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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)
Sterneck Capital Management
3101
Sterneck Capital Management
Missouri
USD 169 M +USD 1.95 M +1% 1.73% 61.5% 135 23.7% 1.2
Diversified Portfolios Inc
3102
Diversified Portfolios Inc
Michigan
USD 168 M – – 3.77% 38.2% 77 – 0
Retirement Capital Strategies
3103
Retirement Capital Strategies
California
USD 168 M +USD 57.5 M +52% 0.5% 59% 14 35.71% 0.6
ICP
3104
IBIS Capital Partners
United Kingdom
USD 168 M +USD 12.6 M +8% 12.6% 35.1% 9 22.22% 0.7
Selkirk Management
3105
Selkirk Management
New Jersey
USD 167 M +USD 8.37 M +5% 5.25% 245% 21 4.76% 1.2
Founders Financial Securities
3106
Founders Financial Securities
Maryland
USD 167 M +USD 12 M +8% 3.41% 64.3% 93 45.16% 0.5
FPCM
3107
Fox Point Capital Management
New York
USD 167 M +USD 58 M +53% 15.1% 201% 26 46.15% 0.3
Newman Dignan & Sheerar Inc
3108
Newman Dignan & Sheerar Inc
Rhode Island
USD 167 M +USD 34.1 M +26% 4.97% 82.6% 157 12.74% 1.2
Valicenti Advisory Services
3109
Valicenti Advisory Services
New York
USD 167 M +USD 3.7 M +2% 3.18% 134% 56 10.71% 1.2
Southport Capital Management
3110
Southport Capital Management
Tennessee
USD 167 M +USD 15.2 M +10% 5.93% 80% 177 19.77% 1.1
Thomas Story & Son
3111
Thomas Story & Son
Indiana
USD 167 M +USD 6.81 M +4% 9.8% 101% 55 5.45% 1.4
OL
3112
Orbitronix LP
California
USD 167 M -USD 5.4 M -3% 0.54% 6.68% 218 67.89% 0.3
Glenview State Bank Trust Department
3113
Glenview State Bank Trust Department
Illinois
USD 167 M +USD 3.5 M +2% 4.78% 76.6% 88 11.36% 0.9
Argent Trust Co
3114
Argent Trust Co
Tennessee
USD 166 M – – 5.65% 86.2% 208 – 0
LBC
3115
Lawrence B. Cohen
USD 166 M +USD 14.7 M +10% 6.08% 41.8% 71 4.23% 1.4
Old Point Trust & Financial Services N A
3116
Old Point Trust & Financial Services N A
Virginia
USD 166 M -USD 881 k -0.5% 2.18% 72.6% 81 3.7% 1.4
GA
3117
Gagnon Advisors
New York
USD 166 M +USD 4.36 M +3% 7.46% 129% 26 11.54% 0.9
SIG
3118
Schaller Investment Group
North Carolina
USD 166 M -USD 7.74 M -4% 4.39% 21.9% 42 9.52% 1.4
SC
3119
Schulhoff & Co
Ohio
USD 166 M +USD 5.62 M +4% 3.89% 51.8% 115 6.96% 1.4
Vista Equity Partners Management
3120
Vista Equity Partners Management
California
USD 165 M +USD 73.1 M +79% 30.6% 3.45% 24 62.5% 0.1
Raffa Wealth Management
3121
Raffa Wealth Management
District of Columbia
USD 165 M +USD 32.8 M +25% 0.08% 35.8% 759 2.9% 0.5
Electron Capital Partners
3122
Electron Capital Partners
New York
USD 165 M -USD 31.4 M -16% 3.36% 333% 48 68.75% 0.4
Independence Trust
3123
Independence Trust
Tennessee
USD 165 M +USD 13.8 M +9% 0.82% 28.9% 145 33.79% 0.9
Enterprise Financial Services Corp (EFSC)
3124
Enterprise Financial Services Corp (EFSC)
Missouri
USD 165 M +USD 7.31 M +5% 5.09% 100% 1,419 17.55% 1.2
Equinox Partners Investment Management
3125
Equinox Partners Investment Management
Connecticut
USD 165 M +USD 620 k +0.4% 0.75% 241% 17 29.41% 1