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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)
CFSG
2851
Community Financial Services Group
Vermont
USD 293 M +USD 13.6 M +5% 6.57% – 100 12% 2.4
SVC
2852
Strycker View Capital
New York
USD 293 M +USD 80.8 M +38% 8.85% 114% 21 47.62% 0.6
RTS
2853
Round Table Services
New Jersey
USD 293 M -USD 3.86 M -1% 4.33% 16.1% 159 35.22% 1.6
St Louis Trust
2854
St Louis Trust
Missouri
USD 293 M -USD 6.72 M -2% 5.28% 71.4% 95 18.95% 1.9
Point72 Hong Kong
2855
Point72 Hong Kong
Hong Kong
USD 292 M -USD 3.32 M -1% 2.17% 396% 1,385 73.21% 0.2
Meristem Family Wealth
2856
Meristem Family Wealth
Minnesota
USD 292 M +USD 7.84 M +3% 7.48% 67.7% 157 19.75% 2.4
CC
2857
Carbonado Capital
New York
USD 292 M -USD 144 M -33% 0.05% 62.2% 18 44.44% 1
Capital Impact Advisors
2858
Capital Impact Advisors
Massachusetts
USD 292 M +USD 21.1 M +8% 11.2% – 125 1.6% 2.3
Sio Capital Management
2859
Sio Capital Management
New York
USD 291 M +USD 111 M +61% 11.8% 564% 85 67.06% 0.3
Stonebridge Capital Management
2860
Stonebridge Capital Management
California
USD 291 M +USD 11.9 M +4% 7.09% – 137 1.46% 3.5
FCG Advisors
2861
FCG Advisors
New Jersey
USD 291 M +USD 14.9 M +5% 5.18% 19.7% 145 11.03% 2.7
Front Street Capital Management
2862
Front Street Capital Management
Montana
USD 291 M +USD 32.2 M +12% 12.5% 316% 62 11.29% 1.9
Corbyn Investment Management
2863
Corbyn Investment Management
Maryland
USD 291 M +USD 5.26 M +2% 2.23% 71.9% 51 5.88% 3
KCM
2864
Karp Capital Management
California
USD 291 M +USD 36.4 M +14% 6.38% 21.3% 128 26.56% 1.4
JCIC Asset Management
2865
JCIC Asset Management
Ontario, Canada
USD 290 M -USD 4.53 M -2% 5.04% – 142 18.31% 1.3
Hunter Associates Investment Management
2866
Hunter Associates Investment Management
Pennsylvania
USD 290 M +USD 13.1 M +5% 5.49% 76.1% 166 6.02% 3.8
Lafayette Investments
2867
Lafayette Investments
Maryland
USD 290 M +USD 16.8 M +6% 8.99% 77.9% 82 4.88% 3.7
Divergent Wealth Advisors
2868
Divergent Wealth Advisors
Utah
USD 290 M +USD 12.3 M +4% 2.4% 14.7% 146 11.64% 0.5
Buffington Mohr McNeal
2869
Buffington Mohr McNeal
Idaho
USD 290 M +USD 23.4 M +9% 7.54% 29.3% 119 5.04% 2.6
PH
2870
Pinnacle Holdings
Oklahoma
USD 290 M +USD 2.74 M +1% 3.94% 79.6% 219 11.42% 3.2
Avalon Global Asset Management
2871
Avalon Global Asset Management
California
USD 290 M +USD 14.4 M +5% 10.4% 278% 55 38.18% 1.7
Fifth Third Securities
2872
Fifth Third Securities
Ohio
USD 289 M +USD 225 M +349% 4.18% 62.7% 136 69.12% 0.5
General Electric
2873
General Electric
Ohio
USD 289 M +USD 32.9 M +13% 13.7% 23.2% 4 0% 1.5
Parkside Financial Bank & Trust
2874
Parkside Financial Bank & Trust
Missouri
USD 288 M +USD 19 M +7% 5.56% 73.6% 1,694 11.51% 2.1
Valley National Advisers
2875
Valley National Advisers
Pennsylvania
USD 288 M +USD 26.5 M +10% 6.94% 87.2% 789 16.1% 2.5