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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)
Kopp Investment Advisors
2851
Kopp Investment Advisors
Minnesota
USD 186 M -USD 38.6 M -17% 8.85% 109% 75 22.67% 1.5
Keating Investment Counselors
2852
Keating Investment Counselors
Florida
USD 186 M -USD 10.3 M -5% 4.56% 50% 60 5% 2
JRM
2853
John R. Muse
USD 185 M -USD 44.2 M -19% 18.4% – 2 0% 0.5
Confluence Wealth Management
2854
Confluence Wealth Management
Oregon
USD 185 M +USD 2.38 M +1% 5.66% 31.9% 120 16.67% 1
Dumont & Blake Investment Advisors
2855
Dumont & Blake Investment Advisors
New Jersey
USD 185 M -USD 19.5 M -10% 7.62% 78.3% 180 12.22% 1.7
Capital Investment Counsel Inc
2856
Capital Investment Counsel Inc
North Carolina
USD 185 M -USD 15.8 M -8% 7.01% 174% 140 7.86% 1.9
Cypress Wealth Advisors
2857
Cypress Wealth Advisors
California
USD 185 M +USD 13.9 M +8% 8.7% 29.3% 199 34.17% 0.2
Starwood Real Estate Securities
2858
Starwood Real Estate Securities
Connecticut
USD 185 M -USD 100 M -35% 1.9% – 46 71.74% 0.2
Ironwood Investment Counsel
2859
Ironwood Investment Counsel
Arizona
USD 185 M -USD 12.1 M -6% 6.53% 64% 142 9.15% 1.9
MU Investments Company
2860
MU Investments Company
Japan
USD 185 M -USD 25.5 M -12% 7.07% 40.4% 308 17.86% 1.7
Domani Wealth
2861
Domani Wealth
Pennsylvania
USD 185 M +USD 1.04 M +0.6% 10.2% 48.6% 110 23.64% 0.4
The Family Firm
2862
The Family Firm
Maryland
USD 184 M -USD 9.9 M -5% 7.28% 40.2% 119 20.17% 0.6
Callan Capital
2863
Callan Capital
California
USD 184 M -USD 292 M -61% 21% 20.1% 80 33.75% 1.4
TIFF Advisory Services
2864
TIFF Advisory Services
Pennsylvania
USD 184 M -USD 65.8 M -26% 10.3% 85.9% 3 33.33% 1.1
Benin Management Corp
2865
Benin Management Corp
Connecticut
USD 184 M -USD 3.5 M -2% 6.31% 76.3% 105 12.38% 1.8
Taylor Cottrill
2866
Taylor Cottrill
New Hampshire
USD 184 M -USD 23.5 M -11% 5.98% – 105 1.9% 1.9
City Holding Co
2867
City Holding Co
West Virginia
USD 183 M -USD 13.3 M -7% 5.77% 89.2% 485 8.87% 1.4
LHC
2868
Levy Harkins & Co
New York
USD 183 M -USD 66.2 M -27% 8.13% 62.9% 21 14.29% 1.9
Axis Capital Holdings
2869
Axis Capital Holdings
USD 183 M -USD 2.87 M -2% 7.55% 67% 3 0% 2.3
Barings Real Estate Advisers
2870
Barings Real Estate Advisers
Connecticut
USD 183 M -USD 40.5 M -18% 2.17% 44.2% 41 31.71% 1.4
Adelphi Capital
2871
Adelphi Capital
United Kingdom
USD 182 M +USD 1.21 M +0.7% 11.8% – 2 0% 0.8
Rock Point Advisors
2872
Rock Point Advisors
Vermont
USD 182 M -USD 13.2 M -7% 9.48% 82.8% 85 5.88% 1.7
JGP Global Gestao de Recursos
2873
JGP Global Gestao de Recursos
Brazil
USD 182 M -USD 246 M -57% 8.09% 261% 33 54.55% 0.4
Claar Advisors
2874
Claar Advisors
New York
USD 182 M -USD 71.1 M -28% 9.03% 65.5% 34 44.12% 0.7
Community Bank of Raymore
2875
Community Bank of Raymore
Missouri
USD 182 M -USD 10 M -5% 12.1% 89.6% 45 8.89% 0.7