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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)
Marquette Asset Management
2801
Marquette Asset Management
Minnesota
USD 543 M +USD 121 M +29% 10.7% 69.6% 306 44.44% 3
DCM
2802
Divisar Capital Management
California
USD 543 M +USD 85.7 M +19% 14.6% 194% 35 14.29% 3
Oasis Management Company
2803
Oasis Management Company
Cayman Islands
USD 542 M -USD 1736 M -76% 15.2% 368% 79 36.71% 1.2
New England Private Wealth Advisors
2804
New England Private Wealth Advisors
Massachusetts
USD 542 M +USD 62 M +13% 10.7% 55.8% 130 13.85% 4.4
Evermay Wealth Management
2805
Evermay Wealth Management
Virginia
USD 542 M +USD 52.1 M +11% 10.5% 61.1% 697 22.96% 2.4
S&T Bank
2806
S&T Bank
Pennsylvania
USD 541 M +USD 22.6 M +4% 11.5% 193% 105 12.38% 5.1
Arkansas Financial Group
2807
Arkansas Financial Group
Arkansas
USD 541 M +USD 49.9 M +10% 8.79% 41.4% 67 2.99% 4
MAK Capital One
2808
MAK Capital One
New York
USD 541 M +USD 1.36 M +0.3% 20.5% 200% 12 50% 4
IR
2809
IAT Reinsurance
New York
USD 541 M +USD 36 M +7% 7.2% 60.2% 86 13.95% 4.7
Dorchester Wealth Management
2810
Dorchester Wealth Management
Quebec, Canada
USD 541 M +USD 46.1 M +9% 10.2% 18.3% 164 12.2% 4.5
Compound Global Advisors
2811
Compound Global Advisors
Washington
USD 540 M +USD 83.9 M +18% 12.5% – 40 15% 0.6
Canal Capital Management
2812
Canal Capital Management
Virginia
USD 540 M +USD 49.7 M +10% 8% 67.8% 163 13.5% 3.7
Massachusetts Institute of Technology
2813
Massachusetts Institute of Technology
Massachusetts
USD 540 M -USD 41.6 M -7% 0.13% 35.7% 13 69.23% 1.3
Titleist Asset Management
2814
Titleist Asset Management
Texas
USD 540 M +USD 52.8 M +11% 10.9% 101% 241 20.33% 0.6
ET
2815
Entropy Technologies
New York
USD 540 M – – 13.2% – 533 – 0
Almanack Investment Partners
2816
Almanack Investment Partners
Pennsylvania
USD 539 M +USD 22.5 M +4% 6.17% 82.2% 189 30.16% 1.9
PFG Investments
2817
PFG Investments
New York
USD 538 M +USD 5.25 M +1% 11.2% 106% 558 21.68% 0.6
Tortoise Index Solutions
2818
Tortoise Index Solutions
Kansas
USD 538 M +USD 56.8 M +12% 6.72% 52.2% 65 3.08% 5.4
BlueSky Wealth Advisors
2819
BlueSky Wealth Advisors
North Carolina
USD 538 M +USD 49 M +10% 8.35% 45.9% 72 8.33% 4.3
Atlas Private Wealth Advisors
2820
Atlas Private Wealth Advisors
New Jersey
USD 538 M +USD 8.94 M +2% 10% 57.8% 194 23.2% 1.7
CANC
2821
Culbertson A N & Co
Virginia
USD 538 M +USD 39.3 M +8% 8.83% 87.5% 119 3.36% 7.4
Camden National Bank
2822
Camden National Bank
Maine
USD 537 M +USD 50.1 M +10% 10.2% 58.2% 123 6.5% 4.6
Gilman Hill Asset Management
2823
Gilman Hill Asset Management
Connecticut
USD 537 M +USD 28.6 M +6% 11.6% 54.2% 224 13.84% 4.4
Consolidated Planning Corp
2824
Consolidated Planning Corp
Georgia
USD 537 M +USD 85.6 M +19% 11.1% 84.6% 186 25.27% 1.5
State of Wyoming
2825
State of Wyoming
Wyoming
USD 537 M +USD 72.4 M +16% 13.1% 135% 1,885 30.98% 1.2