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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)
HeadInvest LLC
2476
HeadInvest LLC
Maine
USD 250 M +USD 3 M +1% 2.41% 59.1% 106 5.66% 1.1
FIC Capital
2477
FIC Capital
New York
USD 250 M -USD 6.65 M -3% 0.92% 49.7% 146 11.64% 1.1
Barnett & Company
2478
Barnett & Company
Tennessee
USD 250 M +USD 11.8 M +5% 2.88% 65.9% 204 12.75% 1
Aspiriant Holdings S3
2479
Aspiriant Holdings S3
California
USD 249 M -USD 2.02 M -0.8% 0.21% – 113 4.42% 1.1
Shelter Insurance Profit Sharing
2480
Shelter Insurance Profit Sharing
Missouri
USD 249 M -USD 8.59 M -3% 0.6% – 45 8.89% 1.2
HCM
2481
Hawkeye Capital Management
Florida
USD 249 M -USD 163 M -40% 1.3% – 14 50% 0.5
Narwhal Capital Management
2482
Narwhal Capital Management
Georgia
USD 249 M -USD 12.4 M -5% 0.62% 93.8% 146 13.01% 1
SAM
2483
Southpaw Asset Management
Connecticut
USD 249 M +USD 89.6 M +56% 0% 0.05% 11 0% 0.5
MMCM
2484
Marque Millennium Capital Management
New York
USD 249 M -USD 2.75 M -1% 0.39% – 79 0% 1.2
New England Private Wealth Advisors
2485
New England Private Wealth Advisors
Massachusetts
USD 248 M +USD 4.47 M +2% 1.83% 55.8% 113 17.7% 1
KFS
2486
Kurt F. Somerville
USD 248 M -USD 8.69 M -3% 0.59% 92.9% 107 8.41% 1.1
Columbia Asset Management
2487
Columbia Asset Management
Michigan
USD 248 M +USD 924 k +0.4% 0.77% 94.1% 190 9.47% 0.7
GCM
2488
Grisanti Capital Management
New York
USD 248 M +USD 10.5 M +4% 0.85% 17.9% 68 20.59% 0.8
CG
2489
Clinton Group
New York
USD 247 M +USD 45.9 M +23% 2.04% 10.2% 546 77.11% 0.1
LHC
2490
Levy Harkins & Co
New York
USD 247 M -USD 38.1 M -13% 0.59% 62.9% 20 0% 1.2
USA Mutuals Advisors
2491
USA Mutuals Advisors
Texas
USD 247 M -USD 13.7 M -5% 2.08% 14.1% 57 19.3% 0.9
Capital Wealth Planning
2492
Capital Wealth Planning
Florida
USD 247 M -USD 23.9 M -9% 0.08% 73.9% 173 28.32% 0.5
AAM
2493
AR Asset Management
California
USD 246 M -USD 2.8 M -1% 0.16% 64.9% 108 1.85% 1.2
Security National Trust
2494
Security National Trust
West Virginia
USD 246 M -USD 10.5 M -4% 0.67% 58.3% 563 13.32% 1.1
Broadmark Asset Management
2495
Broadmark Asset Management
California
USD 246 M +USD 32.3 M +15% 1.52% 39.6% 3 66.67% 0.6
TA Associates
2496
TA Associates
Massachusetts
USD 246 M -USD 43.7 M -15% 14.9% – 2 0% 1.3
VE
2497
Vega Energy
New York
USD 245 M -USD 61.7 M -20% 8.22% 12.1% 13 15.38% 0.8
Evanson Asset Management
2498
Evanson Asset Management
California
USD 245 M -USD 13 M -5% 1.11% 66.6% 201 12.44% 0.7
Hills Bank & Trust
2499
Hills Bank & Trust
Iowa
USD 245 M +USD 5.34 M +2% 0.29% 52.8% 83 4.82% 1.1
Shelter Insurance Retirement Plan
2500
Shelter Insurance Retirement Plan
Missouri
USD 245 M -USD 2 M -0.8% 0.23% 60.5% 45 6.67% 1.2