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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)
Grimes & Company
2076
Grimes & Company
Massachusetts
USD 296 M +USD 21.4 M +8% 5.15% 66.2% 163 23.93% 0.2
Colonial Trust Advisors
2077
Colonial Trust Advisors
South Carolina
USD 295 M +USD 13.3 M +5% 4.35% 80% 111 3.6% 0.2
First Merchants Corp
2078
First Merchants Corp
Indiana
USD 295 M +USD 13.4 M +5% 5.14% 55.6% 129 3.1% 0.2
Summit Securities Group
2079
Summit Securities Group
New York
USD 294 M +USD 84.3 M +40% 9.34% 136% 899 68.85% 0.1
Lucas Capital Management
2080
Lucas Capital Management
New Jersey
USD 293 M -USD 55.8 M -16% 6.32% 44.5% 161 24.22% 0.2
RRC
2081
Red Rocks Capital
Colorado
USD 293 M +USD 44.5 M +18% 9.38% – 10 10% 0.2
B. Riley Wealth Advisors
2082
B. Riley Wealth Advisors
Florida
USD 292 M -USD 2.14 M -0.7% 5.8% 118% 798 29.7% 0.2
Aureus Asset Management
2083
Aureus Asset Management
Massachusetts
USD 292 M +USD 13 M +5% 10.1% 93.9% 119 18.49% 0.2
Welch Capital Partners
2084
Welch Capital Partners
New York
USD 292 M +USD 6.08 M +2% 5.32% 79.2% 65 44.62% 0.2
Rock Creek Group
2085
Rock Creek Group
District of Columbia
USD 292 M +USD 15.6 M +6% 3.18% 37.2% 20 25% 0.2
Condor Capital Management
2086
Condor Capital Management
New Jersey
USD 291 M +USD 25.8 M +10% 7.59% 58.2% 175 15.43% 0.2
White Pine Capital
2087
White Pine Capital
Minnesota
USD 290 M +USD 2.28 M +0.8% 6.31% 143% 241 8.3% 0.2
Denali Advisors
2088
Denali Advisors
California
USD 290 M +USD 21.8 M +8% 9.1% 106% 244 22.13% 0.2
FBP
2089
Flippin Bruce & Porter
Virginia
USD 290 M +USD 10.3 M +4% 4.57% 44.4% 91 9.89% 0.2
Braver Wealth Management
2090
Braver Wealth Management
Massachusetts
USD 290 M +USD 72.4 M +33% 4.74% 20.4% 80 23.75% 0.2
GW & Wade
2091
GW & Wade
Massachusetts
USD 289 M +USD 12.3 M +4% 3.5% 32.2% 82 4.88% 0.2
CII
2092
Chapter IV Investors
North Carolina
USD 289 M +USD 29 M +11% 5.19% 4.15% 12 0% 0.3
Oslo Asset Management AS
2093
Oslo Asset Management AS
Norway
USD 289 M -USD 11.3 M -4% 10.8% 82.7% 10 10% 0.2
West Face Capital
2094
West Face Capital
Ontario, Canada
USD 289 M -USD 155 M -35% 18.5% 10.9% 9 55.56% 0.3
HPBT
2095
High Point Bank & Trust
North Carolina
USD 288 M -USD 7.61 M -3% 4.19% 16.5% 455 10.33% 0.2
First Nebraska Trust
2096
First Nebraska Trust
Nebraska
USD 288 M +USD 3.95 M +1% 0.55% 67.9% 92 13.04% 0.2
Covalent Partners
2097
Covalent Partners
Massachusetts
USD 288 M +USD 2.02 M +0.7% 7.28% 36.6% 33 33.33% 0.2
Jacobs & Co
2098
Jacobs & Co
California
USD 288 M +USD 11.6 M +4% 5.63% 105% 122 9.02% 0.2
Morgan Dempsey Capital Management
2099
Morgan Dempsey Capital Management
Wisconsin
USD 288 M +USD 24.7 M +9% 10.7% 52.1% 181 8.29% 0.2
Jacobus Wealth Management
2100
Jacobus Wealth Management
Wisconsin
USD 286 M +USD 12.8 M +5% 2.3% 17.2% 262 16.41% 0.2