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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)
AGC
2501
Alden Global Capital
Florida
USD 293 M +USD 194 M +196% 87.3% 99.8% 14 71.43% 0.3
J.P. Marvel Investment Advisors
2502
J.P. Marvel Investment Advisors
Massachusetts
USD 293 M +USD 10.6 M +4% 5.84% 183% 86 4.65% 2.6
Monroe Bank & Trust
2503
Monroe Bank & Trust
Michigan
USD 293 M +USD 16.6 M +6% 1.33% 24.7% 303 62.05% 1.2
Radnor Capital Management
2504
Radnor Capital Management
Pennsylvania
USD 292 M – – 2.11% 86.6% 182 – 0
Fiduciary Trust International
2505
Fiduciary Trust International
Massachusetts
USD 292 M +USD 175 M +149% 1.08% 36.8% 100 48% 1.6
Private Capital Advisors
2506
Private Capital Advisors
Connecticut
USD 292 M +USD 11.7 M +4% 1.84% 132% 126 16.67% 2.2
ARMC
2507
American Research & Management Company
Massachusetts
USD 292 M +USD 17.7 M +6% 3.11% 35.1% 390 14.87% 2.6
Lagoda Investment Management
2508
Lagoda Investment Management
New York
USD 291 M -USD 41.3 M -12% 4.01% 250% 41 31.71% 1.2
Waldron Private Wealth
2509
Waldron Private Wealth
Pennsylvania
USD 291 M +USD 15.1 M +5% 3.57% 68.7% 168 23.21% 1.8
Rubric Capital Management (New York)
2510
Rubric Capital Management (New York)
New York
USD 291 M – – 10.7% 251% 37 – 0
Lawson Kroeker Investment Management
2511
Lawson Kroeker Investment Management
Nebraska
USD 291 M -USD 18.9 M -6% 4.35% 69.7% 73 5.48% 2.7
Tortoise Investment Management
2512
Tortoise Investment Management
New York
USD 290 M -USD 4.48 M -2% 1.2% 40.2% 513 15.4% 2.1
Tanglewood Wealth Management
2513
Tanglewood Wealth Management
Texas
USD 290 M +USD 12.2 M +4% 1.61% 59.7% 14 21.43% 1.7
Gateway Advisory
2514
Gateway Advisory
New Jersey
USD 290 M +USD 13.7 M +5% 0.06% 26% 61 32.79% 1.1
RC
2515
Reik & Co
New York
USD 290 M -USD 970 k -0.3% 1.69% 38.6% 51 5.88% 3
Farmers Trust Company
2516
Farmers Trust Company
Ohio
USD 290 M -USD 1.42 M -0.5% 4.48% 73.5% 138 12.32% 2.6
Highstreet Asset Management
2517
Highstreet Asset Management
Ontario, Canada
USD 290 M -USD 1.17 M -0.4% 4.34% 22.5% 175 27.43% 1.5
Dimension Capital Management
2518
Dimension Capital Management
Florida
USD 290 M – – 0.39% 65.5% 39 – 0
NTV Asset Management
2519
NTV Asset Management
West Virginia
USD 290 M +USD 12.3 M +4% 3.51% 97.8% 163 9.2% 2.8
Symmetry Peak Management
2520
Symmetry Peak Management
Pennsylvania
USD 290 M -USD 648 M -69% 3.11% 320% 197 77.16% 0.5
SFG
2521
Sather Financial Group
Texas
USD 289 M +USD 27.7 M +11% 7.14% 70% 46 13.04% 2.6
Penobscot Investment Management
2522
Penobscot Investment Management
Massachusetts
USD 289 M +USD 4.99 M +2% 2.82% 103% 191 12.04% 2.8
HJA
2523
Hugh Johnson Advisors
New York
USD 289 M +USD 18.6 M +7% 5.61% 41.5% 93 5.38% 2.7
Kelso & Company
2524
Kelso & Company
New York
USD 289 M -USD 11.2 M -4% 3.75% – 1 0% 3
M Holdings Securities
2525
M Holdings Securities
Oregon
USD 289 M +USD 69.2 M +32% 3.04% 83.9% 280 16.43% 1.7