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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)
NTCM
2476
Nine Ten Capital Management
Illinois
USD 270 M +USD 8.48 M +3% 0.8% 166% 10 10% 1.1
OH
2477
Overlook Holdings
British Virgin Islands
USD 270 M +USD 43.7 M +19% 30.8% – 2 50% 1.5
Mint Tower Capital Management
2478
Mint Tower Capital Management
Netherlands
USD 269 M +USD 19.6 M +8% 0% 40% 13 0% 0.4
DWM
2479
Dorchester Wealth Management
Quebec, Canada
USD 269 M +USD 5.1 M +2% 3.78% 18.3% 121 15.7% 0.8
Parker Investment Management
2480
Parker Investment Management
California
USD 269 M +USD 3.08 M +1% 0.65% 208% 36 13.89% 0.2
P.J. Schmidt Investment Management (PJS)
2481
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 269 M +USD 14.2 M +6% 3.08% 65.9% 137 5.11% 2.1
WA
2482
Wintergreen Advisers
New Jersey
USD 269 M -USD 9.8 M -4% 5.15% 25.4% 9 11.11% 2.1
JWM
2483
Jackson Wealth Management
Florida
USD 269 M +USD 9.38 M +4% 1.86% 72.1% 72 19.44% 1.1
MCM
2484
Monarch Capital Management
Indiana
USD 269 M -USD 8.89 M -3% 3.93% 77% 102 4.9% 2.6
LIM
2485
Lagoda Investment Management
New York
USD 268 M -USD 37.3 M -12% 2.6% 250% 30 6.67% 1.3
WealthSource Partners
2486
WealthSource Partners
California
USD 268 M +USD 23.1 M +9% 2.52% 16.8% 297 31.99% 0.2
GIA
2487
Gargoyle Investment Advisor
New Jersey
USD 268 M -USD 28.7 M -10% 0.73% 34.5% 230 34.78% 0.9
ACP
2488
Arrowgrass Capital Partners
United Kingdom
USD 268 M -USD 71.7 M -21% 3.75% – 35 80% 0.2
Oakworth Capital
2489
Oakworth Capital
Alabama
USD 267 M +USD 16.9 M +7% 2.38% 64.3% 655 12.06% 1.7
Caledonia Investments plc (UK)
2490
Caledonia Investments plc (UK)
United Kingdom
USD 267 M -USD 51.6 M -16% 2% 61.9% 14 14.29% 2.1
Fragasso Financial Advisors
2491
Fragasso Financial Advisors
Pennsylvania
USD 267 M +USD 12.3 M +5% 1.7% 73.7% 54 1.85% 1.2
HS
2492
Huntington Steele
Pennsylvania
USD 267 M +USD 21.5 M +9% 7.52% 69.8% 62 11.29% 2.4
HEC
2493
Hudson Executive Capital
New York
USD 267 M -USD 167 M -39% 3.17% 127% 13 38.46% 0.4
ARM
2494
Adirondack Research & Management
New York
USD 267 M -USD 9.37 M -3% 2.63% 47.8% 119 14.29% 1.9
United Asset Strategies
2495
United Asset Strategies
New York
USD 267 M +USD 42.4 M +19% 2.32% 94.6% 148 20.95% 1.5
LVW Advisors
2496
LVW Advisors
New York
USD 266 M -USD 46.6 M -15% 1.88% 79.1% 153 19.61% 1.2
FRGX
2497
First Reserve GP XII
Connecticut
USD 266 M +USD 22.8 M +9% 17.1% – 3 0% 1.1
GM Advisory Group
2498
GM Advisory Group
New York
USD 266 M +USD 33.7 M +14% 2.73% 53.6% 55 23.64% 1.2
Nelson Capital Management
2499
Nelson Capital Management
California
USD 266 M +USD 614 k +0.2% 2.01% 121% 306 24.18% 1.9
WCM
2500
Wildcat Capital Management
New York
USD 265 M -USD 22.2 M -8% 4.72% 126% 29 62.07% 0.6