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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)
DCM
2901
Divisar Capital Management
California
USD 294 M -USD 11.8 M -4% 1.75% 194% 30 10% 1.5
All Terrain Financial Advisors
2902
All Terrain Financial Advisors
Minnesota
USD 294 M +USD 4.71 M +2% 1.5% 71.1% 257 24.51% 1
Fairfield, Bush & Co
2903
Fairfield, Bush & Co
Connecticut
USD 294 M -USD 7.77 M -3% 3.74% 112% 152 4.61% 4.1
Noesis Capital Mangement
2904
Noesis Capital Mangement
Florida
USD 293 M +USD 17 M +6% 5.02% 128% 98 20.41% 3.8
Moon Capital Management
2905
Moon Capital Management
New York
USD 293 M +USD 89 M +44% 5.35% 76.3% 36 61.11% 1.4
BCH
2906
Berkshire Capital Holdings
California
USD 293 M +USD 60.6 M +26% 10.5% 2,748% 48 33.33% 0.6
CFSG
2907
Community Financial Services Group
Vermont
USD 293 M -USD 1.05 M -0.4% 2.82% – 90 27.78% 3.7
AMCA
2908
Arthur M. Cohen & Associates
Illinois
USD 292 M +USD 12.1 M +4% 4.4% 110% 120 9.17% 3
Proficio Capital Partners
2909
Proficio Capital Partners
Massachusetts
USD 292 M +USD 11.9 M +4% 4.3% 97% 2,190 29.09% 1.6
Cypress Asset Management
2910
Cypress Asset Management
Texas
USD 292 M -USD 1.84 M -0.6% 5.29% 141% 152 13.82% 4
Strid Group
2911
Strid Group
Pennsylvania
USD 292 M +USD 18.9 M +7% 2% 50.4% 26 15.38% 1.7
BRCA
2912
Birch Run Capital Advisors
Texas
USD 292 M -USD 22.4 M -7% 7.77% 8.22% 20 15% 2
Barry Investment Advisors
2913
Barry Investment Advisors
Massachusetts
USD 292 M -USD 27.6 M -9% 3.79% 66.7% 77 16.88% 2.4
RCM
2914
Rockshelter Capital Management
Pennsylvania
USD 292 M +USD 3.04 M +1% 4.86% 31.2% 39 5.13% 3.1
Formidable Asset Management
2915
Formidable Asset Management
Ohio
USD 291 M +USD 36.3 M +14% 5.28% 52.2% 369 88.62% 0.3
Hunter Associates Investment Management
2916
Hunter Associates Investment Management
Pennsylvania
USD 291 M +USD 5.07 M +2% 4.22% 76.1% 174 10.34% 4.1
Lucia Wealth Services
2917
Lucia Wealth Services
California
USD 291 M -USD 1.14 M -0.4% 4.91% 45.6% 200 22% 0.9
Ferox Capital Management
2918
Ferox Capital Management
United Kingdom
USD 290 M +USD 156 M +116% 0.07% 2.07% 49 8.16% 0.8
WIP
2919
Wellesley Investment Partners
Massachusetts
USD 290 M -USD 1.25 M -0.4% 3.19% 22.7% 127 21.26% 2.5
CL
2920
CIM LLC
New York
USD 290 M +USD 18 M +7% 7.09% 108% 121 21.49% 2.7
GCA
2921
Gideon Capital Advisors
New York
USD 290 M +USD 10.1 M +4% 4.85% 37.6% 500 78.8% 0.2
Hamilton Capital
2922
Hamilton Capital
Ohio
USD 290 M +USD 67.4 M +30% 0.13% – 55 36.36% 0.7
Cable Hill Partners
2923
Cable Hill Partners
Oregon
USD 289 M -USD 12.3 M -4% 2.73% 20.3% 837 86.02% 3.2
Sound Income Strategies
2924
Sound Income Strategies
Florida
USD 289 M +USD 69.9 M +32% 1.72% 31.4% 818 12.71% 1.2
Rowland Carmichael Advisors
2925
Rowland Carmichael Advisors
Arizona
USD 289 M +USD 16.7 M +6% 3.13% 39% 353 13.88% 1.8