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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)
AC
2776
Athos Capital
Hong Kong
USD 295 M +USD 50.6 M +21% 5.41% 110% 35 45.71% 0.5
Cat Rock Capital Management
2777
Cat Rock Capital Management
Connecticut
USD 295 M +USD 26 M +10% 8.13% 66.7% 7 28.57% 0.8
Circle Wealth Management
2778
Circle Wealth Management
New Jersey
USD 294 M +USD 17 M +6% 1.49% 71.8% 104 11.54% 1.2
BDO Wealth Advisors
2779
BDO Wealth Advisors
Florida
USD 294 M +USD 27.3 M +10% 1.35% 38.3% 705 25.25% 0.6
FFL Partners
2780
FFL Partners
California
USD 294 M -USD 22.8 M -7% 34.4% 36.1% 2 0% 1
Foresite Capital Management IV
2781
Foresite Capital Management IV
California
USD 293 M +USD 52.2 M +22% 26.7% 151% 21 33.33% 0.4
Dundas Partners
2782
Dundas Partners
United Kingdom
USD 293 M -USD 29.4 M -9% 2.49% 87.6% 36 0% 0.3
NorthRock Partners
2783
NorthRock Partners
Minnesota
USD 293 M -USD 14.1 M -5% 4.27% 62.8% 62 9.68% 1.8
Integrated Wealth Concepts
2784
Integrated Wealth Concepts
Massachusetts
USD 293 M +USD 43.6 M +17% 1.9% 69.4% 239 21.34% 0.4
Asset Dedication LLC
2785
Asset Dedication LLC
California
USD 293 M +USD 91.2 M +45% 1.84% 67.8% 822 38.32% 1
Pictet Bank & Trust
2786
Pictet Bank & Trust
Bahamas
USD 293 M +USD 11.4 M +4% 4.26% 82.7% 84 16.67% 2.4
Lannebo Fonder
2787
Lannebo Fonder
Sweden
USD 293 M +USD 59.7 M +26% 8.25% 49.8% 23 0% 2.1
Parker Investment Management
2788
Parker Investment Management
California
USD 292 M +USD 11.4 M +4% 6.11% 208% 26 19.23% 1.4
Oak Hill Capital Management
2789
Oak Hill Capital Management
New York
USD 292 M -USD 60.8 M -17% 16% 1.19% 3 0% 1.8
IAA
2790
Ironsides Asset Advisors
North Carolina
USD 292 M +USD 31.3 M +12% 2.95% 49.3% 108 29.63% 1.6
SCM
2791
Symons Capital Management
Pennsylvania
USD 292 M -USD 37.5 M -11% 3.5% 25.4% 86 29.07% 1.2
KWMG
2792
King Wealth Management Group
Florida
USD 292 M +USD 10.2 M +4% 3.56% 86% 128 5.47% 3.2
Leith Wheeler Investment Counsel
2793
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 292 M +USD 188 M +181% 2.8% 52.3% 33 18.18% 1
McCutchen Group
2794
McCutchen Group
Washington
USD 292 M +USD 3.2 M +1% 0.76% 2.54% 20 0% 4
PT
2795
Plimoth Trust
Massachusetts
USD 292 M +USD 2.34 M +0.8% 1.49% 94% 190 3.68% 0.5
Community Bank of Raymore
2796
Community Bank of Raymore
Missouri
USD 292 M +USD 39.2 M +16% 4.53% 89.6% 52 5.77% 2.8
Bright Rock Capital Management
2797
Bright Rock Capital Management
Massachusetts
USD 292 M +USD 742 k +0.3% 2.98% 53.1% 82 12.2% 3.3
Thames Capital Management
2798
Thames Capital Management
New Jersey
USD 292 M +USD 54.1 M +23% 18.8% 1,177% 42 59.52% 0.2
CIA
2799
Covington Investment Advisors
Pennsylvania
USD 291 M -USD 19.7 M -6% 1.27% 100% 92 11.96% 3.7
Welch Capital Partners
2800
Welch Capital Partners
New York
USD 291 M +USD 209 k +0.1% 3.51% 79.2% 37 10.81% 2.1