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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)
PRCP
2776
Pacific Ridge Capital Partners
Oregon
USD 194 M +USD 47.4 M +32% 2.42% 149% 150 1.33% 0.7
DBIA
2777
Dumont & Blake Investment Advisors
New Jersey
USD 194 M -USD 5.29 M -3% 0.49% 78.3% 169 12.43% 1
PSC
2778
Piper Sandler & Co
Minnesota
USD 194 M +USD 55.2 M +40% 0.08% 0.04% 206 74.27% 0.1
KA
2779
Kerrisdale Advisers
Florida
USD 194 M -USD 16.2 M -8% 4.98% 78.8% 50 46% 0.5
SRCM
2780
Swift Run Capital Management
Virginia
USD 193 M -USD 35.3 M -15% 3.21% 9.9% 57 10.53% 0.6
KIC
2781
Keating Investment Counselors
Florida
USD 193 M -USD 14 M -7% 0.87% 50% 59 8.47% 1.1
NCIM
2782
New Century Investment Management
Michigan
USD 193 M +USD 9.25 M +5% 2.04% 103% 94 20.21% 0.8
VNA
2783
VNBTrust National Association
Virginia
USD 193 M -USD 8.56 M -4% 0.19% 42.9% 138 12.32% 1.1
JCM
2784
Jasinkiewicz Capital Management
New Jersey
USD 193 M -USD 48.3 M -20% 8.42% – 53 56.6% 0.6
Portland Global Advisors
2785
Portland Global Advisors
Maine
USD 193 M -USD 5.77 M -3% 1.23% 43.4% 122 11.48% 1
TCM
2786
Tang Capital Management
California
USD 193 M -USD 22.9 M -11% 0.35% 493% 13 7.69% 0.9
RAM
2787
Redmond Asset Management
Virginia
USD 193 M -USD 11.9 M -6% 2.77% 61.5% 157 14.65% 1
SHWM
2788
Smith & Howard Wealth Management
Georgia
USD 193 M +USD 645 k +0.3% 0% 40.4% 48 20.83% 1
MAS
2789
Madden Advisory Services
Florida
USD 193 M -USD 3.63 M -2% 2.06% 52.3% 416 12.26% 0.9
Vantagepoint Investment Advisers
2790
Vantagepoint Investment Advisers
District of Columbia
USD 193 M -USD 4.59 M -2% 3.29% 32.7% 1 0% 0.8
CM
2791
CoreCommodity Management
Connecticut
USD 192 M -USD 17.3 M -8% 8.04% 65.8% 197 12.18% 0.6
PAS
2792
Partnervest Advisory Services
California
USD 192 M -USD 30.5 M -14% 0.79% 45.1% 1,060 85.57% 1.1
Moneta Group Investment Advisors
2793
Moneta Group Investment Advisors
Missouri
USD 192 M +USD 6.37 M +3% 2.38% 64% 141 10.64% 1
Capital Advantage
2794
Capital Advantage
California
USD 192 M +USD 10.6 M +6% 1.77% 49.2% 57 3.51% 0.6
Patton Albertson Miller Group
2795
Patton Albertson Miller Group
Tennessee
USD 192 M -USD 5.61 M -3% 1.62% 109% 160 12.5% 1
WCM
2796
Weatherstone Capital Management
Colorado
USD 192 M -USD 185 M -49% 2.37% 32% 89 37.08% 0.7
MIS
2797
Man Investments (Switzerland)
Switzerland
USD 192 M -USD 55.6 M -22% 0.02% 0.23% 50 0% 0.8
LFR
2798
Lehman Financial Resources
Pennsylvania
USD 192 M -USD 18.3 M -9% 4.43% 58.2% 449 12.47% 1
Rodgers Brothers
2799
Rodgers Brothers
Pennsylvania
USD 192 M -USD 10.5 M -5% 2.87% 108% 153 8.5% 1.1
Mariner Independent Advisor Network
2800
Mariner Independent Advisor Network
Kansas
USD 191 M -USD 11.7 M -6% 1.85% 39.5% 154 16.88% 0.2