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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)
Greenwood Investments
3801
Greenwood Investments
Massachusetts
USD 95.4 M +USD 2.38 M +3% 6.63% 1.64% 14 7.14% 1.6
Landmark Financial Advisors
3802
Landmark Financial Advisors
Kentucky
USD 95.2 M -USD 1.68 M -2% 1.23% 11.8% 55 9.09% 0.2
Raffles Associates
3803
Raffles Associates
New York
USD 95.2 M -USD 10.1 M -10% 1.64% 50% 63 20.63% 1.2
IM
3804
ISF Management
New York
USD 95 M -USD 4.89 M -5% 2.34% – 21 4.76% 0.3
Detwiler Fenton Investment Management
3805
Detwiler Fenton Investment Management
Massachusetts
USD 95 M +USD 6.42 M +7% 10.1% – 96 35.42% 0.6
Miracle Mile Advisors
3806
Miracle Mile Advisors
California
USD 94.6 M +USD 1.56 M +2% 5.48% 56% 41 53.66% 0.3
All-Stars Investment
3807
All-Stars Investment
Hong Kong
USD 94.1 M -USD 23.1 M -20% 0.32% 41.7% 14 42.86% 0.6
Appleton Group
3808
Appleton Group
Wisconsin
USD 94 M +USD 11.4 M +14% 1.94% 58.3% 25 20% 0.9
Bernicke Wealth Management
3809
Bernicke Wealth Management
Wisconsin
USD 93.8 M -USD 7.98 M -8% 1.22% – 52 30.77% 0.2
GC
3810
Gruss & Co
Florida
USD 93.7 M +USD 23.3 M +33% 4.49% 163% 52 50% 0.9
Drexel Morgan & Co
3811
Drexel Morgan & Co
Pennsylvania
USD 93.6 M +USD 5 M +6% 0.41% 50.1% 111 28.83% 1.2
Orinda Asset Management
3812
Orinda Asset Management
California
USD 93.5 M +USD 4.96 M +6% 6.73% 28.4% 189 74.6% 0.3
PCM
3813
Potomac Capital Management
New York
USD 93.2 M +USD 6.5 M +7% 2.68% – 98 48.98% 0.6
Sandell Investment Services
3814
Sandell Investment Services
New York
USD 93.1 M -USD 11.8 M -11% 6.64% – 30 73.33% 0.2
HM
3815
Harvest Management
New York
USD 93 M +USD 22.1 M +31% 30.8% 610% 100 72% 0.3
Security National Bank of Sioux City Iowa
3816
Security National Bank of Sioux City Iowa
Iowa
USD 93 M +USD 3.67 M +4% 0.12% 61% 83 10.84% 1.4
Orrstown Financial Services
3817
Orrstown Financial Services
Pennsylvania
USD 92.9 M -USD 1.42 M -2% 3.07% 73.7% 197 9.14% 1.5
BCM
3818
Brightfield Capital Management
New York
USD 92.4 M -USD 2.01 M -2% 1.66% – 49 40.82% 0.7
Old Dominion Capital Management
3819
Old Dominion Capital Management
Virginia
USD 92.4 M -USD 4.33 M -4% 2.3% 45.9% 49 2.04% 1.5
Merion Investment Management
3820
Merion Investment Management
Florida
USD 92.3 M -USD 378 M -80% 1.6% 27.6% 20 40% 0.5
Lyons Wealth Management
3821
Lyons Wealth Management
Florida
USD 92.2 M -USD 3.22 M -3% 1.79% 40.1% 75 42.67% 0.7
Burke & Herbert Bank & Trust
3822
Burke & Herbert Bank & Trust
Virginia
USD 91.9 M -USD 8.03 M -8% 0.01% 67.8% 111 11.71% 1.6
Healthcare Value Capital
3823
Healthcare Value Capital
New Jersey
USD 91.8 M +USD 37 M +68% 8.4% 19% 39 38.46% 0.5
LCP
3824
Lamond Capital Partners
California
USD 91.5 M -USD 61.2 M -40% 21.2% 54.3% 22 77.27% 0.2
Ion Asset Management
3825
Ion Asset Management
Israel
USD 91.1 M -USD 6.77 M -7% 8.09% 125% 22 45.45% 0.2