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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)
Aviance Capital Partners
2626
Aviance Capital Partners
Florida
USD 296 M -USD 14.8 M -5% 3.69% 98.2% 214 8.41% 2.7
Rampart Investment Management
2627
Rampart Investment Management
Connecticut
USD 296 M +USD 17.8 M +6% 4.57% 74% 530 4.91% 0.6
Cornerstone Advisory
2628
Cornerstone Advisory
Maryland
USD 296 M -USD 3.3 M -1% 3.48% 53.5% 145 6.9% 1.1
Fusion Family Wealth
2629
Fusion Family Wealth
New York
USD 295 M +USD 3.36 M +1% 3.73% 58.2% 325 43.08% 0.5
Radnor Capital Management
2630
Radnor Capital Management
Pennsylvania
USD 295 M USD 0 0% 2.28% 86.6% 173 0% 0.7
Jacobi Capital Management
2631
Jacobi Capital Management
Pennsylvania
USD 295 M +USD 36.6 M +14% 3.92% 76.6% 964 14.21% 0.8
FAG
2632
Financial Advisory Group
Texas
USD 295 M -USD 1.92 M -0.6% 2.8% 20.6% 64 9.38% 2.8
Sand Grove Capital Management
2633
Sand Grove Capital Management
United Kingdom
USD 295 M -USD 270 M -48% 1.26% 410% 16 68.75% 0.4
Morgan Dempsey Capital Management
2634
Morgan Dempsey Capital Management
Wisconsin
USD 295 M +USD 19.8 M +7% 5.08% 52.1% 160 10.63% 3.2
SGH
2635
Sivik Global Healthcare
Connecticut
USD 294 M +USD 20.7 M +8% 6.38% 83.8% 92 46.74% 1
Periscope Capital
2636
Periscope Capital
Ontario, Canada
USD 294 M +USD 24.9 M +9% 0.64% 28.8% 120 43.33% 0.3
JCIC Asset Management
2637
JCIC Asset Management
Ontario, Canada
USD 294 M +USD 3.16 M +1% 7.84% – 70 28.57% 2
PAM
2638
Pagoda Asset Management
New York
USD 293 M -USD 979 k -0.3% 8.29% – 21 38.1% 0.5
Private Capital Advisors
2639
Private Capital Advisors
Connecticut
USD 293 M -USD 16.3 M -5% 5.37% 132% 137 26.28% 2.6
Valley National Advisers
2640
Valley National Advisers
Pennsylvania
USD 293 M +USD 14.4 M +5% 1.94% 79% 736 11.14% 1.9
American Financial Group Inc 401(K) Retirement & Savings Plan
2641
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 293 M +USD 6.28 M +2% 4.11% 17.8% 1 0% 4.3
NFC Investments
2642
NFC Investments
Tennessee
USD 291 M +USD 9.22 M +3% 6.44% – 45 6.67% 2.7
Lenox Wealth Management
2643
Lenox Wealth Management
Ohio
USD 291 M +USD 44.4 M +18% 4.08% 24.7% 534 13.11% 1.2
PA
2644
Paracle Advisors
Washington
USD 291 M +USD 27.2 M +10% 3.52% 30.9% 49 14.29% 1.7
Amarillo National Bank
2645
Amarillo National Bank
Texas
USD 291 M +USD 5.22 M +2% 2.64% 56.3% 85 10.59% 2.9
K.J. Harrison & Partners
2646
K.J. Harrison & Partners
Ontario, Canada
USD 291 M +USD 35.7 M +14% 4.61% 140% 195 31.79% 1.5
IIA
2647
IPG Investment Advisors
California
USD 290 M +USD 41.5 M +17% 6.72% 106% 168 34.52% 1.5
TIM
2648
Total Investment Management
Arizona
USD 290 M -USD 12.3 M -4% 3.88% 38.3% 41 17.07% 0.6
FRG Family Wealth Advisors
2649
FRG Family Wealth Advisors
Washington
USD 290 M +USD 18.5 M +7% 6.22% 76.4% 140 4.29% 1.5
Empirical Finance
2650
Empirical Finance
Pennsylvania
USD 290 M +USD 29.7 M +11% 6.18% 124% 168 39.88% 0.4