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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)
Coe Capital Management
4451
Coe Capital Management
Illinois
USD 89.9 M -USD 2.32 M -3% 2.93% 84.4% 90 13.33% 2.9
Townsend & Associates
4452
Townsend & Associates
Colorado
USD 89.1 M -USD 36.1 M -29% 0.05% 54.1% 190 27.37% 0.4
Ballew Advisors
4453
Ballew Advisors
Mississippi
USD 88.7 M -USD 25.7 M -22% 1.48% 68% 325 11.38% 0.3
KCS
4454
Koonce Calvin Scott
USD 88.3 M -USD 7.28 M -8% 7.62% 67.9% 1 0% 3.5
Blackhawk Capital Partners
4455
Blackhawk Capital Partners
Wisconsin
USD 88 M -USD 29.7 M -25% 4.8% 87.2% 369 27.91% 0.4
NVIM
4456
New Vernon Investment Management
Illinois
USD 87.7 M +USD 4 M +5% 3.54% 83.1% 52 17.31% 2
Concorde Asset Management
4457
Concorde Asset Management
Michigan
USD 87.6 M +USD 5.84 M +7% 3.01% – 129 15.5% 1.4
Gator Capital Management
4458
Gator Capital Management
Florida
USD 87.5 M -USD 16.2 M -16% 4.23% 245% 117 43.59% 1
Dragon Financial & Investment Group
4459
Dragon Financial & Investment Group
California
USD 87.4 M -USD 22.9 M -21% 0.27% – 37 32.43% 0.4
Holistic Financial Partners
4460
Holistic Financial Partners
Indiana
USD 87.4 M -USD 32.6 M -27% 1.48% 95.7% 437 91.99% 0.5
Charter Research & Investment Group
4461
Charter Research & Investment Group
Connecticut
USD 87.2 M +USD 3.44 M +4% 1.93% 82.3% 76 6.58% 2.8
Clover Partners
4462
Clover Partners
Texas
USD 87 M -USD 2.71 M -3% 4.6% 32.2% 29 17.24% 1.5
Larson Financial Group
4463
Larson Financial Group
Missouri
USD 86.8 M +USD 1.63 M +2% 1.36% 81.2% 50 12% 0.5
KCP
4464
Kenmare Capital Partners
New York
USD 86.7 M -USD 6.68 M -7% 7.3% 48.8% 20 10% 1.6
Compass Financial Group (Florida)
4465
Compass Financial Group (Florida)
Florida
USD 86.7 M +USD 2.51 M +3% 2.18% 44.1% 18 0% 1.7
Newport Wealth Strategies
4466
Newport Wealth Strategies
California
USD 86.4 M -USD 41.4 M -32% 4% 51.5% 101 24.75% 0.5
LM
4467
Litespeed Management
New York
USD 86.2 M +USD 27.4 M +47% 11.6% 73.7% 11 45.45% 0.4
Chesapeake Asset Management
4468
Chesapeake Asset Management
New York
USD 85.8 M -USD 7.44 M -8% 3.16% 153% 67 17.91% 3.4
Security National Bank of So Dak
4469
Security National Bank of So Dak
Iowa
USD 85.8 M -USD 1.51 M -2% 2.45% 67.7% 88 5.68% 3.5
Successful Portfolios
4470
Successful Portfolios
Florida
USD 85.6 M +USD 3.26 M +4% 2% 110% 138 9.42% 0.5
Trustees of Dartmouth College
4471
Trustees of Dartmouth College
New Hampshire
USD 85.5 M +USD 14.7 M +21% 20.9% 52.5% 28 32.14% 0.4
Fairbanks Capital Management
4472
Fairbanks Capital Management
California
USD 85.4 M -USD 13.7 M -14% 6.74% 81.3% 31 9.68% 1.5
Columbia Pacific Advisors
4473
Columbia Pacific Advisors
Washington
USD 85.4 M +USD 7.87 M +10% 34.4% 5.27% 40 47.5% 1.3
UBP Investment Advisors
4474
UBP Investment Advisors
Switzerland
USD 84.8 M -USD 7.82 M -8% 2.2% 11.2% 52 21.15% 0.4
Colrain Capital
4475
Colrain Capital
Massachusetts
USD 84.8 M -USD 9.6 M -10% 5.16% – 39 2.56% 3.9