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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)
Meristem Family Wealth
2851
Meristem Family Wealth
Minnesota
USD 249 M +USD 5.65 M +2% 3.95% 67.7% 115 12.17% 2.4
Financial Enhancement Group
2852
Financial Enhancement Group
Indiana
USD 249 M +USD 12.8 M +5% 4.14% 62.2% 73 21.92% 1.2
Rinet Company
2853
Rinet Company
Massachusetts
USD 249 M +USD 15.3 M +7% 4.26% 33.1% 21 9.52% 1.8
Gallagher Fiduciary Advisors
2854
Gallagher Fiduciary Advisors
Illinois
USD 249 M +USD 11.8 M +5% 6.39% 25.1% 6 0% 2.1
Tokio Marine & Nichido Fire Insurance Company
2855
Tokio Marine & Nichido Fire Insurance Company
Japan
USD 249 M +USD 9.18 M +4% 3.83% – 4 0% 2.5
StrategIQ Financial Group
2856
StrategIQ Financial Group
Indiana
USD 249 M +USD 13.1 M +6% 3.12% 12.6% 157 8.92% 1.1
Diker Management
2857
Diker Management
New York
USD 248 M +USD 23.1 M +10% 13.7% 210% 70 32.86% 1.4
Benin Management Corp
2858
Benin Management Corp
Connecticut
USD 248 M +USD 15.6 M +7% 3.83% 76.3% 101 8.91% 3.3
DCM
2859
Divisar Capital Management
California
USD 248 M +USD 29.7 M +14% 5.18% 194% 28 14.29% 0.7
Harvey Capital Management
2860
Harvey Capital Management
Florida
USD 248 M +USD 14.6 M +6% 7.72% 147% 85 14.12% 2.6
Brilliance Asset Management
2861
Brilliance Asset Management
Hong Kong
USD 248 M +USD 47.8 M +24% 25.2% 39.2% 8 62.5% 0.3
CC
2862
Cognios Capital
Kansas
USD 247 M -USD 38.7 M -14% 2.04% 28.5% 184 23.91% 1.3
Patten Group
2863
Patten Group
Tennessee
USD 247 M +USD 461 k +0.2% 3.81% 88.1% 681 9.4% 2
Ironwood Investment Counsel
2864
Ironwood Investment Counsel
Arizona
USD 247 M -USD 17.9 M -7% 3.35% 64% 169 24.85% 2.6
Proficio Capital Partners
2865
Proficio Capital Partners
Massachusetts
USD 247 M +USD 6.33 M +3% 3.44% 97% 1,376 6.69% 1.3
Foresite Capital Management II
2866
Foresite Capital Management II
California
USD 247 M +USD 28.4 M +13% 13.7% 66.2% 17 52.94% 1.4
Intrepid Capital Management
2867
Intrepid Capital Management
Florida
USD 246 M -USD 9.07 M -4% 3.48% 70.2% 33 6.06% 2.8
Seafarer Capital Partners
2868
Seafarer Capital Partners
California
USD 246 M +USD 11.4 M +5% 9.35% 43% 3 0% 0.8
TC
2869
Tavio Capital
New York
USD 246 M +USD 44.9 M +22% 3.66% 81.4% 13 46.15% 0.3
Raffa Wealth Management
2870
Raffa Wealth Management
District of Columbia
USD 246 M +USD 14.4 M +6% 3.85% 35.8% 411 36.01% 2.8
Beddow Capital Management
2871
Beddow Capital Management
Wyoming
USD 245 M -USD 1.86 M -0.8% 8.45% 50.7% 46 15.22% 2.9
Genovese Burford & Brothers Wealth & Retirement Plan Management
2872
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
USD 245 M -USD 6.75 M -3% 4.55% 28% 451 13.08% 1.3
Clean Yield Group
2873
Clean Yield Group
Vermont
USD 245 M +USD 6.1 M +3% 5.63% 65% 135 5.19% 3
Cryder Capital Partners
2874
Cryder Capital Partners
United Kingdom
USD 245 M -USD 27.9 M -10% 4.92% 55.7% 11 18.18% 2.1
Genesee Valley Trust
2875
Genesee Valley Trust
New York
USD 245 M +USD 8.96 M +4% 2.48% 30.2% 244 15.98% 2.1