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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)
Chatham Capital Group
2851
Chatham Capital Group
Georgia
USD 408 M -USD 34.2 M -8% 4.31% 97% 181 8.29% 4.9
Deltec Asset Management
2852
Deltec Asset Management
New York
USD 407 M -USD 19.3 M -5% 1.91% 127% 256 19.14% 2.4
MWM
2853
Madison Wealth Management
Ohio
USD 407 M -USD 4.84 M -1% 4.6% 35.1% 167 7.19% 2
BSW Wealth Partners
2854
BSW Wealth Partners
Colorado
USD 407 M -USD 10.1 M -2% 5.06% 75.4% 304 20.72% 2.7
FCP
2855
Fine Capital Partners
New York
USD 406 M -USD 69.3 M -15% 8.89% 95.5% 3 33.33% 7.1
NFP Retirement Inc
2856
NFP Retirement Inc
California
USD 406 M +USD 11.4 M +3% 5.53% 46.7% 238 10.92% 1.4
Herald Investment Management
2857
Herald Investment Management
United Kingdom
USD 406 M -USD 24.9 M -6% 0.21% 493% 109 10.09% 4.2
South Street Advisors
2858
South Street Advisors
New York
USD 406 M -USD 33.4 M -8% 3.48% 169% 76 14.47% 2.8
Mark Asset Management
2859
Mark Asset Management
New York
USD 406 M -USD 8.27 M -2% 0.42% 325% 54 29.63% 2.4
FRG Family Wealth Advisors
2860
FRG Family Wealth Advisors
Washington
USD 405 M -USD 27.9 M -6% 4.86% 76.4% 142 4.93% 4.9
Advocate Group
2861
Advocate Group
Minnesota
USD 405 M -USD 24.9 M -6% 6.7% 56.3% 114 4.39% 0.2
Gifford Fong Associates
2862
Gifford Fong Associates
California
USD 404 M -USD 24.9 M -6% 5.74% 180% 140 0.71% 3.9
Mass Ave Global
2863
Mass Ave Global
New York
USD 404 M +USD 37.6 M +10% 2.02% – 48 58.33% 0.3
XTX Topco
2864
XTX Topco
Cayman Islands
USD 404 M +USD 159 M +65% 6.74% 87.3% 1,512 75.99% 0.1
Blue Edge Capital
2865
Blue Edge Capital
Virginia
USD 404 M -USD 26.5 M -6% 4.51% 67.4% 108 7.41% 4.5
Grove Bank & Trust
2866
Grove Bank & Trust
Florida
USD 404 M -USD 14.1 M -3% 5.22% 80.5% 214 6.54% 4.5
Gateway Advisory
2867
Gateway Advisory
New Jersey
USD 403 M +USD 168 M +72% 1.7% 26% 94 50% 2
Crestview Partners III
2868
Crestview Partners III
New York
USD 403 M -USD 189 M -32% 31.7% 51.2% 2 0% 4.5
Ramsay Stattman Vela & Price
2869
Ramsay Stattman Vela & Price
Colorado
USD 403 M -USD 43.3 M -10% 4.6% 81.8% 90 13.33% 5.3
Probity Advisors
2870
Probity Advisors
Texas
USD 403 M -USD 28.9 M -7% 4.86% 61.7% 183 9.84% 4.5
Aviance Capital Partners
2871
Aviance Capital Partners
Florida
USD 403 M -USD 46.3 M -10% 5.63% 98.2% 281 15.3% 4.3
Corbin Capital Partners
2872
Corbin Capital Partners
New York
USD 403 M -USD 38.4 M -9% 0.93% 87.7% 126 8.73% 0.9
MA Private Wealth
2873
MA Private Wealth
California
USD 402 M -USD 8.18 M -2% 6.01% 57.5% 71 9.86% 2.2
Qtron Investments
2874
Qtron Investments
Massachusetts
USD 402 M -USD 52.6 M -12% 3.72% 140% 457 23.85% 1.2
CFMC
2875
Curbstone Financial Management Corp
New Hampshire
USD 402 M -USD 27.7 M -6% 4.57% 69.6% 182 5.49% 6