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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)
First Washington Corp
3351
First Washington Corp
Washington
USD 210 M +USD 8.66 M +4% 6.09% 142% 90 23.33% 2.6
Aurora Investment Counsel
3352
Aurora Investment Counsel
Georgia
USD 210 M +USD 4.62 M +2% 4.99% 31.7% 131 23.66% 0.7
Interactive Financial Advisors
3353
Interactive Financial Advisors
Illinois
USD 210 M -USD 1.04 M -0.5% 3.48% 47.6% 128 19.53% 3.2
IBT
3354
International Biotechnology Trust
United Kingdom
USD 210 M -USD 50 M -19% 9.76% 11.1% 57 15.79% 1.1
Trimaran Fund Management
3355
Trimaran Fund Management
New York
USD 210 M +USD 19.3 M +10% 10.1% 82.8% 1 0% 3.8
CT
3356
CPF Texas
Texas
USD 210 M +USD 21.5 M +11% 4.82% – 281 22.42% 0.5
Biltmore Family Office
3357
Biltmore Family Office
North Carolina
USD 210 M +USD 9.01 M +4% 5.08% 78.1% 148 4.73% 0.7
First Bankers Trust
3358
First Bankers Trust
Kentucky
USD 210 M +USD 17.3 M +9% 8.35% 78.9% 140 7.14% 3.9
Bourne Lent Asset Management
3359
Bourne Lent Asset Management
New York
USD 210 M +USD 20.1 M +11% 12% 76.1% 59 6.78% 2.8
Zhang Financial
3360
Zhang Financial
Michigan
USD 210 M +USD 13.1 M +7% 4.12% 67.9% 81 9.88% 3.6
Covalis Capital
3361
Covalis Capital
United Kingdom
USD 209 M +USD 16.2 M +8% 1.48% 37.9% 42 71.43% 0.2
WealthTrust-Arizona
3362
WealthTrust-Arizona
Arizona
USD 209 M +USD 14.7 M +8% 5.7% 20.2% 743 11.04% 2.9
CWM
3363
Catamount Wealth Management
Connecticut
USD 209 M +USD 1.94 M +0.9% 5.85% 70.7% 196 12.76% 1.9
White Pine Investment Company
3364
White Pine Investment Company
Michigan
USD 209 M +USD 15.8 M +8% 8.46% 73.3% 55 14.55% 3.5
Northstar Wealth Partners
3365
Northstar Wealth Partners
Connecticut
USD 209 M +USD 8.88 M +4% 7.28% 36.2% 196 17.86% 0.9
Sicart Associates
3366
Sicart Associates
New York
USD 208 M +USD 17.8 M +9% 4.45% 99.1% 89 4.49% 1.3
Weik Capital Management
3367
Weik Capital Management
Pennsylvania
USD 208 M +USD 5.1 M +3% 6.44% 66.9% 129 6.2% 3.5
Shaker Financial Services
3368
Shaker Financial Services
Virginia
USD 208 M +USD 5.6 M +3% 0.72% 12.9% 144 41.67% 0.8
LFM
3369
Lumina Fund Management
New York
USD 208 M -USD 794 M -79% 7.1% 28.1% 52 53.85% 1.6
VM
3370
VPR Management
Texas
USD 208 M +USD 9.7 M +5% 1.69% 54.5% 17 17.65% 1
Dimension Capital Management
3371
Dimension Capital Management
Florida
USD 208 M +USD 26 M +14% 3.35% 65.5% 88 13.64% 1
Truvestments Capital
3372
Truvestments Capital
Florida
USD 208 M +USD 48.7 M +31% 6.42% 131% 889 80.54% 0
Holloway Wealth Management
3373
Holloway Wealth Management
Florida
USD 208 M +USD 12 M +6% 5.57% 50.7% 182 0% 1.2
Aquamarine Capital Management
3374
Aquamarine Capital Management
New York
USD 208 M -USD 4.74 M -2% 2.24% 23% 17 11.76% 3.1
Peddock Capital Advisors
3375
Peddock Capital Advisors
Massachusetts
USD 208 M +USD 7.7 M +4% 6.16% 113% 268 2.24% 2.4