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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)
ACM
3051
Argonaut Capital Management
New York
USD 148 M -USD 51.5 M -26% 3.48% – 28 50% 0.4
FAS Wealth Partners
3052
FAS Wealth Partners
Kansas
USD 147 M -USD 20.8 M -12% 2.5% 72.3% 98 16.33% 0.2
Plancorp LLC
3053
Plancorp LLC
Missouri
USD 147 M +USD 33.3 M +29% 1.01% 67.3% 132 32.58% 0.2
Tinicum
3054
Tinicum
New York
USD 147 M +USD 5.94 M +4% 10.6% 21.1% 12 0% 0.7
Managed Asset Portfolios
3055
Managed Asset Portfolios
Michigan
USD 147 M +USD 4.55 M +3% 3.08% 99.2% 52 17.31% 0.2
NCM
3056
Niemann Capital Management
Nevada
USD 147 M +USD 1.79 M +1% 4.99% 103% 25 40% 0.4
Peachtree Investment Advisors
3057
Peachtree Investment Advisors
Georgia
USD 147 M +USD 169 k +0.1% 3.08% 24.2% 137 8.76% 0.2
LCP
3058
Longbow Capital Partners
New York
USD 147 M +USD 18.3 M +14% 10.4% 179% 65 66.15% 0.3
Dynamic Advisor Solutions
3059
Dynamic Advisor Solutions
Arizona
USD 147 M +USD 11.6 M +9% 1.63% 70.9% 222 27.48% 0.2
Delta Capital Management
3060
Delta Capital Management
New Jersey
USD 146 M +USD 3.97 M +3% 2.96% 129% 65 7.69% 0.7
Permian Investment Partners
3061
Permian Investment Partners
Texas
USD 146 M +USD 33.1 M +29% 6.56% 78.6% 12 66.67% 0.1
Norman Fields Gottscho Capital Management
3062
Norman Fields Gottscho Capital Management
New York
USD 146 M -USD 2.5 M -2% 1.8% 96.9% 70 24.29% 0.6
Ascent Wealth Partners
3063
Ascent Wealth Partners
New York
USD 146 M +USD 4.72 M +3% 0.76% 105% 104 9.62% 0.2
Engaged Capital
3064
Engaged Capital
California
USD 146 M +USD 3.25 M +2% 3.19% 26.2% 15 20% 0.2
Pacific Ridge Capital Partners
3065
Pacific Ridge Capital Partners
Oregon
USD 146 M -USD 1.8 M -1% 3.68% 149% 152 6.58% 0.2
Financial Management Professionals
3066
Financial Management Professionals
Texas
USD 146 M -USD 2.69 M -2% 2.76% 67.3% 315 13.02% 0.7
Eos Management LP
3067
Eos Management LP
New York
USD 145 M +USD 1.6 M +1% 1.7% 149% 39 7.69% 0.7
KWMG
3068
King Wealth Management Group
Florida
USD 145 M -USD 30.1 M -17% 1.34% 86% 122 32.79% 0.6
Crescent Capital Group
3069
Crescent Capital Group
California
USD 145 M +USD 2.3 M +2% 10.6% 7.88% 22 36.36% 0.2
Independence Trust
3070
Independence Trust
Tennessee
USD 145 M -USD 1.65 M -1% 0.6% 28.9% 119 14.29% 0.6
Solaris Asset Management
3071
Solaris Asset Management
New York
USD 145 M -USD 4.39 M -3% 2.54% 74% 258 22.87% 0.6
Roberts, Glore & Co
3072
Roberts, Glore & Co
Illinois
USD 145 M +USD 490 k +0.3% 1.68% 72.3% 139 5.76% 0.7
LBC
3073
Lawrence B. Cohen
USD 145 M +USD 4.39 M +3% 4.22% 41.8% 72 5.56% 0.7
NIC
3074
Northwest Investment Counselors
Oregon
USD 145 M +USD 1.04 M +0.7% 0.61% 32.4% 106 4.72% 0.7
AW
3075
Alpha Windward
Massachusetts
USD 145 M +USD 30 k +0% 2.72% 33.6% 420 11.67% 0.6