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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)
High Falls Advisors
2801
High Falls Advisors
New York
USD 291 M +USD 11.8 M +4% 1.48% 56.9% 98 16.33% 1.8
Telos Capital Management
2802
Telos Capital Management
California
USD 290 M +USD 8.92 M +3% 1.83% 71.1% 163 13.5% 3.2
Gemmer Asset Management
2803
Gemmer Asset Management
California
USD 290 M -USD 244 k -0.1% 0.92% 96.8% 1,540 8.31% 3
Financial Enhancement Group
2804
Financial Enhancement Group
Indiana
USD 290 M +USD 6.74 M +2% 1.08% 62.2% 285 15.79% 0.6
Intrepid Capital Management
2805
Intrepid Capital Management
Florida
USD 290 M -USD 4.55 M -2% 4% 70.2% 44 20.45% 2.3
CIM
2806
CIM Investment Management
Pennsylvania
USD 290 M -USD 3.92 M -1% 3.38% 123% 374 22.99% 1.9
Filament
2807
Filament
Washington
USD 290 M +USD 11.7 M +4% 0.46% 46.9% 43 20.93% 2.9
Dock Street Asset Management
2808
Dock Street Asset Management
Florida
USD 290 M +USD 23.5 M +9% 8.09% 175% 52 9.62% 2.7
Greatmark Investment Partners
2809
Greatmark Investment Partners
Georgia
USD 290 M +USD 15.3 M +6% 4.04% 62% 125 5.6% 3.4
American Investment Services
2810
American Investment Services
Massachusetts
USD 289 M +USD 6.7 M +2% 2.61% 63.1% 120 5.83% 3.2
Gifford Fong Associates
2811
Gifford Fong Associates
California
USD 289 M +USD 44.4 M +18% 5.08% 180% 113 33.63% 0.2
StrategIQ Financial Group
2812
StrategIQ Financial Group
Indiana
USD 289 M +USD 36.8 M +15% 0.56% 12.6% 178 9.55% 1.5
Callan Capital
2813
Callan Capital
California
USD 289 M -USD 20.2 M -7% 1.41% 20.1% 52 7.69% 3
Jafra Capital Management
2814
Jafra Capital Management
New York
USD 289 M -USD 33.9 M -11% 11.8% – 123 68.29% 0.3
Focused Wealth Management
2815
Focused Wealth Management
New York
USD 289 M -USD 24.5 M -8% 1.62% 73.9% 783 19.8% 3.1
Rosenblum Silverman Sutton
2816
Rosenblum Silverman Sutton
California
USD 288 M +USD 7.44 M +3% 9.97% 90.1% 67 13.43% 2.5
Aristotle Atlantic Partners
2817
Aristotle Atlantic Partners
Florida
USD 288 M +USD 11.3 M +4% 5.83% 144% 95 16.84% 0.4
Kite Lake Capital Management (UK)
2818
Kite Lake Capital Management (UK)
United Kingdom
USD 288 M -USD 336 M -54% 2.85% 337% 26 76.92% 0.1
Cahaba Wealth Management
2819
Cahaba Wealth Management
Georgia
USD 288 M +USD 34.4 M +14% 1.51% 45.2% 68 14.71% 0.6
ARMC
2820
American Research & Management Company
Massachusetts
USD 288 M -USD 16.7 M -5% 1.75% 35.1% 381 20.73% 3.5
CAS Investment Partners
2821
CAS Investment Partners
Connecticut
USD 288 M +USD 58.7 M +26% 30% 527% 5 0% 0.5
WIP
2822
Wellesley Investment Partners
Massachusetts
USD 288 M +USD 9.6 M +3% 0.74% 22.7% 136 9.56% 1.8
Spectrum Management Group
2823
Spectrum Management Group
Indiana
USD 288 M +USD 11.4 M +4% 3.86% 44% 264 20.45% 1.1
Berman Capital Advisors
2824
Berman Capital Advisors
Georgia
USD 287 M +USD 25.2 M +10% 1.69% 48.2% 124 14.52% 0.4
PH
2825
Pinnacle Holdings
Oklahoma
USD 287 M +USD 19.9 M +7% 6.02% 79.6% 219 9.59% 3