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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)
EnCap Energy Capital Fund XI
3826
EnCap Energy Capital Fund XI
Texas
USD 244 M – – 9.74% 21% 1 – 0
Tradewinds Capital Management
3827
Tradewinds Capital Management
Washington
USD 244 M -USD 23.5 M -9% 3.66% 96.9% 530 14.15% 4
Montgomery Investment Management
3828
Montgomery Investment Management
Maryland
USD 244 M -USD 3.3 M -1% 1.23% 105% 83 9.64% 6.4
Asset Allocation & Management Company
3829
Asset Allocation & Management Company
Illinois
USD 244 M +USD 4.04 M +2% 4.54% 58.5% 126 15.08% 1.2
GDS
3830
Gimbel Daniel Scott
USD 244 M +USD 76 k +0% 0.08% 57.1% 3 0% 1.8
PhiloSmith Capital
3831
PhiloSmith Capital
Connecticut
USD 244 M -USD 1.84 M -0.7% 0.26% 47% 29 24.14% 4.9
First Sabrepoint Capital Management
3832
First Sabrepoint Capital Management
Texas
USD 244 M -USD 12.3 M -5% 9.68% 218% 29 13.79% 1.5
Smithbridge Asset Management
3833
Smithbridge Asset Management
Pennsylvania
USD 244 M -USD 15.2 M -6% 5.12% – 104 14.42% 4.9
Peddock Capital Advisors
3834
Peddock Capital Advisors
Massachusetts
USD 244 M -USD 12.1 M -5% 3.57% 113% 148 6.76% 4.9
EPG Wealth Management
3835
EPG Wealth Management
Georgia
USD 243 M +USD 9.32 M +4% 4.74% 96% 395 48.35% 1
Curtis Advisory Group
3836
Curtis Advisory Group
California
USD 243 M -USD 8.61 M -3% 4.53% 67.6% 92 11.96% 1.9
Progressive Investment Management
3837
Progressive Investment Management
Oregon
USD 243 M -USD 12.7 M -5% 4.43% 139% 52 5.77% 3.9
44 Wealth Management
3838
44 Wealth Management
Oregon
USD 243 M -USD 15.6 M -6% 7.09% – 173 11.56% 1.3
LeJeune Puetz Investment Counsel
3839
LeJeune Puetz Investment Counsel
Michigan
USD 243 M -USD 14 M -5% 5.98% 64.1% 193 3.63% 4.4
Matthew 25 Management Corp
3840
Matthew 25 Management Corp
Pennsylvania
USD 243 M -USD 27.6 M -10% 6.71% 141% 23 4.35% 5.3
Householder Group Estate & Retirement Specialist
3841
Householder Group Estate & Retirement Specialist
Arizona
USD 243 M +USD 18.8 M +8% 5.55% – 1,227 84.19% 0.1
Autonomy Capital (Jersey)
3842
Autonomy Capital (Jersey)
Jersey
USD 243 M +USD 221 M +1,048% 6.01% 33.4% 13 23.08% 0.8
Barometer Capital Management
3843
Barometer Capital Management
Ontario, Canada
USD 242 M -USD 4.81 M -2% 0.86% 339% 105 72.38% 0.4
CA
3844
Crumly & Associates
Illinois
USD 242 M +USD 1.74 M +0.7% 4.89% 58.1% 108 5.56% 1.5
OM
3845
Opaleye Management
Massachusetts
USD 242 M +USD 20.3 M +9% 60.4% 748% 53 32.08% 1.7
Essex Woodlands Management
3846
Essex Woodlands Management
Texas
USD 242 M +USD 55 k +0% 3.88% 55% 9 22.22% 4.4
Kapitalo Investimentos
3847
Kapitalo Investimentos
Brazil
USD 242 M +USD 85.7 M +55% 8.17% 66.5% 48 50% 0.5
TIFF Advisory Services
3848
TIFF Advisory Services
Pennsylvania
USD 242 M -USD 36.7 M -13% 3.48% 86.3% 28 42.86% 0.7
Strategic Equity Management
3849
Strategic Equity Management
Arizona
USD 242 M +USD 48.8 M +25% 4.4% 70.3% 49 48.98% 0.8
White Pine Investment Company
3850
White Pine Investment Company
Michigan
USD 241 M -USD 11.6 M -5% 4.02% 73.3% 65 13.85% 4.2