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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)
Sara-Bay Financial
3901
Sara-Bay Financial
Florida
USD 174 M – – 32.4% 233% 77 – 0
Laffer Tengler Investments
3902
Laffer Tengler Investments
Tennessee
USD 174 M +USD 45.8 M +36% 11.2% 96.5% 273 59.34% 0.8
Lumbard & Kellner
3903
Lumbard & Kellner
New Hampshire
USD 174 M +USD 24.9 M +17% 21% 137% 78 17.95% 3.6
Beacon Harbor Wealth Advisors
3904
Beacon Harbor Wealth Advisors
Virginia
USD 174 M +USD 41.7 M +31% 14.7% 143% 53 41.51% 0.5
MHP
3905
Manatuck Hill Partners
Connecticut
USD 174 M +USD 64.7 M +59% 74.8% 556% 104 58.65% 1.3
Kathryn A. Hall
3906
Kathryn A. Hall
USD 174 M +USD 53.5 M +45% 33.9% 95.2% 44 25% 1.3
Allied Investment Advisors
3907
Allied Investment Advisors
Montana
USD 174 M +USD 35.1 M +25% 17.1% 68.4% 48 12.5% 2.1
Soapstone Management
3908
Soapstone Management
Maryland
USD 174 M +USD 57.5 M +50% 36.6% 30.3% 19 31.58% 1.2
HIM
3909
Hotaling Investment Management
Pennsylvania
USD 173 M +USD 38.9 M +29% 23.2% 52.6% 111 19.82% 1.1
Veracity Capital
3910
Veracity Capital
Georgia
USD 173 M -USD 173 M -50% 18.5% 149% 272 45.59% 0.3
Quadrant Private Wealth Management
3911
Quadrant Private Wealth Management
Pennsylvania
USD 173 M +USD 53.6 M +45% 23.2% 87.9% 187 24.6% 1.1
KCM
3912
Knoll Capital Management
Florida
USD 173 M +USD 66.8 M +63% 65.9% 258% 19 5.26% 2
Cavalier Investments
3913
Cavalier Investments
Georgia
USD 173 M +USD 3.91 M +2% 28.6% 171% 143 74.13% 0.6
Lapides Asset Management
3914
Lapides Asset Management
Connecticut
USD 173 M +USD 40.4 M +30% 22.6% 63% 69 21.74% 3.2
BOC
3915
Barbara Oil Co
Illinois
USD 173 M +USD 23 M +15% 16% 76.9% 93 7.53% 4.4
SCA
3916
Sander Capital Advisors
Washington
USD 173 M +USD 70.2 M +68% 31.4% 113% 13 46.15% 1.1
Roanoke Asset Management
3917
Roanoke Asset Management
New Jersey
USD 173 M +USD 24.1 M +16% 28.5% 50.3% 98 8.16% 4.6
Rings Capital Management
3918
Rings Capital Management
Illinois
USD 172 M +USD 42 M +32% 31.8% 40.9% 8 25% 0.9
Searle & Co
3919
Searle & Co
Connecticut
USD 172 M +USD 31.4 M +22% 19.6% 93.8% 144 11.11% 2.7
Investment Security Group
3920
Investment Security Group
Colorado
USD 172 M +USD 25.2 M +17% 19.2% – 16 18.75% 0.2
American Financial Group Inc 401(K) Retirement & Savings Plan
3921
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 172 M -USD 9.7 M -5% 9.45% 17.8% 1 0% 7
Ayalon Insurance Company
3922
Ayalon Insurance Company
Israel
USD 172 M +USD 37.2 M +28% 24.5% 99.6% 142 18.31% 1.9
Patton Fund Management
3923
Patton Fund Management
Texas
USD 172 M +USD 9.7 M +6% 17.6% 211% 93 35.48% 0.5
Elgethun Capital Management
3924
Elgethun Capital Management
South Dakota
USD 172 M -USD 7.99 M -4% 13.3% 61.5% 110 20.91% 2.2
Single Point Partners
3925
Single Point Partners
Massachusetts
USD 172 M +USD 27.6 M +19% 16.2% 56.4% 71 18.31% 0.4