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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)
Claar Advisors
2601
Claar Advisors
New York
USD 249 M -USD 17.5 M -7% 6.17% 65.5% 38 55.26% 0.4
Argus Investors Counsel
2602
Argus Investors Counsel
New York
USD 249 M +USD 5.59 M +2% 1.1% 132% 50 0% 1.7
JOYN Advisors
2603
JOYN Advisors
Georgia
USD 248 M +USD 4.47 M +2% 2.16% 0.77% 31 29.03% 1
OCM
2604
Oskie Capital Management
New York
USD 248 M +USD 2.98 M +1% 10.1% 69.3% 31 48.39% 0.7
Venor Capital Management
2605
Venor Capital Management
New York
USD 248 M -USD 237 M -49% 1.37% – 12 41.67% 1.1
SCM
2606
Summit Capital Management
Washington
USD 248 M -USD 18.6 M -7% 1.05% 12.4% 77 31.17% 0.8
Rampart Investment Management
2607
Rampart Investment Management
Connecticut
USD 248 M +USD 4.71 M +2% 0.94% 74% 15 53.33% 0.2
GCA
2608
Gideon Capital Advisors
New York
USD 248 M +USD 35.6 M +17% 0.39% 37.6% 342 78.95% 0.1
Lenox Wealth Advisors
2609
Lenox Wealth Advisors
New York
USD 248 M +USD 8.01 M +3% 5.17% 35.7% 348 11.21% 0.9
Lucas Capital Management
2610
Lucas Capital Management
New Jersey
USD 248 M -USD 21.3 M -8% 0.48% 44.5% 143 11.89% 1.5
Coe Capital Management
2611
Coe Capital Management
Illinois
USD 248 M -USD 66.1 M -21% 7.53% 84.4% 301 50.83% 0.7
SFE Investment Counsel
2612
SFE Investment Counsel
California
USD 247 M +USD 4.86 M +2% 1.68% 105% 94 7.45% 1.5
Watershed Asset Management
2613
Watershed Asset Management
California
USD 247 M +USD 3.66 M +2% 0.27% – 28 39.29% 0.7
GM Advisory Group
2614
GM Advisory Group
New York
USD 247 M +USD 61.8 M +33% 3.31% 53.6% 86 63.95% 0.8
Gunma Bank
2615
Gunma Bank
Japan
USD 247 M +USD 3.76 M +2% 1.57% 24.5% 13 0% 1.8
Haverford Financial Services
2616
Haverford Financial Services
Pennsylvania
USD 247 M +USD 2.5 M +1% 0.08% 57.9% 46 8.7% 1.4
RCM
2617
Riverloft Capital Management
Florida
USD 247 M +USD 33 M +15% 6.85% – 80 61.25% 0.1
White Pine Capital
2618
White Pine Capital
Minnesota
USD 247 M -USD 50.3 M -17% 4.27% 143% 229 12.66% 1.4
Capital City Trust
2619
Capital City Trust
Florida
USD 246 M +USD 1.35 M +0.6% 0.55% 98.5% 101 3.96% 1.6
Patton Albertson Miller Group
2620
Patton Albertson Miller Group
Tennessee
USD 246 M +USD 31.6 M +15% 1.73% 109% 161 22.36% 1.2
Waldron Private Wealth
2621
Waldron Private Wealth
Pennsylvania
USD 246 M +USD 5.33 M +2% 2.15% 68.7% 140 15.71% 0.9
Hefren-Tillotson
2622
Hefren-Tillotson
Pennsylvania
USD 246 M +USD 28 M +13% 0.97% 40% 16 6.25% 1
ARMC
2623
American Research & Management Company
Massachusetts
USD 246 M -USD 25.2 M -9% 0.22% 35.1% 391 9.72% 1.5
Stonebridge Capital Management
2624
Stonebridge Capital Management
California
USD 246 M -USD 14.2 M -5% 2.57% – 195 19.49% 1.3
Cutter & Co Brokerage
2625
Cutter & Co Brokerage
Missouri
USD 246 M -USD 16.9 M -6% 1.26% 40.4% 274 21.9% 1.2