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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)
PCM
2851
Prime Capital Management
Hong Kong
USD 613 M -USD 149 M -20% 17.3% 579% 5 20% 1.2
Gratus Wealth Advisors
2852
Gratus Wealth Advisors
Virginia
USD 612 M +USD 32.1 M +6% 4.43% 65.2% 136 5.15% 0.7
Chatham Capital Group
2853
Chatham Capital Group
Georgia
USD 612 M +USD 38.8 M +7% 8.29% 97% 200 7% 5.5
Third Avenue Management
2854
Third Avenue Management
New York
USD 612 M +USD 28.7 M +5% 13.3% 113% 61 6.56% 5.2
Principal Street Partners
2855
Principal Street Partners
Tennessee
USD 612 M +USD 53.3 M +10% 6.82% 91% 263 13.69% 2.5
Claret Asset Management
2856
Claret Asset Management
Quebec, Canada
USD 611 M +USD 48.5 M +9% 7.41% 73.3% 357 36.13% 2.1
Oak Grove Capital
2857
Oak Grove Capital
New Hampshire
USD 610 M +USD 60.7 M +11% 4.82% 470% 67 17.91% 2.4
Arkansas Financial Group
2858
Arkansas Financial Group
Arkansas
USD 610 M +USD 48.8 M +9% 5.78% 41.4% 79 5.06% 4.1
Tarbox Family Office
2859
Tarbox Family Office
California
USD 610 M +USD 43.3 M +8% 6.62% 66.4% 109 4.59% 6.7
Proffitt & Goodson
2860
Proffitt & Goodson
Tennessee
USD 610 M +USD 43.3 M +8% 5.98% 48.5% 349 32.66% 3.7
Arcadia Investment Management
2861
Arcadia Investment Management
Michigan
USD 608 M +USD 22.7 M +4% 6.49% 83.5% 331 30.82% 5.7
Market Street Wealth Management Advisors
2862
Market Street Wealth Management Advisors
Indiana
USD 608 M +USD 25.2 M +4% 4.48% 44% 93 2.15% 3
Buffington Mohr McNeal
2863
Buffington Mohr McNeal
Idaho
USD 608 M +USD 37.8 M +7% 5.37% 29.3% 131 6.87% 5
Ardsley Advisory Partners
2864
Ardsley Advisory Partners
Connecticut
USD 608 M -USD 72.8 M -11% 9.28% 555% 193 61.14% 0.8
YLHM
2865
Yelin Lapidot Holdings Management
Israel
USD 607 M +USD 39.9 M +7% 7.21% 144% 91 9.89% 0.9
Matthews International Capital Management
2866
Matthews International Capital Management
California
USD 607 M +USD 148 M +32% 17% 227% 46 26.09% 2.5
Fort Baker Capital Management
2867
Fort Baker Capital Management
California
USD 607 M -USD 296 M -33% 6.94% 46.3% 93 36.56% 0.7
Ethos Financial Group
2868
Ethos Financial Group
Pennsylvania
USD 606 M +USD 38.5 M +7% 5.07% 63% 341 23.17% 0.9
Strategic Point Investment Advisors
2869
Strategic Point Investment Advisors
Rhode Island
USD 606 M +USD 47.9 M +9% 5.4% 58.2% 34 0% 4.3
Family Management
2870
Family Management
New York
USD 606 M +USD 36.5 M +6% 4.7% 69% 208 23.56% 2.4
SF
2871
Symphony Financial
Texas
USD 605 M +USD 57.3 M +10% 6.75% 95.7% 238 18.07% 2.2
Nalanda India Equity Fund
2872
Nalanda India Equity Fund
Mauritius
USD 604 M +USD 89.5 M +17% 18% 13.6% 2 0% 5.1
Tennessee Valley Asset Management Partners
2873
Tennessee Valley Asset Management Partners
Tennessee
USD 604 M +USD 70.8 M +13% 5.8% 65.7% 163 10.43% 2
Sanders Morris Harris
2874
Sanders Morris Harris
Texas
USD 603 M -USD 6.14 M -1% 7% 85.8% 307 12.38% 1.3
SA
2875
SoftVest Advisors
Texas
USD 603 M +USD 247 M +70% 18.5% 178% 6 33.33% 2.2