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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)
Pacific Financial Group
2476
Pacific Financial Group
Washington
USD 240 M +USD 188 M +362% 2.6% 61.1% 67 38.81% 0.5
Pivot Point Capital Partners
2477
Pivot Point Capital Partners
California
USD 240 M +USD 7.76 M +3% 2.45% 30.3% 13 23.08% 0.6
Spectrum Asset Management (Connecticut)
2478
Spectrum Asset Management (Connecticut)
Connecticut
USD 240 M +USD 11.7 M +5% 4.97% 0.74% 17 5.88% 0.7
Zebra Capital Management
2479
Zebra Capital Management
Connecticut
USD 239 M +USD 47 M +24% 0.97% 142% 319 34.8% 0.4
Exencial Wealth Advisors
2480
Exencial Wealth Advisors
Oklahoma
USD 239 M +USD 18.6 M +8% 1.23% 58% 151 11.92% 0.7
MAA
2481
Mraz Amerine & Associates
California
USD 239 M +USD 15 M +7% 2.44% 69.8% 145 6.9% 0.6
Edge Wealth Management
2482
Edge Wealth Management
New York
USD 239 M +USD 22.5 M +10% 2.35% 75.3% 450 33.33% 0.5
ACP
2483
Andalusian Capital Partners
Connecticut
USD 239 M +USD 126 M +111% 1.89% – 57 54.39% 0.2
AAM
2484
AR Asset Management
California
USD 239 M +USD 2.76 M +1% 0.8% 64.9% 108 1.85% 0.7
University of Texas/Texas AM Investment Management Co (UTIMCO)
2485
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 239 M +USD 98 M +70% 0.64% 68.3% 40 37.5% 0.5
Kopp Investment Advisors
2486
Kopp Investment Advisors
Minnesota
USD 238 M +USD 17.4 M +8% 11.5% 109% 70 12.86% 0.6
Marquette Asset Management
2487
Marquette Asset Management
Minnesota
USD 238 M -USD 1.1 M -0.5% 2.4% 69.6% 94 17.02% 0.6
New England Private Wealth Advisors
2488
New England Private Wealth Advisors
Massachusetts
USD 238 M +USD 17.4 M +8% 1.33% 55.8% 104 14.42% 0.6
MMCM
2489
Marque Millennium Capital Management
New York
USD 238 M +USD 10.4 M +5% 4.37% – 80 1.25% 0.7
FundX Investment Group
2490
FundX Investment Group
California
USD 238 M +USD 12.6 M +6% 2.42% 94.6% 28 60.71% 0.3
Aspiriant Holdings S3
2491
Aspiriant Holdings S3
California
USD 238 M -USD 16.6 M -7% 1.9% – 121 22.31% 0.6
Stonehage Fleming (UK)
2492
Stonehage Fleming (UK)
United Kingdom
USD 238 M -USD 10.3 M -4% 2.48% – 354 39.27% 0.2
Xponance
2493
Xponance
Pennsylvania
USD 237 M +USD 21.1 M +10% 0.69% 144% 54 37.04% 0.2
HF
2494
Hoxton Financial
West Virginia
USD 237 M +USD 4.71 M +2% 1.35% 15.3% 760 62.63% 0.5
Aviance Capital Partners
2495
Aviance Capital Partners
Florida
USD 237 M -USD 893 k -0.4% 7.59% 98.2% 235 17.45% 0.6
Bard Associates
2496
Bard Associates
Illinois
USD 236 M -USD 3.92 M -2% 2.25% 241% 191 5.76% 0.7
Regal Investment Advisors
2497
Regal Investment Advisors
Michigan
USD 236 M +USD 61.5 M +35% 2.36% 64.7% 993 23.87% 0.6
MPM Asset Management
2498
MPM Asset Management
Massachusetts
USD 236 M -USD 73.4 M -24% 5.51% 5.89% 14 28.57% 0.5
I2I
2499
Insight 2811 Inc
Illinois
USD 236 M +USD 33.6 M +17% 2.26% 30.8% 123 33.33% 0.5
TPCM
2500
Tide Point Capital Management
Connecticut
USD 236 M +USD 110 M +87% 12.4% 144% 55 70.91% 0.1