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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)
Ashburton (Jersey)
3026
Ashburton (Jersey)
Jersey
USD 211 M -USD 22 M -9% 5.81% – 79 39.24% 1
Oakview Capital Management
3027
Oakview Capital Management
Texas
USD 211 M +USD 33.2 M +19% 8.44% 21.2% 49 8.16% 0.2
TSP Capital Management Group
3028
TSP Capital Management Group
New Jersey
USD 210 M +USD 13.9 M +7% 16.6% 186% 61 0% 2
Roanoke Asset Management
3029
Roanoke Asset Management
New Jersey
USD 210 M -USD 9.8 M -4% 7.46% 50.3% 103 2.91% 2.9
The Family Firm
3030
The Family Firm
Maryland
USD 210 M -USD 2.38 M -1% 3.29% 40.2% 114 11.4% 1.9
VIA
3031
Vantis Investment Advisers
Florida
USD 210 M +USD 79.8 M +61% 6.18% 39.6% 18 83.33% 0.1
Technology Crossover Management VIII
3032
Technology Crossover Management VIII
California
USD 209 M +USD 15.3 M +8% 9.67% 77.9% 2 0% 0.3
Westside Investment Management
3033
Westside Investment Management
California
USD 209 M +USD 62.5 M +42% 11.6% 114% 808 27.6% 0.2
BlueSky Wealth Advisors
3034
BlueSky Wealth Advisors
North Carolina
USD 209 M +USD 5.63 M +3% 3.32% 42.9% 51 0% 0.3
AB CarVal Investors
3035
AB CarVal Investors
Minnesota
USD 209 M +USD 31.2 M +18% 0.06% 24% 13 53.85% 0.2
Pacific Grove Capital
3036
Pacific Grove Capital
California
USD 209 M -USD 94.6 M -31% 6.18% 9.9% 84 64.29% 0.3
CCM
3037
CrestPoint Capital Management
Missouri
USD 209 M +USD 9.6 M +5% 5.42% 42.6% 236 20.76% 1.6
Punch Card Management
3038
Punch Card Management
Florida
USD 209 M -USD 4.99 M -2% 3.69% 41% 3 0% 2
SM
3039
Salzhauer Michael
USD 209 M +USD 6.35 M +3% 1.06% 107% 174 14.37% 2.1
Good Life Advisors
3040
Good Life Advisors
Pennsylvania
USD 209 M +USD 37.6 M +22% 4.02% 60% 206 25.73% 0.2
RCM
3041
Ratan Capital Management
Florida
USD 209 M +USD 43.3 M +26% 11.8% 616% 38 71.05% 0.3
Stillwater Investment Management (Minnesota)
3042
Stillwater Investment Management (Minnesota)
Minnesota
USD 209 M +USD 15.2 M +8% 5.61% 72.3% 78 3.85% 2.8
Schnieders Capital Management
3043
Schnieders Capital Management
California
USD 209 M +USD 14.2 M +7% 4.39% 103% 157 9.55% 2.2
Circle Wealth Management
3044
Circle Wealth Management
New Jersey
USD 208 M +USD 21.1 M +11% 5.28% 71.8% 77 14.29% 0.2
WCMN
3045
Westchester Capital Management (Nebraska)
Nebraska
USD 208 M +USD 7.87 M +4% 4.63% 107% 35 8.57% 3.2
Smith & Howard Wealth Management
3046
Smith & Howard Wealth Management
Georgia
USD 208 M +USD 16.5 M +9% 6.46% 40.4% 61 32.79% 1.7
AIP
3047
Ahrens Investment Partners
Louisiana
USD 208 M +USD 17.6 M +9% 2.82% 82.3% 166 19.28% 0.2
Chase Investment Counsel
3048
Chase Investment Counsel
Virginia
USD 208 M +USD 6.96 M +3% 10.5% 350% 109 39.45% 1.1
Arax Advisory Partners
3049
Arax Advisory Partners
Colorado
USD 208 M +USD 8.13 M +4% 4.65% 64.7% 559 5.01% 0.2
MPM Asset Management
3050
MPM Asset Management
Massachusetts
USD 208 M -USD 3.98 M -2% 14.8% 5.89% 9 22.22% 2