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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)
American National Bank & Trust (Virginia)
2826
American National Bank & Trust (Virginia)
Virginia
USD 210 M +USD 4.17 M +2% 3.98% – 144 10.42% 1.1
Smith & Howard Wealth Management
2827
Smith & Howard Wealth Management
Georgia
USD 209 M +USD 16.6 M +9% 1.37% 40.4% 56 28.57% 0.9
Doheny Asset Management
2828
Doheny Asset Management
California
USD 209 M +USD 9.28 M +5% 2.43% 135% 127 24.41% 1.1
Montgomery Investment Management
2829
Montgomery Investment Management
Maryland
USD 209 M +USD 64.2 M +44% 1.29% 98.4% 80 13.75% 1.2
Juncture Wealth Strategies
2830
Juncture Wealth Strategies
Arizona
USD 208 M – – 3.22% 76.5% 71 – 0
T
2831
Tahithromos
New York
USD 208 M -USD 177 M -46% 2.03% 16.4% 49 65.31% 0.4
GTC
2832
Ghost Tree Capital
New York
USD 208 M +USD 24.2 M +13% 23.5% 265% 103 74.76% 0.2
KS
2833
Karpas Strategies
Connecticut
USD 208 M +USD 8.26 M +4% 3.98% 16.1% 125 8% 1.2
WCMN
2834
Westchester Capital Management (Nebraska)
Nebraska
USD 208 M -USD 3.02 M -1% 3.98% 121% 44 18.18% 1.3
Whetstone Capital Advisors
2835
Whetstone Capital Advisors
Kansas
USD 208 M +USD 5.97 M +3% 2.68% 282% 42 42.86% 0.4
Armistice Capital
2836
Armistice Capital
New York
USD 208 M – – 2.87% 79.7% 29 – 0
Kopp Investment Advisors
2837
Kopp Investment Advisors
Minnesota
USD 208 M +USD 5.92 M +3% 9.57% 109% 74 10.81% 1.1
Moneta Group Investment Advisors
2838
Moneta Group Investment Advisors
Missouri
USD 208 M +USD 15.8 M +8% 3.95% 64.3% 147 14.29% 1.2
Rothschild Capital Partners
2839
Rothschild Capital Partners
New York
USD 208 M -USD 9.26 M -4% 5.5% 90.8% 48 22.92% 1.1
Great Point Partners
2840
Great Point Partners
Connecticut
USD 208 M -USD 25.1 M -11% 4.2% 710% 46 58.7% 0.5
Capital Investment Counsel Inc
2841
Capital Investment Counsel Inc
North Carolina
USD 208 M +USD 4.46 M +2% 6.27% 174% 148 10.81% 1.3
PCM
2842
Panning Capital Management
New York
USD 208 M -USD 361 M -63% 11.6% 349% 19 78.95% 0.3
Waterstone Capital Management
2843
Waterstone Capital Management
Minnesota
USD 207 M -USD 22 M -10% 3.78% 23.4% 27 37.04% 0.6
TFMS
2844
Trust & Fiduciary Management Services
Massachusetts
USD 207 M -USD 24.2 M -10% 6.05% – 46 21.74% 1.1
IHM
2845
Iguana Healthcare Management
New York
USD 207 M +USD 19.7 M +11% 18.5% 141% 83 54.22% 0.5
PWAP
2846
Private Wealth Advisors (Pennsylvania)
Pennsylvania
USD 207 M +USD 17.1 M +9% 3.37% 58.5% 125 6.4% 1.3
BCWM LLC
2847
BCWM LLC
Kansas
USD 207 M +USD 7.52 M +4% 0.51% – 104 19.23% 1.1
Americafirst Capital Management
2848
Americafirst Capital Management
California
USD 206 M +USD 3.48 M +2% 3.96% 32.9% 323 80.19% 0.1
PAS
2849
Partnervest Advisory Services
California
USD 206 M +USD 14.2 M +7% 0.69% 45.1% 185 31.35% 1.1
Rowlandmiller & Partners
2850
Rowlandmiller & Partners
Georgia
USD 206 M – – 6.35% 84% 124 – 0