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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)
Daily Journal Corp
3526
Daily Journal Corp
California
USD 151 M +USD 4.44 M +3% 3.12% 108% 4 0% 3.3
Marietta Wealth Management
3527
Marietta Wealth Management
Georgia
USD 151 M +USD 25.7 M +21% 4.55% 83.8% 125 16% 0.2
Leith Wheeler Investment Counsel
3528
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 151 M -USD 5.84 M -4% 5.92% 52.3% 43 93.02% 0.1
LBS
3529
Lawrence B. Seidman
USD 151 M +USD 8.56 M +6% 4.85% 12.3% 28 14.29% 1.8
SkyTop Capital Management
3530
SkyTop Capital Management
New Jersey
USD 150 M -USD 15.5 M -9% 10.2% 50.2% 21 42.86% 0.4
Bogart Wealth LLC
3531
Bogart Wealth LLC
Virginia
USD 150 M +USD 2.67 M +2% 5.32% 60.5% 73 26.03% 0.2
KCM
3532
Kempner Capital Management
Texas
USD 150 M +USD 12.6 M +9% 1.89% 60.9% 68 8.82% 2.6
Westover Capital Advisors
3533
Westover Capital Advisors
Delaware
USD 150 M +USD 10.3 M +7% 5.79% 133% 115 26.96% 1.4
Torch Wealth Management
3534
Torch Wealth Management
Ohio
USD 150 M +USD 8.27 M +6% 5.16% 48.8% 99 7.07% 2.1
IHT Wealth Management
3535
IHT Wealth Management
Illinois
USD 150 M +USD 17.7 M +13% 5.77% 74.8% 1,372 14.58% 0.2
HRC
3536
Hoertkorn Richard Charles
USD 150 M +USD 5.45 M +4% 4.37% 172% 89 3.37% 2.7
Oliver Luxxe Assets
3537
Oliver Luxxe Assets
New Jersey
USD 150 M +USD 5.08 M +4% 5.99% 137% 93 17.2% 0.8
Guinness Atkinson Asset Management
3538
Guinness Atkinson Asset Management
California
USD 150 M +USD 2.3 M +2% 5.69% 132% 65 6.15% 2.8
Cranberry Lake Advisors
3539
Cranberry Lake Advisors
Texas
USD 149 M -USD 8.38 M -5% 4.39% 31.5% 12 16.67% 3.2
Private Advisory Group
3540
Private Advisory Group
Washington
USD 149 M +USD 4.16 M +3% 5.48% 177% 175 49.71% 0.2
Cougar Global Investments
3541
Cougar Global Investments
Ontario, Canada
USD 149 M +USD 7.68 M +5% 2.67% 17.4% 13 38.46% 0.6
Benefit Street Partners
3542
Benefit Street Partners
New York
USD 149 M +USD 17.8 M +14% 5.21% – 27 33.33% 0.2
Davis Rea
3543
Davis Rea
Ontario, Canada
USD 149 M +USD 8.29 M +6% 8.65% 66.9% 38 5.26% 2.8
APSP
3544
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 149 M +USD 22.2 M +18% 5.2% 62.1% 326 22.09% 1.3
Invictus RG
3545
Invictus RG
Bermuda
USD 149 M -USD 702 k -0.5% 11.1% 289% 935 62.25% 0.4
CCPM
3546
Cooper Creek Partners Management
New York
USD 148 M +USD 2.18 M +1% 8.09% 86.4% 40 62.5% 0.4
Covenant Asset Management
3547
Covenant Asset Management
New Jersey
USD 148 M -USD 706 k -0.5% 6.8% 177% 150 28% 0.2
Lincoln Capital
3548
Lincoln Capital
Nebraska
USD 148 M +USD 7.62 M +5% 5.22% 67.1% 69 8.7% 1.8
Weybosset Research & Management
3549
Weybosset Research & Management
Rhode Island
USD 148 M +USD 5.23 M +4% 5.5% 74.8% 60 6.67% 2.6
Brandywine Trust
3550
Brandywine Trust
Delaware
USD 148 M +USD 589 k +0.4% 0.27% 32.7% 23 4.35% 3.1