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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)
GCMG
3451
Gyroscope Capital Management Group
Florida
USD 150 M +USD 15.7 M +12% 5.9% 24.8% 117 37.61% 0.7
West Oak Capital
3452
West Oak Capital
California
USD 149 M +USD 4.1 M +3% 6.7% 110% 394 14.47% 2.5
Invictus RG
3453
Invictus RG
Bermuda
USD 149 M +USD 21.1 M +16% 8.01% 289% 870 55.75% 0.4
Aquamarine Capital Management
3454
Aquamarine Capital Management
New York
USD 149 M +USD 23.7 M +19% 21.9% 23% 16 0% 1.7
SL Advisors
3455
SL Advisors
New Jersey
USD 149 M +USD 24.7 M +20% 5.39% 74.1% 63 19.05% 0.5
Covenant Asset Management
3456
Covenant Asset Management
New Jersey
USD 149 M – – 2.03% 177% 128 – 0
Darwin Wealth Management
3457
Darwin Wealth Management
Florida
USD 149 M +USD 19.5 M +15% 4.54% 56.8% 128 46.09% 0.3
Global Retirement Partners
3458
Global Retirement Partners
California
USD 149 M – – 2.05% – 1,056 – 0
Wolf Group Capital Advisors
3459
Wolf Group Capital Advisors
Virginia
USD 149 M +USD 5.37 M +4% 5.47% 28.2% 113 23.01% 1.3
Litman Gregory Wealth Management
3460
Litman Gregory Wealth Management
California
USD 149 M +USD 11.3 M +8% 1.84% 55.5% 42 14.29% 1.2
Venor Capital Management
3461
Venor Capital Management
New York
USD 149 M +USD 79.9 M +116% 42.2% – 14 64.29% 0.5
NewFocus Financial Group
3462
NewFocus Financial Group
Washington
USD 148 M +USD 10.3 M +7% 2.37% 55.4% 61 22.95% 1.8
Arcus Capital Partners
3463
Arcus Capital Partners
Georgia
USD 148 M +USD 11.1 M +8% 0.93% 69.2% 99 31.31% 0.6
Empirical Finance
3464
Empirical Finance
Pennsylvania
USD 148 M – – 3.78% 124% 689 – 0
Crossvault Capital Management
3465
Crossvault Capital Management
Texas
USD 148 M +USD 4.69 M +3% 3.21% 56.4% 70 8.57% 2.3
Silicon Valley Capital Partners
3466
Silicon Valley Capital Partners
California
USD 148 M +USD 12 M +9% 2.74% 103% 28 21.43% 0.5
Water Asset Management
3467
Water Asset Management
New York
USD 148 M +USD 30 M +25% 19% 48.9% 19 21.05% 2
Private Ocean
3468
Private Ocean
California
USD 148 M -USD 3 M -2% 1.84% 2.82% 196 12.76% 2.3
Bogart Wealth LLC
3469
Bogart Wealth LLC
Virginia
USD 148 M – – 0.99% 60.5% 65 – 0
MAS
3470
Madden Advisory Services
Florida
USD 148 M -USD 15.2 M -9% 1.51% 52.3% 93 13.98% 3.1
Guinness Atkinson Asset Management
3471
Guinness Atkinson Asset Management
California
USD 148 M -USD 13.4 M -8% 4.67% 132% 71 14.08% 2.6
Norman Fields Gottscho Capital Management
3472
Norman Fields Gottscho Capital Management
New York
USD 147 M -USD 3.92 M -3% 5.48% 96.9% 87 26.44% 1.8
Progeny 3 Inc
3473
Progeny 3 Inc
Washington
USD 147 M +USD 57.2 M +64% 3.94% 96.8% 27 77.78% 0.8
Advisors Management Group
3474
Advisors Management Group
Wisconsin
USD 147 M -USD 2.87 M -2% 0.91% 125% 64 6.25% 0.9
Engine Capital Management
3475
Engine Capital Management
New York
USD 147 M +USD 38.6 M +36% 16.6% 21.1% 53 41.51% 0.5