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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)
OIA
2651
Optimum Investment Advisors
Illinois
USD 314 M +USD 15.8 M +5% 6.25% 125% 320 9.69% 2.8
Greenwood Gearhart
2652
Greenwood Gearhart
Arkansas
USD 314 M +USD 36.7 M +13% 5.81% 70.6% 62 9.68% 3.1
NorthRock Partners
2653
NorthRock Partners
Minnesota
USD 313 M +USD 50.6 M +19% 5.56% 62.8% 59 15.25% 1.5
FRG Family Wealth Advisors
2654
FRG Family Wealth Advisors
Washington
USD 313 M +USD 20.1 M +7% 6.98% 76.4% 145 5.52% 1.7
Coastal Bridge Advisors
2655
Coastal Bridge Advisors
Connecticut
USD 313 M +USD 7.9 M +3% 2.65% 88.1% 136 12.5% 1.1
SCM
2656
Sorin Capital Management
Connecticut
USD 313 M +USD 187 M +148% 3.82% 28% 20 20% 0.6
RCM
2657
Rockshelter Capital Management
Pennsylvania
USD 313 M -USD 2.7 M -0.9% 8.32% 31.2% 37 16.22% 2.6
CNO Financial Group
2658
CNO Financial Group
Indiana
USD 313 M -USD 188 M -38% 1.57% – 22 31.82% 1.9
Radnor Capital Management
2659
Radnor Capital Management
Pennsylvania
USD 313 M +USD 17.2 M +6% 4.08% 86.6% 192 15.63% 0.9
OM
2660
Opaleye Management
Massachusetts
USD 312 M +USD 29.5 M +10% 22.5% 748% 49 59.18% 0.9
RC
2661
Reik & Co
New York
USD 312 M +USD 12.5 M +4% 4.28% 38.6% 46 4.35% 3.8
QCI
2662
Quaker Capital Investments
Pennsylvania
USD 312 M +USD 151 k +0% 8.92% 107% 26 23.08% 2.2
Focused Wealth Management
2663
Focused Wealth Management
New York
USD 312 M +USD 12 M +4% 3.97% 73.9% 783 21.07% 2.9
CGM
2664
Centenus Global Management
New York
USD 311 M – – 8.12% – 94 – 0
Morgan Dempsey Capital Management
2665
Morgan Dempsey Capital Management
Wisconsin
USD 311 M +USD 16.6 M +6% 5.28% 52.1% 169 17.16% 3.1
Winslow Evans & Crocker
2666
Winslow Evans & Crocker
Massachusetts
USD 311 M +USD 9.49 M +3% 6.82% 76.2% 1,183 10.48% 2.9
Lawson Kroeker Investment Management
2667
Lawson Kroeker Investment Management
Nebraska
USD 311 M -USD 6.59 M -2% 6.79% 69.7% 73 5.48% 3.6
Proficio Capital Partners
2668
Proficio Capital Partners
Massachusetts
USD 311 M +USD 63.6 M +26% 4.85% 97% 1,381 8.47% 1.5
Toews Corporation
2669
Toews Corporation
New Jersey
USD 311 M -USD 71.4 M -19% 0.07% 22% 11 0% 1
Cryder Capital Partners
2670
Cryder Capital Partners
United Kingdom
USD 310 M +USD 65.4 M +27% 5.95% 55.7% 9 0% 2.3
Security National Trust
2671
Security National Trust
West Virginia
USD 310 M +USD 6.95 M +2% 6.34% 58.3% 405 5.43% 3.7
Elizabeth Park Capital Advisors
2672
Elizabeth Park Capital Advisors
Ohio
USD 310 M +USD 52.1 M +20% 4.04% 119% 39 7.69% 2.2
American Financial Group Inc 401(K) Retirement & Savings Plan
2673
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 309 M +USD 16.9 M +6% 4.92% 17.8% 1 0% 4.5
Yakira Capital Management
2674
Yakira Capital Management
Connecticut
USD 309 M +USD 8.61 M +3% 0.02% 74.1% 154 53.25% 0.7
Jacobi Capital Management
2675
Jacobi Capital Management
Pennsylvania
USD 309 M +USD 13.9 M +5% 4.64% 76.6% 981 8.15% 1