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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)
Sloane Robinson
3301
Sloane Robinson
United Kingdom
USD 259 M +USD 38.2 M +17% 21.9% 175% 26 19.23% 1.1
Northwest Bancshares
3302
Northwest Bancshares
Pennsylvania
USD 259 M +USD 16.7 M +7% 7.99% 84.8% 149 10.07% 1.6
Optas LLC
3303
Optas LLC
Texas
USD 259 M – – 3.12% 118% 148 – 0
Crabel Capital Management
3304
Crabel Capital Management
California
USD 259 M +USD 91.1 M +54% 7.56% 13.9% 246 52.85% 0.3
Longfellow Investment Management
3305
Longfellow Investment Management
Massachusetts
USD 258 M +USD 43.6 M +20% 2.37% 45.9% 146 39.04% 0.6
JCIC Asset Management
3306
JCIC Asset Management
Ontario, Canada
USD 258 M +USD 30.8 M +14% 9.39% – 148 18.24% 2.3
GenWealth Group
3307
GenWealth Group
New Jersey
USD 258 M +USD 17.8 M +7% 6.26% 73.9% 71 7.04% 1.9
CCM
3308
Compton Capital Management
Rhode Island
USD 258 M +USD 20.1 M +8% 11.4% 75.6% 145 12.41% 4.7
Wittenberg Investment Management
3309
Wittenberg Investment Management
Massachusetts
USD 258 M +USD 28.4 M +12% 13.7% 89.9% 81 4.94% 2.3
Henry James International Management
3310
Henry James International Management
New York
USD 257 M +USD 23 M +10% 13.5% 125% 140 6.43% 1.1
TCI Wealth Advisors
3311
TCI Wealth Advisors
Arizona
USD 257 M +USD 32.3 M +14% 10.2% 68.2% 1,778 20.25% 3.1
Financial Partners Group (Kansas)
3312
Financial Partners Group (Kansas)
Kansas
USD 257 M +USD 32.3 M +14% 6.92% 76.7% 88 15.91% 1.3
Forefront Analytics
3313
Forefront Analytics
Pennsylvania
USD 257 M +USD 14.6 M +6% 2.63% 50.9% 46 0% 1.6
Trivium Point Advisory
3314
Trivium Point Advisory
Connecticut
USD 257 M +USD 39.2 M +18% 7.19% 106% 174 16.09% 0.8
Charles Schwab Trust
3315
Charles Schwab Trust
Nevada
USD 257 M +USD 42.5 M +20% 6.02% 52.7% 170 15.29% 0.2
WESCAP Management Group
3316
WESCAP Management Group
California
USD 257 M +USD 14.2 M +6% 5.33% 45.7% 77 2.6% 2.6
Southport Capital Management
3317
Southport Capital Management
Tennessee
USD 257 M +USD 35 M +16% 6.86% 80% 215 13.95% 3.5
Madison International Realty Holdings
3318
Madison International Realty Holdings
New York
USD 257 M -USD 8.41 M -3% 0.39% – 7 14.29% 2.2
Integral Health Asset Management
3319
Integral Health Asset Management
New York
USD 257 M – – 28.4% 564% 50 – 0
CC
3320
ClearArc Capital
Ohio
USD 257 M -USD 89.4 M -26% 9.66% 63.4% 357 17.09% 5.7
Firsthand Capital Management
3321
Firsthand Capital Management
California
USD 257 M +USD 9.07 M +4% 12.6% 265% 56 7.14% 2.7
Benedict Financial Advisors
3322
Benedict Financial Advisors
Georgia
USD 257 M +USD 12.8 M +5% 7.13% 72.4% 107 7.48% 4.1
Engine Capital Management
3323
Engine Capital Management
New York
USD 256 M +USD 42.5 M +20% 17.4% 21.1% 59 52.54% 0.8
SC
3324
Saybrook Capital
North Carolina
USD 256 M +USD 19.5 M +8% 8.8% 72.5% 48 2.08% 5.4
World Investment Advisors
3325
World Investment Advisors
California
USD 256 M +USD 23 M +10% 6.12% 65.4% 180 22.78% 0.7