD 341 M -USD 15.3 M -4% 2.82% 15.2% 3 0% 1.8
Arrow Investment Advisors
2562
Arrow Investment Advisors
Maryland
USD 340 M -USD 18.8 M -5% 0.35% 36.3% 81 24.69% 1.3
Proficio Capital Partners
2563
Proficio Capital Partners
Massachusetts
USD 340 M +USD 29.7 M +10% 0.96% 97% 1,381 8.62% 1.7
OIA
2564
Optimum Investment Advisors
Illinois
USD 340 M +USD 25.9 M +8% 0.12% 125% 1,023 69.5% 0.9
Prana Capital Management
2565
Prana Capital Management
Connecticut
USD 340 M +USD 46.7 M +16% 0.25% 36.6% 61 68.85% 0.1
KWMG LLC
2566
KWMG LLC
Kansas
USD 340 M +USD 7.58 M +2% 0.39% 76.2% 115 6.96% 2.3
Institute for Wealth Management
2567
Institute for Wealth Management
Colorado
USD 339 M -USD 94 M -22% 0.86% 137% 428 49.77% 0.8
ArchPoint Investors
2568
ArchPoint Investors
Florida
USD 339 M +USD 18.7 M +6% 0.09% 111% 169 19.53% 1.7
United Asset Strategies
2569
United Asset Strategies
New York
USD 339 M -USD 33.8 M -9% 0.92% 94.6% 216 21.76% 1.2
Vision Capital Management
2570
Vision Capital Management
Oregon
USD 339 M -USD 4.76 M -1% 1.38% 78.4% 100 29% 2.3
HEC
2571
Hudson Executive Capital
New York
USD 339 M +USD 131 M +63% 13.4% 127% 7 0% 1.1
Lutz Financial Services
2572
Lutz Financial Services
Nebraska
USD 339 M -USD 4.04 M -1% 2.11% 35.3% 49 14.29% 0.2
HSG Holding
2573
HSG Holding
Hong Kong
USD 338 M -USD 7.92 M -2% 15.3% 2.94% 7 28.57% 2.5
Matthew 25 Management Corp
2574
Matthew 25 Management Corp
Pennsylvania
USD 338 M -USD 31.3 M -8% 3.9% 141% 20 15% 3.6
Yorktown Management & Research Company
2575
Yorktown Management & Research Company
Virginia
USD 338 M -USD 9.06 M -3% 1.55% 223% 407 22.85% 1.3