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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)
Alpha Capital Management
3026
Alpha Capital Management
Texas
USD 113 M +USD 6.22 M +6% 7.08% 88% 95 30.53% 0.2
Scotia Institutional Investments US
3027
Scotia Institutional Investments US
Pennsylvania
USD 112 M +USD 59.6 M +114% 18.3% – 36 25% 0.2
Murphy Pohlad Asset Management
3028
Murphy Pohlad Asset Management
Minnesota
USD 112 M +USD 3.66 M +3% 4.22% 83% 82 3.66% 0.2
SC
3029
Salzman & Co
New York
USD 112 M +USD 48.9 M +78% 15.8% 15.7% 7 57.14% 0.1
Yorkville Capital Management
3030
Yorkville Capital Management
New York
USD 112 M +USD 5.9 M +6% 2.43% – 54 7.41% 0.2
American Family Mutual Insurance Company SI
3031
American Family Mutual Insurance Company SI
Wisconsin
USD 112 M +USD 4.09 M +4% 3.81% – 2 0% 0.3
Ridgemont Partners Management
3032
Ridgemont Partners Management
North Carolina
USD 111 M -USD 22.6 M -17% 19.3% 45.6% 5 20% 0.3
CC
3033
Columbia Capital
California
USD 111 M +USD 14.4 M +15% 6.03% – 73 12.33% 0.2
Peninsula Asset Management
3034
Peninsula Asset Management
Florida
USD 111 M +USD 4.47 M +4% 6.04% 44.1% 47 0% 0.3
Palisades Hudson Asset Management
3035
Palisades Hudson Asset Management
Florida
USD 111 M +USD 6.29 M +6% 6.36% 66.8% 64 6.25% 0.2
Lyons Wealth Management
3036
Lyons Wealth Management
Florida
USD 111 M +USD 12.3 M +12% 6.79% 40.1% 116 62.93% 0.1
Shayne & Jacobs LLC
3037
Shayne & Jacobs LLC
Tennessee
USD 111 M -USD 1.91 M -2% 3.22% 79.4% 20 5% 0.2
A.D. Beadell Investment Counsel
3038
A.D. Beadell Investment Counsel
Wisconsin
USD 110 M +USD 1.02 M +0.9% 0.79% 83.3% 89 10.11% 0.2
Piershale Financial Group
3039
Piershale Financial Group
Illinois
USD 110 M +USD 58.5 M +113% 6.91% 82% 153 37.25% 0.2
Investure LLC
3040
Investure LLC
Virginia
USD 110 M -USD 13.1 M -11% 7.06% 55.4% 6 33.33% 0.2
Princeton Capital Management
3041
Princeton Capital Management
New Jersey
USD 110 M +USD 4.15 M +4% 7.23% 180% 101 8.91% 0.2
LC
3042
Lakeshore Capital
Alabama
USD 110 M +USD 3.05 M +3% 3.25% – 30 0% 0.3
PCMI
3043
Princeton Capital Management Inc
New Jersey
USD 109 M +USD 5.29 M +5% 7.52% 57.9% 75 12% 0.2
NuWave Investment Management
3044
NuWave Investment Management
New Jersey
USD 109 M +USD 18.3 M +20% 6.15% 26.4% 356 26.69% 0.2
Sequent Asset Management
3045
Sequent Asset Management
Texas
USD 109 M +USD 23.8 M +28% 8.7% 51.3% 52 15.38% 0.2
Timber Creek Capital Management
3046
Timber Creek Capital Management
Massachusetts
USD 109 M +USD 1.38 M +1% 3.36% 139% 122 29.51% 0.2
Weaver C. Barksdale & Associates
3047
Weaver C. Barksdale & Associates
Tennessee
USD 109 M +USD 7.39 M +7% 10.1% 52.2% 587 10.73% 0.2
ACM
3048
Accipiter Capital Management
Florida
USD 109 M -USD 18.5 M -15% 6.76% 55.9% 10 30% 0.2
Tanglewood Wealth Management
3049
Tanglewood Wealth Management
Texas
USD 109 M -USD 7.56 M -6% 4.43% 64.6% 7 28.57% 0.3
G.F.W. Energy VII
3050
G.F.W. Energy VII
Texas
USD 109 M -USD 13.3 M -11% 7.53% 97.5% 2 0% 0.3