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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)
Institute for Wealth Management
3826
Institute for Wealth Management
Colorado
USD 91 M -USD 4.15 M -4% 1.4% 137% 32 18.75% 1.1
IP
3827
Investment Partners
Ohio
USD 90.9 M +USD 4.1 M +5% 0.74% 74.1% 154 38.96% 0.2
Alethea Capital Management
3828
Alethea Capital Management
Washington
USD 90.6 M -USD 7.57 M -8% 0.55% 275% 118 72.03% 0.1
Millrace Asset Group
3829
Millrace Asset Group
Pennsylvania
USD 90.5 M -USD 5.8 M -6% 8.76% 113% 65 40% 0.2
Aquiline Capital Partners
3830
Aquiline Capital Partners
New York
USD 90.4 M -USD 24 M -21% 2.21% 14.7% 3 33.33% 1.8
Charter Research & Investment Group
3831
Charter Research & Investment Group
Connecticut
USD 90.4 M -USD 940 k -1% 3% 82.3% 76 11.84% 0.2
Cincinnati Casualty Company
3832
Cincinnati Casualty Company
Ohio
USD 90.3 M -USD 285 k -0.3% 0.14% 56% 22 0% 1.7
Pring Turner Capital Group
3833
Pring Turner Capital Group
California
USD 90.1 M -USD 5.13 M -5% 0.23% 70.8% 50 28% 0.7
StratiFi
3834
StratiFi
California
USD 90 M +USD 73.6 M +447% 13.6% – 17 41.18% 0.2
ICM Asset Management
3835
ICM Asset Management
Washington
USD 90 M -USD 8.08 M -8% 0.04% 58.9% 77 32.47% 1
SSIA
3836
Spero-Smith Investment Advisers
Ohio
USD 90 M +USD 2.06 M +2% 1.38% 31.3% 46 6.52% 1.5
Guardian Investment Management
3837
Guardian Investment Management
California
USD 89.9 M -USD 4.93 M -5% 2.27% 89.7% 54 3.7% 1.5
Smart Portfolios LLC
3838
Smart Portfolios LLC
Washington
USD 89.9 M +USD 377 k +0.4% 2.82% 41.3% 34 23.53% 0.8
Coyle Financial Counsel
3839
Coyle Financial Counsel
Illinois
USD 89.8 M +USD 7.14 M +9% 3.33% 62.4% 47 23.4% 1
MCM
3840
Mast Capital Management
Massachusetts
USD 89.8 M -USD 49.8 M -36% 6.84% – 9 55.56% 0.6
First Commonwealth Financial Corp
3841
First Commonwealth Financial Corp
Pennsylvania
USD 89.6 M -USD 2.92 M -3% 1.27% 72.9% 92 10.87% 1.5
IMS Capital Management
3842
IMS Capital Management
Oregon
USD 89.3 M +USD 1.7 M +2% 3.61% 119% 170 21.76% 1.1
DG Capital Management
3843
DG Capital Management
New York
USD 89.1 M -USD 70.1 M -44% 8.17% 76.7% 17 64.71% 0.1
NLCM
3844
Neon Liberty Capital Management
New York
USD 89.1 M +USD 1.76 M +2% 0.87% – 12 0% 1.2
NCM
3845
Newland Capital Management
New York
USD 89 M -USD 89.5 M -50% 1.87% – 61 59.02% 0.3
Mitchell Sinkler & Starr
3846
Mitchell Sinkler & Starr
Pennsylvania
USD 88.9 M -USD 594 k -0.7% 2.04% 85.6% 100 9% 1.4
RobecoSam USA
3847
RobecoSam USA
New York
USD 88.9 M -USD 3.91 M -4% 2.88% 50.1% 77 42.86% 1
Flaherty & Crumrine
3848
Flaherty & Crumrine
California
USD 88.7 M +USD 197 k +0.2% 0.24% 0.12% 9 11.11% 1.4
Massachusetts Mutual Life Insurance
3849
Massachusetts Mutual Life Insurance
Massachusetts
USD 88.6 M +USD 55.4 M +167% 1.85% – 47 57.45% 0.6
CAD
3850
Craig A. Drill
USD 88.5 M +USD 26.7 M +43% 14.5% 67.1% 24 58.33% 0.4