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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)
Montgomery Investment Management
3076
Montgomery Investment Management
Maryland
USD 243 M +USD 4.51 M +2% 2.9% 98.4% 95 4.21% 3.6
Franklin, Parlapiano, Turner & Welch
3077
Franklin, Parlapiano, Turner & Welch
Texas
USD 243 M +USD 7.97 M +3% 4.08% 41.6% 46 4.35% 4.2
Greencape Capital
3078
Greencape Capital
Australia
USD 242 M -USD 31.4 M -11% 9.81% 98.1% 6 16.67% 1.1
NAMP
3079
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 242 M +USD 3.46 M +1% 2.88% 90.2% 112 6.25% 3.6
SFE Investment Counsel
3080
SFE Investment Counsel
California
USD 242 M +USD 48.8 M +25% 2.97% 105% 129 22.48% 2.7
Segantii Capital Management
3081
Segantii Capital Management
Hong Kong
USD 241 M -USD 164 M -41% 2.16% 33.1% 65 84.62% 0.1
Clean Yield Group
3082
Clean Yield Group
Vermont
USD 241 M +USD 4.63 M +2% 3.93% 65% 136 6.62% 3.4
Court Place Advisors
3083
Court Place Advisors
Maryland
USD 241 M +USD 2.17 M +0.9% 2.6% 92% 179 8.38% 3.1
Clarius Group LLC
3084
Clarius Group LLC
Washington
USD 241 M +USD 21.7 M +10% 3.25% 92.1% 92 31.52% 1.4
SFSIG
3085
San Francisco Sentry Investment Group
California
USD 241 M -USD 107 M -31% 1.17% 436% 942 22.29% 1.5
Kerrisdale Advisers
3086
Kerrisdale Advisers
Florida
USD 241 M +USD 97 M +67% 205% 78.8% 20 40% 0.8
Lagoda Investment Management
3087
Lagoda Investment Management
New York
USD 241 M -USD 24.3 M -9% 12.5% 250% 39 7.69% 2.3
Cable Hill Partners
3088
Cable Hill Partners
Oregon
USD 240 M +USD 9.27 M +4% 1.27% 20.3% 962 11.23% 1.9
WC
3089
Whitnell & Co
Illinois
USD 240 M +USD 948 k +0.4% 2.88% 36.6% 422 14.45% 2.6
Beddow Capital Management
3090
Beddow Capital Management
Wyoming
USD 240 M -USD 8.21 M -3% 2.22% 50.7% 46 6.52% 3.6
IMA Advisory Services
3091
IMA Advisory Services
Colorado
USD 240 M +USD 15.4 M +7% 3.26% 74.5% 482 77.8% 0.6
Elm Ridge Management
3092
Elm Ridge Management
New York
USD 240 M +USD 31.2 M +15% 36.7% 93.6% 28 21.43% 2.4
JGP Wealth Management
3093
JGP Wealth Management
Oregon
USD 240 M – – 1.23% 87.8% 117 – 0
CFO4Life Group
3094
CFO4Life Group
Texas
USD 240 M +USD 121 M +103% 3.35% 56.7% 137 40.15% 0.7
EGA
3095
E&G Advisors
Texas
USD 239 M +USD 6.82 M +3% 0.6% 97.7% 207 15.46% 1.8
Arkansas Financial Group
3096
Arkansas Financial Group
Arkansas
USD 239 M +USD 4.22 M +2% 1.3% 39.1% 23 0% 3.5
Rothschild Capital Partners
3097
Rothschild Capital Partners
New York
USD 239 M -USD 15.4 M -6% 6.11% 90.8% 47 6.38% 2.3
AIP
3098
Ahrens Investment Partners
Louisiana
USD 239 M +USD 6.79 M +3% 3.92% 82.3% 181 17.13% 1.1
McRae Capital Management
3099
McRae Capital Management
New Jersey
USD 239 M +USD 17.5 M +8% 3.25% 78.2% 101 11.88% 3.3
Shikiar Asset Management
3100
Shikiar Asset Management
New York
USD 239 M +USD 19.2 M +9% 8.59% 117% 98 22.45% 2.4