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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)
Periscope Capital
2601
Periscope Capital
Ontario, Canada
USD 270 M – – 0.13% 28.8% 56 – 0
Strategic Global Advisors
2602
Strategic Global Advisors
California
USD 270 M +USD 1.59 M +0.6% 3.84% 137% 178 32.58% 1.2
Waverly Advisors
2603
Waverly Advisors
Alabama
USD 269 M +USD 29.7 M +12% 2.2% 67.6% 127 25.2% 1.9
SCMC
2604
Serenity Capital Management (Cayman)
Cayman Islands
USD 269 M -USD 34.8 M -11% 15.8% – 6 0% 0.9
Covalent Partners
2605
Covalent Partners
Massachusetts
USD 269 M +USD 12.7 M +5% 2.3% 36.6% 41 24.39% 1.3
Amarillo National Bank
2606
Amarillo National Bank
Texas
USD 269 M +USD 38.8 M +17% 1.83% 56.3% 81 13.58% 2.5
Acuta Capital Partners
2607
Acuta Capital Partners
California
USD 269 M +USD 2.58 M +1% 3.95% 7,269% 83 57.83% 0.6
Atlantic Union Bankshares
2608
Atlantic Union Bankshares
Virginia
USD 269 M +USD 6.63 M +3% 3.25% 78.9% 140 7.86% 2.2
HeadInvest LLC
2609
HeadInvest LLC
Maine
USD 269 M -USD 13.1 M -5% 0.77% 59.1% 140 8.57% 2.5
CII
2610
Chapter IV Investors
North Carolina
USD 269 M -USD 33.2 M -11% 0.75% 4.15% 9 0% 2.9
WA
2611
Wintergreen Advisers
New Jersey
USD 269 M +USD 11.9 M +5% 10.3% 25.4% 8 0% 2.6
Integrated Wealth Management (Palm Desert)
2612
Integrated Wealth Management (Palm Desert)
California
USD 268 M -USD 11 M -4% 1.57% – 1,310 81.07% 1.5
Kestrel Investment Management
2613
Kestrel Investment Management
California
USD 268 M +USD 31.7 M +13% 12.8% 89.2% 44 13.64% 1.2
CAM
2614
CG Asset Management
New York
USD 268 M +USD 539 k +0.2% 2.29% 62.7% 156 26.28% 1.6
Monarch Capital Management
2615
Monarch Capital Management
Indiana
USD 268 M +USD 3.84 M +1% 3.47% 77% 101 4.95% 3
Avior Wealth Management
2616
Avior Wealth Management
Nebraska
USD 268 M +USD 12.6 M +5% 3.42% 71.4% 530 16.98% 1.7
Anchor Investment Management
2617
Anchor Investment Management
South Carolina
USD 268 M +USD 9.6 M +4% 3.04% 75.1% 694 8.5% 0.7
Forte Capital
2618
Forte Capital
New York
USD 267 M +USD 4.4 M +2% 0.71% 98.3% 156 11.54% 1.8
Lexington Advisors
2619
Lexington Advisors
New York
USD 267 M +USD 19.1 M +8% 7.62% 27% 6 16.67% 0.8
SFM
2620
Signature Financial Management
Virginia
USD 266 M +USD 19.4 M +8% 3.87% 20.8% 144 19.44% 1.9
OIA
2621
Optimum Investment Advisors
Illinois
USD 266 M -USD 264 k -0.1% 3.18% 125% 305 15.74% 2.4
RTW Investments
2622
RTW Investments
New York
USD 266 M -USD 65.2 M -20% 5.89% 467% 39 25.64% 1.1
Whitney & Co
2623
Whitney & Co
New York
USD 265 M +USD 15.7 M +6% 4.32% 93.2% 108 10.19% 2.7
Brighton Jones LLC
2624
Brighton Jones LLC
Washington
USD 265 M -USD 354 M -57% 2.12% 97.9% 234 58.12% 3
Well Done LLC
2625
Well Done LLC
Michigan
USD 265 M -USD 12.7 M -5% 6.58% 80.4% 98 19.39% 0.7