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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)
Independent Solutions Wealth Management
3376
Independent Solutions Wealth Management
New York
USD 234 M +USD 52.9 M +29% 24.7% 125% 153 18.3% 0.4
Southport Capital Management
3377
Southport Capital Management
Tennessee
USD 233 M +USD 44.3 M +23% 17.7% 80% 223 22.87% 3.2
Selkirk Management
3378
Selkirk Management
New Jersey
USD 233 M +USD 55.9 M +32% 48.1% 245% 23 17.39% 3.7
Capco Asset Management
3379
Capco Asset Management
Florida
USD 233 M +USD 22.1 M +10% 24.5% 46.1% 22 0% 2.8
GFG Capital
3380
GFG Capital
Florida
USD 233 M +USD 36.4 M +18% 22.9% 152% 101 38.61% 0.3
Sensible Financial Planning & Management
3381
Sensible Financial Planning & Management
Massachusetts
USD 233 M +USD 23.1 M +11% 8.82% 24.5% 36 5.56% 3.9
Prosight Management
3382
Prosight Management
Texas
USD 233 M +USD 19 M +9% 26.9% 39.5% 65 52.31% 0.6
LCP
3383
Legacy Capital Partners
Wisconsin
USD 233 M +USD 31 M +15% 21.9% 85.6% 156 18.59% 4
AGC
3384
Alden Global Capital
Florida
USD 233 M -USD 84.1 M -27% 26.8% 99.8% 41 75.61% 0.2
Harfst & Associates
3385
Harfst & Associates
Wyoming
USD 233 M +USD 36 M +18% 17.4% 88.1% 111 19.82% 2.6
Jacobson & Schmitt Advisors
3386
Jacobson & Schmitt Advisors
Wisconsin
USD 233 M +USD 56.1 M +32% 28.1% 70.3% 45 20% 2.5
Patten Group
3387
Patten Group
Tennessee
USD 232 M +USD 39 M +20% 17.7% 99% 204 12.25% 3.8
Stansberry Asset Management
3388
Stansberry Asset Management
Texas
USD 232 M +USD 42.1 M +22% 36.4% 79.6% 42 38.1% 0.9
Robotti Robert
3389
Robotti Robert
USD 232 M +USD 61.9 M +36% 43.4% 107% 65 16.92% 3.1
Windsor Capital Management
3390
Windsor Capital Management
Arizona
USD 232 M +USD 34.5 M +17% 14.6% 49.1% 120 12.5% 4.7
Harbourvest Partners
3391
Harbourvest Partners
Massachusetts
USD 232 M +USD 24.8 M +12% 23.4% 8.96% 39 35.9% 1.5
Forest Hill Capital
3392
Forest Hill Capital
Arkansas
USD 232 M +USD 44.3 M +24% 19.2% 112% 48 12.5% 4
AlphaMark Advisors
3393
AlphaMark Advisors
Kentucky
USD 232 M +USD 51.3 M +28% 14.6% 26.4% 695 27.77% 3.1
Bank Pictet & Cie (Asia)
3394
Bank Pictet & Cie (Asia)
Singapore
USD 232 M +USD 24.8 M +12% 22.2% 30.4% 91 16.48% 2.2
Newman Dignan & Sheerar Inc
3395
Newman Dignan & Sheerar Inc
Rhode Island
USD 232 M +USD 40.6 M +21% 17.1% 82.6% 154 19.48% 4.3
Bourne Lent Asset Management
3396
Bourne Lent Asset Management
New York
USD 232 M +USD 45.2 M +24% 26.3% 76.1% 56 10.71% 4.1
APSP
3397
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 232 M +USD 29.5 M +15% 15.6% 62.1% 81 9.88% 4.1
Clean Yield Group
3398
Clean Yield Group
Vermont
USD 231 M +USD 20.9 M +10% 18.5% 80.7% 399 21.55% 2.5
Rainier Group Investment Advisory
3399
Rainier Group Investment Advisory
Washington
USD 231 M +USD 216 M +1,405% 19.3% 41.4% 61 72.13% 0.7
Paragon Capital Management (Colorado)
3400
Paragon Capital Management (Colorado)
Colorado
USD 231 M +USD 54.7 M +31% 12% 109% 132 50.76% 1.7