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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)
Carlton Hofferkamp & Jenks Wealth Management
3251
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 62.4 M -USD 69 k -0.1% 1.48% 63.9% 68 44.12% 0.2
GCP Capital Partners
3252
GCP Capital Partners
New York
USD 62.2 M -USD 295 M -83% 10.8% – 1 0% 0.3
Global Alpha Capital Management
3253
Global Alpha Capital Management
Quebec, Canada
USD 61.6 M -USD 38.8 M -39% 4.87% 80.4% 30 13.33% 0.2
Mitsubishi UFJ Morgan Stanley Securities
3254
Mitsubishi UFJ Morgan Stanley Securities
Japan
USD 61.1 M +USD 31.1 M +104% 7.69% – 275 34.55% 0.2
EWP
3255
Edmunds White Partners
Virginia
USD 60.4 M -USD 1.28 M -2% 14.1% – 70 67.14% 0.1
BCM
3256
Blenheim Capital Management
New Jersey
USD 60.3 M +USD 22.2 M +58% 25.6% – 12 33.33% 0.2
BP Capital Management
3257
BP Capital Management
Texas
USD 60.1 M -USD 41.8 M -41% 18.9% – 43 69.77% 0.2
SM
3258
Southport Management
Wyoming
USD 59.5 M -USD 11.6 M -16% 11.5% 107% 48 64.58% 0.1
Thoma Cressey Bravo
3259
Thoma Cressey Bravo
Illinois
USD 59.3 M +USD 872 k +1% 18% – 2 0% 0.3
Post Advisory Group
3260
Post Advisory Group
California
USD 58.4 M -USD 10.7 M -15% 0% – 3 0% 0.3
Cape Ann Savings Bank
3261
Cape Ann Savings Bank
Massachusetts
USD 58.4 M -USD 1.26 M -2% 3.2% 72.7% 64 7.81% 0.2
CCM
3262
Credo Capital Management
Maryland
USD 58.2 M -USD 71.6 M -55% 9.56% – 193 30.05% 0.2
Macroview Investment Management
3263
Macroview Investment Management
Maryland
USD 58.1 M -USD 37.9 M -39% 0% 67.2% 299 47.49% 0.2
Cornerstone Advisors (Washington)
3264
Cornerstone Advisors (Washington)
Washington
USD 58 M +USD 17.3 M +43% 2.5% 24.3% 357 18.77% 0.2
Charles River Partnership XIII
3265
Charles River Partnership XIII
Massachusetts
USD 57.8 M – – 3.54% – 2 – 0
SCGF Genpar
3266
SCGF Genpar
California
USD 56.9 M -USD 488 M -90% 31.5% – 3 33.33% 0.3
RJ
3267
Ronald Juvonen
USD 55.5 M +USD 4.69 M +9% 30.4% – 8 0% 0.3
AWS
3268
Aris Wealth Services
Pennsylvania
USD 54.6 M +USD 7.88 M +17% 1.35% – 98 26.53% 0.2
DAL
3269
David A. Lorber
USD 54.5 M +USD 25.9 M +91% 11.4% 44.6% 59 71.19% 0.1
Security National Bank of So Dak
3270
Security National Bank of So Dak
Iowa
USD 54.4 M -USD 4.16 M -7% 4.88% 67.7% 74 10.81% 0.2
RCM
3271
Rotella Capital Management
Washington
USD 53.7 M +USD 22.3 M +71% 5.62% 26.6% 216 72.22% 0.1
Marshall & Sullivan
3272
Marshall & Sullivan
Washington
USD 53.5 M +USD 4.14 M +8% 8.58% 82% 37 5.41% 0.2
UPA
3273
Union Point Advisors
California
USD 53.4 M – – 23.2% – 21 – 0
Marcuard Family Office
3274
Marcuard Family Office
Switzerland
USD 52.4 M -USD 9.8 M -16% 5.65% – 35 14.29% 0.2
GDF
3275
Graham & Dodd Fund
New York
USD 51.8 M +USD 1.59 M +3% 6.05% – 61 29.51% 0.2