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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)
Sunbelt Securities
3476
Sunbelt Securities
Texas
USD 200 M +USD 28.4 M +17% 12.1% 83.5% 252 25% 1.6
RP Management
3477
RP Management
New York
USD 200 M +USD 53.8 M +37% 37% 208% 4 0% 0.3
Howard Capital Management
3478
Howard Capital Management
Georgia
USD 200 M +USD 130 M +186% 13.2% 144% 44 84.09% 0.2
White Pine Investment Company
3479
White Pine Investment Company
Michigan
USD 200 M +USD 12.8 M +7% 9.2% 73.3% 59 20.34% 3.2
Strategy Capital
3480
Strategy Capital
California
USD 199 M +USD 108 M +118% 31.6% 316% 12 41.67% 0.2
INVST
3481
INVST
Indiana
USD 199 M +USD 21.6 M +12% 10.6% 78.5% 83 46.99% 0.7
Thrive Capital Management (New York)
3482
Thrive Capital Management (New York)
New York
USD 199 M -USD 400 M -67% 16.3% 205% 2 0% 0.3
Deer VIII & Co
3483
Deer VIII & Co
New York
USD 199 M -USD 75.2 M -27% 44.7% – 2 100% 0
Morningstar Investment Management
3484
Morningstar Investment Management
Illinois
USD 199 M +USD 72.7 M +58% 9.44% 48.2% 19 15.79% 0.2
Aspire Private Capital
3485
Aspire Private Capital
North Carolina
USD 199 M +USD 25.4 M +15% 9.75% 55.3% 630 13.81% 0.2
Portland Investment Counsel
3486
Portland Investment Counsel
Ontario, Canada
USD 198 M +USD 68.3 M +52% 14.1% 108% 45 31.11% 2.8
Bard Associates
3487
Bard Associates
Illinois
USD 198 M +USD 25.4 M +15% 22.6% 241% 173 4.62% 3.7
Liberty Capital Management
3488
Liberty Capital Management
Michigan
USD 198 M +USD 35.7 M +22% 14.7% – 113 15.04% 3.7
Willow Creek Wealth Management
3489
Willow Creek Wealth Management
California
USD 198 M +USD 10.2 M +5% 5.28% – 72 8.33% 1.5
MYDA Advisors
3490
MYDA Advisors
New York
USD 198 M +USD 140 M +241% 31.9% 232% 150 82.67% 0.1
Princeton Capital Management
3491
Princeton Capital Management
New Jersey
USD 198 M +USD 26.9 M +16% 17.7% 206% 265 7.55% 1.5
O'Brien Greene & Co
3492
O'Brien Greene & Co
Pennsylvania
USD 198 M +USD 30.3 M +18% 14.4% 90.9% 120 20% 0.2
Atlas Venture Advisors
3493
Atlas Venture Advisors
Massachusetts
USD 198 M +USD 8.6 M +5% 8.82% 34.6% 5 0% 0.3
Silver Heights Capital Management
3494
Silver Heights Capital Management
Ontario, Canada
USD 198 M +USD 48.3 M +32% 35.8% 39.8% 6 0% 2.3
CIA
3495
CSat Investment Advisory
Michigan
USD 198 M +USD 29.9 M +18% 15.8% 87.4% 561 3.92% 0.8
Retirement Capital Strategies
3496
Retirement Capital Strategies
California
USD 198 M +USD 19.5 M +11% 8.78% 59% 52 17.31% 1.5
Shaker Financial Services
3497
Shaker Financial Services
Virginia
USD 197 M +USD 20.3 M +11% 12.1% 12.9% 149 38.93% 0.8
SHA
3498
Shelter Harbor Advisors
Connecticut
USD 197 M -USD 4.95 M -2% 11.5% – 34 58.82% 0.3
Patton Albertson Miller Group
3499
Patton Albertson Miller Group
Tennessee
USD 197 M +USD 9.8 M +5% 12% 117% 120 4.17% 3.7
SP
3500
StackLine Partners
New York
USD 197 M +USD 50 M +34% 24.5% 12.7% 19 31.58% 0.2