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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)
Financial Management Professionals
3026
Financial Management Professionals
Texas
USD 270 M +USD 21 M +8% 3.02% 67.3% 344 19.19% 2.6
Ferris Capital
3027
Ferris Capital
Massachusetts
USD 270 M -USD 2.38 M -0.9% 3.67% 67% 696 77.01% 1.6
IBT
3028
International Biotechnology Trust
United Kingdom
USD 270 M -USD 974 k -0.4% 3.9% 11.1% 70 20% 1.1
MJP
3029
Michael J. Puzo
USD 269 M +USD 12.7 M +5% 3.57% 90.3% 89 13.48% 3.9
PH
3030
Pinnacle Holdings
Oklahoma
USD 269 M +USD 2 M +0.7% 0.83% 79.6% 204 9.8% 3.6
Delphi Financial Group
3031
Delphi Financial Group
Delaware
USD 269 M +USD 4.83 M +2% 4.03% 66.3% 23 8.7% 1.6
Certified Advisory Corp
3032
Certified Advisory Corp
Florida
USD 269 M +USD 30.9 M +13% 3% 58.2% 863 17.27% 1.2
Domani Wealth
3033
Domani Wealth
Pennsylvania
USD 269 M +USD 20.3 M +8% 3.27% 48.6% 112 3.57% 2.8
Rikoon Group
3034
Rikoon Group
New Mexico
USD 269 M -USD 110 k -0% 2.59% 63.3% 209 8.13% 2.1
Optimus Prime Fund Management
3035
Optimus Prime Fund Management
Cayman Islands
USD 268 M -USD 5.86 M -2% 2.82% 94.5% 29 31.03% 0.3
Renaissance Investment Group
3036
Renaissance Investment Group
Massachusetts
USD 268 M +USD 22.8 M +9% 6.52% 99.6% 92 16.3% 3.6
Steel Partners Holdings
3037
Steel Partners Holdings
New York
USD 268 M +USD 32.4 M +14% 16.1% – 6 0% 3.5
White Pine Capital
3038
White Pine Capital
Minnesota
USD 268 M -USD 3.73 M -1% 0.7% 143% 241 11.2% 3.7
Ellis Investment Partners
3039
Ellis Investment Partners
Pennsylvania
USD 268 M +USD 20.7 M +8% 2.78% 70.8% 668 76.65% 0.1
IMA Advisory Services
3040
IMA Advisory Services
Colorado
USD 267 M +USD 9.9 M +4% 2.79% 74.5% 319 24.14% 1.7
Machina Capital
3041
Machina Capital
France
USD 267 M +USD 15.7 M +6% 2.84% 34.8% 682 59.68% 0.2
KCP
3042
KDI Capital Partners
North Carolina
USD 267 M -USD 16.6 M -6% 5.95% 77.1% 42 23.81% 2.5
WC
3043
Whitnell & Co
Illinois
USD 267 M +USD 7.35 M +3% 2.72% 36.6% 257 4.67% 4.4
Brandywine Managers
3044
Brandywine Managers
Delaware
USD 267 M +USD 17.3 M +7% 6.02% 96.3% 53 18.87% 1.4
Gibson Capital
3045
Gibson Capital
Pennsylvania
USD 266 M -USD 31.4 M -11% 2.81% 67.2% 37 16.22% 4.5
DAFNA Capital Management
3046
DAFNA Capital Management
California
USD 266 M +USD 34.2 M +15% 0.59% 313% 93 22.58% 1.7
Morgan Dempsey Capital Management
3047
Morgan Dempsey Capital Management
Wisconsin
USD 266 M +USD 14.4 M +6% 2.62% 52.1% 159 5.66% 4
GCMG
3048
Gyroscope Capital Management Group
Florida
USD 265 M +USD 3.33 M +1% 3.04% 24.8% 136 16.91% 1.5
VM
3049
VPR Management
Texas
USD 265 M +USD 53.7 M +25% 2.56% 54.5% 19 0% 1.6
Alpha Capital Management
3050
Alpha Capital Management
Texas
USD 265 M +USD 10.7 M +4% 4.39% 88% 106 24.53% 2.1