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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)
IP
5001
Investment Partners
Ohio
USD 223 M +USD 2.09 M +0.9% 2.22% 74.1% 144 2.78% 5.4
CIA
5002
Cape Investment Advisory
Georgia
USD 223 M +USD 8.67 M +4% 2.01% 72.5% 997 13.14% 1
Wynnefield Capital
5003
Wynnefield Capital
New York
USD 222 M -USD 29.2 M -12% 9.32% 52.1% 23 26.09% 4.4
Cambridge Financial Group
5004
Cambridge Financial Group
Ohio
USD 222 M -USD 3.3 M -1% 2.11% – 35 14.29% 4.9
Azarias Capital Management
5005
Azarias Capital Management
Pennsylvania
USD 222 M -USD 16.1 M -7% 7.31% 58.2% 25 24% 1.8
1776 Wealth
5006
1776 Wealth
Georgia
USD 222 M +USD 10.9 M +5% 6.53% 90.4% 157 19.11% 2.1
Brown Shipley & Co
5007
Brown Shipley & Co
United Kingdom
USD 222 M -USD 96.1 M -30% 5.42% 125% 107 30.84% 1.1
Atlantic Investment Management
5008
Atlantic Investment Management
New York
USD 222 M -USD 5.85 M -3% 6.99% 28.8% 13 23.08% 1.8
SLA
5009
Silver Lake Advisory
Utah
USD 222 M -USD 2.49 M -1% 0.37% 76.7% 96 2.08% 3.8
Providence First Trust
5010
Providence First Trust
Arizona
USD 222 M -USD 8.76 M -4% 1.67% 64.1% 104 12.5% 3.3
Lazari Capital Management
5011
Lazari Capital Management
California
USD 222 M +USD 37.7 M +20% 5.67% 145% 155 25.16% 0.7
KLC
5012
Kent Lake Capital
Nevada
USD 222 M -USD 7.36 M -3% 7.73% 92.1% 59 52.54% 0.7
SC
5013
Schulhoff & Co
Ohio
USD 222 M -USD 6.57 M -3% 0.53% 51.8% 128 3.13% 7.4
FSB Premier Wealth Management
5014
FSB Premier Wealth Management
Iowa
USD 221 M +USD 6.65 M +3% 1.11% 53.9% 194 11.86% 2.2
HST Ventures
5015
HST Ventures
Utah
USD 221 M -USD 25.5 M -10% 0.41% 8.24% 70 54.29% 0.5
Seven Grand Managers
5016
Seven Grand Managers
New York
USD 221 M +USD 17.1 M +8% 5.45% 281% 71 67.61% 0.2
TL Private Wealth
5017
TL Private Wealth
Texas
USD 221 M +USD 18.7 M +9% 1.21% 50.6% 44 6.82% 3.1
Gibraltar Capital Management
5018
Gibraltar Capital Management
Oklahoma
USD 221 M +USD 6.38 M +3% 1.05% 56.6% 48 8.33% 4.2
Peoples Financial Services Corp
5019
Peoples Financial Services Corp
Pennsylvania
USD 221 M -USD 9.29 M -4% 3.63% 104% 255 3.53% 7.9
Barrett & Company
5020
Barrett & Company
Rhode Island
USD 221 M +USD 9.7 M +5% 4.35% 83.6% 631 8.56% 1.6
Goepper Burkhardt
5021
Goepper Burkhardt
South Carolina
USD 221 M +USD 6.11 M +3% 2.12% 50.4% 82 4.88% 2.4
Christopher J. Hasenberg
5022
Christopher J. Hasenberg
Wisconsin
USD 221 M +USD 17.1 M +8% 2.24% – 140 22.86% 0.2
Blue Investment Partners
5023
Blue Investment Partners
California
USD 221 M +USD 28.4 M +15% 8.33% – 46 21.74% 0.9
Tyro Capital Management
5024
Tyro Capital Management
Florida
USD 221 M +USD 47.4 M +27% 3.7% – 19 21.05% 0.3
ICW Investment Advisors
5025
ICW Investment Advisors
Arizona
USD 220 M -USD 4.6 M -2% 0.52% 50.1% 138 1.45% 3.8