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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)
USA Financial Formulas
2126
USA Financial Formulas
Michigan
USD 365 M +USD 50.2 M +16% 7.57% 104% 234 84.19% 0.1
RIG
2127
Raveneur Investment Group
New York
USD 364 M -USD 165 M -31% 9.44% – 38 68.42% 0.4
GPCM
2128
Greenbrier Partners Capital Management
Texas
USD 364 M -USD 12.8 M -3% 3.09% 96.1% 19 21.05% 2.4
Regal Investment Advisors
2129
Regal Investment Advisors
Michigan
USD 364 M -USD 5.39 M -1% 1.61% 64.7% 269 18.96% 2.1
Accredited Investors
2130
Accredited Investors
Minnesota
USD 363 M -USD 28.6 M -7% 2.29% 74% 99 7.07% 1.9
FrontFour Capital Group
2131
FrontFour Capital Group
Connecticut
USD 362 M +USD 512 k +0.1% 7.67% 8.55% 47 59.57% 0.8
Needham Investment Management
2132
Needham Investment Management
New York
USD 362 M -USD 21.2 M -6% 1.42% 424% 99 10.1% 2.5
Summit Equities
2133
Summit Equities
New Jersey
USD 362 M +USD 18.4 M +5% 3.04% 40.7% 21 0% 1.9
JFS Wealth Advisors
2134
JFS Wealth Advisors
Pennsylvania
USD 362 M +USD 22.7 M +7% 3.07% 54.8% 674 28.93% 1.5
J.M. Forbes & Co
2135
J.M. Forbes & Co
Massachusetts
USD 361 M +USD 11.2 M +3% 2.62% 112% 105 10.48% 2.2
Horan Capital Management
2136
Horan Capital Management
Maryland
USD 361 M +USD 361 k +0.1% 1.13% 69.2% 61 8.2% 1.7
Steel Partners Holdings
2137
Steel Partners Holdings
New York
USD 360 M -USD 141 M -28% 1.39% – 13 38.46% 2.3
Zevin Asset Management
2138
Zevin Asset Management
Massachusetts
USD 360 M +USD 7.18 M +2% 0.33% 71.7% 129 10.85% 2.1
Cutler Capital Management
2139
Cutler Capital Management
Massachusetts
USD 360 M +USD 150 M +71% 1.07% 39.7% 93 15.05% 1.6
Whitegate Investment Counselors
2140
Whitegate Investment Counselors
New Hampshire
USD 360 M – – 2.8% 48% 153 – 2.1
Fiduciary Group
2141
Fiduciary Group
Georgia
USD 360 M +USD 14.7 M +4% 3.19% 67.1% 188 9.04% 0.9
Bremer Trust National Association
2142
Bremer Trust National Association
Minnesota
USD 360 M +USD 13.1 M +4% 1.59% 31.2% 266 10.53% 2
Twele Capital Management
2143
Twele Capital Management
Minnesota
USD 359 M +USD 11.8 M +3% 2.22% 37.1% 46 8.7% 2.5
3AM
2144
3D Asset Management
Connecticut
USD 359 M +USD 7.22 M +2% 1.45% 0.82% 53 9.43% 2.1
Stieven Capital Advisors
2145
Stieven Capital Advisors
Missouri
USD 359 M +USD 7.14 M +2% 3.11% 117% 76 14.47% 1.9
Burnham Asset Management
2146
Burnham Asset Management
New York
USD 359 M +USD 44.2 M +14% 4.41% 39.5% 232 23.71% 2.4
Heathbridge Capital Management
2147
Heathbridge Capital Management
Ontario, Canada
USD 359 M -USD 426 k -0.1% 3.08% 58.7% 29 10.34% 2.3
LLC
2148
Latimer Light Capital
New York
USD 359 M +USD 44.6 M +14% 8.52% 134% 29 48.28% 0.3
MHAM
2149
Monroe Hall Asset Management
New York
USD 359 M +USD 56.2 M +19% 1.15% – 23 47.83% 0.6
Partners Capital Investment Group
2150
Partners Capital Investment Group
Massachusetts
USD 359 M +USD 15.2 M +4% 2.55% 47.5% 76 19.74% 0.4