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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)
Cornerstone Wealth Group
2726
Cornerstone Wealth Group
North Carolina
USD 370 M -USD 28.7 M -7% 6.32% 96% 155 34.84% 0.5
North Peak Capital Management
2727
North Peak Capital Management
New York
USD 370 M +USD 137 M +59% 24.8% 301% 14 50% 0.3
HA
2728
Harbor Advisors
Florida
USD 369 M +USD 19.6 M +6% 6.88% 125% 174 11.49% 2.3
Hourglass Capital
2729
Hourglass Capital
Texas
USD 369 M +USD 18.2 M +5% 8.76% 94.4% 132 15.15% 3.8
Advisors Preferred
2730
Advisors Preferred
Maryland
USD 369 M -USD 31.2 M -8% 8.7% 102% 367 81.47% 0.3
Strategy Capital
2731
Strategy Capital
California
USD 369 M +USD 36.7 M +11% 14.3% 316% 7 14.29% 0.9
Analyst IMS Investment Management Services
2732
Analyst IMS Investment Management Services
Israel
USD 368 M +USD 30.9 M +9% 9.96% 99.4% 96 7.29% 3.4
Bowie Capital Management
2733
Bowie Capital Management
Texas
USD 368 M -USD 177 M -33% 10.2% 31.6% 37 21.62% 2.1
McCutchen Group
2734
McCutchen Group
Washington
USD 367 M +USD 27.5 M +8% 5.58% 2.54% 25 0% 4.4
Needham Investment Management
2735
Needham Investment Management
New York
USD 367 M +USD 55.4 M +18% 12.6% 424% 105 25.71% 3.2
PL Capital Advisors
2736
PL Capital Advisors
Florida
USD 366 M +USD 39.9 M +12% 12.9% 100% 39 15.38% 3.3
Tarbox Family Office
2737
Tarbox Family Office
California
USD 366 M +USD 37.4 M +11% 9.07% 66.4% 1,242 17.71% 2.6
Realta Investment Advisors
2738
Realta Investment Advisors
Delaware
USD 366 M -USD 2.66 M -0.7% 7.64% 151% 1,752 11.24% 0.6
Rinet Company
2739
Rinet Company
Massachusetts
USD 365 M +USD 39.8 M +12% 8.25% 33.1% 27 7.41% 3.2
SCM
2740
Soros Capital Management
New York
USD 365 M – – 19.4% 732% 36 – 0
Polunin Capital Partners
2741
Polunin Capital Partners
United Kingdom
USD 365 M -USD 28.2 M -7% 10.5% 268% 18 22.22% 1
Orgel Wealth Management
2742
Orgel Wealth Management
Wisconsin
USD 364 M +USD 97.8 M +37% 3.27% 39.6% 52 13.46% 1.8
Callan Capital
2743
Callan Capital
California
USD 364 M +USD 14.7 M +4% 7.61% 20.1% 56 5.36% 3.7
ThornTree Capital Partners
2744
ThornTree Capital Partners
Massachusetts
USD 364 M +USD 36.9 M +11% 5.63% 217% 18 38.89% 0.9
Mengis Capital Management
2745
Mengis Capital Management
Oregon
USD 363 M +USD 27.4 M +8% 10% 104% 170 5.88% 2.8
IP
2746
Isomer Partners
New York
USD 363 M +USD 53.3 M +17% 12.2% 57.2% 17 29.41% 0.6
Essex Financial Services
2747
Essex Financial Services
Connecticut
USD 363 M +USD 52.3 M +17% 10.7% 87.7% 282 14.54% 3.9
Equitec Specialists
2748
Equitec Specialists
Illinois
USD 363 M -USD 71.9 M -17% 3% 65.4% 184 48.91% 0.5
DDD Partners
2749
DDD Partners
Washington
USD 362 M +USD 36.7 M +11% 10.7% 62.1% 50 16% 1.3
Teza Capital Management
2750
Teza Capital Management
Illinois
USD 362 M -USD 29.9 M -8% 6.8% 133% 805 74.41% 0.1