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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)
Chatham Capital Group
2451
Chatham Capital Group
Georgia
USD 372 M +USD 8.45 M +2% 1.06% 97% 156 11.54% 3
LSP Investment Advisors
2452
LSP Investment Advisors
New York
USD 372 M +USD 32.6 M +10% 6.8% 79.5% 31 22.58% 0.2
Verity & Verity
2453
Verity & Verity
South Carolina
USD 372 M -USD 123 k -0% 2.41% 90.4% 99 10.1% 2.9
CM
2454
Capital Management
Virginia
USD 371 M +USD 3.05 M +0.8% 0.7% 52.5% 97 12.37% 2.7
Matrix VIII US Management
2455
Matrix VIII US Management
Massachusetts
USD 371 M – – 6.16% – 1 – 1.8
Ion Asset Management
2456
Ion Asset Management
Israel
USD 370 M -USD 17.7 M -5% 18.3% 125% 13 46.15% 1.8
Isthmus Partners
2457
Isthmus Partners
Wisconsin
USD 370 M +USD 2.65 M +0.7% 0% 73.7% 309 16.18% 2.5
Forest Hill Capital
2458
Forest Hill Capital
Arkansas
USD 369 M +USD 15.3 M +4% 2.67% 112% 52 0% 2.7
KLCM Advisors
2459
KLCM Advisors
Wisconsin
USD 369 M -USD 38.5 M -9% 4.96% 122% 97 16.49% 2.5
RPGK
2460
Retirement Planning Group (Kansas)
Kansas
USD 369 M +USD 2.24 M +0.6% 1.22% 54.7% 55 3.64% 3.6
LVZ Inc
2461
LVZ Inc
Michigan
USD 368 M +USD 30.5 M +9% 0.65% 52.9% 83 39.76% 1.8
WBH Advisory
2462
WBH Advisory
Maryland
USD 368 M -USD 7.1 M -2% 1.22% 57.6% 233 7.73% 3.4
SNS Financial Group
2463
SNS Financial Group
Minnesota
USD 367 M -USD 48 M -12% 0.75% 54.2% 185 16.22% 2
Baxter Bros Inc
2464
Baxter Bros Inc
Connecticut
USD 367 M +USD 1.69 M +0.5% 0.99% 73.8% 120 6.67% 3.4
Bulldog Investors
2465
Bulldog Investors
New Jersey
USD 366 M -USD 1.97 M -0.5% 1.54% 22.5% 142 43.66% 0.9
Accredited Investors
2466
Accredited Investors
Minnesota
USD 366 M +USD 4.55 M +1% 0.55% 74% 127 17.32% 2.6
BerganKDV Wealth Management
2467
BerganKDV Wealth Management
Minnesota
USD 366 M -USD 54.1 M -13% 2.15% 27.9% 212 17.45% 1.3
Argent Trust
2468
Argent Trust
Texas
USD 365 M -USD 8.37 M -2% 2.61% 25.8% 206 8.25% 2.2
Ropes Wealth Advisors
2469
Ropes Wealth Advisors
Massachusetts
USD 365 M -USD 16.9 M -4% 1.27% 71% 842 37.41% 1.8
Hartline Investment Corp
2470
Hartline Investment Corp
Illinois
USD 365 M +USD 3.18 M +0.9% 1.86% 201% 114 14.04% 3.4
Tikehau Investment Management
2471
Tikehau Investment Management
France
USD 364 M – – 5.18% 102% 25 – 0
HighPoint Advisor Group
2472
HighPoint Advisor Group
Illinois
USD 364 M +USD 15.2 M +4% 0.69% – 345 24.06% 1.6
AIS
2473
AlphaOne Investment Services
Pennsylvania
USD 364 M +USD 32.6 M +10% 1.49% 77.1% 486 41.15% 0.7
First National Bank & Trust Co of Newtown
2474
First National Bank & Trust Co of Newtown
Pennsylvania
USD 363 M -USD 9.6 M -3% 2.85% 55.7% 128 3.91% 3.8
Global Retirement Partners
2475
Global Retirement Partners
California
USD 363 M -USD 1.06 M -0.3% 0.09% – 1,583 14.34% 0.9