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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)
Lumbard & Kellner
3351
Lumbard & Kellner
New Hampshire
USD 126 M -USD 14.1 M -10% 8.38% 137% 87 19.54% 1.3
Solaris Asset Management
3352
Solaris Asset Management
New York
USD 126 M -USD 35.8 M -22% 8.37% 74% 237 32.07% 1.5
Stone Run Capital
3353
Stone Run Capital
New York
USD 126 M -USD 26.9 M -18% 8.64% 77.8% 76 14.47% 2.1
Lesa Sroufe & Co
3354
Lesa Sroufe & Co
Washington
USD 126 M -USD 20 M -14% 9.9% – 45 20% 1.7
Blue Clay Capital Management
3355
Blue Clay Capital Management
Minnesota
USD 126 M -USD 51.1 M -29% 14.3% – 96 19.79% 0.5
Capital Wealth Planning
3356
Capital Wealth Planning
Florida
USD 125 M -USD 42 M -25% 5.41% 73.9% 136 35.29% 1.1
Malaga Cove Capital
3357
Malaga Cove Capital
California
USD 125 M -USD 13.4 M -10% 8.44% 88.1% 129 35.66% 0.5
LJHT
3358
Laurie J. Hall Trustee
USD 125 M -USD 12.1 M -9% 7.4% 105% 90 6.67% 2
Stevens First Principles Investment Advisors
3359
Stevens First Principles Investment Advisors
California
USD 125 M -USD 29.4 M -19% 9.75% 44% 258 41.86% 1.4
TC
3360
Talkot Capital
California
USD 125 M +USD 3.55 M +3% 6.39% 13.2% 21 28.57% 0.8
Point View Wealth Management
3361
Point View Wealth Management
New Jersey
USD 125 M -USD 3.69 M -3% 9.02% 27% 212 10.38% 1.4
Global Alpha Capital Management
3362
Global Alpha Capital Management
Quebec, Canada
USD 125 M +USD 1.33 M +1% 14.3% 80.4% 35 17.14% 1.3
Firsthand Capital Management
3363
Firsthand Capital Management
California
USD 125 M -USD 33.4 M -21% 11.3% 265% 56 10.71% 1.8
Carl Domino
3364
Carl Domino
Florida
USD 125 M -USD 21.9 M -15% 10.1% 38.3% 157 12.74% 1.7
Lightyear Capital
3365
Lightyear Capital
New York
USD 125 M -USD 2.93 M -2% 0.37% – 3 0% 0.8
CAZ Investments
3366
CAZ Investments
Texas
USD 125 M -USD 67.2 M -35% 7.82% 263% 122 73.77% 0.4
Wolf Group Capital Advisors
3367
Wolf Group Capital Advisors
Virginia
USD 125 M -USD 25.7 M -17% 12.2% 28.2% 105 14.29% 1.2
Broadmark Asset Management
3368
Broadmark Asset Management
California
USD 124 M -USD 231 M -65% 6.91% 39.6% 2 50% 2.3
Harbour Investment Management
3369
Harbour Investment Management
Washington
USD 124 M -USD 8.77 M -7% 5.68% 58.8% 80 10% 2
NFG
3370
Noven Financial Group
Colorado
USD 124 M -USD 13.3 M -10% 4.6% 45.1% 45 35.56% 0.9
Perkins Coie Trust Company
3371
Perkins Coie Trust Company
Washington
USD 124 M -USD 8.39 M -6% 6.37% 83.2% 263 6.46% 1.4
Weaver C. Barksdale & Associates
3372
Weaver C. Barksdale & Associates
Tennessee
USD 124 M -USD 12 M -9% 2.27% 52.2% 573 8.2% 1.7
American Asset Management
3373
American Asset Management
Florida
USD 124 M +USD 122 M +7,185% 2.36% 42.5% 121 95.87% 0
Mountain Lake Investment Management
3374
Mountain Lake Investment Management
Florida
USD 124 M +USD 9.6 M +8% 15.1% 64% 31 41.94% 0.8
Adirondack Trust Company
3375
Adirondack Trust Company
New York
USD 124 M -USD 10.1 M -8% 6.39% 96.8% 367 5.45% 1.8