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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)
YCG LLC
2451
YCG LLC
Texas
USD 238 M +USD 15.9 M +7% 9.47% 27% 94 20.21% 0.5
Lisanti Capital Growth
2452
Lisanti Capital Growth
New York
USD 238 M +USD 18.4 M +8% 22.3% 1,490% 151 62.25% 0.2
Baystate Wealth Management
2453
Baystate Wealth Management
Massachusetts
USD 238 M +USD 26.1 M +12% 5.5% 14.6% 44 47.73% 0.3
Financial Sense Advisors
2454
Financial Sense Advisors
California
USD 238 M +USD 7.37 M +3% 8.86% 152% 144 27.08% 0.4
Haberer Registered Investment Advisor
2455
Haberer Registered Investment Advisor
Ohio
USD 238 M -USD 42.2 M -15% 8.68% – 505 12.48% 0.5
Aviance Capital Partners
2456
Aviance Capital Partners
Florida
USD 237 M +USD 23.6 M +11% 13.3% 98.2% 233 20.17% 0.4
HeadInvest LLC
2457
HeadInvest LLC
Maine
USD 237 M +USD 7.95 M +3% 8.63% 59.1% 102 5.88% 0.5
P.J. Schmidt Investment Management (PJS)
2458
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 237 M +USD 18 M +8% 6.62% 65.9% 130 10% 0.4
InterOcean Capital
2459
InterOcean Capital
Illinois
USD 237 M +USD 40 M +20% 8.66% 32.1% 99 23.23% 0.4
CCM
2460
Castine Capital Management
Massachusetts
USD 236 M +USD 27 M +13% 12.9% 13.9% 51 17.65% 0.4
AAM
2461
AR Asset Management
California
USD 236 M +USD 10.1 M +4% 7.97% 64.9% 113 7.96% 0.5
Toth Financial Advisory
2462
Toth Financial Advisory
Virginia
USD 236 M +USD 22.3 M +10% 10% 90.4% 113 14.16% 0.4
Lathrop Investment Management
2463
Lathrop Investment Management
Arkansas
USD 236 M +USD 22.4 M +10% 9.9% 72.2% 58 10.34% 0.5
KCM
2464
Kempner Capital Management
Texas
USD 236 M -USD 10.8 M -4% 8.24% 60.9% 54 5.56% 0.5
Eidelman Virant Capital
2465
Eidelman Virant Capital
Missouri
USD 236 M +USD 41.8 M +22% 11.2% 46.2% 228 38.6% 0.3
Coliseum Capital Management
2466
Coliseum Capital Management
Connecticut
USD 236 M +USD 28.3 M +14% 1.5% 41.1% 13 38.46% 0.3
Merriman Wealth Management
2467
Merriman Wealth Management
Washington
USD 235 M +USD 44.2 M +23% 4.87% 18.3% 94 52.13% 0.2
Golden Gate Private Equity
2468
Golden Gate Private Equity
California
USD 235 M – – 1.67% 8.72% 18 – 0
Endicott Management
2469
Endicott Management
New York
USD 235 M +USD 10.9 M +5% 13.2% 229% 17 23.53% 0.4
Glazer Capital LLC
2470
Glazer Capital LLC
New York
USD 234 M -USD 102 M -30% 10.3% 323% 69 82.61% 0.1
Radcliffe Capital Management
2471
Radcliffe Capital Management
Pennsylvania
USD 233 M -USD 36.3 M -13% 0% 4.8% 12 0% 0.3
Raub Brock Capital Management
2472
Raub Brock Capital Management
California
USD 233 M +USD 19.5 M +9% 6.1% 54.7% 39 17.95% 0.4
GCM
2473
Grisanti Capital Management
New York
USD 232 M +USD 15.5 M +7% 16.3% 17.9% 58 18.97% 0.4
SPX Gestao de Recursos
2474
SPX Gestao de Recursos
Brazil
USD 232 M -USD 87 M -27% 5.92% 98.1% 68 61.76% 0.3
KCP
2475
Kenmare Capital Partners
New York
USD 232 M +USD 26.2 M +13% 18.6% 48.8% 17 17.65% 0.4