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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)
Beacon Wealthcare Inc
4401
Beacon Wealthcare Inc
North Carolina
USD 96.9 M +USD 1.46 M +2% 1.54% 31.6% 7 0% 0.3
Camarda Financial Advisors
4402
Camarda Financial Advisors
Florida
USD 96.7 M +USD 13.1 M +16% 1.59% 196% 205 25.37% 2.1
Strategic Vision Investment
4403
Strategic Vision Investment
Hong Kong
USD 96.5 M -USD 2.1 M -2% 7.69% 95.6% 14 50% 0.2
Sagard Capital Partners Management
4404
Sagard Capital Partners Management
New York
USD 96.4 M -USD 16.4 M -15% 1.43% 37.4% 3 33.33% 2.2
Sippican Capital Advisors
4405
Sippican Capital Advisors
Massachusetts
USD 96.4 M -USD 6.1 M -6% 2.87% 81.1% 108 9.26% 2.7
Coyle Financial Counsel
4406
Coyle Financial Counsel
Illinois
USD 96.3 M +USD 9.01 M +10% 0.47% 67.3% 85 63.53% 0.6
Pring Turner Capital Group
4407
Pring Turner Capital Group
California
USD 96.2 M +USD 3.39 M +4% 3.96% 70.8% 50 22% 2
Marlowe Partners
4408
Marlowe Partners
New York
USD 96 M -USD 11.1 M -10% 2.06% 16.3% 8 62.5% 0.9
Arlington Capital Management
4409
Arlington Capital Management
Illinois
USD 96 M -USD 38.2 M -28% 1.73% 146% 25 56% 0.9
Drexel Morgan & Co
4410
Drexel Morgan & Co
Pennsylvania
USD 95.9 M -USD 7.17 M -7% 2.02% 50.1% 92 10.87% 3.5
Monte Financial Group
4411
Monte Financial Group
Connecticut
USD 95.8 M -USD 2.66 M -3% 1.5% 66.7% 79 15.19% 0.2
Battery Partners IX
4412
Battery Partners IX
Massachusetts
USD 95.8 M -USD 4.16 M -4% 35.8% 322% 3 33.33% 2
Ramsey Quantitative Systems
4413
Ramsey Quantitative Systems
Kentucky
USD 95.7 M +USD 95 k +0.1% 1% 51.1% 436 33.72% 0.3
KCS
4414
Koonce Calvin Scott
USD 95.6 M +USD 6.08 M +7% 6.79% 67.9% 1 0% 3.3
Vista Investment Management
4415
Vista Investment Management
Pennsylvania
USD 95.5 M -USD 124 k -0.1% 1.36% 54.4% 140 10% 0.2
KAM
4416
Kazazian Asset Management
Florida
USD 95.4 M -USD 2.44 M -2% 3.92% – 93 20.43% 1.1
Bell & Brown Wealth Advisors
4417
Bell & Brown Wealth Advisors
California
USD 95 M -USD 1.51 M -2% 1.09% 125% 93 19.35% 0.2
FCM
4418
Force Capital Management
New York
USD 95 M -USD 1.11 M -1% 1.24% 72.7% 31 19.35% 1.7
X-Square Capital
4419
X-Square Capital
Puerto Rico
USD 94.8 M -USD 263 k -0.3% 8.15% 158% 81 22.22% 0.2
Clifford Capital Partners
4420
Clifford Capital Partners
Utah
USD 94.7 M +USD 4.48 M +5% 0.22% 77.3% 34 8.82% 0.2
First Commonwealth Financial Corp
4421
First Commonwealth Financial Corp
Pennsylvania
USD 94.7 M +USD 62 k +0.1% 1.54% 72.9% 137 21.17% 2.4
Colrain Capital
4422
Colrain Capital
Massachusetts
USD 94.4 M -USD 26.5 M -22% 4% – 43 13.95% 3.6
ICM Asset Management
4423
ICM Asset Management
Washington
USD 94.2 M +USD 1.08 M +1% 2.6% 58.9% 53 22.64% 1.9
FSA
4424
Financial Services Advisory
Maryland
USD 93.8 M -USD 42.1 M -31% 3.11% 82.5% 38 76.32% 0.1
Guardian Investment Management
4425
Guardian Investment Management
California
USD 93.8 M -USD 950 k -1% 3.02% 103% 59 25.42% 3.3