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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)
SC
2376
Serenity Capital
California
USD 355 M +USD 88.3 M +33% 7.43% – 6 16.67% 0.2
Weatherly Asset Management
2377
Weatherly Asset Management
California
USD 355 M +USD 16.7 M +5% 2.56% 116% 186 9.68% 2.7
Steigerwald Gordon & Koch
2378
Steigerwald Gordon & Koch
Virginia
USD 355 M +USD 17.1 M +5% 1.88% 59.5% 90 6.67% 2.3
Berkshire Money Management
2379
Berkshire Money Management
Massachusetts
USD 355 M +USD 21.8 M +7% 2.65% 61.8% 21 4.76% 2
Martin Investment Management
2380
Martin Investment Management
Florida
USD 354 M +USD 581 k +0.2% 4.25% 44.7% 36 13.89% 2.9
Woodmont Investment Counsel
2381
Woodmont Investment Counsel
Tennessee
USD 354 M +USD 10.4 M +3% 1.8% 66.8% 192 10.94% 2.9
SC
2382
Selz Capital
New York
USD 354 M -USD 30.1 M -8% 4.55% 10.2% 59 25.42% 1.7
LA
2383
Leonetti & Associates
Illinois
USD 354 M +USD 9.45 M +3% 4% 49.5% 45 20% 2
ECM
2384
Endurant Capital Management
California
USD 354 M +USD 42.6 M +14% 7.15% 18.4% 110 36.36% 0.9
Ropes Wealth Advisors
2385
Ropes Wealth Advisors
Massachusetts
USD 353 M +USD 7.3 M +2% 2.6% 71% 620 25.97% 1.5
Brandywine Managers
2386
Brandywine Managers
Delaware
USD 353 M -USD 16.6 M -4% 2.87% 96.3% 23 8.7% 0.7
Hutchinson Capital Management
2387
Hutchinson Capital Management
California
USD 353 M -USD 9.03 M -2% 0.1% 52.6% 48 6.25% 3.1
Caledonia Investments plc (UK)
2388
Caledonia Investments plc (UK)
United Kingdom
USD 353 M -USD 2.22 M -0.6% 1.4% 61.9% 14 0% 2.7
Bremer Trust National Association
2389
Bremer Trust National Association
Minnesota
USD 352 M -USD 16.9 M -5% 3.43% 31.2% 266 10.15% 2.6
Sowell Financial Services
2390
Sowell Financial Services
Arkansas
USD 352 M +USD 13.6 M +4% 1.99% 94.8% 287 23.69% 0.4
Claar Advisors
2391
Claar Advisors
New York
USD 352 M +USD 65.6 M +23% 1.54% 65.5% 44 40.91% 0.6
BerganKDV Wealth Management
2392
BerganKDV Wealth Management
Minnesota
USD 352 M +USD 15.5 M +5% 1.97% 27.9% 182 13.19% 1
Cannell Capital
2393
Cannell Capital
Wyoming
USD 350 M +USD 34.9 M +11% 11.1% 127% 84 29.76% 1.2
First Wilshire Securities Management
2394
First Wilshire Securities Management
California
USD 350 M +USD 4.01 M +1% 4.9% 135% 132 10.61% 2.7
Lathrop Investment Management
2395
Lathrop Investment Management
Arkansas
USD 350 M +USD 6.7 M +2% 3.71% 72.2% 65 7.69% 3
PCM
2396
Piermont Capital Management
Missouri
USD 350 M -USD 69.9 M -17% 0.96% 33.2% 280 26.07% 0.9
Princeton Portfolio Strategies Group
2397
Princeton Portfolio Strategies Group
New Jersey
USD 350 M +USD 12.9 M +4% 3.11% 83.8% 191 21.47% 2.4
TM
2398
Thiel Macro
California
USD 349 M +USD 187 M +116% 3.49% – 20 80% 0.2
Soma Equity Partners
2399
Soma Equity Partners
California
USD 349 M +USD 62.5 M +22% 6.4% 151% 15 6.67% 0.4
Oak Hill Capital Management
2400
Oak Hill Capital Management
New York
USD 349 M -USD 48 M -12% 12% 1.19% 3 0% 1.1