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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)
Mattern Capital Management
2776
Mattern Capital Management
Colorado
USD 572 M +USD 65.1 M +13% 12.4% 39.8% 117 2.56% 1.7
Gifford Fong Associates
2777
Gifford Fong Associates
California
USD 572 M +USD 56.9 M +11% 13.1% 180% 139 2.16% 3.2
Pegasus Partners
2778
Pegasus Partners
Wisconsin
USD 571 M +USD 20.2 M +4% 9.63% 32.6% 168 19.64% 2.9
PSG Equity
2779
PSG Equity
Massachusetts
USD 571 M – – 4.49% 13.7% 1 – 0
South Street Advisors
2780
South Street Advisors
New York
USD 571 M +USD 47 M +9% 11.4% 169% 73 6.85% 2.3
Cove Street Capital
2781
Cove Street Capital
California
USD 571 M -USD 103 M -15% 2.06% 84.2% 99 19.19% 2.5
Wealth Architects
2782
Wealth Architects
California
USD 570 M +USD 55.2 M +11% 7.2% 85.1% 209 16.27% 3.4
First Trust Capital Management
2783
First Trust Capital Management
Illinois
USD 570 M -USD 89.2 M -14% 4.44% 215% 321 52.34% 0.4
Lake Street Private Wealth
2784
Lake Street Private Wealth
Illinois
USD 570 M +USD 158 M +38% 9.27% 105% 343 37.03% 1.2
Center Lake Capital Management
2785
Center Lake Capital Management
Florida
USD 570 M -USD 45.4 M -7% 8.92% 98.3% 21 47.62% 0.8
Financial Enhancement Group
2786
Financial Enhancement Group
Indiana
USD 569 M +USD 41.3 M +8% 6.16% 62.2% 319 17.87% 2.2
Camden National Bank
2787
Camden National Bank
Maine
USD 569 M +USD 50.4 M +10% 9.47% 58.2% 162 12.35% 2.8
Proffitt & Goodson
2788
Proffitt & Goodson
Tennessee
USD 569 M +USD 21.1 M +4% 4.48% 48.5% 264 9.85% 2.9
McGowan Group Asset Management
2789
McGowan Group Asset Management
Texas
USD 569 M -USD 18.8 M -3% 1.5% 69.8% 124 14.52% 2.9
Southport Capital Management
2790
Southport Capital Management
Tennessee
USD 569 M +USD 320 M +128% 11.2% 80% 352 40.34% 2.2
HCP
2791
Holt Capital Partners
Texas
USD 569 M +USD 43.2 M +8% 8.17% 69.5% 164 6.1% 5
Institutional Venture Management XIV
2792
Institutional Venture Management XIV
California
USD 569 M -USD 35.9 M -6% 17.9% 18.1% 5 20% 1.1
Fort Baker Capital Management
2793
Fort Baker Capital Management
California
USD 568 M +USD 195 M +52% 1.51% 46.3% 143 63.64% 0.3
Ropes Wealth Advisors
2794
Ropes Wealth Advisors
Massachusetts
USD 568 M -USD 55.7 M -9% 10.1% 71% 296 16.22% 4.5
Index Venture Growth Associates I
2795
Index Venture Growth Associates I
Jersey
USD 568 M -USD 205 M -27% 23.7% 30.9% 2 50% 0.5
Intel Corp
2796
Intel Corp
California
USD 568 M -USD 161 M -22% 13.9% 9.79% 7 28.57% 0.4
SM
2797
Sciencast Management
New Jersey
USD 568 M +USD 214 M +60% 6.31% 72.5% 658 79.64% 0.1
McMorgan & Co
2798
McMorgan & Co
California
USD 568 M +USD 69.1 M +14% 1.47% 30.1% 56 5.36% 0.4
Dean Investment Associates
2799
Dean Investment Associates
Ohio
USD 568 M +USD 37.2 M +7% 8.62% 63.5% 244 10.25% 3.1
Baker Ellis Asset Management
2800
Baker Ellis Asset Management
Washington
USD 567 M +USD 47.5 M +9% 9.51% 91.9% 211 6.16% 4.5