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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)
Burt Wealth Advisors
3326
Burt Wealth Advisors
Maryland
USD 256 M +USD 13.4 M +5% 5.31% 57.3% 357 7.84% 3.5
White Pine Capital
3327
White Pine Capital
Minnesota
USD 256 M -USD 11.3 M -4% 9.34% 143% 237 8.86% 4.1
Oak Grove Capital
3328
Oak Grove Capital
New Hampshire
USD 256 M +USD 25.8 M +11% 11.2% 470% 85 35.29% 1
NewFocus Financial Group
3329
NewFocus Financial Group
Washington
USD 256 M +USD 28.3 M +12% 10.1% 55.4% 108 11.11% 2.7
Eos Management LP
3330
Eos Management LP
New York
USD 256 M -USD 40.2 M -14% 9.43% 149% 29 27.59% 4.9
Elizabeth Park Capital Advisors
3331
Elizabeth Park Capital Advisors
Ohio
USD 256 M +USD 2 M +0.8% 9.35% 119% 38 21.05% 1.8
Bessemer Securities
3332
Bessemer Securities
New York
USD 256 M +USD 14.7 M +6% 8.58% 45% 120 20% 0.8
Delta Financial Advisors
3333
Delta Financial Advisors
Louisiana
USD 255 M +USD 8.57 M +3% 8.72% 107% 119 10.08% 0.5
Manchester Financial
3334
Manchester Financial
California
USD 255 M +USD 27.3 M +12% 7.81% 73% 594 89.56% 0.1
Hudson Way Capital Management
3335
Hudson Way Capital Management
Texas
USD 255 M +USD 28.9 M +13% 9.76% 51.3% 17 11.76% 1.2
American Securities
3336
American Securities
New York
USD 255 M +USD 44.8 M +21% 20.4% – 1 0% 3
Clear Creek Financial Management
3337
Clear Creek Financial Management
Washington
USD 255 M +USD 48.1 M +23% 5.02% 86.1% 153 20.26% 0.4
Dumont & Blake Investment Advisors
3338
Dumont & Blake Investment Advisors
New Jersey
USD 254 M +USD 16.7 M +7% 8.86% 86.1% 191 6.81% 4.3
Meridian Wealth Advisors
3339
Meridian Wealth Advisors
Texas
USD 254 M +USD 20.2 M +9% 6.91% 79.9% 171 11.7% 0.7
WoodTrust Financial
3340
WoodTrust Financial
Wisconsin
USD 254 M +USD 21.6 M +9% 8.81% 80.3% 77 10.39% 1.7
Trimaran Fund Management
3341
Trimaran Fund Management
New York
USD 254 M +USD 70 M +38% 38.1% 82.8% 1 0% 5
MCP
3342
Moab Capital Partners
New York
USD 253 M -USD 9.6 M -4% 21.6% 89.3% 31 45.16% 1.8
Bank OZK
3343
Bank OZK
Arkansas
USD 253 M +USD 26.1 M +11% 9.64% 112% 136 9.56% 4.3
Raab & Moskowitz Asset Management
3344
Raab & Moskowitz Asset Management
New Jersey
USD 253 M +USD 24.6 M +11% 7.73% 75% 571 73.03% 1
Doliver Advisors
3345
Doliver Advisors
Texas
USD 253 M +USD 4.04 M +2% 5.17% 92.3% 176 30.68% 1.1
Aveo Capital Partners
3346
Aveo Capital Partners
Colorado
USD 253 M +USD 10.8 M +4% 5.29% 19.1% 206 19.9% 1.6
Pier 88 Investment Partners
3347
Pier 88 Investment Partners
California
USD 253 M -USD 5.3 M -2% 2.28% 36.1% 104 22.12% 1.2
CIM
3348
CIM Investment Management
Pennsylvania
USD 253 M -USD 15.3 M -6% 8.23% 123% 339 37.76% 2.5
Trust Company of Oklahoma
3349
Trust Company of Oklahoma
Oklahoma
USD 253 M +USD 24.5 M +11% 8.3% 101% 130 12.31% 3.9
Callodine Capital Management
3350
Callodine Capital Management
Massachusetts
USD 252 M +USD 2.55 M +1% 8.31% 53.8% 34 23.53% 0.7