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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)
Alley Company
2751
Alley Company
Illinois
USD 292 M +USD 16.4 M +6% 6.74% 88.2% 80 5% 3.3
GFS Private Wealth
2752
GFS Private Wealth
Florida
USD 292 M – – 5.48% – 48 – 0
YECIP
2753
YT Extraction Co Investment Partners
New York
USD 291 M -USD 22 M -7% 7.02% – 1 0% 1
Summit Financial Wealth Advisors
2754
Summit Financial Wealth Advisors
Louisiana
USD 291 M +USD 16 M +6% 6.17% 71.4% 155 18.71% 1.7
AO
2755
Allen Operations
New York
USD 291 M +USD 178 M +158% 8.25% 218% 20 10% 3.2
McKinley Carter Wealth Services
2756
McKinley Carter Wealth Services
West Virginia
USD 291 M +USD 30.3 M +12% 6.32% 63.2% 162 16.05% 2.4
DCM
2757
Dynamic Capital Management
Jersey
USD 291 M -USD 58 M -17% 5.86% 49.7% 355 69.58% 0.3
PCM
2758
Price Capital Management
Louisiana
USD 290 M +USD 248 M +594% 9.66% 124% 165 99.39% 0
Wynnefield Capital
2759
Wynnefield Capital
New York
USD 290 M +USD 10.3 M +4% 8.07% 52.1% 41 14.63% 2.4
Gerber Kawasaki Wealth & Investment Management
2760
Gerber Kawasaki Wealth & Investment Management
California
USD 290 M +USD 15.2 M +6% 3.55% 91.5% 117 14.53% 1.2
Gemmer Asset Management
2761
Gemmer Asset Management
California
USD 289 M +USD 26.4 M +10% 3.43% 96.8% 1,310 7.48% 3
Spectrum Management Group
2762
Spectrum Management Group
Indiana
USD 289 M -USD 18.5 M -6% 7.88% 44% 486 48.56% 0.8
Simcoe Capital Management
2763
Simcoe Capital Management
New York
USD 289 M +USD 35.7 M +14% 3.74% 48.7% 17 47.06% 1.2
FIMG
2764
Financial & Investment Management Group
Michigan
USD 289 M -USD 14.1 M -5% 8.54% 18.9% 99 29.29% 1.9
RTS
2765
Round Table Services
New Jersey
USD 288 M +USD 8.34 M +3% 3.76% 16.1% 125 24.8% 1.8
Private Capital Advisors
2766
Private Capital Advisors
Connecticut
USD 288 M -USD 5.04 M -2% 4.25% 132% 119 22.69% 2.6
FFL Partners
2767
FFL Partners
California
USD 288 M +USD 169 M +143% 5.55% 36.1% 2 50% 0.5
Valley National Advisers
2768
Valley National Advisers
Pennsylvania
USD 288 M -USD 5.21 M -2% 3.13% 79% 760 10.53% 2.1
NTCM
2769
Nine Ten Capital Management
Illinois
USD 287 M -USD 23.5 M -8% 4.71% 166% 9 11.11% 2.2
Callan Capital
2770
Callan Capital
California
USD 287 M +USD 19.1 M +7% 4.59% 20.1% 54 12.96% 2.4
Gilbert & Cook
2771
Gilbert & Cook
Iowa
USD 287 M +USD 13.5 M +5% 3.48% 63.2% 91 9.89% 0.8
Kestrel Investment Management
2772
Kestrel Investment Management
California
USD 287 M +USD 4.27 M +2% 8.51% 89.2% 49 26.53% 1.1
McCutchen Group
2773
McCutchen Group
Washington
USD 287 M +USD 2.51 M +0.9% 3.63% 2.54% 20 0% 3.5
TAM
2774
Taylor Asset Management
Ontario, Canada
USD 287 M -USD 23.6 M -8% 0.12% 12.9% 32 21.88% 1.4
HCR Wealth Advisors
2775
HCR Wealth Advisors
California
USD 286 M +USD 48.7 M +20% 5.63% 107% 178 14.04% 0.8