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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)
Foresite Capital Management I
2851
Foresite Capital Management I
California
USD 317 M -USD 44.2 M -12% 42.7% 40.7% 3 33.33% 2.3
NTCM
2852
Nut Tree Capital Management
New York
USD 317 M +USD 94.3 M +42% 33% 101% 21 42.86% 0.8
Arkansas Financial Group
2853
Arkansas Financial Group
Arkansas
USD 317 M +USD 48.2 M +18% 14.6% 41.4% 39 7.69% 3.1
Capital Insight Partners
2854
Capital Insight Partners
Arizona
USD 317 M +USD 128 M +67% 15.4% 51.7% 144 38.89% 1.5
AMG
2855
Asset Management Group
Connecticut
USD 316 M +USD 51.4 M +19% 18.4% 57% 110 6.36% 5.2
J.P. Marvel Investment Advisors
2856
J.P. Marvel Investment Advisors
Massachusetts
USD 316 M +USD 52.3 M +20% 22.4% 183% 69 13.04% 4.9
Noesis Capital Mangement
2857
Noesis Capital Mangement
Florida
USD 316 M +USD 44.5 M +16% 19.7% 139% 110 10.91% 3.7
Keebeck Wealth Management
2858
Keebeck Wealth Management
Illinois
USD 316 M +USD 75.8 M +32% 21.7% 81.3% 373 63.81% 0.2
TrinityPoint Wealth
2859
TrinityPoint Wealth
Connecticut
USD 316 M +USD 63.5 M +25% 23.8% 28.4% 217 16.59% 1.1
Wilkins Investment Counsel
2860
Wilkins Investment Counsel
Massachusetts
USD 316 M +USD 41.9 M +15% 17.3% 56.2% 70 0% 6.1
Hanson & Doremus Investment Management
2861
Hanson & Doremus Investment Management
Vermont
USD 316 M +USD 21.5 M +7% 16.2% 86.3% 465 10.11% 4.7
First Trust Capital Management
2862
First Trust Capital Management
Illinois
USD 316 M +USD 121 M +62% 22% 214% 86 83.72% 0.1
Dorchester Wealth Management
2863
Dorchester Wealth Management
Quebec, Canada
USD 316 M +USD 45.4 M +17% 16.5% 18.3% 134 17.91% 3.1
Scion Asset Management
2864
Scion Asset Management
California
USD 315 M +USD 229 M +267% 45.5% 1.91% 34 73.53% 0.1
America First Investment Advisors
2865
America First Investment Advisors
Nebraska
USD 315 M +USD 39.7 M +14% 17.2% 78.2% 85 2.35% 5.2
Paradigm Financial Advisors
2866
Paradigm Financial Advisors
Missouri
USD 315 M +USD 45.7 M +17% 24.4% 114% 145 24.14% 3.3
Pinkerton Retirement Specialists
2867
Pinkerton Retirement Specialists
Idaho
USD 315 M +USD 171 M +119% 19.6% 98% 90 26.67% 1.6
WWM
2868
Windsor Wealth Management
Indiana
USD 314 M +USD 66.3 M +27% 16.5% 37.3% 196 15.31% 1.7
Lavaca Capital
2869
Lavaca Capital
Texas
USD 314 M +USD 211 M +204% 20.1% 46.5% 100 37% 0.9
Dimension Capital Management
2870
Dimension Capital Management
Florida
USD 314 M +USD 39 M +14% 20.6% 65.5% 101 21.78% 2
Mizuho Markets Cayman
2871
Mizuho Markets Cayman
Cayman Islands
USD 314 M -USD 121 M -28% 29% 219% 81 43.21% 0.2
Peak Asset Management
2872
Peak Asset Management
Colorado
USD 314 M +USD 54.4 M +21% 17.2% 70.1% 137 21.17% 3.4
Impactive Capital
2873
Impactive Capital
New York
USD 313 M +USD 79.6 M +34% 25.9% 25% 8 0% 0.4
Fagan Associates
2874
Fagan Associates
New York
USD 313 M +USD 61.7 M +25% 25.4% 127% 114 24.56% 3.2
Coastal Bridge Advisors
2875
Coastal Bridge Advisors
Connecticut
USD 313 M +USD 40.9 M +15% 21.4% 88.1% 167 22.75% 2.3