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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)
Peak Asset Management
2826
Peak Asset Management
Colorado
USD 267 M -USD 30 M -10% 11.4% 70.1% 141 16.31% 2.8
Needham Investment Management
2827
Needham Investment Management
New York
USD 266 M -USD 65.4 M -20% 15.8% 424% 94 21.28% 3.4
Crestone Asset Management
2828
Crestone Asset Management
Colorado
USD 266 M +USD 38 M +17% 15.3% 6.65% 49 28.57% 1.7
First Wilshire Securities Management
2829
First Wilshire Securities Management
California
USD 266 M -USD 74.1 M -22% 16.8% 135% 121 9.09% 3.5
Bright Rock Capital Management
2830
Bright Rock Capital Management
Massachusetts
USD 266 M -USD 40.4 M -13% 9.74% 53.1% 82 17.07% 3.4
Permanens Capital
2831
Permanens Capital
New York
USD 266 M -USD 28.5 M -10% 13.8% 76.9% 25 68% 1.2
Gifford Fong Associates
2832
Gifford Fong Associates
California
USD 265 M -USD 49.4 M -16% 16.7% 180% 121 5.79% 0.6
Bessemer Securities
2833
Bessemer Securities
New York
USD 265 M +USD 253 M +2,232% 11.3% 45% 100 99% 0
BSW Wealth Partners
2834
BSW Wealth Partners
Colorado
USD 265 M +USD 2.25 M +0.9% 10.9% 75.4% 152 45.39% 2.8
Parker Investment Management
2835
Parker Investment Management
California
USD 265 M -USD 62.9 M -19% 13.4% 208% 39 46.15% 1.2
McGuire Investment Group
2836
McGuire Investment Group
Rhode Island
USD 264 M -USD 38.2 M -13% 11.6% 202% 90 7.78% 0.2
Valley Forge Capital Management
2837
Valley Forge Capital Management
Florida
USD 264 M -USD 36.2 M -12% 15.4% 49% 11 9.09% 1.5
Tuttle Capital Management
2838
Tuttle Capital Management
Connecticut
USD 264 M -USD 262 M -50% 0.17% 115% 175 82.86% 0.2
Teza Capital Management
2839
Teza Capital Management
Illinois
USD 264 M -USD 170 M -39% 15% 133% 516 71.32% 0.2
Solus Alternative Asset Management
2840
Solus Alternative Asset Management
New Jersey
USD 264 M -USD 283 M -52% 28.7% 79.3% 15 40% 1.3
CFSG
2841
Community Financial Services Group
Vermont
USD 264 M -USD 29.3 M -10% 10.7% – 100 16% 2.8
Capital Advantage
2842
Capital Advantage
California
USD 264 M -USD 171 M -39% 8.54% 49.2% 89 26.97% 3.2
RTS
2843
Round Table Services
New Jersey
USD 264 M -USD 29 M -10% 13.1% 16.1% 159 31.45% 1.9
CAS Investment Partners
2844
CAS Investment Partners
Connecticut
USD 264 M -USD 65.5 M -20% 16.4% 527% 5 0% 1
MA Private Wealth
2845
MA Private Wealth
California
USD 264 M – – 9.75% 57.5% 96 – 0
CIA
2846
Covington Investment Advisors
Pennsylvania
USD 263 M -USD 43.9 M -14% 9.62% 100% 96 14.58% 3.7
Cutter & Co Brokerage
2847
Cutter & Co Brokerage
Missouri
USD 263 M -USD 30 M -10% 11.9% 40.4% 308 21.43% 2.3
Tortoise Index Solutions
2848
Tortoise Index Solutions
Kansas
USD 263 M +USD 111 M +72% 13.2% 52.2% 91 8.79% 2.5
Dillon & Associates
2849
Dillon & Associates
Michigan
USD 263 M -USD 39.5 M -13% 11% 117% 73 12.33% 4.3
Strategic Wealth Partners Group
2850
Strategic Wealth Partners Group
Illinois
USD 263 M – – 13.4% – 28 – 1.8