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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)
Baldwin Investment Management
2651
Baldwin Investment Management
Pennsylvania
USD 242 M -USD 10.9 M -4% 3.38% 74.8% 136 4.41% 1.8
Fragasso Financial Advisors
2652
Fragasso Financial Advisors
Pennsylvania
USD 242 M -USD 11.6 M -5% 0.57% 73.7% 53 37.74% 0.8
SignalPoint Asset Management
2653
SignalPoint Asset Management
Missouri
USD 242 M USD 0 0% 2.44% 36% 202 0% 1.4
FundX Investment Group
2654
FundX Investment Group
California
USD 241 M -USD 82.8 M -26% 0.19% 94.6% 29 51.72% 0.5
HF
2655
Hoxton Financial
West Virginia
USD 241 M +USD 5.28 M +2% 0.52% 15.3% 378 12.17% 1.3
WAM
2656
Wavelength Asset Management
New York
USD 241 M +USD 135 M +126% 3.07% – 39 84.62% 0.1
NGA
2657
New Generation Advisors
Massachusetts
USD 241 M -USD 31.7 M -12% 1.59% 45.1% 40 12.5% 1.4
Toscafund Asset Management
2658
Toscafund Asset Management
United Kingdom
USD 240 M +USD 33.3 M +16% 2.56% 80.9% 10 50% 1.1
Hunter Associates Investment Management
2659
Hunter Associates Investment Management
Pennsylvania
USD 240 M -USD 13.5 M -5% 2.65% 76.1% 146 5.48% 1.7
Pacific Ridge Capital Partners
2660
Pacific Ridge Capital Partners
Oregon
USD 240 M -USD 12.1 M -5% 0.68% 149% 155 4.52% 1.4
ICM
2661
Indaba Capital Management
California
USD 240 M +USD 34.1 M +17% 5.53% 66.7% 13 46.15% 0.5
Avidian Wealth Enterprises
2662
Avidian Wealth Enterprises
Texas
USD 240 M +USD 3.48 M +1% 0.74% 71.7% 50 42% 0.8
United Fire Group
2663
United Fire Group
Iowa
USD 240 M +USD 1.49 M +0.6% 1.02% 27.4% 116 3.45% 1.9
NAMP
2664
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 239 M +USD 6.26 M +3% 0.19% 73.1% 108 7.41% 1.7
NWAM LLC
2665
NWAM LLC
Washington
USD 239 M +USD 5.16 M +2% 1.02% 112% 290 27.59% 1.3
BCWM LLC
2666
BCWM LLC
Kansas
USD 239 M +USD 23.3 M +11% 0.15% – 102 18.63% 1.3
F
2667
FolioMetrix
Nebraska
USD 239 M +USD 40.7 M +21% 1.79% – 296 48.31% 0.3
SCM
2668
Stonehill Capital Management
New York
USD 238 M -USD 58.8 M -20% 2.88% 117% 11 18.18% 1.1
Thomas J. Herzfeld Advisors
2669
Thomas J. Herzfeld Advisors
Florida
USD 238 M +USD 23.4 M +11% 2.76% 17.7% 327 16.82% 1.2
Lafayette Investments
2670
Lafayette Investments
Maryland
USD 238 M +USD 2.1 M +0.9% 1.18% 77.9% 71 7.04% 1.7
CCM
2671
Castine Capital Management
Massachusetts
USD 238 M +USD 3.98 M +2% 4.66% 13.9% 54 20.37% 1.2
PWW
2672
Pettyjohn Wood & White
Virginia
USD 237 M -USD 3.84 M -2% 1.11% 70.9% 135 11.11% 1.5
Sequoia Financial Advisors
2673
Sequoia Financial Advisors
Ohio
USD 237 M +USD 18.4 M +8% 1.77% 78.3% 206 20.87% 0.9
SRCM
2674
Swift Run Capital Management
Virginia
USD 237 M +USD 7.33 M +3% 0.13% 9.9% 59 5.08% 0.8
Haverford Financial Services
2675
Haverford Financial Services
Pennsylvania
USD 237 M -USD 10.1 M -4% 0.7% 57.9% 44 2.27% 1.6