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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)
Bluescape Energy Partners
2676
Bluescape Energy Partners
Texas
USD 343 M -USD 40.1 M -10% 15.4% 57.9% 2 50% 0.8
Biltmore Capital Advisors
2677
Biltmore Capital Advisors
New Jersey
USD 342 M +USD 34.2 M +11% 0.96% 80.4% 76 21.05% 0.2
Boenning & Scattergood
2678
Boenning & Scattergood
Pennsylvania
USD 342 M +USD 8.33 M +2% 2.2% 34.5% 287 8.71% 0.9
Algebris (UK)
2679
Algebris (UK)
United Kingdom
USD 342 M -USD 154 M -31% 7.96% 24.5% 64 60.94% 0.5
SC
2680
Southside Capital
Florida
USD 342 M +USD 97.8 M +40% 7.14% – 78 42.31% 0.3
Gilbert & Cook
2681
Gilbert & Cook
Iowa
USD 342 M +USD 13 M +4% 2.51% 63.2% 120 12.5% 1.6
Financial Enhancement Group
2682
Financial Enhancement Group
Indiana
USD 342 M +USD 13.4 M +4% 3.12% 62.2% 337 21.66% 1.2
Corsair Capital Management
2683
Corsair Capital Management
New York
USD 342 M +USD 16 M +5% 9.19% 435% 80 31.25% 1.9
Spearhead Capital Advisors
2684
Spearhead Capital Advisors
Florida
USD 342 M +USD 10.1 M +3% 3.74% 25.2% 106 33.02% 0.7
Telos Capital Management
2685
Telos Capital Management
California
USD 341 M +USD 20.4 M +6% 4.58% 71.1% 162 8.64% 3.8
Sage Advisory Services
2686
Sage Advisory Services
Texas
USD 341 M -USD 703 M -67% 1.7% 33.9% 65 41.54% 1.1
Capital Planning Advisors
2687
Capital Planning Advisors
California
USD 340 M +USD 12.9 M +4% 3.61% 64.2% 127 14.96% 2.3
Strategic Wealth Partners Group
2688
Strategic Wealth Partners Group
Illinois
USD 340 M +USD 33.7 M +11% 3.12% – 28 0% 2.3
PL Capital Advisors
2689
PL Capital Advisors
Florida
USD 340 M -USD 4.81 M -1% 5.19% 100% 38 2.63% 2.9
Pathway Financial Advisors
2690
Pathway Financial Advisors
Vermont
USD 340 M +USD 17.8 M +6% 1.85% 52.7% 103 11.65% 1.2
MAM
2691
Morse Asset Management
Connecticut
USD 340 M +USD 6 M +2% 6.12% 222% 149 25.5% 1.5
CC
2692
ClearArc Capital
Ohio
USD 339 M -USD 32.7 M -9% 4.65% 63.4% 376 7.98% 4.9
FNY Investment Advisers
2693
FNY Investment Advisers
New York
USD 339 M +USD 46.9 M +16% 10.2% 386% 1,272 64.7% 0.2
Essex Financial Services
2694
Essex Financial Services
Connecticut
USD 339 M +USD 7.84 M +2% 3.7% 87.7% 252 9.52% 4.1
Tortoise Index Solutions
2695
Tortoise Index Solutions
Kansas
USD 338 M +USD 1.97 M +0.6% 0.26% 52.2% 165 4.24% 1.6
Sound View Wealth Advisors Group
2696
Sound View Wealth Advisors Group
Georgia
USD 338 M – – 3.09% 73% 247 – 0
Coastal Bridge Advisors
2697
Coastal Bridge Advisors
Connecticut
USD 338 M +USD 51.5 M +18% 2.38% 88.1% 137 10.22% 2
Dorchester Wealth Management
2698
Dorchester Wealth Management
Quebec, Canada
USD 338 M +USD 9.8 M +3% 3.45% 18.3% 139 14.39% 2.6
Sompo Asset Management
2699
Sompo Asset Management
Japan
USD 338 M +USD 18.7 M +6% 3.48% 84.7% 111 12.61% 1.3
Royal Fund Management
2700
Royal Fund Management
Florida
USD 337 M +USD 23.8 M +8% 2.63% 103% 712 25.98% 1.6