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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)
Kettle Hill Capital Management
2551
Kettle Hill Capital Management
New York
USD 388 M +USD 93.9 M +32% 39.3% 37.4% 71 81.69% 0.1
Tradewinds Capital Management
2552
Tradewinds Capital Management
Washington
USD 388 M +USD 68.6 M +21% 15.8% 96.9% 758 16.62% 3.5
Toews Corporation
2553
Toews Corporation
New Jersey
USD 388 M +USD 278 M +253% 4.1% 22% 116 94.83% 1.1
Dow Chemical Company
2554
Dow Chemical Company
Michigan
USD 387 M +USD 65.8 M +20% 24.6% 29.4% 9 44.44% 2.3
Tortoise Investment Management
2555
Tortoise Investment Management
New York
USD 387 M +USD 42.2 M +12% 14.1% 40.2% 585 15.21% 4.2
FRG Family Wealth Advisors
2556
FRG Family Wealth Advisors
Washington
USD 387 M +USD 51.7 M +15% 18.7% 76.4% 118 5.93% 3.7
Tarbox Family Office
2557
Tarbox Family Office
California
USD 387 M +USD 77.9 M +25% 21.6% 66.4% 1,299 17.94% 2.7
Chatham Capital Group
2558
Chatham Capital Group
Georgia
USD 386 M +USD 47.6 M +14% 16.5% 97% 167 13.77% 4.1
NTV Asset Management
2559
NTV Asset Management
West Virginia
USD 386 M +USD 81.9 M +27% 18.4% 110% 190 14.21% 4.5
CCPM
2560
Cooper Creek Partners Management
New York
USD 386 M +USD 71.6 M +23% 45.5% 86.4% 156 66.03% 0.3
Harber Asset Management
2561
Harber Asset Management
North Carolina
USD 386 M +USD 3.89 M +1% 15.4% 63.6% 40 37.5% 1.3
CFMC
2562
Curbstone Financial Management Corp
New Hampshire
USD 386 M +USD 55.1 M +17% 15.5% 69.6% 172 15.12% 4.4
Clear Creek Financial Management
2563
Clear Creek Financial Management
Washington
USD 386 M +USD 123 M +47% 15.7% 86.1% 277 48.01% 0.4
JFS Wealth Advisors
2564
JFS Wealth Advisors
Pennsylvania
USD 386 M +USD 52.3 M +16% 13.6% 54.8% 597 18.43% 3.4
Private Capital Advisors
2565
Private Capital Advisors
Connecticut
USD 386 M +USD 70.1 M +22% 20.5% 132% 89 19.1% 4
Soltis Investment Advisors
2566
Soltis Investment Advisors
Utah
USD 386 M +USD 63.6 M +20% 17.2% 95.1% 200 29% 0.4
Dixon Hubard Feinour & Brown
2567
Dixon Hubard Feinour & Brown
Virginia
USD 385 M +USD 89.8 M +30% 24% 63.5% 192 16.15% 4.2
Faithward Advisors
2568
Faithward Advisors
Pennsylvania
USD 385 M +USD 30.3 M +9% 18.5% 119% 260 27.69% 0.5
Rockbridge Investment Management
2569
Rockbridge Investment Management
New York
USD 385 M – – 13.8% 38.6% 646 – 0
EFG Asset Management (Americas)
2570
EFG Asset Management (Americas)
Florida
USD 385 M +USD 73.5 M +24% 31.1% 112% 137 26.28% 2.4
V Wealth Advisors
2571
V Wealth Advisors
Kansas
USD 385 M +USD 65.5 M +21% 23.5% 36.9% 397 33.25% 1.6
MGO One Seven
2572
MGO One Seven
Ohio
USD 385 M +USD 90.4 M +31% 24.1% 98.8% 481 23.49% 1.5
Adams Natural Resources Fund
2573
Adams Natural Resources Fund
Maryland
USD 384 M +USD 85.8 M +29% 30% 50.6% 58 5.17% 3.7
Overbrook Management Corp
2574
Overbrook Management Corp
New York
USD 384 M +USD 165 M +75% 24.9% 157% 115 45.22% 2.2
FCG Advisors
2575
FCG Advisors
New Jersey
USD 383 M +USD 32.7 M +9% 16.9% 19.7% 179 16.76% 3.2