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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)
LHC
3526
Lodge Hill Capital
New York
USD 345 M +USD 90.5 M +36% 6.17% 17.9% 29 48.28% 0.4
Mount Lucas Management
3527
Mount Lucas Management
Pennsylvania
USD 345 M +USD 5.45 M +2% 6.42% 109% 133 33.08% 0.7
Perennial Advisors
3528
Perennial Advisors
New York
USD 344 M +USD 26.6 M +8% 6.39% – 307 6.19% 1.3
WESCAP Management Group
3529
WESCAP Management Group
California
USD 344 M -USD 17.5 M -5% 4.19% 45.7% 88 6.82% 3
Aubrey Capital Management
3530
Aubrey Capital Management
United Kingdom
USD 344 M -USD 11 M -3% 19.9% 319% 61 45.9% 0.9
Court Place Advisors
3531
Court Place Advisors
Maryland
USD 343 M +USD 20.9 M +6% 6.06% 92% 182 2.75% 5.1
Toronado Partners
3532
Toronado Partners
California
USD 343 M +USD 35 M +11% 6.04% 158% 11 18.18% 1.8
Blue Bell Private Wealth Management
3533
Blue Bell Private Wealth Management
Pennsylvania
USD 343 M +USD 14.3 M +4% 7.17% 62.5% 199 21.11% 3.8
Integrated Investment Consultants
3534
Integrated Investment Consultants
Michigan
USD 342 M +USD 52.4 M +18% 6.26% 70.2% 298 18.46% 2.1
CH
3535
Canton Hathaway
Rhode Island
USD 342 M +USD 28.5 M +9% 7.82% 87.8% 353 37.68% 1.3
IIA
3536
IPG Investment Advisors
California
USD 342 M -USD 170 M -33% 16.3% 106% 230 53.91% 1.4
Sterling Investment Advisors (Pennsylvania)
3537
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 342 M +USD 32 M +10% 10.5% 97.5% 596 16.28% 2.3
American Assets Inc
3538
American Assets Inc
California
USD 342 M +USD 45.2 M +15% 15% 63.2% 10 0% 2.3
Northern Right Capital Management
3539
Northern Right Capital Management
Connecticut
USD 342 M -USD 12.5 M -4% 5.75% 187% 125 67.2% 0.4
Stevens Capital Management
3540
Stevens Capital Management
Pennsylvania
USD 341 M +USD 160 M +88% 5.37% 108% 235 67.66% 0.2
America First Investment Advisors
3541
America First Investment Advisors
Nebraska
USD 341 M +USD 11.8 M +4% 7.86% 78.2% 80 7.5% 5.7
Capco Asset Management
3542
Capco Asset Management
Florida
USD 341 M +USD 45.5 M +15% 7.95% 46.1% 28 10.71% 3
Half Sky Capital (UK)
3543
Half Sky Capital (UK)
United Kingdom
USD 341 M +USD 41.9 M +14% 0.1% 13% 11 36.36% 0.8
Financial Planning & Information Services
3544
Financial Planning & Information Services
Wisconsin
USD 341 M +USD 14.6 M +4% 5.01% 13% 72 6.94% 4
Redmond Asset Management
3545
Redmond Asset Management
Virginia
USD 341 M +USD 19.3 M +6% 8.76% 61.5% 197 8.12% 3
PRW Wealth Management
3546
PRW Wealth Management
Massachusetts
USD 340 M +USD 136 M +67% 7.2% 42.3% 306 85.95% 0.3
Patten Group
3547
Patten Group
Tennessee
USD 340 M +USD 28.1 M +9% 7.2% 99% 258 8.14% 3.6
Aegon USA Investment Management
3548
Aegon USA Investment Management
Iowa
USD 340 M +USD 28.2 M +9% 10.3% 39.9% 45 22.22% 1.4
Littlejohn & Co
3549
Littlejohn & Co
Connecticut
USD 340 M -USD 37.8 M -10% 7.35% 56.2% 301 79.07% 0.1
Brave Asset Management
3550
Brave Asset Management
New Jersey
USD 340 M +USD 43.7 M +15% 6.79% 76.3% 168 19.64% 3