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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)
NGA
2076
New Generation Advisors
Massachusetts
USD 348 M +USD 3.35 M +1% 8.1% 45.1% 50 16% 0.5
OCM
2077
Oskie Capital Management
New York
USD 348 M +USD 124 M +56% 6.05% 69.3% 39 46.15% 0.4
William Harris Investors
2078
William Harris Investors
Illinois
USD 347 M +USD 9.42 M +3% 0.73% 3.28% 94 13.83% 0.6
Denali Advisors
2079
Denali Advisors
California
USD 347 M +USD 28.3 M +9% 4.08% 106% 304 25.99% 0.5
FOAM
2080
Five Oceans Asset Management
Australia
USD 346 M -USD 15.1 M -4% 1.68% – 51 15.69% 0.7
Archon Capital Management
2081
Archon Capital Management
Washington
USD 346 M +USD 76.6 M +28% 5.68% 222% 33 45.45% 0.4
Clarus Ventures
2082
Clarus Ventures
Massachusetts
USD 346 M -USD 8.26 M -2% 9.45% 70.3% 6 16.67% 0.3
Abu Dhabi Investment Council Co
2083
Abu Dhabi Investment Council Co
United Arab Emirates
USD 345 M +USD 23.8 M +7% 7.42% – 4 0% 0.3
BIM
2084
Bridgecreek Investment Management
Oklahoma
USD 344 M +USD 16.5 M +5% 4.25% 48.4% 108 6.48% 0.7
Woodmont Investment Counsel
2085
Woodmont Investment Counsel
Tennessee
USD 344 M +USD 11.2 M +3% 2.01% 66.8% 204 8.82% 0.6
Deccan Value Investors
2086
Deccan Value Investors
Connecticut
USD 344 M +USD 16.7 M +5% 0.09% 66.5% 7 0% 0.7
BC
2087
Balestra Capital
New York
USD 344 M -USD 1333 M -79% 4.82% – 23 65.22% 0.3
BTR Capital Management
2088
BTR Capital Management
California
USD 343 M -USD 7.39 M -2% 2.85% 35% 148 10.81% 0.7
Weatherstone Capital Management
2089
Weatherstone Capital Management
Colorado
USD 343 M -USD 102 M -23% 1.35% 32% 92 46.74% 0.4
Arcadia Investment Management
2090
Arcadia Investment Management
Michigan
USD 343 M -USD 79.8 M -19% 1.78% 83.5% 117 16.24% 0.7
FIMG
2091
Financial & Investment Management Group
Michigan
USD 342 M +USD 24 M +8% 4.67% 18.9% 130 19.23% 0.5
Coe Capital Management
2092
Coe Capital Management
Illinois
USD 342 M +USD 56.1 M +20% 6.32% 84.4% 290 51.03% 0.3
Johnson Financial Group Inc (Wisconsin)
2093
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 342 M -USD 3.4 M -1% 0.45% 58.1% 746 9.92% 0.6
Regal Partners
2094
Regal Partners
Australia
USD 342 M +USD 29.8 M +10% 6.89% 146% 12 16.67% 0.6
Ellington Management Group
2095
Ellington Management Group
Connecticut
USD 342 M +USD 61.3 M +22% 1.89% 16.1% 935 79.36% 0.1
Strategic Financial Services
2096
Strategic Financial Services
New York
USD 342 M +USD 26.1 M +8% 2.5% 58.7% 100 7% 0.7
Planning Alternatives
2097
Planning Alternatives
Michigan
USD 342 M +USD 13.5 M +4% 1% 69.6% 46 19.57% 0.4
1834 Investment Advisors
2098
1834 Investment Advisors
Wisconsin
USD 341 M +USD 777 k +0.2% 1.51% 68.7% 161 7.45% 0.7
Choreo LLC
2099
Choreo LLC
Illinois
USD 341 M – – 2.03% 74.7% 139 – 0
Covalent Partners
2100
Covalent Partners
Massachusetts
USD 340 M +USD 38.8 M +13% 2.63% 36.6% 34 38.24% 0.4