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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)
KLC
2401
Knowledge Leaders Capital
Colorado
USD 300 M -USD 25.4 M -8% 5.86% 51.6% 43 34.88% 0.9
American National Bank & Trust
2402
American National Bank & Trust
Texas
USD 300 M +USD 26.1 M +10% 4.31% 102% 267 13.48% 1.6
Tetrad Corporation
2403
Tetrad Corporation
Nebraska
USD 300 M +USD 7.11 M +2% 2.71% 45.6% 8 0% 3.1
AC
2404
Apertura Capital
Texas
USD 300 M +USD 235 M +365% 4.48% 41.5% 64 82.81% 0.1
GoodHaven Capital Management
2405
GoodHaven Capital Management
New Jersey
USD 299 M +USD 7.9 M +3% 10.5% 80.7% 23 0% 2.5
Wynnefield Capital
2406
Wynnefield Capital
New York
USD 299 M +USD 22.6 M +8% 15% 52.1% 41 17.07% 1.6
SOL Capital Management
2407
SOL Capital Management
Maryland
USD 299 M -USD 1.59 M -0.5% 5.16% 56.6% 221 9.5% 2.5
Modera Wealth Management
2408
Modera Wealth Management
New Jersey
USD 298 M +USD 12.2 M +4% 3.79% 68.2% 115 13.04% 1.7
Wilkins Investment Counsel
2409
Wilkins Investment Counsel
Massachusetts
USD 298 M +USD 2.62 M +0.9% 1.94% 56.2% 77 5.19% 2.7
Southeast Asset Advisors
2410
Southeast Asset Advisors
Georgia
USD 298 M -USD 5.8 M -2% 2.48% 91.5% 112 8.04% 2
Huntington Steele
2411
Huntington Steele
Pennsylvania
USD 298 M +USD 31 M +12% 6.97% 69.8% 65 9.23% 2.4
Morgan Dempsey Capital Management
2412
Morgan Dempsey Capital Management
Wisconsin
USD 297 M +USD 1.81 M +0.6% 3.93% 52.1% 215 30.23% 2.5
Stillwater Investment Management (California)
2413
Stillwater Investment Management (California)
California
USD 297 M +USD 123 M +70% 3.26% – 56 78.57% 0.1
Barton Investment Management
2414
Barton Investment Management
Pennsylvania
USD 297 M +USD 22.2 M +8% 9.56% 80.3% 46 8.7% 2.6
Summit Securities Group
2415
Summit Securities Group
New York
USD 297 M +USD 109 M +58% 7.74% 136% 335 83.28% 0.2
Baxter Bros Inc
2416
Baxter Bros Inc
Connecticut
USD 296 M +USD 9.9 M +3% 3.33% 73.8% 110 4.55% 2.5
Biondo Investment Advisors
2417
Biondo Investment Advisors
Pennsylvania
USD 296 M +USD 15.4 M +5% 7.54% 83.4% 83 15.66% 2.2
Buckingham Strategic Wealth
2418
Buckingham Strategic Wealth
Missouri
USD 296 M +USD 1.44 M +0.5% 4.13% 16.3% 260 17.69% 2
Ropes Wealth Advisors
2419
Ropes Wealth Advisors
Massachusetts
USD 296 M +USD 8.97 M +3% 2.02% 71% 530 22.83% 1.1
PCMK
2420
Paragon Capital Management (Kansas)
Kansas
USD 295 M +USD 12.8 M +5% 3.44% 87.5% 62 4.84% 2.4
Foundation Asset Management
2421
Foundation Asset Management
New York
USD 295 M -USD 5.01 M -2% 13.1% 126% 22 50% 1
Tortoise Investment Management
2422
Tortoise Investment Management
New York
USD 295 M +USD 7.83 M +3% 2.97% 40.2% 544 24.45% 2.1
KC
2423
KRV Capital
New York
USD 295 M +USD 50 M +20% 0.46% – 37 56.76% 0.2
CenturyLink Investment Management
2424
CenturyLink Investment Management
Colorado
USD 295 M +USD 12.7 M +5% 5.19% – 254 25.98% 1.8
Lombard Odier Asset Management (Europe)
2425
Lombard Odier Asset Management (Europe)
United Kingdom
USD 294 M -USD 1627 M -85% 4.09% 79.7% 415 11.81% 0.4