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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)
PCMK
2526
Paragon Capital Management (Kansas)
Kansas
USD 258 M +USD 1.21 M +0.5% 5.99% 87.5% 66 19.7% 2.1
BDT Capital Partners
2527
BDT Capital Partners
Illinois
USD 258 M -USD 72.5 M -22% 21.9% 25.5% 1 0% 2.5
Bridgewater Wealth & Financial Management
2528
Bridgewater Wealth & Financial Management
Maryland
USD 258 M +USD 16.5 M +7% 4.73% 30.8% 92 8.7% 0.8
CT
2529
Chicago Trust
Illinois
USD 258 M -USD 2.65 M -1% 6.01% 85.9% 178 14.61% 0.7
American National Bank & Trust
2530
American National Bank & Trust
Texas
USD 257 M +USD 22.7 M +10% 6.63% 102% 267 17.6% 1.3
GoodHaven Capital Management
2531
GoodHaven Capital Management
New Jersey
USD 257 M -USD 815 k -0.3% 0.89% 80.7% 25 12% 1.9
Diana Davis Spencer Foundation
2532
Diana Davis Spencer Foundation
Maryland
USD 257 M -USD 4.63 M -2% 1.76% 13.4% 3 0% 1
Cat Rock Capital Management
2533
Cat Rock Capital Management
Connecticut
USD 257 M – – 5.68% 66.7% 10 – 0
Tinicum
2534
Tinicum
New York
USD 257 M +USD 50.4 M +24% 24% 21.1% 15 33.33% 1.4
Palouse Capital Management
2535
Palouse Capital Management
Washington
USD 256 M -USD 2.88 M -1% 2.83% 67.8% 127 28.35% 1.3
NCM
2536
Numina Capital Management
New York
USD 256 M -USD 63.3 M -20% 8.02% 40.2% 47 72.34% 0.4
TT International
2537
TT International
United Kingdom
USD 256 M +USD 60.2 M +31% 13% – 48 41.67% 0.3
Domani Wealth
2538
Domani Wealth
Pennsylvania
USD 256 M +USD 71 M +38% 3.17% 48.6% 120 22.5% 0.5
LVW Advisors
2539
LVW Advisors
New York
USD 255 M +USD 38.6 M +18% 6.12% 79.1% 162 17.28% 0.8
Mechanics Bank - Trust Department
2540
Mechanics Bank - Trust Department
California
USD 255 M +USD 4.44 M +2% 7.93% 76.8% 122 8.2% 2.3
Meristem Family Wealth
2541
Meristem Family Wealth
Minnesota
USD 255 M +USD 64.5 M +34% 6.18% 67.7% 117 54.7% 1
Security National Trust
2542
Security National Trust
West Virginia
USD 255 M -USD 1.94 M -0.8% 7.31% 58.3% 512 13.09% 2
JOYN Advisors
2543
JOYN Advisors
Georgia
USD 255 M -USD 3.24 M -1% 3.79% 0.77% 34 44.12% 1.4
HC
2544
Hawkins Capital
Texas
USD 254 M +USD 40.8 M +19% 4.06% 8.54% 25 36% 1
SPC Financial Inc
2545
SPC Financial Inc
Maryland
USD 254 M +USD 21.6 M +9% 5.86% 65.1% 111 13.51% 1.6
Yorktown Energy Partners VIII
2546
Yorktown Energy Partners VIII
New York
USD 254 M – – 1.04% 15.2% 2 – 0
Neuberger Berman Canada
2547
Neuberger Berman Canada
Ontario, Canada
USD 254 M +USD 25.8 M +11% 3.5% 15.7% 211 38.39% 0.7
MV Capital Management
2548
MV Capital Management
Maryland
USD 254 M +USD 33.9 M +15% 3.93% 67.6% 310 8.39% 0.9
NTV Asset Management
2549
NTV Asset Management
West Virginia
USD 253 M -USD 54.3 M -18% 5.83% 110% 203 23.65% 2.1
Harvey Capital Management
2550
Harvey Capital Management
Florida
USD 253 M +USD 2.66 M +1% 8.67% 147% 85 9.41% 1.6