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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)
Boltwood Capital Management
2151
Boltwood Capital Management
California
USD 337 M -USD 1.29 M -0.4% 0.05% 63% 91 4.4% 1.2
Knightsbridge Asset Management
2152
Knightsbridge Asset Management
California
USD 337 M -USD 41.4 M -11% 6.99% 150% 51 9.8% 1
Perigon Wealth Management
2153
Perigon Wealth Management
California
USD 336 M -USD 15 M -4% 0.53% 93.8% 217 18.89% 0.5
Twele Capital Management
2154
Twele Capital Management
Minnesota
USD 336 M -USD 222 k -0.1% 1.83% 37.1% 61 1.64% 1.2
Griffin Asset Management
2155
Griffin Asset Management
New York
USD 335 M +USD 15.3 M +5% 0.78% 80.7% 111 10.81% 1.1
Eubel Brady & Suttman Asset Management
2156
Eubel Brady & Suttman Asset Management
Ohio
USD 335 M -USD 13.8 M -4% 0.67% 40.2% 87 10.34% 1
William Harris Investors
2157
William Harris Investors
Illinois
USD 335 M -USD 25.8 M -7% 2.35% 3.28% 89 11.24% 1
Lawson Kroeker Investment Management
2158
Lawson Kroeker Investment Management
Nebraska
USD 335 M -USD 8.84 M -3% 1.02% 64.5% 73 2.74% 1.2
Essex Financial Services
2159
Essex Financial Services
Connecticut
USD 335 M +USD 588 k +0.2% 0.56% 87.7% 314 8.92% 1
Incline Global Management
2160
Incline Global Management
New York
USD 334 M +USD 67 M +25% 1.19% 40.1% 39 28.21% 0.5
DP
2161
DSAM Partners
United Kingdom
USD 333 M -USD 32.6 M -9% 5.88% 343% 42 83.33% 0.2
Arcadia Investment Management
2162
Arcadia Investment Management
Michigan
USD 333 M -USD 9.8 M -3% 2.29% 83.5% 103 7.77% 1.1
ACP
2163
Andalusian Capital Partners
Connecticut
USD 332 M +USD 50.2 M +18% 3.28% – 52 46.15% 0.4
Evensky & Katz
2164
Evensky & Katz
Florida
USD 332 M +USD 65.9 M +25% 1.52% 57.1% 46 26.09% 0.9
Braver Wealth Management
2165
Braver Wealth Management
Massachusetts
USD 332 M -USD 55.3 M -14% 0.44% 20.4% 93 24.73% 0.9
Phillips Financial Management
2166
Phillips Financial Management
Indiana
USD 331 M -USD 4 M -1% 2.29% 45.6% 72 12.5% 1
Regal Investment Advisors
2167
Regal Investment Advisors
Michigan
USD 331 M +USD 50.1 M +18% 0.57% 64.7% 1,024 15.23% 0.9
Accredited Investors
2168
Accredited Investors
Minnesota
USD 331 M +USD 23.3 M +8% 3.15% 74% 75 16% 1
Waterfront Capital Partners
2169
Waterfront Capital Partners
New York
USD 331 M +USD 72.8 M +28% 2.67% 88.3% 61 55.74% 0.4
Kings Point Capital Management
2170
Kings Point Capital Management
New York
USD 330 M -USD 2.35 M -0.7% 1.62% 80.1% 340 12.65% 0.9
Toscafund Asset Management
2171
Toscafund Asset Management
United Kingdom
USD 330 M +USD 25.3 M +8% 0.09% 80.9% 15 40% 0.7
Mechanics Bank - Trust Department
2172
Mechanics Bank - Trust Department
California
USD 330 M -USD 19.5 M -6% 0.39% 76.8% 154 9.74% 1.1
NTV Asset Management
2173
NTV Asset Management
West Virginia
USD 330 M +USD 64 k +0% 0.56% 97.8% 202 7.43% 1.1
KLC
2174
Knowledge Leaders Capital
Colorado
USD 329 M -USD 15.3 M -4% 1.06% 51.6% 47 46.81% 0.4
Gavea Investimentos
2175
Gavea Investimentos
Brazil
USD 329 M -USD 114 M -26% 16% 60.3% 10 70% 0.2