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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)
Rothschild Capital Partners
3501
Rothschild Capital Partners
New York
USD 199 M -USD 5.91 M -3% 2.6% 90.8% 37 5.41% 3.1
YorkBridge Wealth Partners
3502
YorkBridge Wealth Partners
New York
USD 198 M -USD 26.6 M -12% 2.03% 36.5% 775 78.45% 2.5
SGH
3503
Sivik Global Healthcare
Connecticut
USD 198 M -USD 215 M -52% 0.67% 83.8% 63 34.92% 1.6
First Command Bank
3504
First Command Bank
Texas
USD 198 M +USD 14 k +0% 2.37% 34.1% 430 15.12% 2.1
First Command Financial Services
3505
First Command Financial Services
Texas
USD 198 M +USD 14 k +0% 2.37% 34.4% 430 15.12% 2.1
SHA
3506
Shelter Harbor Advisors
Connecticut
USD 198 M -USD 1.34 M -0.7% 9.49% – 26 53.85% 0.3
Aquamarine Capital Management
3507
Aquamarine Capital Management
New York
USD 198 M +USD 4.77 M +2% 1.71% 23% 12 8.33% 3.8
Mountain Lake Investment Management
3508
Mountain Lake Investment Management
Florida
USD 198 M -USD 15.2 M -7% 12.7% 64% 22 18.18% 1.5
EWA
3509
ERTS Wealth Advisors
Michigan
USD 198 M +USD 16.5 M +9% 0.96% 39.3% 91 18.68% 0.7
Diversified Portfolios Inc
3510
Diversified Portfolios Inc
Michigan
USD 198 M +USD 15.7 M +9% 0.78% 38.2% 58 10.34% 3
PCA
3511
Prospect Capital Advisors
California
USD 198 M -USD 37.5 M -16% 3.2% 202% 31 25.81% 1.6
Silver Heights Capital Management
3512
Silver Heights Capital Management
Ontario, Canada
USD 198 M -USD 5.41 M -3% 3.45% 39.8% 6 0% 2.8
Robertson Stephens Wealth Management
3513
Robertson Stephens Wealth Management
California
USD 198 M +USD 94.7 M +92% 0.95% 109% 124 47.58% 0.4
QCMC
3514
Quantum Capital Management (California)
California
USD 197 M +USD 14.7 M +8% 3.62% 53.7% 334 54.19% 1.3
Fulcrum Equity Management
3515
Fulcrum Equity Management
Texas
USD 197 M -USD 12.5 M -6% 0.84% 116% 246 70.33% 0.2
Investors Research Corp
3516
Investors Research Corp
Georgia
USD 197 M +USD 5.68 M +3% 0.29% 62.1% 1,158 9.24% 0.8
Brewin Dolphin Wealth Management
3517
Brewin Dolphin Wealth Management
Ireland
USD 197 M +USD 5.14 M +3% 2.54% 47.5% 201 7.46% 1.7
LeJeune Puetz Investment Counsel
3518
LeJeune Puetz Investment Counsel
Michigan
USD 197 M +USD 3.36 M +2% 1.33% 64.1% 181 4.42% 2.2
Summit Financial Group
3519
Summit Financial Group
West Virginia
USD 197 M -USD 24.5 M -11% 0.95% 26.1% 167 12.57% 1.4
Bard Associates
3520
Bard Associates
Illinois
USD 197 M -USD 3.84 M -2% 0.67% 241% 173 9.25% 3.9
PWAP
3521
Private Wealth Advisors (Pennsylvania)
Pennsylvania
USD 196 M -USD 85.9 M -30% 1.6% 58.5% 144 13.19% 4.4
Shaker Financial Services
3522
Shaker Financial Services
Virginia
USD 196 M +USD 3.82 M +2% 0.2% 12.9% 150 31.33% 1
LJHT
3523
Laurie J. Hall Trustee
USD 196 M +USD 3.5 M +2% 2.08% 105% 341 5.57% 3.4
First Reserve GP XIII
3524
First Reserve GP XIII
Connecticut
USD 196 M +USD 6.8 M +4% 13.4% 5.56% 2 0% 1.4
Shelter Insurance Retirement Plan
3525
Shelter Insurance Retirement Plan
Missouri
USD 196 M -USD 2.82 M -1% 2.12% 60.5% 47 97.87% 0.3