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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)
Greenstone Partners & Co
5401
Greenstone Partners & Co
California
USD 133 M +USD 295 k +0.2% 3.45% 527% 12 16.67% 0.6
Pinnacle Wealth Management Group
5402
Pinnacle Wealth Management Group
Michigan
USD 133 M -USD 4.1 M -3% 1.7% 64.3% 126 13.49% 0.2
Yorktown Management & Research Company
5403
Yorktown Management & Research Company
Virginia
USD 133 M +USD 5.44 M +4% 3.65% 211% 273 20.51% 1.4
Barnett & Company
5404
Barnett & Company
Tennessee
USD 133 M -USD 18.5 M -12% 0.46% 65.9% 260 32.69% 3.1
Tiller Private Wealth
5405
Tiller Private Wealth
Pennsylvania
USD 133 M +USD 38.8 M +41% 3.32% 60.2% 51 13.73% 2
AMAL
5406
Asset Management Advisors LLC
Oklahoma
USD 132 M -USD 9.33 M -7% 3.32% 125% 16 6.25% 3.8
Rosenthal Henry Capital Advisors
5407
Rosenthal Henry Capital Advisors
Indiana
USD 132 M +USD 7.8 M +6% 7.22% 80.2% 53 11.32% 2.5
Long Walk Management
5408
Long Walk Management
Connecticut
USD 132 M -USD 13.3 M -9% 7.67% 302% 6 16.67% 0.3
Stegner Investment Associates
5409
Stegner Investment Associates
Kentucky
USD 132 M -USD 860 k -0.6% 0.06% 84.8% 21 0% 1
Trinity Wealth Management
5410
Trinity Wealth Management
Pennsylvania
USD 132 M +USD 4.26 M +3% 0.58% 56.7% 37 27.03% 1
Ascendant Capital Management
5411
Ascendant Capital Management
California
USD 132 M -USD 8.36 M -6% 2.22% – 84 46.43% 0.5
GBI
5412
GP Brinson Investments
Illinois
USD 132 M -USD 8.83 M -6% 0.8% 51.2% 16 0% 0.5
Burns Matteson Capital Management
5413
Burns Matteson Capital Management
New York
USD 132 M +USD 5.68 M +4% 2.34% 137% 170 42.35% 0.4
Merk Investments
5414
Merk Investments
California
USD 132 M -USD 21 M -14% 14.6% 303% 17 17.65% 1.4
Provident Wealth Management
5415
Provident Wealth Management
Tennessee
USD 132 M +USD 12.9 M +11% 2% 61.1% 78 3.85% 1.1
PCC
5416
Park Circle Company
Maryland
USD 132 M -USD 858 k -0.6% 1.56% 70.5% 128 17.19% 2
AAF Wealth Management
5417
AAF Wealth Management
Massachusetts
USD 132 M +USD 2.04 M +2% 1.23% 75.1% 25 12% 0.6
XXEC Inc
5418
XXEC Inc
Oklahoma
USD 131 M -USD 19.9 M -13% 0.14% 19.3% 28 14.29% 0.8
Benedetti & Gucer
5419
Benedetti & Gucer
Georgia
USD 131 M +USD 20.1 M +18% 0.06% 42.7% 98 21.43% 0.4
Merrion Investment Management
5420
Merrion Investment Management
New Jersey
USD 131 M -USD 543 k -0.4% 0.7% 161% 98 11.22% 0.7
EFEM
5421
Eos Focused Equity Management
New York
USD 131 M +USD 14.2 M +12% 6.77% 55.7% 33 15.15% 1.2
KCA
5422
Karn Couzens & Associates
Connecticut
USD 131 M +USD 2.41 M +2% 0.02% – 75 4% 0.6
FIG
5423
Freed Investment Group
Massachusetts
USD 131 M +USD 2.32 M +2% 0.32% – 16 12.5% 0.6
EL
5424
EQ LLC
Washington
USD 131 M +USD 104 k +0.1% 0.98% 72.9% 50 8% 0.7
Davidson Trust Company
5425
Davidson Trust Company
Washington
USD 131 M +USD 2.69 M +2% 0.31% 77% 124 10.48% 1.4