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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)
Avalon Global Asset Management
2776
Avalon Global Asset Management
California
USD 262 M +USD 83.1 M +46% 8.18% 278% 58 44.83% 1.3
DGI
2777
Discovery Group I
Illinois
USD 262 M -USD 84.2 M -24% 10.2% – 19 47.37% 0.6
AGF Investments America
2778
AGF Investments America
Ontario, Canada
USD 262 M +USD 6.8 M +3% 5.79% 72.1% 72 4.17% 1.8
Moller Wealth Partners
2779
Moller Wealth Partners
USD 261 M +USD 23.8 M +10% 5.05% 44.1% 49 16.33% 3.2
Greatmark Investment Partners
2780
Greatmark Investment Partners
Georgia
USD 261 M +USD 11.6 M +5% 4.37% 62% 115 7.83% 2.9
American Investment Services
2781
American Investment Services
Massachusetts
USD 261 M +USD 8.93 M +4% 5.54% 63.1% 116 8.62% 2.6
Strategic Global Advisors
2782
Strategic Global Advisors
California
USD 261 M -USD 10.3 M -4% 4.8% 137% 178 15.73% 1.4
Portland Global Advisors
2783
Portland Global Advisors
Maine
USD 261 M +USD 11.5 M +5% 4.17% 43.4% 100 4% 3.4
Filament
2784
Filament
Washington
USD 261 M +USD 11.5 M +5% 2.61% 46.9% 36 8.33% 3
MP
2785
Mediatel Partners
Texas
USD 261 M -USD 1.22 M -0.5% 0.44% 11.6% 2 0% 4.3
McKinley Carter Wealth Services
2786
McKinley Carter Wealth Services
West Virginia
USD 261 M +USD 34.5 M +15% 3.12% 63.2% 148 14.19% 2.4
Marquette Asset Management
2787
Marquette Asset Management
Minnesota
USD 261 M +USD 20.6 M +9% 4.11% 69.6% 90 11.11% 3
Paragon Capital Management (Colorado)
2788
Paragon Capital Management (Colorado)
Colorado
USD 260 M +USD 42.2 M +19% 2.76% 109% 224 29.46% 1.1
Cambridge Advisors
2789
Cambridge Advisors
Nebraska
USD 260 M +USD 12.7 M +5% 3.55% 58.6% 141 7.09% 2.3
White Pine Capital
2790
White Pine Capital
Minnesota
USD 260 M +USD 6.54 M +3% 4.26% 143% 234 12.82% 2.9
AC
2791
Argentiere Capital
Switzerland
USD 260 M -USD 38.9 M -13% 1.57% 1.96% 58 58.62% 0.3
LSC
2792
Lyon Street Capital
California
USD 259 M +USD 10.8 M +4% 9.11% – 63 30.16% 1
Peak Financial Management
2793
Peak Financial Management
Massachusetts
USD 259 M +USD 3.84 M +2% 2.74% 58.2% 51 17.65% 1.1
SCM
2794
Springhouse Capital Management
Connecticut
USD 259 M +USD 6.32 M +2% 11.4% 52% 19 42.11% 1
Telos Capital Management
2795
Telos Capital Management
California
USD 259 M +USD 8.88 M +4% 3.27% 71.1% 153 8.5% 2.9
Foresters Asset Management
2796
Foresters Asset Management
Ontario, Canada
USD 259 M +USD 14 M +6% 4.84% 55.6% 73 5.48% 1
Verus Financial Partners
2797
Verus Financial Partners
Virginia
USD 259 M +USD 10.8 M +4% 2.69% 41.6% 48 8.33% 3.3
Pier 88 Investment Partners
2798
Pier 88 Investment Partners
California
USD 258 M +USD 11.5 M +5% 0.75% 36.1% 106 4.72% 0.6
Mosaic Family Wealth
2799
Mosaic Family Wealth
Missouri
USD 258 M +USD 18 M +8% 3.83% 85.2% 1,013 37.12% 1.1
BA
2800
BKS Advisors
Michigan
USD 258 M +USD 12.2 M +5% 4.73% 58% 224 12.05% 1.5