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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)
Stanley-Laman Group
2601
Stanley-Laman Group
Pennsylvania
USD 984 M +USD 170 M +21% 35.6% 114% 327 18.96% 2.2
Central Pacific Bank - Trust Division
2602
Central Pacific Bank - Trust Division
Hawaii
USD 984 M +USD 200 M +26% 20% – 928 12.5% 1.6
Cheviot Value Management
2603
Cheviot Value Management
California
USD 984 M -USD 11.6 M -1% 2.73% 77.8% 449 6.9% 2
Marble Harbor Investment Counsel
2604
Marble Harbor Investment Counsel
Massachusetts
USD 984 M +USD 61.1 M +7% 12.1% 66.7% 203 6.9% 7.2
James Investment Research
2605
James Investment Research
Ohio
USD 984 M +USD 92.5 M +10% 15.9% 110% 385 9.35% 5
IAM
2606
Infinitum Asset Management
Florida
USD 983 M +USD 182 M +23% 38.9% – 24 29.17% 1
Greenline Partners
2607
Greenline Partners
New York
USD 983 M +USD 52.8 M +6% 5.78% 69.6% 152 7.24% 4
Twin Focus Capital Partners
2608
Twin Focus Capital Partners
Massachusetts
USD 983 M +USD 112 M +13% 18.2% 92.5% 177 6.21% 4.5
Hanson & Doremus Investment Management
2609
Hanson & Doremus Investment Management
Vermont
USD 983 M +USD 113 M +13% 18.7% 86.3% 552 15.58% 6.6
Cabot Wealth Management
2610
Cabot Wealth Management
Massachusetts
USD 982 M +USD 113 M +13% 14.5% 69.3% 152 15.13% 5.9
Van Cleef Asset Management
2611
Van Cleef Asset Management
Ohio
USD 981 M +USD 52.3 M +6% 9.3% 104% 119 0.84% 7.9
Stillwater Capital Advisors
2612
Stillwater Capital Advisors
Pennsylvania
USD 981 M +USD 104 M +12% 14.6% 121% 72 6.94% 6.1
Hill Investment Group Partners
2613
Hill Investment Group Partners
Missouri
USD 980 M +USD 74.9 M +8% 9.17% 50.6% 62 20.97% 2.5
Perseverance Asset Management International
2614
Perseverance Asset Management International
Cayman Islands
USD 979 M +USD 70 M +8% 21% 120% 25 40% 1.4
Parkman Healthcare Partners
2615
Parkman Healthcare Partners
Connecticut
USD 977 M +USD 7.19 M +0.7% 25% 306% 108 45.37% 1.3
KCM
2616
Kingdon Capital Management
New York
USD 976 M +USD 65.1 M +7% 29.1% 217% 100 59% 0.6
Arini Captial Management
2617
Arini Captial Management
United Kingdom
USD 975 M +USD 341 M +54% 10.7% – 28 78.57% 0.1
Family Management
2618
Family Management
New York
USD 975 M +USD 141 M +17% 12.7% 69% 357 23.81% 2.2
Patriot Financial Group Insurance Agency
2619
Patriot Financial Group Insurance Agency
Massachusetts
USD 974 M -USD 800 M -45% 18.5% 97.3% 727 36.04% 4
Seeds Investor
2620
Seeds Investor
New York
USD 973 M +USD 239 M +32% 22.8% – 411 22.63% 1.1
ZEGA Investments
2621
ZEGA Investments
Florida
USD 973 M +USD 83.2 M +9% 16.5% – 363 25.62% 0.6
RIA
2622
RPG Investment Advisory
California
USD 973 M +USD 123 M +14% 24.8% 186% 100 15% 4.4
Permanens Capital
2623
Permanens Capital
New York
USD 972 M +USD 196 M +25% 6.95% 76.9% 124 48.39% 1.1
Integrity Advisory Solutions
2624
Integrity Advisory Solutions
Texas
USD 972 M +USD 215 M +28% 12.6% – 381 34.91% 0.5
Troluce Capital Advisors
2625
Troluce Capital Advisors
Puerto Rico
USD 971 M -USD 660 M -40% 6.63% 61.1% 90 94.44% 0.1