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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)
Altrafin AG
4351
Altrafin AG
USD 260 M +USD 30.1 M +13% 15.3% 97.6% 68 16.18% 1.6
White Pine Capital
4352
White Pine Capital
Minnesota
USD 259 M +USD 10.3 M +4% 11.4% 143% 211 6.64% 6.1
PCJ Investment Counsel
4353
PCJ Investment Counsel
Ontario, Canada
USD 259 M +USD 42.6 M +20% 13.8% 164% 80 27.5% 2.5
BTG Pactual Global Asset Management
4354
BTG Pactual Global Asset Management
Bermuda
USD 259 M -USD 184 M -42% 11.4% 88.9% 84 52.38% 0.8
Hemington Wealth Management
4355
Hemington Wealth Management
Virginia
USD 259 M +USD 48.7 M +23% 10.8% 76.1% 111 20.72% 2
Chesapeake Wealth Management
4356
Chesapeake Wealth Management
Virginia
USD 259 M +USD 19.2 M +8% 9.76% 65.9% 157 9.55% 4.5
KLC
4357
Kent Lake Capital
Nevada
USD 259 M -USD 1.12 M -0.4% 22% 92.1% 65 47.69% 0.6
Jentner Corp
4358
Jentner Corp
Ohio
USD 259 M +USD 98 M +61% 9.47% 38.9% 52 19.23% 3.4
Investment Management Associates
4359
Investment Management Associates
Colorado
USD 259 M +USD 18.9 M +8% 9.77% 50.4% 39 28.21% 2
Wynnefield Capital
4360
Wynnefield Capital
New York
USD 259 M +USD 40.7 M +19% 14.5% 52.1% 25 24% 3.3
Legacy Capital Group California
4361
Legacy Capital Group California
California
USD 259 M +USD 25.8 M +11% 12.8% 129% 321 32.09% 0.5
FC Advisory
4362
FC Advisory
Pennsylvania
USD 259 M +USD 21 M +9% 9.31% 46.6% 99 10.1% 4.2
Shoker Investment Counsel
4363
Shoker Investment Counsel
Ohio
USD 259 M +USD 28.1 M +12% 9.41% 88.9% 92 4.35% 5.5
MorganRosel Wealth Management
4364
MorganRosel Wealth Management
Colorado
USD 259 M +USD 19 M +8% 10.3% 67.5% 102 10.78% 2
Perry Creek Capital
4365
Perry Creek Capital
New York
USD 258 M -USD 2.39 M -0.9% 22.7% 51.2% 15 6.67% 2.9
Simplicity Wealth
4366
Simplicity Wealth
New Jersey
USD 258 M +USD 87.5 M +51% 8.44% 82.2% 190 56.32% 0.4
ForthRight Wealth Management
4367
ForthRight Wealth Management
Georgia
USD 258 M +USD 26.1 M +11% 9.37% 44.6% 59 5.08% 2
ZCM
4368
Zenyatta Capital Management
Delaware
USD 258 M +USD 74 M +40% 14.2% – 40 57.5% 0.6
Bridge City Capital
4369
Bridge City Capital
Oregon
USD 258 M +USD 60.3 M +30% 12.1% 120% 113 16.81% 3.6
Glenorchy Capital
4370
Glenorchy Capital
Australia
USD 258 M – – 6.86% – 73 – 0
Hi-Line Capital Management
4371
Hi-Line Capital Management
South Dakota
USD 258 M -USD 13.4 M -5% 9.27% 57.5% 39 2.56% 2.4
TA
4372
TrueWealth Advisors
Alabama
USD 258 M +USD 20.9 M +9% 9.34% 60.9% 210 12.86% 1.8
Founders Financial Alliance
4373
Founders Financial Alliance
North Carolina
USD 258 M +USD 28.9 M +13% 11.2% 84.9% 498 6.02% 2.4
Syverson Strege & Co
4374
Syverson Strege & Co
Iowa
USD 258 M +USD 34.3 M +15% 10.1% 74% 70 15.71% 2.3
Kendall Capital Management
4375
Kendall Capital Management
Maryland
USD 257 M +USD 31.9 M +14% 11.6% 130% 210 10.95% 2.9