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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)
Anchor Investment Management
2576
Anchor Investment Management
South Carolina
USD 291 M +USD 23.5 M +9% 4.84% 75.1% 713 7.85% 0.9
CIM
2577
CIM Investment Management
Pennsylvania
USD 291 M +USD 16.1 M +6% 5.55% 123% 379 14.25% 1.5
SRFM
2578
Shannon River Fund Management
New York
USD 290 M -USD 30.9 M -10% 11.4% 554% 46 63.04% 0.9
Independent Portfolio Consultants
2579
Independent Portfolio Consultants
Florida
USD 290 M -USD 14.3 M -5% 5.77% 32.4% 958 30.27% 1.8
Dimension Capital Management
2580
Dimension Capital Management
Florida
USD 289 M -USD 486 k -0.2% 3.37% 65.5% 66 51.52% 0.1
Advisory Alpha
2581
Advisory Alpha
Michigan
USD 289 M +USD 41.5 M +17% 4.02% 50.3% 152 50% 0.9
Canal Insurance Company
2582
Canal Insurance Company
South Carolina
USD 289 M +USD 6.96 M +2% 2.31% 114% 94 20.21% 2.7
FAG
2583
Financial Advisory Group
Texas
USD 289 M +USD 29.6 M +11% 4.01% 20.6% 64 7.81% 2.6
CDIA
2584
Capital Directions Investment Advisors
Georgia
USD 289 M +USD 11.2 M +4% 5.88% 7.53% 90 11.11% 2.3
JPCCM
2585
J&P (China) Capital Management
China
USD 288 M -USD 45.6 M -14% 29.5% 84.4% 8 12.5% 2.1
Edge Wealth Management
2586
Edge Wealth Management
New York
USD 288 M +USD 24.3 M +9% 3.28% 75.3% 569 21.27% 1.9
Bouchey Financial Group
2587
Bouchey Financial Group
New York
USD 288 M +USD 47 M +20% 6.28% 66.7% 61 13.11% 2.2
Foundation Asset Management
2588
Foundation Asset Management
New York
USD 288 M -USD 41.1 M -13% 14.1% 126% 26 61.54% 1.2
Dorchester Wealth Management
2589
Dorchester Wealth Management
Quebec, Canada
USD 287 M +USD 12.9 M +5% 4.29% 18.3% 109 9.17% 1.4
Advocacy Wealth Management Services
2590
Advocacy Wealth Management Services
Georgia
USD 287 M -USD 46.5 M -14% 2.87% 48.3% 405 35.31% 1.5
Nadler Financial Group
2591
Nadler Financial Group
Illinois
USD 287 M +USD 16.9 M +6% 6.08% 81.8% 85 10.59% 2.8
Claar Advisors
2592
Claar Advisors
New York
USD 287 M +USD 73.9 M +35% 7.56% 65.5% 38 39.47% 0.7
Soma Equity Partners
2593
Soma Equity Partners
California
USD 286 M +USD 96.7 M +51% 2.42% 151% 16 31.25% 0.2
Bristlecone Advisors
2594
Bristlecone Advisors
Washington
USD 286 M +USD 5.73 M +2% 6.23% 103% 161 10.56% 1
Yorktown Energy Partners IX
2595
Yorktown Energy Partners IX
New York
USD 286 M +USD 131 M +85% 18% 67.3% 2 50% 0.1
Credential Securities
2596
Credential Securities
USD 285 M +USD 34.7 M +14% 5.37% 32.5% 290 16.9% 2
JCIC Asset Management
2597
JCIC Asset Management
Ontario, Canada
USD 285 M -USD 10.5 M -4% 4.73% – 61 13.11% 2.2
Farmers Trust Company
2598
Farmers Trust Company
Ohio
USD 284 M -USD 5.76 M -2% 5.3% 73.5% 144 16.67% 2.7
HCP
2599
Holt Capital Partners
Texas
USD 284 M +USD 13.8 M +5% 3.69% 69.5% 137 3.65% 2.4
Contravisory Investment Management
2600
Contravisory Investment Management
Massachusetts
USD 284 M -USD 10.3 M -4% 6.92% 135% 351 35.9% 0.8