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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)
Canal Capital Management
2776
Canal Capital Management
Virginia
USD 490 M -USD 4.06 M -0.8% 1.14% 67.8% 155 7.74% 3.7
Gateway Advisory
2777
Gateway Advisory
New Jersey
USD 490 M +USD 18.3 M +4% 0.81% 26% 115 14.78% 1.8
Symmetry Investments
2778
Symmetry Investments
Jersey
USD 490 M -USD 166 M -25% 0.94% 148% 237 72.15% 0.3
Total Wealth Planning
2779
Total Wealth Planning
Ohio
USD 489 M +USD 9.09 M +2% 3.72% 37.2% 88 9.09% 2.3
Evermay Wealth Management
2780
Evermay Wealth Management
Virginia
USD 489 M -USD 30.2 M -6% 3.26% 56.2% 584 9.76% 2.7
BIM
2781
Bridgecreek Investment Management
Oklahoma
USD 489 M -USD 33 M -6% 1.56% 48.4% 100 7% 5
North Point Portfolio Managers
2782
North Point Portfolio Managers
Ohio
USD 489 M -USD 15.7 M -3% 1.34% 72.8% 51 9.8% 5.9
Roble Belko & Company
2783
Roble Belko & Company
Pennsylvania
USD 489 M -USD 15 M -3% 3.47% 53.3% 335 8.06% 4.6
BlueSky Wealth Advisors
2784
BlueSky Wealth Advisors
North Carolina
USD 489 M -USD 8.71 M -2% 3.27% 42.9% 81 17.28% 4.1
Atlas Merchant Capital
2785
Atlas Merchant Capital
New York
USD 489 M -USD 60.7 M -11% 0.76% 65.7% 136 34.56% 0.5
CCM
2786
Cohen Capital Management
California
USD 488 M -USD 26.5 M -5% 3.12% 91.5% 140 6.43% 6.4
12th Street Asset Management Company
2787
12th Street Asset Management Company
Tennessee
USD 488 M -USD 8.2 M -2% 0.8% 106% 34 5.88% 3
CIA
2788
Covington Investment Advisors
Pennsylvania
USD 488 M -USD 12.7 M -3% 3.51% 100% 78 7.69% 6.3
Proffitt & Goodson
2789
Proffitt & Goodson
Tennessee
USD 487 M -USD 19.6 M -4% 3.54% 48.5% 236 6.36% 4.2
Camden National Bank
2790
Camden National Bank
Maine
USD 487 M -USD 23.9 M -5% 4.65% 48.8% 120 2.5% 4.5
IQ EQ Fund Management
2791
IQ EQ Fund Management
Ireland
USD 487 M -USD 39.5 M -8% 4.43% 109% 261 12.26% 3.1
Sanders Morris Harris
2792
Sanders Morris Harris
Texas
USD 487 M +USD 35.2 M +8% 0.15% 85.8% 275 14.91% 1.4
Titleist Asset Management
2793
Titleist Asset Management
Texas
USD 487 M -USD 21.6 M -4% 3.96% 101% 237 15.19% 0.5
Fractal Investments
2794
Fractal Investments
Connecticut
USD 487 M +USD 37.6 M +8% 6.74% 74.2% 110 20% 1.1
Redpoint Management
2795
Redpoint Management
California
USD 486 M -USD 155 M -24% 10.4% 20.6% 11 9.09% 1.3
FAG
2796
Financial Advisory Group
Texas
USD 486 M -USD 20.7 M -4% 3.94% 20.6% 93 16.13% 5.4
Financial Partners Group (Kansas)
2797
Financial Partners Group (Kansas)
Kansas
USD 485 M -USD 8.89 M -2% 2.73% 76.7% 176 18.75% 2.4
Hanson & Doremus Investment Management
2798
Hanson & Doremus Investment Management
Vermont
USD 485 M +USD 3.94 M +0.8% 3.16% 86.3% 462 12.77% 6.2
LVW Advisors
2799
LVW Advisors
New York
USD 485 M -USD 35.3 M -7% 2.99% 79.1% 231 17.75% 3.4
CenterStar Asset Management
2800
CenterStar Asset Management
Illinois
USD 484 M -USD 431 M -47% 3.78% 104% 493 77.48% 0.4