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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)
EP
2976
Elkhorn Partners
Nebraska
USD 158 M +USD 3.77 M +2% 1.75% 32.2% 48 6.25% 0.7
SFG
2977
Sather Financial Group
Texas
USD 158 M +USD 8.24 M +5% 2.03% 70% 60 15% 0.7
Genesee Valley Trust
2978
Genesee Valley Trust
New York
USD 158 M +USD 7.43 M +5% 2.25% 30.2% 349 27.79% 0.5
Valicenti Advisory Services
2979
Valicenti Advisory Services
New York
USD 158 M -USD 1.77 M -1% 0.72% 134% 61 22.95% 0.6
CCA
2980
Covey Capital Advisors
Georgia
USD 158 M -USD 17.8 M -10% 2.87% 118% 61 83.61% 0
Winch Advisory Services
2981
Winch Advisory Services
Wisconsin
USD 158 M – – 4.75% 80.8% 298 – 0
SC
2982
Saybrook Capital
North Carolina
USD 158 M -USD 465 k -0.3% 1.02% 72.5% 50 4% 0.7
GIM
2983
Greenwich Investment Management
Connecticut
USD 157 M +USD 10.6 M +7% 0.82% – 39 28.21% 0.2
Greylock XI
2984
Greylock XI
Massachusetts
USD 157 M -USD 128 M -45% 0.1% – 2 0% 0.5
Vantagepoint Investment Advisers
2985
Vantagepoint Investment Advisers
District of Columbia
USD 157 M +USD 1 M +0.6% 1.36% 42.7% 1 0% 0.3
Aspen Investment Management
2986
Aspen Investment Management
Michigan
USD 157 M +USD 6.87 M +5% 3.41% 84.9% 126 3.17% 0.7
Gladius Capital Management
2987
Gladius Capital Management
Illinois
USD 157 M +USD 48.1 M +44% 1.41% 78% 2 0% 0.3
Vantage Wealth
2988
Vantage Wealth
California
USD 157 M +USD 1.84 M +1% 1.8% 56.1% 27 3.7% 0.7
IPRC
2989
Indices-Pac Research Corporation
New Jersey
USD 156 M -USD 6.35 M -4% 2.64% – 265 46.04% 0.4
Flaherty & Crumrine
2990
Flaherty & Crumrine
California
USD 156 M +USD 7 M +5% 3.29% 0.12% 11 18.18% 0.6
Texas Capital Bancshares
2991
Texas Capital Bancshares
Texas
USD 156 M +USD 26.4 M +20% 1.75% 175% 162 23.46% 0.6
Bankers Trust
2992
Bankers Trust
Iowa
USD 156 M -USD 4.47 M -3% 0.63% – 124 12.9% 0.7
White Pine Investment Company
2993
White Pine Investment Company
Michigan
USD 156 M +USD 9.7 M +7% 1.61% 73.3% 55 9.09% 0.7
Aurora Investment Counsel
2994
Aurora Investment Counsel
Georgia
USD 156 M +USD 4.73 M +3% 2.73% 31.7% 119 30.25% 0.5
BCM
2995
BlueMar Capital Management
Florida
USD 156 M -USD 23.6 M -13% 2.74% 27.4% 43 60.47% 0.1
Proffitt & Goodson
2996
Proffitt & Goodson
Tennessee
USD 156 M +USD 2.44 M +2% 1.19% 48.5% 42 16.67% 0.7
Osmium Partners
2997
Osmium Partners
California
USD 155 M -USD 20.9 M -12% 4.35% 28.4% 23 21.74% 0.6
VST
2998
Van Strum & Towne
California
USD 155 M +USD 5.5 M +4% 3.65% 62.2% 58 5.17% 0.7
WPEP
2999
Walnut Private Equity Partners
Nebraska
USD 155 M +USD 10.6 M +7% 3.79% 48% 35 17.14% 0.2
Caerus Global Investors
3000
Caerus Global Investors
New York
USD 155 M +USD 7.45 M +5% 3.47% – 49 67.35% 0.2