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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)
HCM
4001
Horrell Capital Management
Arkansas
USD 271 M +USD 16.9 M +7% 7.92% 55.6% 210 12.38% 4.5
Summit Wealth & Retirement Planning
4002
Summit Wealth & Retirement Planning
California
USD 270 M +USD 1.22 M +0.5% 5.47% 67.6% 103 28.16% 1.6
Opes Wealth Management
4003
Opes Wealth Management
California
USD 270 M +USD 13.9 M +5% 7.24% 54.1% 90 12.22% 1.3
NME
4004
Notis-McConarty Edward
USD 270 M +USD 13.2 M +5% 6.54% 91.2% 98 3.06% 5.6
Versant Capital Management
4005
Versant Capital Management
Arizona
USD 270 M -USD 4.2 M -2% 5.8% 97.3% 1,685 10.39% 3.9
Bridge Creek Capital Management
4006
Bridge Creek Capital Management
Massachusetts
USD 270 M +USD 6.39 M +2% 4.49% 76.5% 105 6.67% 3.9
Capital Advisors Wealth Management
4007
Capital Advisors Wealth Management
Washington
USD 270 M +USD 38.2 M +17% 5.62% 70.5% 99 14.14% 0.2
Shaker Financial Services
4008
Shaker Financial Services
Virginia
USD 270 M +USD 18.6 M +7% 5.83% 12.9% 190 31.58% 1.3
Montgomery Investment Management
4009
Montgomery Investment Management
Maryland
USD 270 M +USD 8.46 M +3% 5.26% 98.4% 84 3.57% 5.5
Corbyn Investment Management
4010
Corbyn Investment Management
Maryland
USD 269 M +USD 22.8 M +9% 7.69% 71.9% 84 34.52% 2.3
FA
4011
FMA Advisory
Pennsylvania
USD 269 M -USD 54.6 M -17% 5.69% 46.7% 172 29.65% 3.1
Knuff & Co
4012
Knuff & Co
California
USD 269 M +USD 35.4 M +15% 10.9% 85.8% 173 15.61% 1.6
Jackson Creek Investment Advisors
4013
Jackson Creek Investment Advisors
Colorado
USD 269 M -USD 19.3 M -7% 8.97% 239% 378 37.57% 0.4
BHZ Capital Management
4014
BHZ Capital Management
California
USD 269 M -USD 46.2 M -15% 6.2% 3.24% 141 14.89% 2.9
Ibex Investors
4015
Ibex Investors
Colorado
USD 269 M -USD 22.5 M -8% 11.5% 16.6% 107 72.9% 0.4
MPEM
4016
Marathon Partners Equity Management
New York
USD 269 M +USD 29.2 M +12% 3.87% – 17 41.18% 2.1
Worth Venture Partners
4017
Worth Venture Partners
New Jersey
USD 269 M +USD 62.5 M +30% 10.2% 105% 139 34.53% 0.6
PCA
4018
Prospect Capital Advisors
California
USD 269 M +USD 41.4 M +18% 13.2% 202% 36 22.22% 1.7
Entrust Global Partners
4019
Entrust Global Partners
New York
USD 269 M -USD 29.6 M -10% 3.93% 82.3% 4 25% 0.5
Ford Financial Group
4020
Ford Financial Group
California
USD 268 M +USD 35.8 M +15% 5.84% 47.7% 620 83.87% 0.3
First Washington Corp
4021
First Washington Corp
Washington
USD 268 M +USD 15.3 M +6% 8.19% 142% 88 18.18% 3.3
Thomas Story & Son
4022
Thomas Story & Son
Indiana
USD 268 M +USD 3.18 M +1% 5.58% 101% 68 5.88% 4.5
Red Wave Investments
4023
Red Wave Investments
Pennsylvania
USD 268 M +USD 25.1 M +10% 5.18% 58% 96 10.42% 0.4
59 North Capital Management
4024
59 North Capital Management
Texas
USD 268 M +USD 29.5 M +12% 15.1% 81.4% 17 52.94% 0.3
Fulcrum Equity Management
4025
Fulcrum Equity Management
Texas
USD 268 M +USD 14.9 M +6% 7.87% 116% 246 57.32% 0.5