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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)
Gagnon Securities
2876
Gagnon Securities
New York
USD 481 M +USD 5.13 M +1% 6.47% 129% 116 19.83% 3.8
Hanson & Doremus Investment Management
2877
Hanson & Doremus Investment Management
Vermont
USD 481 M +USD 30.8 M +7% 4.24% 86.3% 476 10.92% 5.9
Total Wealth Planning
2878
Total Wealth Planning
Ohio
USD 480 M +USD 27 M +6% 2.69% 37.2% 83 4.82% 2.2
Thomas White International
2879
Thomas White International
Illinois
USD 480 M +USD 6.9 M +1% 2.92% 34.9% 280 11.79% 3.9
Ophir Asset Management
2880
Ophir Asset Management
Australia
USD 480 M -USD 57.7 M -11% 6.82% 282% 34 44.12% 0.6
Blue Pool Management
2881
Blue Pool Management
Hong Kong
USD 479 M +USD 12.3 M +3% 5.14% 72.8% 2 50% 2
Capital Advantage
2882
Capital Advantage
California
USD 479 M +USD 9.45 M +2% 2.88% 49.2% 43 6.98% 4.6
Rempart Asset Management
2883
Rempart Asset Management
Canada
USD 479 M +USD 27.2 M +6% 5.27% 70.5% 41 4.88% 2.2
BSW Wealth Partners
2884
BSW Wealth Partners
Colorado
USD 479 M -USD 8.89 M -2% 5.64% 75.4% 325 16.31% 3
PCM
2885
Prime Capital Management
Hong Kong
USD 479 M +USD 176 M +58% 27.1% 579% 4 25% 0.9
J.P. Marvel Investment Advisors
2886
J.P. Marvel Investment Advisors
Massachusetts
USD 479 M +USD 35.8 M +8% 11.2% 183% 71 1.41% 5.6
Ithaka Group
2887
Ithaka Group
Virginia
USD 479 M +USD 4.25 M +0.9% 17.5% 143% 40 20% 4
Schnieders Capital Management
2888
Schnieders Capital Management
California
USD 479 M +USD 33.1 M +7% 8.64% 103% 203 5.42% 5.2
Bedel Financial Consulting
2889
Bedel Financial Consulting
Indiana
USD 479 M +USD 68 M +17% 15% 104% 243 8.64% 3.7
PM Capital
2890
PM Capital
Australia
USD 478 M -USD 2.34 M -0.5% 8.15% 105% 11 27.27% 6
KNB
2891
KHAZANAH NASIONAL BERHAD
USD 478 M +USD 24.5 M +5% 6.47% 73.6% 7 0% 0.8
EFL
2892
ERn Financial LLC
Wisconsin
USD 478 M +USD 22.9 M +5% 5.31% 55.9% 175 8% 2.3
JC
2893
JBF Capital
Colorado
USD 478 M +USD 36.6 M +8% 16.7% 93.6% 89 32.58% 1.6
Goldstein Advisors
2894
Goldstein Advisors
Wisconsin
USD 477 M +USD 22.7 M +5% 4.68% 62.6% 177 8.47% 0.4
McIlrath & Eck
2895
McIlrath & Eck
Washington
USD 477 M +USD 48.7 M +11% 5.97% 44% 954 9.64% 3.3
CVA Family Office
2896
CVA Family Office
Colorado
USD 477 M +USD 28.9 M +6% 4.97% 71.6% 1,083 16.34% 1.7
Center for Financial Planning
2897
Center for Financial Planning
Michigan
USD 476 M +USD 42.8 M +10% 6.05% 57.5% 591 12.35% 2.5
Chatham Capital Group
2898
Chatham Capital Group
Georgia
USD 475 M +USD 27.8 M +6% 6.22% 97% 189 4.76% 5.2
Consolidated Planning Corp
2899
Consolidated Planning Corp
Georgia
USD 475 M +USD 89 M +23% 6.65% 84.6% 175 40% 1.2
Land & Buildings Investment Management
2900
Land & Buildings Investment Management
Connecticut
USD 475 M +USD 42.5 M +10% 4.06% 53.9% 27 48.15% 1.3