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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)
Cambridge Financial Group
3626
Cambridge Financial Group
Ohio
USD 184 M -USD 4.17 M -2% 3.62% – 33 12.12% 2.9
Index Venture Growth Associates II
3627
Index Venture Growth Associates II
Jersey
USD 184 M -USD 150 M -45% 34.5% – 3 33.33% 0.5
Pinnacle Wealth Planning Services
3628
Pinnacle Wealth Planning Services
Ohio
USD 184 M +USD 18 M +11% 1.05% 82.1% 220 26.36% 1.1
Soapstone Management
3629
Soapstone Management
Maryland
USD 184 M -USD 356 k -0.2% 6.45% 30.3% 22 40.91% 1
Trimaran Fund Management
3630
Trimaran Fund Management
New York
USD 184 M +USD 5.02 M +3% 2.81% 82.8% 1 0% 4.8
Tolleson Wealth Management
3631
Tolleson Wealth Management
Texas
USD 183 M +USD 38.4 M +26% 1.63% 56.2% 62 29.03% 0.5
Marlowe Partners
3632
Marlowe Partners
New York
USD 183 M +USD 10.4 M +6% 5.26% 16.3% 22 59.09% 0.6
Meridian Investment Counsel
3633
Meridian Investment Counsel
California
USD 183 M +USD 2.36 M +1% 0.95% 116% 184 7.61% 4.3
Citizens & Northern Corp
3634
Citizens & Northern Corp
Pennsylvania
USD 183 M +USD 3.37 M +2% 2.26% 73.3% 107 10.28% 3.9
SCP Investment
3635
SCP Investment
California
USD 183 M +USD 5.34 M +3% 1.01% 32.8% 83 50.6% 0.4
Sitrin Capital Management
3636
Sitrin Capital Management
California
USD 183 M -USD 4.44 M -2% 2.52% 139% 42 21.43% 2.1
SimplyRich
3637
SimplyRich
California
USD 183 M +USD 2.11 M +1% 2.81% 98.3% 158 6.96% 0.9
GCM
3638
Grisanti Capital Management
New York
USD 183 M -USD 442 k -0.2% 2.51% 17.9% 64 26.56% 2.6
Guidance Point Advisors
3639
Guidance Point Advisors
Massachusetts
USD 183 M +USD 5.81 M +3% 1.76% 71.8% 63 7.94% 0.7
Lumbard & Kellner
3640
Lumbard & Kellner
New Hampshire
USD 183 M -USD 3.42 M -2% 0.79% 137% 84 10.71% 3.5
Falcon Point Capital
3641
Falcon Point Capital
California
USD 183 M -USD 3.41 M -2% 0.01% 119% 127 33.07% 1.8
Greywolf Capital Management
3642
Greywolf Capital Management
New York
USD 182 M +USD 6.81 M +4% 23.1% 174% 8 25% 2.5
Vickerman & Driscoll Financial Advisors
3643
Vickerman & Driscoll Financial Advisors
Washington
USD 182 M +USD 1.84 M +1% 0.73% – 68 0% 1.5
Whitener Capital Management
3644
Whitener Capital Management
North Carolina
USD 182 M +USD 6.45 M +4% 2.71% 113% 540 14.63% 1
MHP
3645
Manatuck Hill Partners
Connecticut
USD 182 M -USD 32 M -15% 0.6% 556% 117 40.17% 1.7
HNP Capital
3646
HNP Capital
New York
USD 182 M +USD 11.6 M +7% 2.17% 52.4% 117 12.82% 0.7
HGI Capital Management
3647
HGI Capital Management
New York
USD 182 M -USD 38.2 M -17% 2.37% 47% 78 37.18% 0.7
Inscription Capital
3648
Inscription Capital
Texas
USD 182 M +USD 48.2 M +36% 1.53% – 150 38.67% 0.5
CWAG
3649
Compton Wealth Advisory Group
Virginia
USD 182 M -USD 13.1 M -7% 3.11% 76.1% 71 11.27% 0.7
American National Registered Investment Advisor
3650
American National Registered Investment Advisor
Texas
USD 182 M +USD 3.43 M +2% 1.83% 95.8% 221 7.24% 4.5