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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)
PWW
2651
Pettyjohn Wood & White
Virginia
USD 258 M +USD 47.5 M +23% 3.61% 70.9% 139 14.39% 2.4
Financial Planning & Information Services
2652
Financial Planning & Information Services
Wisconsin
USD 258 M +USD 14.5 M +6% 1.63% 13% 36 2.78% 2.5
GFG
2653
Gray Financial Group
Georgia
USD 257 M +USD 16.2 M +7% 1.86% – 66 54.55% 1.4
AC
2654
Amici Capital
New York
USD 257 M -USD 126 M -33% 1.98% 28.6% 106 61.32% 1.6
City Holding Co
2655
City Holding Co
West Virginia
USD 257 M +USD 26 M +11% 7.75% 89.2% 584 9.42% 2.1
PH
2656
Pinnacle Holdings
Oklahoma
USD 257 M +USD 3.08 M +1% 11.1% 79.6% 234 14.96% 2.2
SHCM
2657
Stokes & Hubbell Capital Management
Louisiana
USD 257 M +USD 14.9 M +6% 2.79% 31.2% 92 9.78% 1.1
Coastal Bridge Advisors
2658
Coastal Bridge Advisors
Connecticut
USD 257 M +USD 51.5 M +25% 5.4% 88.1% 85 30.59% 0.7
Kays Financial Advisory
2659
Kays Financial Advisory
Georgia
USD 257 M +USD 21.8 M +9% 0.71% 23.3% 79 30.38% 1.7
Naples Global Advisors
2660
Naples Global Advisors
Florida
USD 257 M +USD 1.12 M +0.4% 2.19% 103% 259 5.41% 2.2
Gargoyle Investment Advisor
2661
Gargoyle Investment Advisor
New Jersey
USD 257 M -USD 7.72 M -3% 8.94% 34.5% 220 32.27% 1
DGI
2662
Discovery Group I
Illinois
USD 256 M +USD 12.3 M +5% 6.09% – 32 62.5% 0.1
Jackson Wealth Management
2663
Jackson Wealth Management
Florida
USD 256 M -USD 7.93 M -3% 0.88% 72.1% 80 37.5% 1.1
Bell Bank
2664
Bell Bank
North Dakota
USD 256 M +USD 97.3 M +61% 0.14% 71% 128 13.28% 2
Vision Capital Management
2665
Vision Capital Management
Oregon
USD 256 M +USD 17.3 M +7% 3.13% 78.4% 85 7.06% 1.6
Golden Gate Private Equity
2666
Golden Gate Private Equity
California
USD 256 M +USD 32.1 M +14% 13.5% 8.72% 20 15% 0.9
Blue Chip Partners
2667
Blue Chip Partners
Michigan
USD 255 M +USD 28.9 M +13% 3.38% 81.2% 125 7.2% 1.7
Rodgers Brothers
2668
Rodgers Brothers
Pennsylvania
USD 255 M +USD 6.2 M +2% 3.87% 108% 181 12.15% 2.5
Bedell Frazier Investment Counselling
2669
Bedell Frazier Investment Counselling
California
USD 254 M +USD 13.1 M +5% 2.88% 72.5% 63 36.51% 1.3
Whalerock Point Partners
2670
Whalerock Point Partners
Rhode Island
USD 254 M +USD 12.4 M +5% 7.56% 103% 160 24.38% 2.1
TCGI
2671
Three Corner Global Investors
New York
USD 254 M -USD 11.2 M -4% 9.53% 57.5% 36 69.44% 0.3
Managed Asset Portfolios
2672
Managed Asset Portfolios
Michigan
USD 254 M +USD 16.5 M +7% 8.12% 99.2% 31 16.13% 2.3
Brookmont Capital Management
2673
Brookmont Capital Management
Texas
USD 254 M -USD 14.5 M -5% 5.33% 36.6% 53 11.32% 2.8
Marlowe Partners
2674
Marlowe Partners
New York
USD 254 M +USD 117 M +85% 7.1% 16.3% 14 42.86% 0.6
Feinberg Stephen
2675
Feinberg Stephen
USD 254 M -USD 88.9 M -26% 10.2% 54.3% 8 62.5% 1.3