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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)
RJA
3476
Robshaw & Julian Associates
New York
USD 129 M +USD 10.9 M +9% 6.29% 19.3% 45 22.22% 1.6
Yost Capital Management
3477
Yost Capital Management
Texas
USD 129 M +USD 25.1 M +24% 4.96% 125% 11 54.55% 0.5
Dock Street Asset Management
3478
Dock Street Asset Management
Florida
USD 129 M -USD 633 k -0.5% 5.34% 175% 36 22.22% 1.9
Lenox Wealth Management
3479
Lenox Wealth Management
Ohio
USD 129 M +USD 6.39 M +5% 6.01% 24.7% 279 51.61% 1
West Oak Capital
3480
West Oak Capital
California
USD 129 M +USD 4.92 M +4% 3.36% 110% 311 9.32% 2.2
GCM
3481
Goldman Capital Management
New York
USD 129 M -USD 11.4 M -8% 1.91% 24.8% 28 7.14% 2.1
Leith Wheeler Investment Counsel
3482
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 129 M – – 6.27% 52.3% 10 – 0
Summit Financial Strategies
3483
Summit Financial Strategies
Ohio
USD 129 M +USD 8.04 M +7% 3.38% 59.4% 50 20% 0.8
SC US (TTGP)
3484
SC US (TTGP)
California
USD 128 M -USD 99.1 M -44% 1.63% 65.2% 7 42.86% 0.8
Harbour Investment Management
3485
Harbour Investment Management
Washington
USD 128 M +USD 4.11 M +3% 7.1% 58.8% 75 4% 2.3
Vector Wealth Management
3486
Vector Wealth Management
Minnesota
USD 128 M +USD 1.25 M +1% 1.19% 2.13% 78 1.28% 1.7
EGA
3487
Emerging Global Advisors
New York
USD 128 M -USD 13.2 M -9% 7.61% 0.93% 20 25% 1.5
Weaver C. Barksdale & Associates
3488
Weaver C. Barksdale & Associates
Tennessee
USD 128 M +USD 4.06 M +3% 4.17% 52.2% 568 6.51% 1.9
Technology Crossover Management V
3489
Technology Crossover Management V
California
USD 128 M -USD 1.55 M -1% 1.07% 2.5% 2 0% 2.5
Addison Capital
3490
Addison Capital
Pennsylvania
USD 128 M +USD 20.1 M +19% 5.55% 59.7% 110 27.27% 1.1
Carl Domino
3491
Carl Domino
Florida
USD 128 M +USD 2.99 M +2% 7.02% 38.3% 154 11.69% 1.8
Tieton Capital Management
3492
Tieton Capital Management
Washington
USD 127 M +USD 20.3 M +19% 20.1% 172% 30 0% 1.6
Polaris Venture Management Co V
3493
Polaris Venture Management Co V
Massachusetts
USD 127 M -USD 19.5 M -13% 8.45% 281% 9 0% 1.3
GCMG
3494
Gyroscope Capital Management Group
Florida
USD 127 M +USD 9.9 M +8% 7.64% 24.8% 73 23.29% 0.7
Progeny 3 Inc
3495
Progeny 3 Inc
Washington
USD 127 M -USD 2.17 M -2% 0.09% 96.8% 12 25% 1.3
Independent Order of Foresters
3496
Independent Order of Foresters
Ontario, Canada
USD 127 M +USD 10 M +9% 4.62% 66.3% 109 5.5% 2
Brandywine Trust
3497
Brandywine Trust
Delaware
USD 127 M +USD 8.25 M +7% 5.51% 32.7% 21 4.76% 2.2
Integrated Investment Consultants
3498
Integrated Investment Consultants
Michigan
USD 127 M – – 4.64% 70.2% 118 – 0
AMI Investment Management
3499
AMI Investment Management
Indiana
USD 127 M +USD 12.4 M +11% 4.72% 47.9% 45 8.89% 1.8
Lattice Strategies
3500
Lattice Strategies
Pennsylvania
USD 127 M -USD 15.1 M -11% 1.32% 19.9% 82 17.07% 2