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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)
LSC
2651
Lyon Street Capital
California
USD 241 M +USD 27.2 M +13% 9.65% – 60 25% 0.9
Waldron Private Wealth
2652
Waldron Private Wealth
Pennsylvania
USD 241 M +USD 30.1 M +14% 4.7% 68.7% 139 23.02% 0.8
Lenox Wealth Advisors
2653
Lenox Wealth Advisors
New York
USD 240 M +USD 14.2 M +6% 0.26% 35.7% 368 32.88% 0.7
MPAM Credit Trading Partners
2654
MPAM Credit Trading Partners
Ohio
USD 240 M – – 2.3% – 10 – 0
Huntington Steele
2655
Huntington Steele
Pennsylvania
USD 240 M +USD 3.11 M +1% 1% 69.8% 70 10% 1.3
HF
2656
Hoxton Financial
West Virginia
USD 240 M +USD 11.4 M +5% 2.65% 15.3% 393 22.9% 1
Washington Capital Management
2657
Washington Capital Management
Washington
USD 240 M -USD 13.6 M -5% 8.93% 81.8% 179 30.73% 1.2
Mendon Capital Advisors
2658
Mendon Capital Advisors
Florida
USD 239 M +USD 59.1 M +33% 9.01% – 109 48.62% 0.7
Secor Capital Advisors
2659
Secor Capital Advisors
New York
USD 239 M +USD 63.2 M +36% 5.03% 43.5% 544 73.53% 0.2
Exchange Capital Management
2660
Exchange Capital Management
Michigan
USD 239 M +USD 9.6 M +4% 5.19% 57.8% 410 51.46% 0.7
Noesis Capital Mangement
2661
Noesis Capital Mangement
Florida
USD 239 M +USD 8.75 M +4% 2.91% 128% 106 3.77% 1.3
Lafayette Investments
2662
Lafayette Investments
Maryland
USD 239 M +USD 15.8 M +7% 6.67% 77.9% 67 2.99% 1.4
Weatherly Asset Management
2663
Weatherly Asset Management
California
USD 238 M +USD 6.09 M +3% 3.28% 116% 161 15.53% 1.3
GGPS
2664
Gary Goldberg Planning Services
New York
USD 238 M -USD 2.4 M -1% 4.46% – 524 20.04% 1
UPA
2665
Union Point Advisors
California
USD 238 M -USD 15.1 M -6% 8.93% – 42 73.81% 0.3
Wynnefield Capital
2666
Wynnefield Capital
New York
USD 238 M +USD 21.3 M +10% 1.99% 52.1% 27 11.11% 1.1
Goldstein Munger & Associates
2667
Goldstein Munger & Associates
California
USD 237 M -USD 4.75 M -2% 3.14% 11.9% 33 12.12% 1.2
Richmond Hill Investments
2668
Richmond Hill Investments
New York
USD 237 M +USD 41.5 M +21% 0.9% 55.2% 13 23.08% 0.9
USA Mutuals Advisors
2669
USA Mutuals Advisors
Texas
USD 237 M -USD 9.9 M -4% 2.34% 14.1% 55 20% 1.1
CKW Financial Group
2670
CKW Financial Group
Hawaii
USD 237 M +USD 8.47 M +4% 2.67% 62.4% 390 17.95% 0.8
Caledonia Investments plc (UK)
2671
Caledonia Investments plc (UK)
United Kingdom
USD 237 M +USD 5.42 M +2% 1.48% 61.9% 13 0% 1.3
Whalerock Point Partners
2672
Whalerock Point Partners
Rhode Island
USD 237 M +USD 15.1 M +7% 6.45% 103% 157 14.65% 0.8
Fruth Investment Management
2673
Fruth Investment Management
Texas
USD 236 M +USD 9.2 M +4% 5.37% 79.4% 245 13.06% 1.2
Chicago Partners Investment Group
2674
Chicago Partners Investment Group
Illinois
USD 236 M – – 0.98% 75.8% 523 – 0
America First Investment Advisors
2675
America First Investment Advisors
Nebraska
USD 236 M +USD 13.8 M +6% 4.51% 78.2% 174 20.69% 1.3