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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)
Summit Financial Strategies
3451
Summit Financial Strategies
Ohio
USD 128 M +USD 4.11 M +3% 0.11% 59.4% 45 11.11% 0.4
Globe Life
3452
Globe Life
Texas
USD 128 M -USD 534 k -0.4% 0.41% 60.1% 27 14.81% 1.3
PKO Investment Management Joint-Stock
3453
PKO Investment Management Joint-Stock
Poland
USD 128 M +USD 11.8 M +10% 1.37% 145% 51 13.73% 1
Avior Wealth Management
3454
Avior Wealth Management
Nebraska
USD 128 M -USD 1.38 M -1% 2.07% 71.4% 412 14.56% 1
RTS
3455
Round Table Services
New Jersey
USD 128 M +USD 1.19 M +0.9% 0.59% 16.1% 82 13.41% 1.1
Tieton Capital Management
3456
Tieton Capital Management
Washington
USD 128 M -USD 5.24 M -4% 0.41% 172% 31 16.13% 1.3
DST Managers
3457
DST Managers
Cayman Islands
USD 128 M -USD 2078 M -94% 20.4% – 4 25% 0.9
PC
3458
Palo Capital
California
USD 128 M +USD 5.07 M +4% 1.8% 34.6% 144 29.17% 0.4
Lightyear Capital
3459
Lightyear Capital
New York
USD 128 M +USD 9.7 M +8% 8.59% – 3 0% 0.5
Fernwood Investment Management
3460
Fernwood Investment Management
Massachusetts
USD 127 M +USD 5.73 M +5% 3.18% 83.4% 120 10.83% 1.2
Cordasco Financial Network
3461
Cordasco Financial Network
Florida
USD 127 M -USD 12.9 M -9% 2.15% 31.1% 322 16.15% 1.2
FCG Advisors
3462
FCG Advisors
New Jersey
USD 127 M -USD 67.7 M -35% 0.34% 19.7% 103 27.18% 1.5
Bourne Lent Asset Management
3463
Bourne Lent Asset Management
New York
USD 127 M -USD 4.96 M -4% 0.29% 76.1% 60 16.67% 0.2
Seven Post Investment Office
3464
Seven Post Investment Office
California
USD 127 M +USD 4.83 M +4% 1.4% 52.6% 8 0% 1.7
RK Asset Management
3465
RK Asset Management
Michigan
USD 127 M -USD 1.72 M -1% 0.76% 47.6% 16 18.75% 1.2
Vector Wealth Management
3466
Vector Wealth Management
Minnesota
USD 127 M +USD 3.58 M +3% 1.93% 2.13% 77 5.19% 1.4
QAM
3467
Quantres Asset Management
Cayman Islands
USD 127 M +USD 26.6 M +27% 5.33% 11% 235 86.81% 0.1
Osmium Partners
3468
Osmium Partners
California
USD 126 M +USD 5.36 M +4% 6.15% 28.4% 23 13.04% 1.3
General Pension Society PZU Joint Stock
3469
General Pension Society PZU Joint Stock
Poland
USD 126 M -USD 2.36 M -2% 1.43% 116% 14 0% 1.9
Opus Point Partners Management
3470
Opus Point Partners Management
New York
USD 126 M +USD 6.95 M +6% 7.52% 85.2% 74 35.14% 0.4
Metropolitan Capital Advisors
3471
Metropolitan Capital Advisors
New York
USD 126 M +USD 11.5 M +10% 4.41% – 51 25.49% 0.9
Forester Capital Management
3472
Forester Capital Management
Illinois
USD 126 M +USD 1.25 M +1% 0.19% 33.2% 59 3.39% 1.7
Westover Capital Advisors
3473
Westover Capital Advisors
Delaware
USD 126 M +USD 2.04 M +2% 0.53% 133% 103 26.21% 1.2
B. Riley Wealth Management
3474
B. Riley Wealth Management
Tennessee
USD 126 M -USD 7.22 M -5% 0.36% 32.2% 1,154 17.24% 1
Peloton Wealth Strategists
3475
Peloton Wealth Strategists
Indiana
USD 126 M -USD 3.33 M -3% 0.68% 51.3% 78 12.82% 1.3