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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)
Mendon Capital Advisors
2401
Mendon Capital Advisors
Florida
USD 211 M +USD 35.9 M +21% 7.36% – 111 31.53% 0.2
Trigran Investments
2402
Trigran Investments
Illinois
USD 211 M +USD 9.32 M +5% 12.8% 30.2% 22 13.64% 0.2
Hilton Capital Management
2403
Hilton Capital Management
New York
USD 210 M +USD 3.73 M +2% 0.09% 58.2% 93 19.35% 0.2
SCM
2404
Summit Capital Management
Washington
USD 210 M -USD 24.5 M -10% 2.13% 12.4% 54 27.78% 0.2
Dumont & Blake Investment Advisors
2405
Dumont & Blake Investment Advisors
New Jersey
USD 210 M +USD 43.8 M +26% 4.97% 78.3% 158 19.62% 0.2
Old West Investment Management
2406
Old West Investment Management
California
USD 210 M +USD 6.28 M +3% 10.1% 242% 85 14.12% 0.2
Boyd Watterson Asset Management
2407
Boyd Watterson Asset Management
Ohio
USD 210 M +USD 13 M +7% 2.92% 101% 182 15.93% 0.2
Nelson Capital Management
2408
Nelson Capital Management
California
USD 210 M +USD 14.7 M +8% 7.92% 121% 241 9.54% 0.2
Callan Capital
2409
Callan Capital
California
USD 210 M +USD 34.4 M +20% 6.19% 20.1% 55 32.73% 0.2
MU Investments Company
2410
MU Investments Company
Japan
USD 209 M -USD 26.7 M -11% 7.07% 40.4% 341 8.21% 0.2
Baskin Financial Services
2411
Baskin Financial Services
Ontario, Canada
USD 209 M +USD 27.5 M +15% 7.76% 69.1% 35 11.43% 0.2
CCM
2412
Castine Capital Management
Massachusetts
USD 209 M +USD 1.92 M +0.9% 8.49% 13.9% 52 21.15% 0.2
Narwhal Capital Management
2413
Narwhal Capital Management
Georgia
USD 209 M +USD 1.65 M +0.8% 4.45% 93.8% 138 7.97% 0.2
South Street Advisors
2414
South Street Advisors
New York
USD 209 M +USD 18.4 M +10% 9.41% 169% 62 16.13% 0.2
Modera Wealth Management
2415
Modera Wealth Management
New Jersey
USD 208 M +USD 13.8 M +7% 4.27% 68.2% 55 7.27% 0.2
NewSquare Capital
2416
NewSquare Capital
Pennsylvania
USD 208 M +USD 5.82 M +3% 2.02% 76.5% 262 37.02% 0.2
Bedell Frazier Investment Counselling
2417
Bedell Frazier Investment Counselling
California
USD 208 M +USD 6.61 M +3% 6.5% 72.5% 60 21.67% 0.2
BOIA
2418
Bush ODonnell Investment Advisors
Missouri
USD 208 M +USD 7.47 M +4% 4.97% 45.9% 49 2.04% 0.2
MAA
2419
Mraz Amerine & Associates
California
USD 208 M +USD 11.3 M +6% 5.38% 69.8% 137 11.68% 0.2
Pure Financial Advisors
2420
Pure Financial Advisors
California
USD 208 M +USD 20.3 M +11% 2.43% 47.2% 53 11.32% 0.2
Baldwin Investment Management
2421
Baldwin Investment Management
Pennsylvania
USD 207 M +USD 5.47 M +3% 3.66% 74.8% 129 3.88% 0.2
TCM
2422
Texan Capital Management
Texas
USD 207 M -USD 563 k -0.3% 9.37% 19.3% 163 10.43% 0.2
Intrust Bank
2423
Intrust Bank
Kansas
USD 207 M -USD 18.1 M -8% 8.44% 102% 292 25.68% 0.2
Coliseum Capital Management
2424
Coliseum Capital Management
Connecticut
USD 207 M +USD 20.2 M +11% 3.99% 41.1% 11 27.27% 0.2
Clarkston Capital Partners
2425
Clarkston Capital Partners
Michigan
USD 207 M +USD 26.5 M +15% 4.59% 8.43% 98 5.1% 0.2