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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)
Oliver Luxxe Assets
3726
Oliver Luxxe Assets
New Jersey
USD 173 M +USD 24.4 M +16% 12.8% 137% 124 29.03% 1.2
LFM
3727
Lumina Fund Management
New York
USD 173 M +USD 23.5 M +16% 13.1% 28.1% 40 30% 1.4
Financial Advisors Network
3728
Financial Advisors Network
California
USD 173 M +USD 11.9 M +7% 10.2% – 118 37.29% 1.3
Pinnacle Bancorp
3729
Pinnacle Bancorp
Nebraska
USD 172 M +USD 9.8 M +6% 7.64% 72.9% 716 6.42% 1.5
Harvest Investment Services
3730
Harvest Investment Services
Illinois
USD 172 M +USD 63.8 M +59% 19.2% 282% 175 41.14% 0.2
Paragon Wealth Strategies
3731
Paragon Wealth Strategies
Florida
USD 172 M +USD 31.1 M +22% 12% 59.8% 49 18.37% 1.2
Progressive Investment Management
3732
Progressive Investment Management
Oregon
USD 172 M +USD 26.3 M +18% 19% 139% 35 0% 3.6
CH
3733
Canton Hathaway
Rhode Island
USD 172 M +USD 17.1 M +11% 5.39% 87.8% 241 32.37% 0.3
Bridge City Capital
3734
Bridge City Capital
Oregon
USD 172 M +USD 18.3 M +12% 14.8% 120% 92 3.26% 1.5
Elgethun Capital Management
3735
Elgethun Capital Management
South Dakota
USD 172 M +USD 27.3 M +19% 9.76% 61.5% 95 9.47% 1.7
VHCP Management III
3736
VHCP Management III
New York
USD 172 M +USD 34 M +25% 61.3% – 17 17.65% 0.4
Trust Company
3737
Trust Company
Kansas
USD 172 M -USD 8.21 M -5% 11.8% 40.6% 346 11.27% 2.5
Sutton Wealth Advisors
3738
Sutton Wealth Advisors
Florida
USD 171 M +USD 16.2 M +10% 11.1% 40.9% 1,248 16.03% 2.3
LC
3739
LNZ Capital
New York
USD 171 M +USD 165 M +2,561% 10.9% 58.8% 12 91.67% 0.1
Meridian Investment Counsel
3740
Meridian Investment Counsel
California
USD 171 M +USD 18.7 M +12% 11.7% 116% 181 8.84% 3.8
MKC
3741
M. Kraus & Co
Vermont
USD 171 M +USD 19.7 M +13% 13.4% 65.9% 45 4.44% 4.1
Wildcat Capital Management
3742
Wildcat Capital Management
New York
USD 171 M +USD 18.5 M +12% 18.3% 77.7% 28 50% 1.2
Bourgeon Capital Management
3743
Bourgeon Capital Management
Connecticut
USD 171 M +USD 17.7 M +12% 13.6% 121% 82 30.49% 2.4
SV Health Investors
3744
SV Health Investors
Massachusetts
USD 170 M +USD 8.04 M +5% 29.3% 97.4% 9 11.11% 2.4
GA
3745
GRS Advisors
Illinois
USD 170 M +USD 13.4 M +9% 17% 54.3% 28 46.43% 0.9
EastBay Asset Management
3746
EastBay Asset Management
New York
USD 170 M -USD 153 M -47% 11.6% 84.9% 16 68.75% 1.2
Eagle Capital Management (Louisiana)
3747
Eagle Capital Management (Louisiana)
Louisiana
USD 170 M +USD 37.2 M +28% 12.3% 103% 35 8.57% 3.1
Davis Rea
3748
Davis Rea
Ontario, Canada
USD 170 M +USD 18.9 M +13% 13.7% 66.9% 56 16.07% 3.1
First National Bank of Hutchinson
3749
First National Bank of Hutchinson
Kansas
USD 170 M +USD 24.3 M +17% 13.4% 121% 92 13.04% 2.5
Weybosset Research & Management
3750
Weybosset Research & Management
Rhode Island
USD 170 M +USD 23.6 M +16% 17.6% 74.8% 59 16.95% 3.4