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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)
Leuthold Group
1676
Leuthold Group
Minnesota
USD 775 M +USD 32.1 M +4% 5.36% 126% 214 28.97% 1.1
Cove Street Capital
1677
Cove Street Capital
California
USD 775 M -USD 42 M -5% 3.88% 84.2% 103 11.65% 2.7
Albion Financial Group
1678
Albion Financial Group
Utah
USD 775 M +USD 37.2 M +5% 4.21% 79.6% 216 8.33% 3.6
3G Capital Partners
1679
3G Capital Partners
New York
USD 774 M -USD 122 M -14% 4.81% 351% 18 27.78% 1.1
NM
1680
Newtyn Management
New York
USD 774 M +USD 245 M +46% 20.5% 52% 39 35.9% 0.9
Wealthstreet Investment Advisors
1681
Wealthstreet Investment Advisors
Texas
USD 773 M +USD 15 M +2% 3.12% 75.8% 354 7.63% 1.3
Atalan Capital Partners
1682
Atalan Capital Partners
New York
USD 773 M +USD 130 M +20% 7.62% 319% 13 7.69% 1.5
TCV Trust & Wealth Management
1683
TCV Trust & Wealth Management
Virginia
USD 771 M +USD 14.2 M +2% 3.2% 75.3% 207 8.21% 4.1
MFP
1684
Michael F. Price
USD 771 M -USD 35.9 M -4% 0.89% 42.6% 119 12.61% 2.7
MA
1685
Mutual Advisors
Nebraska
USD 770 M +USD 94.3 M +14% 3.87% 68.1% 593 23.95% 0.9
Pacific Heights Asset Management
1686
Pacific Heights Asset Management
California
USD 769 M +USD 2.69 M +0.4% 1.62% 181% 72 0% 4.8
Barometer Capital Management
1687
Barometer Capital Management
Ontario, Canada
USD 769 M -USD 110 M -12% 8.85% 339% 180 55.56% 0.5
Mogy Joel R Investment Counsel
1688
Mogy Joel R Investment Counsel
California
USD 768 M +USD 28.1 M +4% 5.09% 121% 115 5.22% 5.2
Empirical Wealth Management
1689
Empirical Wealth Management
Washington
USD 768 M +USD 80.4 M +12% 2.2% 78.8% 276 19.2% 2.2
MainStreet Investment Advisors
1690
MainStreet Investment Advisors
Illinois
USD 765 M +USD 58.5 M +8% 3.47% 61% 171 43.86% 0.8
CGM
1691
Centenus Global Management
New York
USD 764 M +USD 28.6 M +4% 0.71% – 240 77.08% 0.2
Tensile Capital Management
1692
Tensile Capital Management
California
USD 763 M +USD 50.3 M +7% 6.57% 47.7% 21 9.52% 2.7
Integrated Wealth Concepts
1693
Integrated Wealth Concepts
Massachusetts
USD 763 M +USD 173 M +29% 2.81% 69.4% 408 23.53% 0.8
Baystate Wealth Management
1694
Baystate Wealth Management
Massachusetts
USD 763 M +USD 7.12 M +0.9% 1.81% 14.6% 689 10.74% 2.2
Western Wealth Management
1695
Western Wealth Management
Colorado
USD 761 M +USD 312 M +69% 3.37% 82.6% 421 14.49% 0.4
Blueshift Asset Management
1696
Blueshift Asset Management
New Jersey
USD 761 M +USD 47.3 M +7% 0.47% 38.8% 1,070 75.23% 0.1
Hahn Capital Management
1697
Hahn Capital Management
California
USD 761 M -USD 44.6 M -6% 6.29% 53.6% 32 0% 4.2
Alaska Permanent Capital Management
1698
Alaska Permanent Capital Management
Alaska
USD 760 M +USD 143 M +23% 1.68% 42.8% 75 65.33% 1
WCM
1699
Wallace Capital Management
Texas
USD 760 M +USD 36.2 M +5% 5.72% 62.3% 67 7.46% 3.6
Cornercap Investment Counsel
1700
Cornercap Investment Counsel
Georgia
USD 759 M +USD 35.2 M +5% 2.64% 55.4% 507 39.25% 1.1