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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)
Jacobson & Schmitt Advisors
3576
Jacobson & Schmitt Advisors
Wisconsin
USD 101 M -USD 7.32 M -7% 3.98% 70.3% 36 2.78% 0.7
L.J. Altfest & Co
3577
L.J. Altfest & Co
New York
USD 101 M -USD 7.81 M -7% 6.38% 90.3% 126 23.81% 0.8
Aquiline Capital Partners
3578
Aquiline Capital Partners
New York
USD 101 M +USD 3.15 M +3% 3.78% 14.7% 2 0% 2.3
DAFNA Capital Management
3579
DAFNA Capital Management
California
USD 101 M -USD 17.5 M -15% 11.5% 313% 99 34.34% 0.8
Lee Equity Partners
3580
Lee Equity Partners
New York
USD 101 M -USD 43.9 M -30% 30.3% – 2 0% 0.8
IMS
3581
Index Management Solutions
Pennsylvania
USD 101 M -USD 6.07 M -6% 19.8% – 846 25.65% 1.4
BCM
3582
Bodri Capital Management
California
USD 101 M -USD 80 M -44% 14.6% – 47 76.6% 0.5
Boston Standard Wealth Management
3583
Boston Standard Wealth Management
Massachusetts
USD 100 M -USD 6.54 M -6% 6.31% 47.1% 26 11.54% 0.7
Yorkville Capital Management
3584
Yorkville Capital Management
New York
USD 100 M -USD 43.6 M -30% 27.4% – 51 15.69% 1.6
SPC
3585
Standard Pacific Capital
California
USD 100 M -USD 2.49 M -2% 8.01% – 30 40% 0.7
Excalibur Management
3586
Excalibur Management
Massachusetts
USD 100 M -USD 6.89 M -6% 7.8% 81.7% 73 21.92% 1.8
CWM
3587
Catamount Wealth Management
Connecticut
USD 100 M -USD 29.2 M -23% 1.04% 70.7% 224 43.75% 0.6
Verity Asset Management
3588
Verity Asset Management
North Carolina
USD 100 M -USD 10.4 M -9% 7.98% 79.7% 130 57.69% 0.5
Affinity Wealth Management
3589
Affinity Wealth Management
Delaware
USD 100 M -USD 54.4 M -35% 5.2% 116% 55 36.36% 1.3
Westbourne Investment Advisors
3590
Westbourne Investment Advisors
Maryland
USD 100 M -USD 10.3 M -9% 10.1% 107% 110 8.18% 0.2
Tillar-Wenstrup Advisors
3591
Tillar-Wenstrup Advisors
Ohio
USD 100 M -USD 10.9 M -10% 7.26% 27.4% 44 25% 1
Canal Capital Management
3592
Canal Capital Management
Virginia
USD 99.5 M -USD 7.48 M -7% 6.7% 67.8% 74 18.92% 0.6
Phoenix Investment Adviser
3593
Phoenix Investment Adviser
New York
USD 99.4 M -USD 3.34 M -3% 13.4% 25% 47 42.55% 0.8
APSP
3594
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 99.1 M -USD 4.6 M -4% 7.6% 62.1% 268 15.67% 0.2
CCPM
3595
Cooper Creek Partners Management
New York
USD 99.1 M +USD 6.64 M +7% 11.2% 86.4% 42 54.76% 0.7
BOCM
3596
Bontempo Ohly Capital Management
Maryland
USD 99.1 M -USD 4.14 M -4% 6.13% 49.6% 28 3.57% 0.7
Legg Mason Asset Management
3597
Legg Mason Asset Management
Japan
USD 99 M -USD 11.3 M -10% 5.77% – 135 20% 1.2
Jolley Asset Management
3598
Jolley Asset Management
North Carolina
USD 98.7 M -USD 11.3 M -10% 9.37% 3.47% 123 11.38% 2
Athena Global Investors
3599
Athena Global Investors
Virginia
USD 98.5 M -USD 12.4 M -11% 10.6% 13.4% 35 8.57% 1.3
MML Investors Services
3600
MML Investors Services
Massachusetts
USD 98.5 M +USD 1.02 M +1% 8.23% 74.5% 46 6.52% 0.2