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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)
Virtus ETF Advisers
2876
Virtus ETF Advisers
New York
USD 207 M +USD 72.1 M +53% 10.2% 177% 159 10.69% 0.5
Benin Management Corp
2877
Benin Management Corp
Connecticut
USD 207 M +USD 13.4 M +7% 4.96% 76.3% 104 7.69% 2.5
Confluence Wealth Management
2878
Confluence Wealth Management
Oregon
USD 207 M +USD 3.54 M +2% 2.85% 31.9% 133 2.26% 1.6
Veritas Investment Management (UK)
2879
Veritas Investment Management (UK)
United Kingdom
USD 207 M -USD 9.08 M -4% 3.06% 151% 54 27.78% 2
ACM
2880
Accipiter Capital Management
Florida
USD 206 M +USD 84.1 M +69% 40.7% 55.9% 8 12.5% 1
Fullerton Fund Management
2881
Fullerton Fund Management
Singapore
USD 206 M +USD 52.5 M +34% 14.1% 412% 27 40.74% 0.4
KWMG LLC
2882
KWMG LLC
Kansas
USD 206 M +USD 20.9 M +11% 3.85% 76.2% 144 4.86% 1.4
Peavine Capital
2883
Peavine Capital
Nevada
USD 206 M -USD 11.9 M -5% 2.85% 30.8% 18 5.56% 1.8
WCMN
2884
Westchester Capital Management (Nebraska)
Nebraska
USD 206 M -USD 20.2 M -9% 3.83% 107% 34 2.94% 2.8
Kovack Advisors
2885
Kovack Advisors
Florida
USD 205 M +USD 17 M +9% 2.38% 118% 330 36.36% 1.1
Coastal Bridge Advisors
2886
Coastal Bridge Advisors
Connecticut
USD 205 M +USD 14 M +7% 6.03% 88.1% 67 11.94% 0.7
Keating Investment Counselors
2887
Keating Investment Counselors
Florida
USD 205 M +USD 1.43 M +0.7% 0.6% 50% 65 7.69% 2.6
Simplicity Solutions
2888
Simplicity Solutions
Minnesota
USD 205 M +USD 19.4 M +10% 2.85% 37.1% 265 24.91% 0.7
MA
2889
Marshwinds Advisory
Georgia
USD 205 M -USD 161 k -0.1% 2.49% 32.9% 144 3.47% 2.8
Permanens Capital
2890
Permanens Capital
New York
USD 205 M +USD 41 M +25% 3.79% 76.9% 13 15.38% 1.3
Proprium Capital Partners
2891
Proprium Capital Partners
Connecticut
USD 205 M +USD 3.66 M +2% 1.82% 6.09% 2 0% 1.5
LSC
2892
Lyon Street Capital
California
USD 205 M +USD 27.7 M +16% 17.6% – 40 37.5% 1.1
Bard Associates
2893
Bard Associates
Illinois
USD 205 M +USD 16.1 M +9% 12.7% 241% 178 4.49% 2.3
KS
2894
Karpas Strategies
Connecticut
USD 205 M +USD 4.18 M +2% 2.94% 16.1% 123 4.88% 2.7
Ipswich Investment Management
2895
Ipswich Investment Management
Massachusetts
USD 205 M +USD 2.38 M +1% 2.72% 104% 137 5.84% 2.4
SCM
2896
Springhouse Capital Management
Connecticut
USD 204 M +USD 27.1 M +15% 13.2% 52% 33 27.27% 0.6
Redmond Asset Management
2897
Redmond Asset Management
Virginia
USD 204 M +USD 3.59 M +2% 6.24% 61.5% 152 10.53% 2
Boyd Watterson Asset Management
2898
Boyd Watterson Asset Management
Ohio
USD 204 M -USD 6.49 M -3% 3.29% 101% 187 11.76% 2.4
Frazier Management
2899
Frazier Management
Washington
USD 204 M +USD 78.4 M +63% 128% 408% 8 12.5% 0.7
Dumont & Blake Investment Advisors
2900
Dumont & Blake Investment Advisors
New Jersey
USD 204 M +USD 4.31 M +2% 3.31% 78.3% 200 11.5% 2.3