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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)
Sentry LLC
4426
Sentry LLC
Tennessee
USD 365 M -USD 36.4 M -9% 12.5% 52.6% 127 3.94% 2.4
City State Bank
4427
City State Bank
Iowa
USD 365 M +USD 18.9 M +5% 2.97% 79.1% 781 6.79% 3
Fivespan Partners
4428
Fivespan Partners
California
USD 365 M – – 13.7% – 6 – 0
Groupe Bruxelles Lambert
4429
Groupe Bruxelles Lambert
Belgium
USD 365 M -USD 40.1 M -10% 9.9% – 1 0% 2
Grandview Asset Management
4430
Grandview Asset Management
Pennsylvania
USD 365 M +USD 9.07 M +3% 2.09% 200% 144 5.56% 2.2
Steamboat Capital Partners
4431
Steamboat Capital Partners
New York
USD 365 M -USD 19.6 M -5% 5.31% 280% 67 22.39% 2.2
Oak Family Advisors
4432
Oak Family Advisors
Illinois
USD 364 M -USD 35.6 M -9% 2.54% 81.9% 126 23.81% 2.4
Beam Wealth Advisors
4433
Beam Wealth Advisors
Louisiana
USD 364 M -USD 2.66 M -0.7% 0.93% 69.2% 118 16.95% 2.4
MI
4434
M3F Inc
Utah
USD 364 M +USD 11.2 M +3% 3.31% 139% 29 17.24% 4.2
One Degree Advisors
4435
One Degree Advisors
California
USD 364 M +USD 37.8 M +12% 2.33% 54.1% 72 8.33% 1.5
Independence Financial Advisors
4436
Independence Financial Advisors
New Hampshire
USD 364 M +USD 35.5 M +11% 0.9% – 55 3.64% 0.7
Ogorek Anthony Joseph
4437
Ogorek Anthony Joseph
New York
USD 364 M +USD 13.9 M +4% 3.99% 61.1% 713 8.42% 2.3
PhiloSmith Capital
4438
PhiloSmith Capital
Connecticut
USD 364 M +USD 3.76 M +1% 0.53% 47% 23 0% 7.3
RC
4439
Reik & Co
New York
USD 364 M -USD 25.8 M -7% 2.87% 47.2% 56 0% 8.5
ATI
4440
ARK & TLK Investments
Oklahoma
USD 364 M +USD 48.4 M +15% 2.6% 62.2% 120 10% 1.7
RCM
4441
Ratan Capital Management
Florida
USD 364 M +USD 178 M +96% 1.29% 616% 40 32.5% 2.2
11 Capital Partners
4442
11 Capital Partners
Connecticut
USD 364 M +USD 10.5 M +3% 1.09% 101% 22 13.64% 1.8
White Pine Capital
4443
White Pine Capital
Minnesota
USD 363 M +USD 14.2 M +4% 10.9% 143% 232 8.62% 6.7
Narus Financial Partners
4444
Narus Financial Partners
Utah
USD 363 M -USD 2.51 M -0.7% 4.94% 85.3% 172 9.3% 3.8
Atwater Malick
4445
Atwater Malick
Pennsylvania
USD 363 M +USD 18.3 M +5% 6.06% 83.4% 93 13.98% 3.3
Investment Management Associates
4446
Investment Management Associates
Colorado
USD 363 M +USD 23.2 M +7% 1.73% 50.4% 32 18.75% 2.3
Core Alternative Capital
4447
Core Alternative Capital
Georgia
USD 363 M +USD 18.1 M +5% 4.55% 74.5% 351 42.45% 3.8
Ballast Advisors
4448
Ballast Advisors
Minnesota
USD 363 M -USD 545 k -0.2% 1.81% 66.7% 186 9.14% 4.5
Westbourne Investment Advisors
4449
Westbourne Investment Advisors
Maryland
USD 362 M +USD 3.68 M +1% 2.88% 107% 121 8.26% 3.6
Windsor Capital Management
4450
Windsor Capital Management
Arizona
USD 362 M +USD 82.4 k +0% 1.42% 49.1% 124 6.45% 6.9