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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)
Engle Capital Management
3376
Engle Capital Management
Connecticut
USD 195 M -USD 13.4 M -6% 13.6% 398% 32 40.63% 0.6
Lumbard & Kellner
3377
Lumbard & Kellner
New Hampshire
USD 195 M +USD 11.2 M +6% 4.91% 137% 91 10.99% 2.5
Stone Run Capital
3378
Stone Run Capital
New York
USD 195 M +USD 128 k +0.1% 5.48% 77.8% 73 8.22% 3.5
GA
3379
Greytown Advisors
Florida
USD 195 M +USD 21.3 M +12% 3.64% 14.1% 73 12.33% 0.9
Stewardship Financial Advisors
3380
Stewardship Financial Advisors
Georgia
USD 195 M +USD 20.6 M +12% 5.27% 39.1% 47 10.64% 1.5
Piershale Financial Group
3381
Piershale Financial Group
Illinois
USD 194 M +USD 17.8 M +10% 6.67% 82% 30 56.67% 1.3
Patriot Financial Partners
3382
Patriot Financial Partners
Pennsylvania
USD 194 M -USD 28.1 M -13% 2.12% 16.6% 8 12.5% 3.1
Rowland Carmichael Advisors
3383
Rowland Carmichael Advisors
Arizona
USD 194 M +USD 13.7 M +8% 4.55% 39% 335 17.31% 1.2
GFI Investment Counsel
3384
GFI Investment Counsel
Ontario, Canada
USD 194 M +USD 28.4 M +17% 14.7% 41.8% 29 17.24% 0.8
Consolidated Investment Group
3385
Consolidated Investment Group
Colorado
USD 194 M -USD 3.81 M -2% 4.48% 140% 47 0% 3.2
APSP
3386
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 194 M +USD 12.6 M +7% 2.98% 62.1% 322 14.91% 1.9
Hamilton Lane Advisors
3387
Hamilton Lane Advisors
Pennsylvania
USD 194 M +USD 48 M +33% 6.44% 167% 71 50.7% 0.7
Clearline Capital
3388
Clearline Capital
New York
USD 194 M +USD 56.2 M +41% 2.5% 57.4% 80 80% 0.2
Monetta Financial Services
3389
Monetta Financial Services
Illinois
USD 193 M +USD 9.2 M +5% 8.97% 275% 57 50.88% 1.8
LGC
3390
Laurel Grove Capital
California
USD 193 M +USD 990 k +0.5% 7.43% 59.2% 103 7.77% 3.1
Cheviot Value Management
3391
Cheviot Value Management
California
USD 193 M +USD 9.09 M +5% 5.27% 77.8% 60 10% 2.5
Rational Advisors
3392
Rational Advisors
New York
USD 193 M +USD 6.14 M +3% 3.8% 37.7% 423 60.28% 0.6
Slow Capital
3393
Slow Capital
California
USD 193 M – – 8.18% 124% 190 – 0
Retirement Capital Strategies
3394
Retirement Capital Strategies
California
USD 193 M +USD 7.37 M +4% 3.33% 59% 21 28.57% 2.2
Occidental Asset Management
3395
Occidental Asset Management
California
USD 193 M +USD 11.6 M +6% 3.57% 82.5% 153 16.34% 1.8
LFR
3396
Lehman Financial Resources
Pennsylvania
USD 193 M -USD 4.14 M -2% 4.46% 58.2% 82 19.51% 2.3
FVCM
3397
F&V Capital Management
Florida
USD 193 M +USD 21.5 M +13% 6.88% 123% 65 10.77% 2.7
Catalus Capital Management
3398
Catalus Capital Management
Connecticut
USD 192 M – – 8.38% – 1 – 0
Blue Sky Asset Management
3399
Blue Sky Asset Management
Colorado
USD 192 M +USD 18.3 M +11% 3.37% – 132 78.03% 0.2
BI
3400
Boulegeris Investments
Georgia
USD 192 M +USD 12.3 M +7% 6.17% 39.1% 53 5.66% 2.2