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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)
NFM
3526
North Forty Management
Washington
USD 124 M +USD 5.83 M +5% 2.8% 9.62% 19 73.68% 0.7
FFT Wealth Management
3527
FFT Wealth Management
Pennsylvania
USD 124 M – – 0.14% 65.6% 62 – 0
Stockman Wealth Management
3528
Stockman Wealth Management
Montana
USD 124 M +USD 7.65 M +7% 7.5% 73.5% 81 3.7% 0.9
Lipe & Dalton
3529
Lipe & Dalton
New York
USD 124 M +USD 2.85 M +2% 6.73% 101% 79 27.85% 1.4
AWW
3530
Alan W. Weber
USD 123 M +USD 12.2 M +11% 7.88% 191% 54 7.41% 0.9
Baker Street Capital Management
3531
Baker Street Capital Management
California
USD 123 M -USD 69.9 M -36% 12.5% 78.6% 2 50% 1.8
Mark Sheptoff Financial Planning
3532
Mark Sheptoff Financial Planning
Connecticut
USD 123 M +USD 9.33 M +8% 7.28% 92.4% 453 24.28% 1.2
Quadrant Capital Management
3533
Quadrant Capital Management
New Jersey
USD 123 M +USD 5.45 M +5% 5.9% 50.3% 68 7.35% 1.3
Tarbox Family Office
3534
Tarbox Family Office
California
USD 123 M +USD 13.7 M +13% 4.91% 60.5% 620 9.68% 1.7
Berkeley Capital Partners
3535
Berkeley Capital Partners
Georgia
USD 123 M – – 4.23% 62.8% 113 – 0
Alta Park Capital
3536
Alta Park Capital
California
USD 123 M – – 12% 1,071% 31 – 0
Citizens & Northern Corp
3537
Citizens & Northern Corp
Pennsylvania
USD 123 M -USD 5.28 M -4% 5.6% 73.3% 120 14.17% 1.8
Lannebo Fonder
3538
Lannebo Fonder
Sweden
USD 123 M – – 10.4% 49.8% 19 – 0
ValueWorks
3539
ValueWorks
New York
USD 122 M -USD 19.8 M -14% 1.62% 190% 35 8.57% 2.1
Cahill Financial Advisors
3540
Cahill Financial Advisors
Minnesota
USD 122 M -USD 586 k -0.5% 3.94% 55.9% 116 19.83% 1.5
Water Asset Management
3541
Water Asset Management
New York
USD 122 M -USD 52.3 M -30% 4.44% 48.9% 24 37.5% 1.4
First Dallas Securities
3542
First Dallas Securities
Texas
USD 122 M +USD 446 k +0.4% 3.34% 163% 110 13.64% 1.7
Advisors Management Group
3543
Advisors Management Group
Wisconsin
USD 122 M – – 3.49% 125% 62 – 0
VHCP Management II
3544
VHCP Management II
New York
USD 122 M – – 0.23% 2,334% 15 – 0
Cribstone Capital Management
3545
Cribstone Capital Management
Maine
USD 122 M – – 4.11% 22.4% 106 – 0
Long Road Investment Counsel
3546
Long Road Investment Counsel
Michigan
USD 122 M +USD 4.38 M +4% 5.63% 53.8% 71 5.63% 0.9
Silver Rock Financial
3547
Silver Rock Financial
California
USD 121 M -USD 40.6 M -25% 4.3% 2.58% 38 26.32% 1.2
NewEdge Advisors
3548
NewEdge Advisors
Louisiana
USD 121 M +USD 28.4 M +30% 5% 88% 65 32.31% 0.7
KAM
3549
Kavi Asset Management
New York
USD 121 M – – 12.9% 144% 25 – 0
PAM
3550
Pope Asset Management
Tennessee
USD 121 M -USD 39.4 M -25% 1.32% – 31 3.23% 1.7