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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)
ASA Gold & Precious Metals
2926
ASA Gold & Precious Metals
Maine
USD 199 M -USD 13 M -6% 3.26% 7.34% 19 0% 2.8
Evermay Wealth Management
2927
Evermay Wealth Management
Virginia
USD 199 M +USD 7.15 M +4% 3.21% 56.2% 80 8.75% 2.1
Squadra Investments
2928
Squadra Investments
Brazil
USD 198 M +USD 47.4 M +31% 0.21% 1.55% 6 50% 0.8
Ausdal Financial Partners
2929
Ausdal Financial Partners
Iowa
USD 198 M +USD 3.56 M +2% 2.48% 63.2% 281 12.46% 0.6
RKL Wealth Management
2930
RKL Wealth Management
Pennsylvania
USD 198 M +USD 6.07 M +3% 1.41% 76.8% 78 12.82% 1.4
SGH
2931
Sivik Global Healthcare
Connecticut
USD 198 M -USD 2.84 M -1% 6.86% 83.8% 69 49.28% 1
AlphaMark Advisors
2932
AlphaMark Advisors
Kentucky
USD 198 M +USD 28.6 M +17% 5.19% 26.4% 357 10.64% 1.9
Willingdon Wealth Management
2933
Willingdon Wealth Management
North Carolina
USD 198 M +USD 3.3 M +2% 0.9% 15.3% 124 12.9% 1.1
TSP Capital Management Group
2934
TSP Capital Management Group
New Jersey
USD 198 M +USD 4.78 M +2% 4.93% 186% 61 100% –
Claar Advisors
2935
Claar Advisors
New York
USD 198 M -USD 3.53 M -2% 7.62% 65.5% 33 42.42% 0.8
Harber Asset Management
2936
Harber Asset Management
North Carolina
USD 198 M +USD 16.8 M +9% 13.5% 63.6% 56 30.36% 0.9
Ascent Wealth Partners
2937
Ascent Wealth Partners
New York
USD 198 M +USD 4.69 M +2% 3.21% 94.4% 122 10.66% 1.8
GIM
2938
Greystone Investment Management
Ohio
USD 197 M -USD 24.2 M -11% 4.92% 32.8% 57 12.28% 1.9
HIS
2939
Horizon Investment Services
Indiana
USD 197 M -USD 715 k -0.4% 6.77% 250% 119 23.53% 1.3
Wellington Shields & Co
2940
Wellington Shields & Co
New York
USD 197 M +USD 36 M +22% 8.49% 109% 129 12.4% 2.1
Franklin, Parlapiano, Turner & Welch
2941
Franklin, Parlapiano, Turner & Welch
Texas
USD 197 M +USD 9.21 M +5% 1.18% 41.6% 180 38.33% 1.1
Gemmer Asset Management
2942
Gemmer Asset Management
California
USD 196 M +USD 11.4 M +6% 3.08% 96.8% 1,305 6.59% 2.1
Oarsman Capital
2943
Oarsman Capital
Wisconsin
USD 196 M +USD 3.69 M +2% 5.01% 70.6% 194 5.67% 2.5
Integrated Investment Consultants
2944
Integrated Investment Consultants
Michigan
USD 196 M +USD 19.4 M +11% 3.58% 70.2% 621 8.86% 0.5
Waterstone Capital Management
2945
Waterstone Capital Management
Minnesota
USD 196 M -USD 15 M -7% 5.04% 23.4% 21 23.81% 1.1
Highland Private Wealth Management
2946
Highland Private Wealth Management
Washington
USD 195 M +USD 17.6 M +10% 6.15% 19% 84 17.86% 0.5
CCC
2947
Chelsea Counsel Company
California
USD 195 M -USD 25.9 M -12% 2.16% 106% 98 13.27% 2.8
CCM
2948
CrestPoint Capital Management
Missouri
USD 195 M +USD 7.43 M +4% 4.39% 42.6% 252 31.35% 1.4
VHCP Management II
2949
VHCP Management II
New York
USD 195 M +USD 29.1 M +18% 31.8% 2,334% 26 19.23% 0.6
Doheny Asset Management
2950
Doheny Asset Management
California
USD 195 M -USD 4.52 M -2% 5.57% 135% 115 14.78% 2.3