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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)
Exchange Capital Management
2601
Exchange Capital Management
Michigan
USD 297 M +USD 20.6 M +7% 3.36% 57.8% 265 23.77% 1.5
Invesco Private Capital
2602
Invesco Private Capital
New York
USD 297 M -USD 230 M -44% 26.2% 41.9% 5 20% 3.5
ECM
2603
EII Capital Management
New York
USD 297 M -USD 15.8 M -5% 2.94% 46.9% 122 20.49% 1.9
CenturyLink Investment Management
2604
CenturyLink Investment Management
Colorado
USD 296 M -USD 12.3 M -4% 3.13% – 215 20.93% 2.2
Kays Financial Advisory
2605
Kays Financial Advisory
Georgia
USD 296 M +USD 14.8 M +5% 1.38% 23.3% 84 17.86% 1.9
Jaffetilchin Investment Partners
2606
Jaffetilchin Investment Partners
Florida
USD 296 M -USD 97.9 M -25% 3.55% 88.1% 313 48.56% 1
Radnor Capital Management
2607
Radnor Capital Management
Pennsylvania
USD 295 M -USD 716 k -0.2% 1.16% 86.6% 180 6.67% 0.5
Nelson Capital Management
2608
Nelson Capital Management
California
USD 295 M -USD 2.13 M -0.7% 2.33% 121% 322 27.02% 2.1
Bristlecone Advisors
2609
Bristlecone Advisors
Washington
USD 295 M +USD 8.67 M +3% 3.13% 103% 157 11.46% 1.3
Sunflower Bank Wealth Management
2610
Sunflower Bank Wealth Management
Arizona
USD 295 M +USD 1.02 M +0.3% 1.48% 33.7% 99 10.1% 3.2
PAM
2611
Pagoda Asset Management
New York
USD 294 M -USD 29.5 M -9% 5.79% – 26 61.54% 0.4
Nadler Financial Group
2612
Nadler Financial Group
Illinois
USD 294 M +USD 7.12 M +2% 2.76% 72.4% 83 8.43% 3
WealthSource Partners
2613
WealthSource Partners
California
USD 293 M +USD 22.1 M +8% 2% 16.8% 331 28.1% 0.7
Intrust Bank
2614
Intrust Bank
Kansas
USD 293 M +USD 10.4 M +4% 3.02% 102% 389 9% 2.1
KCP
2615
KDI Capital Partners
North Carolina
USD 293 M +USD 1.3 M +0.4% 2.9% 77.1% 66 24.24% 1.6
CDIA
2616
Capital Directions Investment Advisors
Georgia
USD 293 M +USD 4.44 M +2% 3.4% 7.53% 119 35.29% 1.8
M Holdings Securities
2617
M Holdings Securities
Oregon
USD 293 M +USD 33.6 M +13% 2.62% 83.9% 311 19.29% 1.8
Clover Partners
2618
Clover Partners
Texas
USD 293 M +USD 40.8 M +16% 2.52% 32.2% 36 16.67% 1.1
U.S. Global Investors (USGI)
2619
U.S. Global Investors (USGI)
Texas
USD 292 M +USD 85.7 M +42% 2.48% 119% 209 56.46% 0.7
Fusion Family Wealth
2620
Fusion Family Wealth
New York
USD 292 M +USD 25.2 M +9% 2.61% 58.2% 335 20.9% 0.4
CC
2621
Carve Capital
Sweden
USD 292 M -USD 95 M -25% 1.5% 84.3% 8 62.5% 0.3
Vision Capital Management
2622
Vision Capital Management
Oregon
USD 292 M +USD 13.3 M +5% 4.02% 78.4% 91 10.99% 1.9
Herald Investment Management
2623
Herald Investment Management
United Kingdom
USD 292 M +USD 18.7 M +7% 12.6% 493% 95 11.58% 2.5
PI
2624
PHH Investments
Texas
USD 291 M +USD 18.2 M +7% 2.29% 30.9% 75 20% 0.4
Oasis Management Company
2625
Oasis Management Company
Cayman Islands
USD 291 M +USD 47.6 M +20% 5.46% 368% 41 63.41% 0.4