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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)
VST
3151
Van Strum & Towne
California
USD 162 M +USD 8.41 M +5% 3.22% 62.2% 74 16.22% 1.1
Old West Investment Management
3152
Old West Investment Management
California
USD 162 M +USD 2.97 M +2% 1.82% 242% 88 13.64% 1.1
TCI Wealth Advisors
3153
TCI Wealth Advisors
Arizona
USD 162 M +USD 2.97 M +2% 3.45% 65% 981 14.37% 1.2
Cranbrook Wealth Management
3154
Cranbrook Wealth Management
Michigan
USD 161 M +USD 12.8 M +9% 1.32% 48.8% 238 33.61% 0.6
TI
3155
Telemetry Investments
New York
USD 161 M – – 3.72% 77.4% 179 – 0
Sigma Investment Management
3156
Sigma Investment Management
Oregon
USD 161 M +USD 20.2 M +14% 1.65% 8.4% 33 27.27% 1.1
HA
3157
Havens Advisors
New York
USD 161 M -USD 19.4 M -11% 10.8% 460% 68 55.88% 0.4
TT International
3158
TT International
United Kingdom
USD 160 M – – 8.78% – 16 – 0.2
Hillman Company
3159
Hillman Company
Pennsylvania
USD 160 M – – 4.79% 134% 15 – 0
Dakota Wealth Management
3160
Dakota Wealth Management
Florida
USD 160 M – – 1.9% 112% 59 – 0
Girard Partners
3161
Girard Partners
Pennsylvania
USD 160 M +USD 10.5 M +7% 5.1% 25.7% 149 12.75% 0.8
Confluence Wealth Management
3162
Confluence Wealth Management
Oregon
USD 160 M +USD 12.1 M +8% 4.07% 31.9% 96 23.96% 0.6
1492 Capital Management
3163
1492 Capital Management
Wisconsin
USD 160 M -USD 21 M -12% 3.27% 332% 157 43.95% 0.5
Boston Research & Management
3164
Boston Research & Management
Massachusetts
USD 160 M +USD 10.8 M +7% 5.32% 53.2% 105 5.71% 1.3
Chesapeake Asset Management
3165
Chesapeake Asset Management
New York
USD 159 M -USD 4.3 M -3% 5.03% 153% 94 26.6% 1.1
Tanglewood Wealth Management
3166
Tanglewood Wealth Management
Texas
USD 159 M +USD 11.3 M +8% 1.81% 64.6% 6 16.67% 1.2
DG Capital Management
3167
DG Capital Management
New York
USD 159 M – – 2.26% 76.7% 12 – 0
Lubar & Co
3168
Lubar & Co
Wisconsin
USD 159 M -USD 14.7 M -8% 8.02% – 13 7.69% 1.2
Willingdon Wealth Management
3169
Willingdon Wealth Management
North Carolina
USD 159 M +USD 7.03 M +5% 3.11% 15.3% 93 18.28% 0.8
Harbour Investment Management
3170
Harbour Investment Management
Washington
USD 159 M +USD 8.61 M +6% 5.15% 58.8% 83 7.23% 1.4
KCP
3171
Kenmare Capital Partners
New York
USD 159 M -USD 37.7 M -19% 2.36% 48.8% 22 31.82% 1
HT Partners
3172
HT Partners
Connecticut
USD 159 M -USD 38.9 M -20% 3.77% 71.1% 44 50% 0.8
Tuttle Capital Management
3173
Tuttle Capital Management
Connecticut
USD 158 M -USD 12.2 M -7% 6.66% 115% 36 63.89% 0.3
Iowa State Bank
3174
Iowa State Bank
Iowa
USD 158 M +USD 8.78 M +6% 4.45% 85.7% 76 3.95% 1.4
Marlowe Partners
3175
Marlowe Partners
New York
USD 158 M – – 12.5% 16.3% 12 – 0