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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)
Portland Global Advisors
2801
Portland Global Advisors
Maine
USD 209 M +USD 23.1 M +12% 1.83% 43.4% 108 9.26% 2.2
Old Second National Bank of Aurora
2802
Old Second National Bank of Aurora
Illinois
USD 208 M +USD 3.87 M +2% 1.8% 89.5% 349 7.16% 1.9
Alley Company
2803
Alley Company
Illinois
USD 208 M +USD 3.33 M +2% 2.64% 88.2% 80 6.25% 2.2
Mosaic Family Wealth
2804
Mosaic Family Wealth
Missouri
USD 208 M -USD 16.4 M -7% 0.41% 85.2% 878 15.15% 0.2
Capital Planning Advisors
2805
Capital Planning Advisors
California
USD 208 M +USD 36 M +21% 2.12% 64.2% 109 15.6% 1
III
2806
Independent Investors Inc
New York
USD 207 M +USD 478 k +0.2% 1.89% 61.6% 81 8.64% 2.4
G2 Investment Partners Management
2807
G2 Investment Partners Management
New York
USD 207 M -USD 116 M -36% 8.01% 1,145% 102 49.02% 0.6
Punch Card Management
2808
Punch Card Management
Florida
USD 207 M +USD 17.6 M +9% 0.93% 41% 5 40% 1
Community Bank of Raymore
2809
Community Bank of Raymore
Missouri
USD 207 M +USD 12.9 M +7% 6.56% 89.6% 48 4.17% 1.1
Boyd Watterson Asset Management
2810
Boyd Watterson Asset Management
Ohio
USD 207 M -USD 3.49 M -2% 0.64% 101% 182 12.09% 2.1
FIC Capital
2811
FIC Capital
New York
USD 207 M -USD 19 M -8% 1.72% 49.7% 130 19.23% 1.9
NFC Investments
2812
NFC Investments
Tennessee
USD 207 M +USD 3.77 M +2% 1.05% – 41 12.2% 2.1
American National Registered Investment Advisor
2813
American National Registered Investment Advisor
Texas
USD 207 M +USD 1.7 M +0.8% 2.3% 95.8% 250 4.4% 2.2
Harvey Capital Management
2814
Harvey Capital Management
Florida
USD 206 M -USD 46.9 M -19% 4.78% 147% 82 10.98% 1.8
FAG
2815
Financial Advisory Group
Texas
USD 206 M -USD 927 k -0.4% 0.53% 20.6% 63 12.7% 1.9
C.V. Starr & Co Trust
2816
C.V. Starr & Co Trust
New York
USD 206 M -USD 5.59 M -3% 0.44% 51.7% 31 6.45% 2.2
FRG Family Wealth Advisors
2817
FRG Family Wealth Advisors
Washington
USD 206 M +USD 975 k +0.5% 2.52% 76.4% 123 3.25% 0.2
Argent Trust Co
2818
Argent Trust Co
Tennessee
USD 206 M +USD 5.33 M +3% 2.18% 86.2% 258 18.99% 0.9
12th Street Asset Management Company
2819
12th Street Asset Management Company
Tennessee
USD 206 M +USD 47.6 M +30% 7.59% 106% 18 27.78% 0.9
Accuvest Global Advisors
2820
Accuvest Global Advisors
Utah
USD 206 M -USD 24.8 M -11% 0.32% 130% 80 32.5% 0.9
Central Asset Investments & Management Holdings
2821
Central Asset Investments & Management Holdings
Hong Kong
USD 206 M -USD 17.9 M -8% 3.85% 3,210% 68 39.71% 0.4
Monetary Management Group
2822
Monetary Management Group
Missouri
USD 206 M -USD 3.14 M -2% 0.59% 138% 339 13.27% 2
Blue Chip Partners
2823
Blue Chip Partners
Michigan
USD 206 M +USD 13.6 M +7% 3.55% 81.2% 119 8.4% 1.1
TL
2824
TowerView LLC
New York
USD 205 M +USD 17.1 M +9% 9.29% 17.9% 34 17.65% 1.6
Barings Real Estate Advisers
2825
Barings Real Estate Advisers
Connecticut
USD 205 M +USD 640 k +0.3% 5.35% 44.2% 36 22.22% 1.6