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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)
Salem Capital Management
4326
Salem Capital Management
Massachusetts
USD 140 M +USD 18.6 M +15% 21.5% 32.3% 63 6.35% 5.5
Seascape Capital Management
4327
Seascape Capital Management
New Hampshire
USD 140 M +USD 29.4 M +27% 16.6% 111% 77 28.57% 0.4
Smith Shellnut Wilson
4328
Smith Shellnut Wilson
Mississippi
USD 140 M +USD 20.4 M +17% 17.5% 98.6% 132 6.82% 2.3
Aspen Investment Management
4329
Aspen Investment Management
Michigan
USD 140 M +USD 24.1 M +21% 19.4% 84.9% 119 13.45% 4.9
Merk Investments
4330
Merk Investments
California
USD 140 M +USD 42 M +43% 62.6% 303% 18 11.11% 0.4
Black Swift Group
4331
Black Swift Group
Colorado
USD 140 M +USD 39 M +39% 38.7% 139% 120 63.33% 0.5
Curtis Advisory Group
4332
Curtis Advisory Group
California
USD 139 M -USD 12.1 M -8% 23.9% 79.8% 61 24.59% 0.4
IGYL
4333
I.G.Y. Ltd
United Kingdom
USD 139 M +USD 13.7 M +11% 23.8% 80.5% 3 0% 0.3
Mountain Lake Investment Management
4334
Mountain Lake Investment Management
Florida
USD 139 M +USD 36 M +35% 48.2% 64% 36 52.78% 1.3
GA
4335
Gagnon Advisors
New York
USD 139 M +USD 31.8 M +30% 46.8% 129% 28 10.71% 3.5
Lantz Financial
4336
Lantz Financial
Illinois
USD 139 M +USD 11.3 M +9% 16.3% 74.3% 116 9.48% 1.1
CWS Financial Advisors
4337
CWS Financial Advisors
Michigan
USD 139 M +USD 3.62 M +3% 14.2% 55.7% 138 23.91% 0.4
Bay Colony Advisors
4338
Bay Colony Advisors
Massachusetts
USD 139 M +USD 28.4 M +26% 17.3% 91.8% 223 31.39% 1.1
APSI
4339
Asset Planning Services Inc
Louisiana
USD 139 M +USD 17.4 M +14% 13.5% 138% 37 10.81% 2.6
Keeler Thomas Management
4340
Keeler Thomas Management
Utah
USD 138 M +USD 53 M +62% 16% 46.1% 67 23.88% 1.8
TWS
4341
Thomas W. Smith
USD 138 M +USD 63.3 M +84% 133% – 9 11.11% 6.1
PC
4342
PA Capital
Virginia
USD 138 M +USD 25.1 M +22% 47% – 213 45.07% 0.6
GYL Financial Synergies
4343
GYL Financial Synergies
Connecticut
USD 138 M -USD 18.3 M -12% 22.9% 36% 166 24.1% 1.1
CCP
4344
Camelot Capital Partners
California
USD 138 M – – 66.8% – 2 – 0
Diker Management
4345
Diker Management
New York
USD 138 M -USD 99 M -42% 33.9% 210% 55 69.09% 1.7
Lipe & Dalton
4346
Lipe & Dalton
New York
USD 138 M +USD 19.5 M +17% 21% 101% 107 20.56% 3.3
Colton Groome Financial Advisors
4347
Colton Groome Financial Advisors
North Carolina
USD 138 M +USD 16.7 M +14% 14.2% 65.8% 65 23.08% 0.8
Dalton Investments
4348
Dalton Investments
Nevada
USD 137 M +USD 8.36 M +6% 26.8% 95.1% 44 6.82% 2.8
RBA Wealth Management
4349
RBA Wealth Management
California
USD 137 M +USD 21.8 M +19% 18.5% 91% 103 12.62% 0.9
Aquamarine Capital Management
4350
Aquamarine Capital Management
New York
USD 137 M -USD 9.36 M -6% 13.1% 23% 13 15.38% 4