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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)
Monetary Management Group
2926
Monetary Management Group
Missouri
USD 237 M -USD 7.52 M -3% 5.04% 138% 323 8.05% 2.9
CT
2927
Chicago Trust
Illinois
USD 237 M +USD 12 M +5% 4.65% 85.9% 165 9.7% 2.1
Formidable Asset Management
2928
Formidable Asset Management
Ohio
USD 237 M +USD 34.2 M +17% 4.01% 52.2% 220 25% 1.9
Univest Financial
2929
Univest Financial
Pennsylvania
USD 237 M -USD 639 k -0.3% 5.32% 82.6% 95 6.32% 3
IC
2930
Immersion Capital
United Kingdom
USD 237 M -USD 8.42 M -3% 19.2% 63.4% 6 33.33% 1.1
Oarsman Capital
2931
Oarsman Capital
Wisconsin
USD 237 M +USD 17.9 M +8% 5.53% 70.6% 191 5.76% 2.9
AlphaMark Advisors
2932
AlphaMark Advisors
Kentucky
USD 236 M +USD 2.22 M +1% 5.68% 26.4% 581 16.18% 1.9
TM
2933
Tikvah Management
North Carolina
USD 236 M +USD 23.4 M +11% 4.23% 169% 19 5.26% 2.4
HIS
2934
Horizon Investment Services
Indiana
USD 236 M +USD 12.1 M +5% 10.5% 250% 122 32.79% 1.4
FFT Wealth Management
2935
FFT Wealth Management
Pennsylvania
USD 235 M -USD 77.9 M -25% 3.4% 65.6% 91 67.03% 1.6
TA Associates
2936
TA Associates
Massachusetts
USD 235 M -USD 84.5 M -26% 26.5% – 1 0% 2
Southport Capital Management
2937
Southport Capital Management
Tennessee
USD 235 M +USD 7.66 M +3% 4.61% 80% 180 8.33% 2.6
IHT Wealth Management
2938
IHT Wealth Management
Illinois
USD 235 M +USD 28.4 M +14% 3.84% 74.8% 1,600 17.38% 0.6
Hendershot Investments
2939
Hendershot Investments
Virginia
USD 235 M +USD 12.1 M +5% 5.01% 50.5% 68 4.41% 3.1
VCA
2940
VIEX Capital Advisors
Florida
USD 235 M +USD 53.9 M +30% 12% 30.6% 30 50% 0.5
Sanders Morris Harris
2941
Sanders Morris Harris
Texas
USD 234 M -USD 10.9 M -4% 0.32% 85.8% 158 25.32% 1
Stillwater Investment Management (California)
2942
Stillwater Investment Management (California)
California
USD 234 M -USD 149 M -39% 2.2% – 24 41.67% 0.8
DMK
2943
David M. Knott
USD 234 M -USD 5.63 M -2% 7.86% 81% 114 26.32% 1.8
AIP
2944
Ahrens Investment Partners
Louisiana
USD 234 M +USD 1.8 M +0.8% 3.38% 82.3% 181 18.78% 0.6
Mizuho Trust & Banking
2945
Mizuho Trust & Banking
Japan
USD 234 M -USD 47.9 M -17% 3.08% 36.1% 11 18.18% 0.8
Dumont & Blake Investment Advisors
2946
Dumont & Blake Investment Advisors
New Jersey
USD 234 M +USD 7.95 M +4% 4.09% 78.3% 209 11% 2.8
WCMN
2947
Westchester Capital Management (Nebraska)
Nebraska
USD 233 M +USD 13.9 M +6% 6.33% 107% 36 5.56% 3.3
SM
2948
Salzhauer Michael
USD 233 M +USD 12.3 M +6% 3.61% 107% 170 7.65% 2.3
Highland Private Wealth Management
2949
Highland Private Wealth Management
Washington
USD 233 M +USD 23.6 M +11% 4.36% 19% 96 15.63% 1.1
Franklin, Parlapiano, Turner & Welch
2950
Franklin, Parlapiano, Turner & Welch
Texas
USD 233 M +USD 14.1 M +6% 2.51% 41.6% 46 0% 3.5