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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)
Moerus Capital Management
4451
Moerus Capital Management
New York
USD 218 M -USD 49.5 M -19% 8.49% 220% 14 7.14% 2.1
SimplyRich
4452
SimplyRich
California
USD 218 M -USD 34.2 M -14% 8.76% 98.3% 184 20.11% 1.8
PH
4453
Pinnacle Holdings
Oklahoma
USD 217 M +USD 1.39 M +0.6% 6.86% 79.6% 229 20.96% 4.4
Reliant Investment Management
4454
Reliant Investment Management
Tennessee
USD 217 M +USD 13.1 M +6% 8.75% 129% 64 15.63% 1.9
LFM
4455
Lumina Fund Management
New York
USD 217 M -USD 46.8 M -18% 8.32% 28.1% 45 40% 1.7
Lowell Blake & Associates
4456
Lowell Blake & Associates
Massachusetts
USD 217 M +USD 21.9 M +11% 9.83% 44.2% 57 21.05% 1.1
MONECO Advisors
4457
MONECO Advisors
Connecticut
USD 217 M +USD 11.5 M +6% 7.16% 77.7% 236 12.29% 1.3
KPCB XVI Associates
4458
KPCB XVI Associates
California
USD 217 M -USD 20.4 M -9% 20% – 2 50% 0.3
Ararat Capital Management
4459
Ararat Capital Management
Connecticut
USD 217 M +USD 33.3 M +18% 5.56% 99.2% 23 17.39% 0.4
Owls Nest Partners IA
4460
Owls Nest Partners IA
Pennsylvania
USD 217 M +USD 45.8 M +27% 10.7% 105% 15 20% 0.4
CA
4461
Continental Advisors
Utah
USD 217 M +USD 1.26 M +0.6% 5.4% 73.6% 71 23.94% 4.3
CCC
4462
Chelsea Counsel Company
California
USD 217 M +USD 15.2 M +8% 6.96% 106% 93 3.23% 3.8
Wynnefield Capital
4463
Wynnefield Capital
New York
USD 217 M +USD 16.2 M +8% 17% 52.1% 20 20% 3.7
MPS Loria Financial Planners
4464
MPS Loria Financial Planners
Illinois
USD 217 M +USD 2.14 M +1% 7.71% 80% 626 86.42% 2.7
Axiom Financial Strategies
4465
Axiom Financial Strategies
Indiana
USD 217 M +USD 13.3 M +7% 5.06% 54.5% 81 9.88% 1
BOC
4466
Barbara Oil Co
Illinois
USD 217 M +USD 9.13 M +4% 5.29% 76.9% 88 3.41% 5.1
GSI Capital Advisors
4467
GSI Capital Advisors
California
USD 217 M -USD 10.7 M -5% 12.9% 39.7% 34 29.41% 1
Evolutionary Tree Capital Management
4468
Evolutionary Tree Capital Management
Virginia
USD 217 M +USD 47.7 M +28% 16.2% 139% 42 7.14% 0.5
LM
4469
Lasry Marc
USD 217 M +USD 71.8 M +50% 11% 14.8% 12 58.33% 1.1
Chartist Inc
4470
Chartist Inc
California
USD 217 M +USD 20.7 M +11% 8.11% – 37 37.84% 3.3
Mountain Capital Investment Advisors
4471
Mountain Capital Investment Advisors
Colorado
USD 217 M +USD 17.4 M +9% 7.64% 70.1% 152 25.66% 0.8
AIP
4472
Ahrens Investment Partners
Louisiana
USD 217 M +USD 18.6 M +9% 8.14% 82.3% 264 29.17% 1.7
AAG
4473
Avalon Advisory Group
Pennsylvania
USD 217 M +USD 12.4 M +6% 5.44% 46% 10 0% 1.4
CCM
4474
Consolidated Capital Management
California
USD 217 M +USD 16.1 M +8% 7.67% 166% 43 9.3% 2.2
Asset Allocation & Management Company
4475
Asset Allocation & Management Company
Illinois
USD 217 M +USD 14.1 M +7% 4.29% 58.5% 47 23.4% 1