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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)
MA
2826
Minerva Advisors
Pennsylvania
USD 173 M +USD 11.3 M +7% 15.3% 166% 83 10.84% 0.5
Charles River XIII
2827
Charles River XIII
Massachusetts
USD 173 M – – 34.4% – 3 – 0.3
Enterprise Financial Services Corp (EFSC)
2828
Enterprise Financial Services Corp (EFSC)
Missouri
USD 172 M +USD 14.2 M +9% 10.8% 112% 1,317 11.01% 0.4
Cook & Bynum Capital Management
2829
Cook & Bynum Capital Management
Alabama
USD 172 M +USD 13.7 M +9% 8.7% 46.8% 5 0% 0.5
GGPS
2830
Gary Goldberg Planning Services
New York
USD 172 M +USD 7.13 M +4% 7.06% – 378 14.02% 0.5
Gould Asset Management
2831
Gould Asset Management
California
USD 172 M +USD 12.4 M +8% 6.89% 42.8% 88 12.5% 0.4
East Coast Asset Management
2832
East Coast Asset Management
Massachusetts
USD 171 M +USD 18.9 M +12% 9.14% 167% 127 4.72% 0.5
Aull & Monroe Investment Management
2833
Aull & Monroe Investment Management
Alabama
USD 171 M +USD 17 M +11% 8.68% 98.3% 113 6.19% 0.5
Financial Architects (New Jersey)
2834
Financial Architects (New Jersey)
New Jersey
USD 171 M +USD 16.1 M +10% 8.33% 31.3% 761 81.21% 0.5
Sloane Robinson
2835
Sloane Robinson
United Kingdom
USD 171 M +USD 53.6 M +46% 16.1% 175% 24 66.67% 0.3
PWW
2836
Pettyjohn Wood & White
Virginia
USD 171 M +USD 9.32 M +6% 8.24% 70.9% 102 6.86% 0.5
Windsor Capital Management
2837
Windsor Capital Management
Arizona
USD 170 M -USD 2.26 M -1% 2.46% 49.1% 433 15.47% 0.4
Patton Albertson Miller Group
2838
Patton Albertson Miller Group
Tennessee
USD 170 M +USD 2.12 M +1% 8.25% 117% 137 13.87% 0.4
NA
2839
NSB Advisors
New York
USD 170 M -USD 2.4 M -1% 6.1% – 29 6.9% 0.5
Interactive Financial Advisors
2840
Interactive Financial Advisors
Illinois
USD 170 M +USD 6.27 M +4% 4.17% 47.6% 72 2.78% 0.5
Mayfield XIII Management
2841
Mayfield XIII Management
California
USD 170 M – – 30% – 2 – 0
LGC
2842
Laurel Grove Capital
California
USD 169 M +USD 18.1 M +12% 8.74% 59.2% 102 14.71% 0.4
WLC
2843
Wing Lake Capital
New York
USD 169 M – – 13.8% – 26 – 0
Chesapeake Asset Management
2844
Chesapeake Asset Management
New York
USD 169 M +USD 19.8 M +13% 10.7% 153% 80 8.75% 0.4
SM
2845
SCFF Management
California
USD 169 M +USD 63.3 M +60% 33.1% – 4 25% 0.4
Stevens First Principles Investment Advisors
2846
Stevens First Principles Investment Advisors
California
USD 169 M +USD 276 k +0.2% 6.32% 44% 234 20.09% 0.4
GCA
2847
Gideon Capital Advisors
New York
USD 169 M – – 6.88% 37.6% 177 – 0
Nebula Capital Management
2848
Nebula Capital Management
Connecticut
USD 169 M +USD 14.2 M +9% 7.79% 25.6% 35 28.57% 0.4
Crystal Rock Capital Management
2849
Crystal Rock Capital Management
Illinois
USD 169 M +USD 13.2 M +8% 9.87% 164% 32 21.88% 0.4
FAS Wealth Partners
2850
FAS Wealth Partners
Kansas
USD 168 M – – 2.33% 72.3% 91 – 0