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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)
Hawk Ridge Capital Management
2951
Hawk Ridge Capital Management
California
USD 222 M +USD 22.9 M +11% 2.48% 84.9% 58 37.93% 0.6
Coliseum Capital Management
2952
Coliseum Capital Management
Connecticut
USD 222 M +USD 776 k +0.4% 11.7% 41.1% 10 30% 1.5
Crestone Asset Management
2953
Crestone Asset Management
Colorado
USD 222 M +USD 27 M +14% 4.86% 6.65% 40 12.5% 0.7
BCWM LLC
2954
BCWM LLC
Kansas
USD 222 M +USD 7.24 M +3% 6.58% – 76 17.11% 2.1
Ausdal Financial Partners
2955
Ausdal Financial Partners
Iowa
USD 222 M +USD 8.8 M +4% 4.47% 63.2% 303 19.14% 0.9
IIA
2956
IPG Investment Advisors
California
USD 222 M -USD 24.1 M -10% 3.71% 106% 164 42.68% 1.3
Dumont & Blake Investment Advisors
2957
Dumont & Blake Investment Advisors
New Jersey
USD 222 M +USD 8.46 M +4% 5.04% 78.3% 205 12.68% 2.6
Supplemental Annuity Collective Trust (SACT) of New Jersey
2958
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 222 M +USD 9.9 M +5% 5.69% 147% 180 18.33% 3
CL
2959
CIM LLC
New York
USD 222 M +USD 22.3 M +11% 9.91% 108% 90 10% 1.9
Ascent Wealth Partners
2960
Ascent Wealth Partners
New York
USD 222 M +USD 17.7 M +9% 6.9% 94.4% 124 11.29% 2.1
PAS
2961
Partnervest Advisory Services
California
USD 222 M +USD 5.42 M +3% 4.11% 45.1% 218 18.35% 1.9
Shikiar Asset Management
2962
Shikiar Asset Management
New York
USD 222 M -USD 6.71 M -3% 6.34% 117% 126 26.98% 1.7
RMR Advisors
2963
RMR Advisors
Massachusetts
USD 221 M +USD 23.3 M +12% 0.5% 2.17% 125 19.2% 2.7
Doheny Asset Management
2964
Doheny Asset Management
California
USD 221 M +USD 14.8 M +7% 8.21% 135% 117 9.4% 2.5
Endeavour Capital Advisors
2965
Endeavour Capital Advisors
Connecticut
USD 221 M -USD 1379 M -86% 0.71% 105% 101 53.47% 1.9
Taylor Wealth Management Partners
2966
Taylor Wealth Management Partners
Massachusetts
USD 221 M +USD 4.84 M +2% 8.56% 62% 184 14.67% 1.4
Bank Pictet & Cie (Asia)
2967
Bank Pictet & Cie (Asia)
Singapore
USD 221 M +USD 24.9 M +13% 8.86% 30.4% 72 18.06% 1.1
StrategIQ Financial Group
2968
StrategIQ Financial Group
Indiana
USD 221 M +USD 20.4 M +10% 3.73% 12.6% 138 7.25% 0.8
SQN Investors
2969
SQN Investors
California
USD 221 M +USD 54.8 M +33% 2.21% – 18 27.78% 0.7
Benin Management Corp
2970
Benin Management Corp
Connecticut
USD 220 M +USD 2.43 M +1% 4.15% 91.7% 104 7.69% 2.9
Trust Company
2971
Trust Company
Kansas
USD 220 M +USD 23.3 M +12% 4.64% 40.6% 386 15.28% 1.6
Rinet Company
2972
Rinet Company
Massachusetts
USD 220 M +USD 84.3 M +62% 5.44% 33.1% 20 15% 1.4
Cutler Capital Management
2973
Cutler Capital Management
Massachusetts
USD 220 M +USD 6.91 M +3% 1.88% 39.7% 85 11.76% 2
TCM
2974
Texan Capital Management
Texas
USD 220 M +USD 5.75 M +3% 2.25% 19.3% 138 10.14% 2.4
Vista Equity Partners Management
2975
Vista Equity Partners Management
California
USD 219 M -USD 20.2 M -8% 11.1% 3.45% 32 50% 0.6