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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)
Strategic Point Investment Advisors
2951
Strategic Point Investment Advisors
Rhode Island
USD 255 M -USD 13.1 M -5% 5.58% 51.9% 20 10% 1.9
Rowlandmiller & Partners
2952
Rowlandmiller & Partners
Georgia
USD 255 M +USD 14.4 M +6% 7.82% 84% 130 3.85% 2.5
CL
2953
CIM LLC
New York
USD 255 M +USD 13.5 M +6% 7.41% 108% 104 15.38% 2.2
Rothschild Capital Partners
2954
Rothschild Capital Partners
New York
USD 255 M +USD 22.5 M +10% 9.59% 90.8% 59 30.51% 1.8
Nicholas Hoffman & Company
2955
Nicholas Hoffman & Company
Georgia
USD 255 M +USD 17.4 M +7% 6.31% 65.1% 173 9.25% 1.2
Adirondack Research & Management
2956
Adirondack Research & Management
New York
USD 255 M -USD 1.19 M -0.5% 2.45% 47.8% 116 14.66% 2.5
SM
2957
Salzhauer Michael
USD 255 M +USD 21.4 M +9% 8.89% 107% 171 8.19% 2.6
SCC
2958
Second Curve Capital
Pennsylvania
USD 254 M +USD 4.73 M +2% 11.6% 160% 29 20.69% 2.4
St Louis Trust
2959
St Louis Trust
Missouri
USD 254 M +USD 28.4 M +13% 4.61% 71.4% 91 41.76% 1.1
WESCAP Management Group
2960
WESCAP Management Group
California
USD 254 M +USD 31.3 M +14% 3.49% 45.7% 77 16.88% 1.3
OFG
2961
OTA Financial Group
New York
USD 254 M +USD 72.4 M +40% 10.6% 320% 100 84% 0.2
Paragon Capital Management (Colorado)
2962
Paragon Capital Management (Colorado)
Colorado
USD 253 M -USD 6.8 M -3% 4.88% 109% 229 26.64% 1.2
Kistler-Tiffany Companies
2963
Kistler-Tiffany Companies
Pennsylvania
USD 253 M +USD 14 M +6% 5.09% 52% 598 8.36% 2.9
Almanack Investment Partners
2964
Almanack Investment Partners
Pennsylvania
USD 253 M +USD 47.1 M +23% 3.71% 77.8% 193 29.02% 0.5
CRB
2965
Chad R. Baker
USD 253 M -USD 1.03 M -0.4% 6.05% 123% 60 6.67% 1.7
Cranbrook Wealth Management
2966
Cranbrook Wealth Management
Michigan
USD 253 M +USD 11.9 M +5% 3.83% 48.8% 243 2.47% 2.8
Hummer Winblad Equity Partners V
2967
Hummer Winblad Equity Partners V
California
USD 253 M – – 0% – 1 – 0
Keywise Capital Management
2968
Keywise Capital Management
Cayman Islands
USD 253 M -USD 282 k -0.1% 1.44% 219% 19 47.37% 1.1
Ramsay Stattman Vela & Price
2969
Ramsay Stattman Vela & Price
Colorado
USD 253 M +USD 15.1 M +6% 7.69% 81.8% 64 7.81% 3.5
Clean Yield Group
2970
Clean Yield Group
Vermont
USD 253 M +USD 7.46 M +3% 5.81% 65% 136 6.62% 3.3
Hyperion Asset Management
2971
Hyperion Asset Management
Australia
USD 253 M – – 10.2% 151% 12 – 0
Old Second National Bank of Aurora
2972
Old Second National Bank of Aurora
Illinois
USD 253 M +USD 12.2 M +5% 7.35% 93.7% 386 13.73% 2.8
Patten Group
2973
Patten Group
Tennessee
USD 252 M +USD 5.28 M +2% 4.77% 88.1% 675 10.22% 2.2
Cutler Capital Management
2974
Cutler Capital Management
Massachusetts
USD 252 M +USD 27.7 M +12% 0.87% 39.7% 111 21.62% 1.8
Conrad N. Hilton Foundation
2975
Conrad N. Hilton Foundation
California
USD 252 M – – 4.18% – 6 – 0