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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)
Strid Group
2651
Strid Group
Pennsylvania
USD 235 M – – 3.02% 50.4% 46 – 0
Whetstone Capital Advisors
2652
Whetstone Capital Advisors
Kansas
USD 235 M -USD 30.8 M -12% 1.32% 282% 29 41.38% 0.8
CII
2653
Chapter IV Investors
North Carolina
USD 235 M -USD 50.9 M -18% 7.51% 4.15% 12 16.67% 2
Strategic Global Advisors
2654
Strategic Global Advisors
California
USD 235 M +USD 25.9 M +12% 8% 137% 146 18.49% 0.8
NAMP
2655
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 235 M +USD 11.5 M +5% 6.18% 90.2% 110 10% 2
AC
2656
Asturias Capital
New York
USD 235 M – – 15.6% 94.2% 9 – 0
Pivot Point Capital Partners
2657
Pivot Point Capital Partners
California
USD 235 M +USD 12 M +5% 0.96% 30.3% 9 22.22% 1.8
Haverford Financial Services
2658
Haverford Financial Services
Pennsylvania
USD 234 M +USD 17.8 M +8% 5.7% 57.9% 54 20.37% 1.6
Cardan Capital Partners
2659
Cardan Capital Partners
Colorado
USD 234 M – – 2.36% 64% 80 – 0
HITE Hedge Asset Management
2660
HITE Hedge Asset Management
Massachusetts
USD 234 M -USD 8.62 M -4% 0.41% 54.4% 78 52.56% 0.7
ARMC
2661
American Research & Management Company
Massachusetts
USD 234 M +USD 5.31 M +2% 5% 35.1% 402 6.47% 2
Cevian Capital II
2662
Cevian Capital II
Jersey
USD 234 M – – 1.42% 105% 1 – 0
SWK
2663
Stephen W. Kidder
USD 234 M +USD 34.3 M +17% 6.3% 94.7% 102 15.69% 1.7
Ancora Family Wealth Advisors
2664
Ancora Family Wealth Advisors
Ohio
USD 234 M -USD 6.21 M -3% 5.09% – 208 16.83% 0.2
Roanoke Asset Management
2665
Roanoke Asset Management
New Jersey
USD 234 M -USD 38.3 M -14% 6.15% 50.3% 121 12.4% 1.9
CenterStar Fund
2666
CenterStar Fund
Illinois
USD 234 M +USD 89.6 M +62% 4.96% – 2,684 0% 0.3
HIS
2667
Horizon Investment Services
Indiana
USD 234 M +USD 25.5 M +12% 4.6% 250% 126 22.22% 1.2
Strategic Point Investment Advisors
2668
Strategic Point Investment Advisors
Rhode Island
USD 233 M +USD 17.7 M +8% 6.09% 51.9% 13 15.38% 1.5
Halbert Hargrove Global Advisors
2669
Halbert Hargrove Global Advisors
California
USD 233 M +USD 29 M +14% 0.82% 68.2% 107 15.89% 1.8
Aspiriant Holdings S3
2670
Aspiriant Holdings S3
California
USD 233 M +USD 15.6 M +7% 4.77% – 109 5.5% 1.9
NTCM
2671
Nine Ten Capital Management
Illinois
USD 232 M +USD 10 M +5% 4.71% 166% 13 15.38% 0.6
Integrated Wealth Management (Palm Desert)
2672
Integrated Wealth Management (Palm Desert)
California
USD 232 M +USD 3.8 M +2% 5.41% – 1,497 13.16% 0.7
Taylor Wealth Management Partners
2673
Taylor Wealth Management Partners
Massachusetts
USD 232 M +USD 24.7 M +12% 8.38% 62% 177 26.55% 0.6
Private Capital Advisors
2674
Private Capital Advisors
Connecticut
USD 232 M -USD 7.38 M -3% 4.78% 132% 116 9.48% 1.9
Edmond de Rothschild (Europe)
2675
Edmond de Rothschild (Europe)
Luxembourg
USD 231 M +USD 16.1 M +7% 7.72% – 284 17.61% 0.4