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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)
Bogart Wealth LLC
2426
Bogart Wealth LLC
Virginia
USD 426 M +USD 58.8 M +16% 13% 60.5% 484 10.74% 1.8
OCMI
2427
Oaktop Capital Management II
New Jersey
USD 425 M +USD 98.6 M +30% 32.1% 451% 20 0% 4.4
MV Capital Management
2428
MV Capital Management
Maryland
USD 425 M +USD 40.8 M +11% 12% 73.3% 373 33.24% 3.8
Fusion Family Wealth
2429
Fusion Family Wealth
New York
USD 424 M +USD 51.1 M +14% 18.3% 58.2% 126 11.9% 3
Alaska Wealth Advisors
2430
Alaska Wealth Advisors
Alaska
USD 424 M +USD 62.8 M +17% 12% 44.3% 62 19.35% 1
Triodos Investment Management
2431
Triodos Investment Management
Netherlands
USD 423 M +USD 68 M +19% 25.3% 89.9% 37 2.7% 1.8
G2 Investment Partners Management
2432
G2 Investment Partners Management
New York
USD 423 M +USD 121 M +40% 83.9% 1,145% 116 51.72% 0.8
SVG
2433
Sun Valley Gold
Idaho
USD 423 M -USD 822 M -66% 62.9% 160% 16 43.75% 2.3
Zuckerman Investment Group
2434
Zuckerman Investment Group
Illinois
USD 422 M +USD 79.5 M +23% 25.5% 111% 84 23.81% 2.5
Claret Asset Management
2435
Claret Asset Management
Quebec, Canada
USD 422 M +USD 67.9 M +19% 27.7% 73.3% 186 22.04% 1.9
KSCM
2436
Key Square Capital Management
Connecticut
USD 422 M -USD 287 M -40% 243% 50.2% 34 94.12% 0.2
TEC
2437
Tiger Eye Capital
Tennessee
USD 422 M +USD 124 M +41% 33.5% 116% 52 40.38% 1.9
TCOT
2438
Trust Company of Toledo
Ohio
USD 421 M +USD 58 M +16% 15.3% 109% 181 10.5% 5.3
Navellier & Associates
2439
Navellier & Associates
Nevada
USD 421 M -USD 4.71 M -1% 31.5% 361% 290 42.76% 1.4
Duncker Streett & Co
2440
Duncker Streett & Co
Missouri
USD 420 M +USD 45.7 M +12% 19.6% 102% 566 12.19% 3.2
Cypress Wealth Services
2441
Cypress Wealth Services
California
USD 420 M +USD 80.4 M +24% 18.6% 82.7% 286 18.53% 1.7
Night Owl Capital Management
2442
Night Owl Capital Management
Connecticut
USD 420 M +USD 120 M +40% 45.8% 162% 29 10.34% 3
Verity & Verity
2443
Verity & Verity
South Carolina
USD 420 M +USD 64.7 M +18% 16.2% 90.4% 92 17.39% 4
HLC
2444
Hunt Lane Capital
New York
USD 420 M +USD 79.9 M +24% 51.4% 3.59% 27 37.04% 1
BW Gestao de Investimentos
2445
BW Gestao de Investimentos
Brazil
USD 419 M +USD 100 M +31% 33.7% 95.1% 45 62.22% 0.5
Princeton Portfolio Strategies Group
2446
Princeton Portfolio Strategies Group
New Jersey
USD 419 M +USD 74 M +21% 19.7% 83.8% 153 16.34% 4.3
Dean Investment Associates
2447
Dean Investment Associates
Ohio
USD 418 M -USD 49.1 M -11% 18.4% 63.5% 254 29.13% 2.5
Parker Investment Management
2448
Parker Investment Management
California
USD 418 M +USD 136 M +48% 30.2% 208% 32 31.25% 1.6
IAIM
2449
International Assets Investment Management
Florida
USD 418 M +USD 90.8 M +28% 26.2% 101% 449 28.73% 0.2
Columbia Asset Management
2450
Columbia Asset Management
Michigan
USD 418 M +USD 12.6 M +3% 21% 94.1% 165 14.55% 4.4