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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)
Lenox Wealth Advisors
2501
Lenox Wealth Advisors
New York
USD 357 M +USD 32.9 M +10% 4.74% 35.7% 525 75.05% 0.6
LCM
2502
Lonestar Capital Management
California
USD 357 M -USD 95.1 M -21% 20% 260% 16 31.25% 1
Foresite Capital Management III
2503
Foresite Capital Management III
California
USD 356 M -USD 6.7 M -2% 11.3% 444% 21 23.81% 1
Jafra Capital Management
2504
Jafra Capital Management
New York
USD 356 M +USD 87.5 M +33% 11.9% – 115 64.35% 0.3
Brandywine Managers
2505
Brandywine Managers
Delaware
USD 356 M +USD 12.2 M +4% 3.92% 96.3% 36 13.89% 0.8
PrairieView Partners
2506
PrairieView Partners
Minnesota
USD 356 M – – 3.73% 34% 67 – 0
Yorktown Energy Partners VIII
2507
Yorktown Energy Partners VIII
New York
USD 356 M -USD 13.6 M -4% 3.63% 15.2% 3 0% 1.5
Bell Bank
2508
Bell Bank
North Dakota
USD 356 M +USD 12.2 M +4% 5.64% 71% 142 9.15% 2.4
West Coast Financial
2509
West Coast Financial
California
USD 355 M -USD 12.9 M -4% 7.16% 22.2% 142 24.65% 2.8
New England Private Wealth Advisors
2510
New England Private Wealth Advisors
Massachusetts
USD 355 M +USD 18.9 M +6% 4.2% 55.8% 150 9.33% 2.8
CANC
2511
Culbertson A N & Co
Virginia
USD 355 M +USD 26.9 M +8% 7.24% 87.5% 103 6.8% 3.3
Bramshill Investments
2512
Bramshill Investments
Florida
USD 354 M +USD 20.9 M +6% 2.26% 3.6% 139 45.32% 0.3
American National Bank & Trust
2513
American National Bank & Trust
Texas
USD 354 M +USD 20.3 M +6% 6.52% 102% 261 13.03% 2.5
Greenhouse Funds
2514
Greenhouse Funds
Maryland
USD 354 M -USD 8.62 M -2% 2.02% 90.7% 42 40.48% 0.7
American Assets Inc
2515
American Assets Inc
California
USD 354 M +USD 9.42 M +3% 0.32% 63.2% 2 0% 4.5
Forest Hill Capital
2516
Forest Hill Capital
Arkansas
USD 353 M +USD 4.98 M +1% 2.48% 112% 56 14.29% 2.4
P.J. Schmidt Investment Management (PJS)
2517
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 353 M +USD 19.2 M +6% 7.29% 65.9% 140 7.14% 3
Edge Wealth Management
2518
Edge Wealth Management
New York
USD 353 M +USD 22.6 M +7% 3.57% 75.3% 604 22.19% 2.2
Marietta Investment Partners
2519
Marietta Investment Partners
Wisconsin
USD 352 M +USD 17.9 M +5% 6.78% 160% 148 16.89% 2.1
SCM
2520
Symons Capital Management
Pennsylvania
USD 351 M -USD 44.9 M -11% 6.64% 25.4% 83 22.89% 1.1
Northside Capital Management
2521
Northside Capital Management
Oregon
USD 351 M +USD 113 M +47% 7.26% 99.6% 68 16.18% 2.1
TCGI
2522
Three Corner Global Investors
New York
USD 350 M -USD 6.3 M -2% 11.4% 57.5% 30 43.33% 0.6
Manitou Investment Management
2523
Manitou Investment Management
Ontario, Canada
USD 350 M +USD 20.6 M +6% 5.61% 69.3% 28 0% 1.9
Hussman Strategic Advisors
2524
Hussman Strategic Advisors
Maryland
USD 350 M -USD 62.8 M -15% 4.77% 41.6% 225 28.89% 1.4
SOL Capital Management
2525
SOL Capital Management
Maryland
USD 350 M -USD 4.47 M -1% 5.92% 56.6% 255 11.37% 3.3