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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)
Hendershot Investments
2951
Hendershot Investments
Virginia
USD 191 M +USD 13 M +7% 7.45% 50.5% 59 5.08% 1.3
City Holding Co
2952
City Holding Co
West Virginia
USD 190 M +USD 10.2 M +6% 5.28% 89.2% 466 16.09% 0.9
Aegis Financial
2953
Aegis Financial
Virginia
USD 190 M -USD 46.7 M -20% 8.61% 266% 54 25.93% 1.1
FBT
2954
Founders Bank & Trust
Michigan
USD 190 M +USD 12.2 M +7% 3.06% – 367 4.09% 1.3
Harbourvest Partners
2955
Harbourvest Partners
Massachusetts
USD 190 M – – 18.5% 8.96% 30 – 0.1
Montecito Bank & Trust
2956
Montecito Bank & Trust
California
USD 190 M +USD 25.3 M +15% 3.82% – 171 18.71% 1.1
Steamboat Ventures Manager V
2957
Steamboat Ventures Manager V
Cayman Islands
USD 190 M – – 32.5% – 1 – 0
Peak Asset Management
2958
Peak Asset Management
Colorado
USD 190 M – – 4.89% 70.1% 112 – 0
Northeast Financial Consultants
2959
Northeast Financial Consultants
Connecticut
USD 190 M +USD 7.61 M +4% 1.15% 63.8% 144 15.28% 0.7
DCM
2960
Dynamic Capital Management
Jersey
USD 190 M -USD 202 M -52% 7.99% 49.7% 472 77.33% 0.2
Bristol Gate Capital Partners
2961
Bristol Gate Capital Partners
Ontario, Canada
USD 190 M – – 11.8% 79.2% 22 – 0
Regal Partners
2962
Regal Partners
Australia
USD 190 M -USD 10.2 M -5% 10.9% 146% 13 38.46% 0.7
Virtus Investment Advisers
2963
Virtus Investment Advisers
Connecticut
USD 189 M -USD 27.5 M -13% 7.05% 172% 26 38.46% 0.8
Advance Capital I
2964
Advance Capital I
Michigan
USD 189 M -USD 15.7 M -8% 5.08% 34.1% 226 73.89% 0.2
Dock Street Asset Management
2965
Dock Street Asset Management
Florida
USD 189 M +USD 21.7 M +13% 6.82% 175% 57 19.3% 1.1
FAS Wealth Partners
2966
FAS Wealth Partners
Kansas
USD 189 M +USD 15 M +9% 4.32% 72.3% 99 16.16% 0.8
Azzad Asset Management
2967
Azzad Asset Management
Virginia
USD 189 M +USD 16.4 M +9% 7.91% 101% 313 21.73% 1
AIM
2968
Act II Management
New York
USD 189 M -USD 22.4 M -11% 8.99% 43.6% 33 60.61% 0.6
Naples Global Advisors
2969
Naples Global Advisors
Florida
USD 189 M +USD 19.3 M +11% 5.24% 103% 232 12.5% 0.8
McCutchen Group
2970
McCutchen Group
Washington
USD 189 M +USD 15.1 M +9% 0.89% 2.54% 17 11.76% 1.1
Benin Management Corp
2971
Benin Management Corp
Connecticut
USD 189 M -USD 6.53 M -3% 3.66% 91.7% 106 14.15% 1.3
KWMG
2972
King Wealth Management Group
Florida
USD 188 M +USD 28.6 M +18% 5.13% 86% 129 34.11% 0.9
Community Bank of Raymore
2973
Community Bank of Raymore
Missouri
USD 188 M – – 4.9% 89.6% 40 – 0
Smith, Moore & Co
2974
Smith, Moore & Co
Missouri
USD 188 M +USD 8.27 M +5% 2.93% 67% 178 14.61% 0.8
Cadence Bank NA
2975
Cadence Bank NA
Texas
USD 187 M +USD 1.78 M +1% 2.18% 33.3% 173 13.29% 1.2