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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)
WealthSource Partners
1801
WealthSource Partners
California
USD 667 M +USD 32.8 M +5% 1.12% 16.8% 482 19.09% 1.3
Provident Investment Management
1802
Provident Investment Management
Michigan
USD 667 M -USD 7.63 M -1% 2.27% 90.8% 59 13.56% 4
Grassi Investment Management
1803
Grassi Investment Management
California
USD 667 M -USD 10.4 M -2% 0.62% 170% 128 14.84% 4
Cambria Investment Management
1804
Cambria Investment Management
California
USD 667 M +USD 16.5 M +3% 1.72% 72% 239 15.48% 1.9
Beese Fulmer Investment Management
1805
Beese Fulmer Investment Management
Ohio
USD 666 M +USD 138 M +26% 2.51% 124% 216 20.83% 3.4
Murphy Capital Management
1806
Murphy Capital Management
New Jersey
USD 665 M -USD 4.57 M -0.7% 1.35% 41.6% 243 6.17% 4.8
Nationwide Fund Advisors
1807
Nationwide Fund Advisors
Ohio
USD 665 M -USD 122 M -15% 1.2% 28.3% 6 16.67% 1.5
Central Securities
1808
Central Securities
New York
USD 665 M +USD 8.98 M +1% 2.17% 90.2% 35 2.86% 4.3
MPAM
1809
Monarch Partners Asset Management
Massachusetts
USD 665 M -USD 32 M -5% 0.82% 136% 202 36.14% 1
Baldwin Wealth Partners
1810
Baldwin Wealth Partners
Massachusetts
USD 664 M -USD 14.3 M -2% 2.38% 94.5% 553 11.03% 2.9
O'Shares Investment Advisers
1811
O'Shares Investment Advisers
Massachusetts
USD 664 M +USD 39.3 M +6% 1.45% 71.8% 428 42.52% 0.5
KLS Diversified Asset Management
1812
KLS Diversified Asset Management
New York
USD 664 M -USD 255 M -28% 23.9% 156% 21 52.38% 0.6
First Light Asset Management
1813
First Light Asset Management
Minnesota
USD 662 M -USD 58.7 M -8% 4.94% 364% 81 22.22% 2.3
Capital International
1814
Capital International
California
USD 661 M +USD 240 M +57% 1.08% 147% 147 14.29% 2.9
Executive Wealth Management
1815
Executive Wealth Management
Michigan
USD 660 M -USD 47.3 M -7% 1.82% 18.4% 937 86.23% 0.7
Nicolet Advisory Services
1816
Nicolet Advisory Services
Wisconsin
USD 659 M +USD 4.27 M +0.7% 0.79% 62.7% 170 8.24% 0.5
Guinness Asset Management
1817
Guinness Asset Management
United Kingdom
USD 659 M +USD 42.8 M +7% 0.45% 73.9% 106 4.72% 3.5
LBMC Investment Advisors
1818
LBMC Investment Advisors
Tennessee
USD 659 M -USD 1.88 M -0.3% 0.12% 52.8% 104 10.58% 3.6
Blueshift Asset Management
1819
Blueshift Asset Management
New Jersey
USD 658 M -USD 103 M -14% 2.34% 38.8% 1,074 72.44% 0.2
AH
1820
Allen Holding
New York
USD 657 M +USD 603 k +0.1% 3.1% 135% 12 25% 5
GC
1821
Gobi Capital
California
USD 657 M +USD 155 M +31% 2.22% 93.7% 12 33.33% 1.2
Forward Management
1822
Forward Management
California
USD 657 M +USD 90.8 M +16% 1.65% 36.9% 52 9.62% 2.7
Godsey & Gibb Inc
1823
Godsey & Gibb Inc
Virginia
USD 656 M -USD 37.7 M -5% 1.58% 87.5% 97 15.46% 3.1
BBR Partners
1824
BBR Partners
New York
USD 656 M +USD 30.6 M +5% 4.69% 63.4% 143 20.98% 1.8
Palisade Asset Management
1825
Palisade Asset Management
Minnesota
USD 656 M +USD 11.8 M +2% 2.64% 61.8% 174 5.75% 4.3