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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)
Evermay Wealth Management
2976
Evermay Wealth Management
Virginia
USD 226 M +USD 2.18 M +1% 2.21% 56.2% 105 9.52% 2.1
RG
2977
Rikoon Group
New Mexico
USD 225 M -USD 900 k -0.4% 2.28% 63.3% 171 5.26% 0.7
BSP
2978
Benefit Street Partners
New York
USD 225 M +USD 76.4 M +51% 5.73% – 33 51.52% 0.3
DM
2979
Diker Management
New York
USD 225 M +USD 9.04 M +4% 1.84% 210% 79 49.37% 1.2
Patton Albertson Miller Group
2980
Patton Albertson Miller Group
Tennessee
USD 225 M -USD 16.5 M -7% 2.79% 109% 135 5.93% 2.7
GIPM
2981
G2 Investment Partners Management
New York
USD 225 M -USD 28.9 M -11% 14.7% 1,145% 91 58.24% 0.6
Capital Investment Counsel Inc
2982
Capital Investment Counsel Inc
North Carolina
USD 225 M +USD 2.54 M +1% 1.52% 174% 155 7.74% 2.9
CT
2983
Chicago Trust
Illinois
USD 225 M -USD 1.03 M -0.5% 2.43% 85.9% 168 11.9% 1.9
BL
2984
BCWM LLC
Kansas
USD 225 M +USD 2.85 M +1% 3.61% – 77 16.88% 2.1
ECA
2985
Endeavour Capital Advisors
Connecticut
USD 225 M +USD 3.74 M +2% 0.78% 105% 62 58.06% 1.7
BPM
2986
Bronson Point Management
Connecticut
USD 224 M -USD 130 M -37% 1.22% 7.56% 76 69.74% 0.3
Proffitt & Goodson
2987
Proffitt & Goodson
Tennessee
USD 224 M +USD 10.7 M +5% 2.89% 48.5% 53 11.32% 2.7
HIS
2988
Horizon Investment Services
Indiana
USD 224 M -USD 275 k -0.1% 4.04% 250% 126 30.95% 1.4
BC
2989
Bodenholm Capital
Sweden
USD 223 M +USD 47.9 M +27% 6.05% 86% 11 45.45% 0.2
RAM
2990
Riggs Asset Management
Pennsylvania
USD 223 M +USD 23.5 M +12% 4.72% 207% 315 16.83% 1.8
SACTSONJ
2991
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 223 M +USD 1.42 M +0.6% 1.71% 147% 191 27.75% 2.7
AIC
2992
Argus Investors Counsel
New York
USD 223 M +USD 8.62 M +4% 2.8% 132% 53 0% 3.8
Hendershot Investments
2993
Hendershot Investments
Virginia
USD 223 M +USD 7.36 M +3% 3.49% 50.5% 70 10% 3
HFM
2994
Hartford Financial Management
Connecticut
USD 223 M +USD 56.6 M +34% 1.97% 79.6% 414 28.5% 1.7
CCM
2995
Castine Capital Management
Massachusetts
USD 222 M -USD 20.1 M -8% 2.89% 13.9% 38 26.32% 1.8
Leith Wheeler Investment Counsel
2996
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 222 M +USD 71.8 M +48% 2.51% 52.3% 33 6.06% 0.3
NAMP
2997
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 222 M -USD 1.7 M -0.8% 2.89% 73.1% 119 13.45% 3
WAM
2998
Watermark Asset Management
California
USD 222 M +USD 10 M +5% 2.25% – 261 5.75% 0.2
IP
2999
Intellectus Partners
California
USD 222 M +USD 25.3 M +13% 3.15% 157% 848 24.17% 0.4
IIC
3000
Integrated Investment Consultants
Michigan
USD 222 M +USD 2.73 M +1% 2.41% 70.2% 620 10.97% 1.1