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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)
III
2901
Independent Investors Inc
New York
USD 240 M +USD 9.06 M +4% 4.8% 61.6% 82 8.54% 3.6
Old Second National Bank of Aurora
2902
Old Second National Bank of Aurora
Illinois
USD 240 M +USD 7.78 M +3% 4.66% 89.5% 374 15.24% 2.6
TLCM
2903
Tiger Legatus Capital Management
New York
USD 240 M -USD 5.74 M -2% 6.05% 19.1% 18 55.56% 1.1
Harfst & Associates
2904
Harfst & Associates
Wyoming
USD 240 M -USD 7.62 M -3% 4.66% 88.1% 241 66.39% 1.3
ESG
2905
Emerging Sovereign Group
New York
USD 240 M -USD 151 M -39% 12.4% 66.1% 13 30.77% 1.4
Spitfire Capital
2906
Spitfire Capital
California
USD 240 M +USD 24.7 M +12% 14.3% 25.9% 21 9.52% 2.7
The Family Firm
2907
The Family Firm
Maryland
USD 240 M +USD 13 M +6% 3.51% 40.2% 127 9.45% 2
EnTrustPermal Management
2908
EnTrustPermal Management
New York
USD 240 M +USD 6.94 M +3% 3.69% 19.3% 52 19.23% 1
Kistler-Tiffany Companies
2909
Kistler-Tiffany Companies
Pennsylvania
USD 239 M +USD 21.1 M +10% 3.44% 52% 592 16.55% 2.8
Leith Wheeler Investment Counsel
2910
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 239 M +USD 16.6 M +7% 4.1% 52.3% 32 6.25% 0.5
Renaissance Investment Group
2911
Renaissance Investment Group
Massachusetts
USD 239 M +USD 10.5 M +5% 5.93% 99.6% 84 10.71% 3.1
BCWM LLC
2912
BCWM LLC
Kansas
USD 239 M +USD 13.6 M +6% 5.19% – 73 9.59% 2.3
Global Alpha Capital Management
2913
Global Alpha Capital Management
Quebec, Canada
USD 238 M +USD 20.9 M +10% 3.49% 80.4% 38 7.89% 2
Northside Capital Management
2914
Northside Capital Management
Oregon
USD 238 M +USD 7.26 M +3% 4.26% 99.6% 60 1.67% 2.1
FundX Investment Group
2915
FundX Investment Group
California
USD 238 M -USD 7.54 M -3% 6.53% 94.6% 40 22.5% 0.8
Fullerton Fund Management
2916
Fullerton Fund Management
Singapore
USD 238 M +USD 8.78 M +4% 15.7% 412% 19 63.16% 0.4
SFE Investment Counsel
2917
SFE Investment Counsel
California
USD 238 M -USD 8.41 M -3% 5.04% 105% 118 11.86% 2.5
Elm Ridge Management
2918
Elm Ridge Management
New York
USD 238 M -USD 66.3 M -22% 4.76% 93.6% 38 23.68% 2.1
HCR Wealth Advisors
2919
HCR Wealth Advisors
California
USD 238 M +USD 35.1 M +17% 3.69% 107% 170 21.18% 0.6
Ramsay Stattman Vela & Price
2920
Ramsay Stattman Vela & Price
Colorado
USD 238 M +USD 7.9 M +3% 2.41% 81.8% 62 6.45% 3.4
Clarius Group LLC
2921
Clarius Group LLC
Washington
USD 238 M -USD 5.15 M -2% 6.98% 92.1% 100 35% 1.4
Marathon Capital Management
2922
Marathon Capital Management
Maryland
USD 237 M +USD 25.3 M +12% 14.7% 70.9% 93 15.05% 2.1
Nicholas Hoffman & Company
2923
Nicholas Hoffman & Company
Georgia
USD 237 M +USD 17.6 M +8% 3.66% 65.1% 169 13.02% 1
PM
2924
Parametrica Management
Hong Kong
USD 237 M +USD 131 M +123% 10.6% 584% 481 79.21% 0.1
MSD Capital
2925
MSD Capital
New York
USD 237 M -USD 18 M -7% 2.36% 11.5% 5 0% 3.8