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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)
WIM
2826
Wingspan Investment Management
New York
USD 215 M +USD 65.5 M +44% 21% – 25 64% 0.3
Telos Capital Management
2827
Telos Capital Management
California
USD 215 M +USD 10.3 M +5% 4.1% 71.1% 143 6.99% 2.4
Clarius Group LLC
2828
Clarius Group LLC
Washington
USD 214 M +USD 26.9 M +14% 11.5% 92.1% 99 19.19% 0.6
American National Registered Investment Advisor
2829
American National Registered Investment Advisor
Texas
USD 214 M -USD 835 k -0.4% 3.58% 95.8% 253 6.72% 2.5
Cambria Investment Management
2830
Cambria Investment Management
California
USD 214 M -USD 2.5 M -1% 5.58% 72% 191 27.75% 1
Roof Eidam Maycock Peralta (REMP)
2831
Roof Eidam Maycock Peralta (REMP)
California
USD 214 M +USD 23.5 M +12% 1.26% 62.3% 90 20% 1.2
Advisors Preferred
2832
Advisors Preferred
Maryland
USD 214 M +USD 41.8 M +24% 6.86% 102% 307 73.29% 0.4
Foresite Capital Management III
2833
Foresite Capital Management III
California
USD 214 M +USD 68.2 M +47% 56.1% 444% 21 33.33% 0.5
Ironwood Investment Counsel
2834
Ironwood Investment Counsel
Arizona
USD 214 M +USD 42.8 M +25% 2.9% 64% 150 22% 2.3
Schooner Capital
2835
Schooner Capital
Florida
USD 214 M -USD 25 M -10% 5.77% 31.1% 1 0% 3.3
CL
2836
CIM LLC
New York
USD 213 M +USD 13.2 M +7% 5.88% 108% 96 22.92% 1.6
WFG
2837
Windsor Financial Group
Minnesota
USD 213 M -USD 6.13 M -3% 1.32% 15.3% 79 12.66% 2.3
Montgomery Investment Management
2838
Montgomery Investment Management
Maryland
USD 213 M +USD 6.87 M +3% 3.91% 98.4% 100 7% 2.3
Patten Group
2839
Patten Group
Tennessee
USD 213 M -USD 624 k -0.3% 3.45% 88.1% 687 11.06% 1.2
Whetstone Capital Advisors
2840
Whetstone Capital Advisors
Kansas
USD 213 M +USD 42.7 M +25% 10.8% 282% 25 44% 0.9
YP
2841
YG Partners
New York
USD 213 M +USD 29 M +16% 11.2% – 33 39.39% 0.4
IA
2842
Independence Advisors
Pennsylvania
USD 213 M +USD 22.4 M +12% 3.48% 24.4% 76 31.58% 0.2
Banco BTG Pactual
2843
Banco BTG Pactual
Brazil
USD 212 M +USD 119 M +127% 11.3% 134% 70 82.86% 0.1
Stanford Investment Group
2844
Stanford Investment Group
California
USD 212 M +USD 16.2 M +8% 6.14% – 425 16.94% 1.2
Intrepid Capital Management
2845
Intrepid Capital Management
Florida
USD 212 M -USD 40.4 M -16% 6.69% 70.2% 34 17.65% 2
TCM
2846
Texan Capital Management
Texas
USD 212 M -USD 5.84 M -3% 2.02% 19.3% 146 15.75% 2.2
PAS
2847
Partnervest Advisory Services
California
USD 212 M +USD 9.7 M +5% 2.46% 45.1% 208 11.54% 1.6
CRIM
2848
Castle Ridge Investment Management
Connecticut
USD 212 M +USD 40.3 M +23% 1.28% – 53 64.15% 0.3
CFSG
2849
Community Financial Services Group
Vermont
USD 212 M +USD 9.02 M +4% 5.41% – 66 10.61% 2.6
U.S. Global Investors (USGI)
2850
U.S. Global Investors (USGI)
Texas
USD 212 M +USD 29.3 M +16% 7.35% 119% 197 41.62% 0.7