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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)
HIS
3051
Horizon Investment Services
Indiana
USD 242 M +USD 6.35 M +3% 7.66% 250% 114 23.68% 1.5
Fullerton Fund Management
3052
Fullerton Fund Management
Singapore
USD 242 M +USD 4.04 M +2% 3.18% 412% 19 21.05% 0.5
Rikoon Group
3053
Rikoon Group
New Mexico
USD 242 M +USD 11 M +5% 5.9% 63.3% 171 8.19% 1.1
GII
3054
Gryphon International Investment
Ontario, Canada
USD 242 M -USD 15 M -6% 0% 5.67% 21 0% 3.1
Schnieders Capital Management
3055
Schnieders Capital Management
California
USD 242 M +USD 12.8 M +6% 6.47% 103% 161 9.32% 2.7
BlueSky Wealth Advisors
3056
BlueSky Wealth Advisors
North Carolina
USD 242 M +USD 9.8 M +4% 1.8% 42.9% 55 5.45% 1
MCG
3057
McCollum Christoferson Group
New York
USD 241 M – – 7.05% 59.4% 74 – 0
Proffitt & Goodson
3058
Proffitt & Goodson
Tennessee
USD 241 M +USD 13.1 M +6% 5.57% 48.5% 54 11.11% 2.9
Harbour Capital Advisors
3059
Harbour Capital Advisors
Virginia
USD 241 M +USD 11.5 M +5% 6.74% 168% 289 23.18% 1.8
Cypress Wealth Services
3060
Cypress Wealth Services
California
USD 241 M – – 4.86% 82.7% 205 – 0
River Wealth Advisors
3061
River Wealth Advisors
Pennsylvania
USD 240 M +USD 19.4 M +9% 6.96% 80.3% 166 8.43% 2.2
BSW Wealth Partners
3062
BSW Wealth Partners
Colorado
USD 240 M +USD 10.9 M +5% 4.07% 75.4% 100 21% 2.3
IIA
3063
IPG Investment Advisors
California
USD 240 M -USD 50.1 M -17% 7.1% 106% 179 39.11% 1.4
PLFAM
3064
Pineno Levin & Ford Asset Management
Virginia
USD 240 M +USD 22.3 M +10% 6.63% 81.6% 114 20.18% 2.7
Watermark Asset Management
3065
Watermark Asset Management
California
USD 240 M +USD 9.6 M +4% 3.74% – 259 6.18% 0.7
Steamboat Capital Partners
3066
Steamboat Capital Partners
New York
USD 240 M +USD 89.7 M +60% 18.4% 280% 29 13.79% 0.8
Genesee Valley Trust
3067
Genesee Valley Trust
New York
USD 239 M -USD 5.38 M -2% 3.38% 30.2% 243 14.81% 2.2
GuardCap Asset Management
3068
GuardCap Asset Management
United Kingdom
USD 239 M – – 5.84% 21.9% 22 – 0
Mariner Investment Group
3069
Mariner Investment Group
New York
USD 239 M +USD 78.3 M +49% 1.6% – 112 64.29% 0.4
Pura Vida Investments
3070
Pura Vida Investments
New York
USD 239 M -USD 323 M -57% 16.3% 38.3% 126 76.19% 0.4
WC
3071
Whitnell & Co
Illinois
USD 238 M +USD 9.1 M +4% 5.26% 36.6% 373 39.95% 2.3
American Financial Network Advisory Services
3072
American Financial Network Advisory Services
California
USD 238 M +USD 5.56 M +2% 4.29% – 822 22.51% 0.2
Walter & Keenan Wealth Management
3073
Walter & Keenan Wealth Management
Indiana
USD 238 M +USD 21.4 M +10% 5.8% 92% 183 10.93% 2.3
Bowie Capital Management
3074
Bowie Capital Management
Texas
USD 238 M -USD 63.2 M -21% 9.06% 31.6% 31 25.81% 0.8
Moloney Securities Asset Management
3075
Moloney Securities Asset Management
Missouri
USD 238 M +USD 13.4 M +6% 5.1% 86% 298 15.44% 0.8