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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)
Raffa Wealth Management
2901
Raffa Wealth Management
District of Columbia
USD 283 M +USD 14.1 M +5% 1.46% 35.8% 754 4.38% 1.5
Strid Group
2902
Strid Group
Pennsylvania
USD 282 M +USD 11.3 M +4% 4.14% 50.4% 26 7.69% 1.6
Rikoon Group
2903
Rikoon Group
New Mexico
USD 282 M +USD 20.7 M +8% 8.17% 63.3% 217 11.52% 1.4
Hendershot Investments
2904
Hendershot Investments
Virginia
USD 282 M +USD 22.2 M +9% 9% 50.5% 70 5.71% 3.6
Clarius Group LLC
2905
Clarius Group LLC
Washington
USD 282 M +USD 41.3 M +17% 9.95% 92.1% 133 39.85% 1.1
Hillman Company
2906
Hillman Company
Pennsylvania
USD 282 M -USD 77.7 M -22% 3.91% 134% 15 13.33% 1.8
Night Owl Capital Management
2907
Night Owl Capital Management
Connecticut
USD 282 M +USD 8.89 M +3% 11.1% 162% 31 12.9% 2.2
Haverford Financial Services
2908
Haverford Financial Services
Pennsylvania
USD 282 M +USD 15.6 M +6% 9.47% 57.9% 81 11.11% 2.3
Thomas J. Herzfeld Advisors
2909
Thomas J. Herzfeld Advisors
Florida
USD 282 M +USD 8.49 M +3% 2.22% 17.7% 314 16.88% 2.6
Diana Davis Spencer Foundation
2910
Diana Davis Spencer Foundation
Maryland
USD 282 M -USD 1.29 M -0.5% 0.46% 13.4% 3 0% 3.8
American Economic Planning Group
2911
American Economic Planning Group
New Jersey
USD 282 M +USD 11.7 M +4% 5.11% 25.9% 79 13.92% 2.3
DDD Partners
2912
DDD Partners
Washington
USD 282 M +USD 35.8 M +15% 8.75% 62.1% 57 31.58% 0.6
Diker Management
2913
Diker Management
New York
USD 281 M +USD 1.89 M +0.7% 0.44% 210% 62 29.03% 1.7
Kellner Capital
2914
Kellner Capital
New York
USD 281 M +USD 48.7 M +21% 6.4% 390% 47 59.57% 0.3
Birinyi Associates
2915
Birinyi Associates
Connecticut
USD 281 M +USD 26 M +10% 10.2% 113% 102 17.65% 3.1
Stratford Consulting
2916
Stratford Consulting
Texas
USD 281 M +USD 12.6 M +5% 3.78% 8.23% 53 3.77% 3.9
Acuta Capital Partners
2917
Acuta Capital Partners
California
USD 280 M -USD 281 M -50% 2.49% 7,269% 63 57.14% 1.3
SGH
2918
Sivik Global Healthcare
Connecticut
USD 280 M +USD 20.1 M +8% 15.9% 83.8% 74 33.78% 1.3
CIM
2919
CIM Investment Management
Pennsylvania
USD 280 M -USD 9.6 M -3% 5.42% 123% 381 28.35% 1.9
Anson Funds Management
2920
Anson Funds Management
Texas
USD 280 M +USD 109 M +64% 503% 2,010% 32 68.75% 0.4
CenturyLink Investment Management
2921
CenturyLink Investment Management
Colorado
USD 280 M +USD 18.8 M +7% 7.99% – 154 1.3% 3
Keywise Capital Management
2922
Keywise Capital Management
Cayman Islands
USD 280 M -USD 15.4 M -5% 1.85% 219% 21 47.62% 0.9
Cypress Wealth Services
2923
Cypress Wealth Services
California
USD 280 M +USD 16.3 M +6% 5.29% 82.7% 235 6.81% 0.6
Oakview Capital Management
2924
Oakview Capital Management
Texas
USD 280 M +USD 29.6 M +12% 6.09% 21.2% 17 17.65% 0.9
IBEX Wealth Advisors
2925
IBEX Wealth Advisors
New Jersey
USD 279 M +USD 29.6 M +12% 6.71% 221% 104 31.73% 0.9