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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)
Advisory Services Network
3001
Advisory Services Network
Georgia
USD 116 M -USD 6.5 M -5% 4.14% 105% 88 36.36% 0.2
FA
3002
Financial Advantage
Maryland
USD 116 M +USD 841 k +0.7% 3.75% 24.3% 243 12.35% 0.2
PFM
3003
PacWest Financial Management
Arizona
USD 116 M +USD 10.7 M +10% 3.73% 19.2% 94 13.83% 0.2
CCP
3004
Centaur Capital Partners
Texas
USD 116 M +USD 26.3 M +29% 1.15% 48.5% 43 55.81% 0.1
Formidable Asset Management
3005
Formidable Asset Management
Ohio
USD 116 M – – 7.5% 52.2% 482 – 0
CoreCommodity Management
3006
CoreCommodity Management
Connecticut
USD 116 M – – 4.19% 65.8% 94 – 0
THCM
3007
Tipp Hill Capital Management
New York
USD 115 M -USD 11 M -9% 4.67% 1.13% 33 51.52% 0.2
First Citizens Bancorporation
3008
First Citizens Bancorporation
South Carolina
USD 115 M +USD 6.08 M +6% 4.83% – 104 16.35% 0.2
Afton Capital Management
3009
Afton Capital Management
North Carolina
USD 115 M +USD 7.2 M +7% 19% – 37 21.62% 0.2
WrapManager Inc
3010
WrapManager Inc
California
USD 115 M +USD 17.8 M +18% 4.84% 64.6% 54 12.96% 0.2
BSW Wealth Partners
3011
BSW Wealth Partners
Colorado
USD 115 M +USD 1.1 M +1% 7.71% 75.4% 51 17.65% 0.2
Trees Investment Counsel
3012
Trees Investment Counsel
Illinois
USD 115 M +USD 5.83 M +5% 6.93% – 67 34.33% 0.2
Triangle Securities Wealth Management
3013
Triangle Securities Wealth Management
North Carolina
USD 115 M -USD 20.5 M -15% 5% 83.6% 497 76.26% 0.3
MAS
3014
Madden Advisory Services
Florida
USD 115 M -USD 6.97 M -6% 3.36% 52.3% 333 20.42% 0.2
Oarsman Capital
3015
Oarsman Capital
Wisconsin
USD 115 M +USD 8.86 M +8% 4.96% 70.6% 159 8.18% 0.2
Sandell Investment Services
3016
Sandell Investment Services
New York
USD 114 M +USD 28.2 M +33% 11.8% – 35 62.86% 0.1
Garrison Asset Management
3017
Garrison Asset Management
Arkansas
USD 114 M +USD 7.11 M +7% 6.31% 52.1% 80 10% 0.2
Healthcare Value Capital
3018
Healthcare Value Capital
New Jersey
USD 114 M -USD 23.6 M -17% 14.3% 19% 74 56.76% 0.2
Adirondack Trust Company
3019
Adirondack Trust Company
New York
USD 114 M +USD 3.66 M +3% 3.82% 96.7% 317 6.31% 0.2
Elite Wealth Management
3020
Elite Wealth Management
Washington
USD 113 M +USD 45.4 M +67% 3.66% 142% 516 52.33% 0.1
SFM
3021
Signature Financial Management
Virginia
USD 113 M -USD 33.1 M -23% 3.08% 20.8% 88 27.27% 0.2
Myriad Asset Management
3022
Myriad Asset Management
Hong Kong
USD 113 M +USD 26.2 M +30% 17.4% 149% 16 62.5% 0.1
BSWMG
3023
Barrington Strategic Wealth Management Group
Illinois
USD 113 M -USD 8.85 M -7% 5.88% 17.9% 101 21.78% 0.2
Summit Asset Management
3024
Summit Asset Management
Tennessee
USD 113 M +USD 9.39 M +9% 3.56% 48.9% 84 7.14% 0.2
Detwiler Fenton Investment Management
3025
Detwiler Fenton Investment Management
Massachusetts
USD 113 M +USD 14.2 M +14% 11.5% – 129 35.66% 0.2