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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)
GM Advisory Group
2601
GM Advisory Group
New York
USD 337 M +USD 5.39 M +2% 1.51% 53.6% 132 11.36% 1.6
Exchange Capital Management
2602
Exchange Capital Management
Michigan
USD 336 M +USD 18.2 M +6% 4.05% 57.8% 279 21.15% 1.8
Brilliance Asset Management
2603
Brilliance Asset Management
Hong Kong
USD 336 M +USD 160 M +91% 15.3% 39.2% 7 57.14% 0.2
CANC
2604
Culbertson A N & Co
Virginia
USD 336 M +USD 1.9 M +0.6% 0.05% 87.5% 109 2.75% 3.6
Main Management ETF Advisors
2605
Main Management ETF Advisors
California
USD 336 M +USD 53.7 M +19% 1.4% 97.2% 11 0% 0.5
HCP
2606
Holt Capital Partners
Texas
USD 336 M +USD 9.8 M +3% 2.48% 69.5% 149 6.04% 3.2
First Wilshire Securities Management
2607
First Wilshire Securities Management
California
USD 336 M -USD 25.5 M -7% 6.18% 135% 128 16.41% 3.2
Fiduciary Trust International
2608
Fiduciary Trust International
Massachusetts
USD 336 M -USD 65.3 M -16% 0.14% 36.8% 108 12.96% 2.1
GuardCap Asset Management
2609
GuardCap Asset Management
United Kingdom
USD 335 M +USD 67.5 M +25% 7.13% 21.9% 23 13.04% 0.5
Zevin Asset Management
2610
Zevin Asset Management
Massachusetts
USD 335 M -USD 50.3 M -13% 2.95% 71.7% 128 26.56% 2.7
Greenwood Gearhart
2611
Greenwood Gearhart
Arkansas
USD 335 M +USD 7.29 M +2% 2.68% 70.6% 69 5.8% 3.2
VCU Investment Management
2612
VCU Investment Management
Virginia
USD 335 M -USD 80.7 M -19% 0.53% – 11 18.18% 0.7
Gerber Kawasaki Wealth & Investment Management
2613
Gerber Kawasaki Wealth & Investment Management
California
USD 334 M +USD 23.6 M +8% 4.19% 91.5% 128 26.56% 1.4
VHCP Management II
2614
VHCP Management II
New York
USD 334 M -USD 80.3 M -19% 24.3% 2,334% 24 54.17% 0.7
TLCM
2615
Tiger Legatus Capital Management
New York
USD 334 M +USD 52.7 M +19% 23.9% 19.1% 13 69.23% 0.9
Precept Management
2616
Precept Management
Texas
USD 334 M +USD 93.5 M +39% 13.7% 110% 101 55.45% 0.4
Well Done LLC
2617
Well Done LLC
Michigan
USD 334 M +USD 11.6 M +4% 1.25% 80.4% 610 80.98% 1.4
Delta Dental Plan of Michigan
2618
Delta Dental Plan of Michigan
Michigan
USD 333 M +USD 10.4 M +3% 1.83% – 27 0% 0.5
Capstone Financial Advisors
2619
Capstone Financial Advisors
Illinois
USD 333 M +USD 30.1 M +10% 2.43% 54.5% 96 14.58% 2.4
Perigon Wealth Management
2620
Perigon Wealth Management
California
USD 333 M +USD 61.2 M +23% 5.15% 104% 701 69.04% 2.3
Miller Investment Management
2621
Miller Investment Management
Pennsylvania
USD 333 M +USD 27.1 M +9% 2.48% 60.2% 86 12.79% 3.1
Global Alpha Capital Management
2622
Global Alpha Capital Management
Quebec, Canada
USD 332 M +USD 25.7 M +8% 4.59% 80.4% 36 11.11% 2.4
RFG Advisory
2623
RFG Advisory
Alabama
USD 332 M +USD 62.7 M +23% 1.85% 52.3% 245 35.51% 1
Matthew 25 Management Corp
2624
Matthew 25 Management Corp
Pennsylvania
USD 331 M -USD 6.36 M -2% 3.8% 141% 19 5.26% 3.6
EFG Asset Management (Americas)
2625
EFG Asset Management (Americas)
Florida
USD 331 M +USD 89.6 M +37% 5.66% 112% 132 21.21% 1.9