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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)
Northern Capital Management (Wisconsin)
2776
Northern Capital Management (Wisconsin)
Wisconsin
USD 222 M -USD 1.67 M -0.7% 5.38% 12.8% 157 28.03% 1.8
Zeke Capital Advisors
2777
Zeke Capital Advisors
Pennsylvania
USD 222 M +USD 41.9 M +23% 3.04% 41% 83 80.72% 0.1
FRG Family Wealth Advisors
2778
FRG Family Wealth Advisors
Washington
USD 222 M +USD 770 k +0.3% 2.82% 76.4% 128 7.03% 0.7
Cypress Wealth Advisors
2779
Cypress Wealth Advisors
California
USD 222 M +USD 19.3 M +10% 4.06% 29.3% 216 16.2% 0.9
Roanoke Asset Management
2780
Roanoke Asset Management
New Jersey
USD 221 M +USD 5.68 M +3% 7.42% 50.3% 106 4.72% 2.5
Cadence Bank NA
2781
Cadence Bank NA
Texas
USD 221 M +USD 18.2 M +9% 0.97% 33.3% 139 12.95% 2.3
Fort Point Capital Partners
2782
Fort Point Capital Partners
California
USD 221 M +USD 14.6 M +7% 5.47% 62.2% 158 29.75% 1
Univest Financial
2783
Univest Financial
Pennsylvania
USD 221 M +USD 1.52 M +0.7% 3.63% 82.6% 95 7.37% 2.5
PCM
2784
Proxima Capital Management
New York
USD 221 M -USD 34.6 M -14% 18.4% 20.7% 39 20.51% 1.5
Credential Securities
2785
Credential Securities
USD 221 M +USD 28.1 M +15% 4.19% 32.5% 265 8.3% 1.8
Chubb Ltd
2786
Chubb Ltd
Switzerland
USD 221 M -USD 10.8 M -5% 5.12% 64.2% 26 7.69% 0.5
Point72 Asia (Singapore)
2787
Point72 Asia (Singapore)
Singapore
USD 220 M +USD 15.6 M +8% 21.4% – 28 82.14% 0.1
IMIM
2788
Irving Magee Investment Management
Pennsylvania
USD 220 M +USD 15.2 M +7% 10.4% 39.9% 53 7.55% 2.5
Cowen Prime Advisors
2789
Cowen Prime Advisors
New York
USD 220 M +USD 14.4 M +7% 10.9% 116% 281 19.93% 2.1
McRae Capital Management
2790
McRae Capital Management
New Jersey
USD 220 M +USD 3.82 M +2% 5.05% 78.2% 102 5.88% 2.1
Corsair Capital
2791
Corsair Capital
New York
USD 220 M +USD 23.1 M +12% 7.54% 17.1% 3 33.33% 1.4
CIA
2792
Covington Investment Advisors
Pennsylvania
USD 220 M -USD 6.81 M -3% 1.24% 100% 88 5.68% 2.6
M Holdings Securities
2793
M Holdings Securities
Oregon
USD 219 M +USD 24.2 M +12% 3.05% 83.9% 269 14.5% 1.5
Harvest Capital Management
2794
Harvest Capital Management
New Hampshire
USD 219 M +USD 5.75 M +3% 2.16% 19.5% 91 10.99% 2.2
Vista Equity Partners Management
2795
Vista Equity Partners Management
California
USD 219 M -USD 9.8 M -4% 24.3% 3.45% 28 25% 0.9
Shelter Insurance Retirement Plan
2796
Shelter Insurance Retirement Plan
Missouri
USD 219 M +USD 91 k +0% 2.12% 60.5% 42 4.76% 2.8
Goldstein Munger & Associates
2797
Goldstein Munger & Associates
California
USD 219 M +USD 2.55 M +1% 3.29% 11.9% 32 3.13% 2.7
Ashburton (Jersey)
2798
Ashburton (Jersey)
Jersey
USD 219 M -USD 21.4 M -9% 5.24% – 84 33.33% 0.5
Yorktown Energy Partners VII
2799
Yorktown Energy Partners VII
New York
USD 219 M +USD 13.3 M +6% 10.7% 22.4% 3 0% 0.8
Ion Asset Management
2800
Ion Asset Management
Israel
USD 219 M +USD 6.67 M +3% 10.7% 125% 19 36.84% 1.3