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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)
ST
2426
Semper Trust
Pennsylvania
USD 243 M +USD 21.5 M +10% 11.2% – 159 6.29% 0.5
Old Second National Bank of Aurora
2427
Old Second National Bank of Aurora
Illinois
USD 243 M +USD 22.3 M +10% 9.48% 93.7% 296 19.93% 0.4
EVM
2428
Evelyn V. Moreno
USD 242 M – – 8.63% 39.4% 76 – 0
Menta Capital
2429
Menta Capital
California
USD 242 M +USD 45.9 M +23% 10.2% 61.2% 517 62.48% 0.2
DCCA
2430
D.C. Capital Advisors
New York
USD 242 M -USD 7.34 M -3% 11.2% 59.9% 27 44.44% 0.4
Harvey Capital Management
2431
Harvey Capital Management
Florida
USD 242 M +USD 45.2 M +23% 9.19% 147% 81 33.33% 0.3
Stieven Capital Advisors
2432
Stieven Capital Advisors
Missouri
USD 242 M +USD 20.7 M +9% 10.3% 117% 64 21.88% 0.4
Security National Trust
2433
Security National Trust
West Virginia
USD 242 M +USD 19.4 M +9% 9.38% 58.3% 570 12.98% 0.4
New England Securities
2434
New England Securities
New York
USD 241 M +USD 42.6 M +22% 6.15% – 1,828 18.44% 0.4
Wilkins Investment Counsel
2435
Wilkins Investment Counsel
Massachusetts
USD 241 M +USD 21.6 M +10% 9.02% 56.2% 64 6.25% 0.5
Groesbeck Investment Management
2436
Groesbeck Investment Management
New Jersey
USD 241 M +USD 9.8 M +4% 8.49% 147% 85 20% 0.4
Chatham Capital Group
2437
Chatham Capital Group
Georgia
USD 240 M +USD 20.5 M +9% 7.9% 97% 113 7.08% 0.5
Bard Associates
2438
Bard Associates
Illinois
USD 240 M +USD 14.4 M +6% 5.6% 241% 190 6.84% 0.5
First Business Financial Services
2439
First Business Financial Services
Wisconsin
USD 240 M +USD 52.7 M +28% 7.9% 74% 56 53.57% 0.2
VC
2440
V2 Capital
Illinois
USD 240 M – – 9.05% – 36 – 0
JA
2441
JVL Advisors
Texas
USD 240 M – – 9.17% 89.4% 17 – 0
Shelter Insurance Profit Sharing
2442
Shelter Insurance Profit Sharing
Missouri
USD 240 M +USD 16.3 M +7% 8.52% – 47 0% 0.5
Ipswich Investment Management
2443
Ipswich Investment Management
Massachusetts
USD 239 M +USD 17.2 M +8% 8.65% 104% 151 12.58% 0.4
GCM
2444
Grandmaster Capital Management
California
USD 239 M +USD 34.9 M +17% 10.2% – 20 5% 0.4
Marquette Asset Management
2445
Marquette Asset Management
Minnesota
USD 239 M +USD 19.7 M +9% 7.93% 69.6% 88 14.77% 0.4
Pictet Bank & Trust
2446
Pictet Bank & Trust
Bahamas
USD 239 M – – 3.6% 82.7% 89 – 0
South Street Advisors
2447
South Street Advisors
New York
USD 239 M +USD 30.4 M +15% 13.2% 169% 59 6.78% 0.5
Mangrove Partners
2448
Mangrove Partners
Connecticut
USD 239 M +USD 38.6 M +19% 1.67% 185% 45 55.56% 0.3
Goldstein Munger & Associates
2449
Goldstein Munger & Associates
California
USD 239 M -USD 17.7 M -7% 5.9% 11.9% 31 3.23% 0.5
Carlson Capital Management
2450
Carlson Capital Management
Minnesota
USD 238 M +USD 17.7 M +8% 7.3% 9.85% 61 6.56% 0.5