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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)
Tarbox Family Office
2926
Tarbox Family Office
California
USD 259 M +USD 6.81 M +3% 1.58% 66.4% 669 11.06% 3.1
Thomas J. Herzfeld Advisors
2927
Thomas J. Herzfeld Advisors
Florida
USD 258 M -USD 10.7 M -4% 2.83% 17.7% 339 17.11% 2.2
Allen Capital Group
2928
Allen Capital Group
Nebraska
USD 258 M +USD 26.7 M +12% 1.67% 62.8% 124 11.29% 0.2
CL
2929
CIM LLC
New York
USD 258 M +USD 2.8 M +1% 3.51% 108% 103 12.62% 2.4
Roble Belko & Company
2930
Roble Belko & Company
Pennsylvania
USD 257 M +USD 12.6 M +5% 1.51% 53.3% 354 12.15% 1.8
Harvest Capital Management
2931
Harvest Capital Management
New Hampshire
USD 257 M -USD 7.58 M -3% 1.51% 19.5% 91 7.69% 3.2
BRCA
2932
Birch Run Capital Advisors
Texas
USD 257 M -USD 19.5 M -7% 2.99% 8.22% 19 21.05% 2.2
The Family Firm
2933
The Family Firm
Maryland
USD 257 M +USD 4.86 M +2% 1.97% 40.2% 138 10.87% 2.2
Nicholas Hoffman & Company
2934
Nicholas Hoffman & Company
Georgia
USD 257 M +USD 1.94 M +0.8% 1.85% 71.9% 174 6.32% 1.4
Spearhead Capital Advisors
2935
Spearhead Capital Advisors
Florida
USD 257 M +USD 50.8 M +25% 1.67% 25.2% 71 18.31% 0.2
Institutional Venture Management XIII
2936
Institutional Venture Management XIII
California
USD 256 M +USD 130 M +103% 14% – 5 20% 2.8
Diana Davis Spencer Foundation
2937
Diana Davis Spencer Foundation
Maryland
USD 256 M -USD 6.46 M -2% 2.45% 13.4% 3 0% 3.3
IBT
2938
International Biotechnology Trust
United Kingdom
USD 256 M -USD 27.3 M -10% 0.44% 11.1% 75 29.33% 0.7
Steamboat Capital Partners
2939
Steamboat Capital Partners
New York
USD 256 M +USD 16.7 M +7% 6.09% 280% 35 42.86% 0.8
FFT Wealth Management
2940
FFT Wealth Management
Pennsylvania
USD 255 M -USD 5.4 M -2% 1.05% 65.6% 35 14.29% 1.7
Chicago Capital Management
2941
Chicago Capital Management
Illinois
USD 255 M +USD 88.2 M +53% 28.1% 270% 42 83.33% 0.1
Marathon Capital Management
2942
Marathon Capital Management
Maryland
USD 255 M -USD 757 k -0.3% 1.17% 74% 123 23.58% 1.8
Tiger Pacific Capital
2943
Tiger Pacific Capital
New York
USD 255 M +USD 55.6 M +28% 7.07% 84.5% 21 38.1% 0.6
CFSG
2944
Community Financial Services Group
Vermont
USD 255 M -USD 2.82 M -1% 0.66% – 74 12.16% 2.7
Rothschild Capital Partners
2945
Rothschild Capital Partners
New York
USD 255 M -USD 344 k -0.1% 2.09% 90.8% 54 24.07% 2
James Hambro & Partners
2946
James Hambro & Partners
United Kingdom
USD 255 M +USD 74.3 M +41% 5.53% 97% 32 46.88% 0.2
Morgan Dempsey Capital Management
2947
Morgan Dempsey Capital Management
Wisconsin
USD 254 M -USD 56.7 M -18% 3.95% 52.1% 166 7.23% 3.2
Cranbrook Wealth Management
2948
Cranbrook Wealth Management
Michigan
USD 254 M +USD 1.28 M +0.5% 0.92% 54.3% 243 1.65% 3
Altium Wealth Management
2949
Altium Wealth Management
New York
USD 254 M +USD 35.6 M +16% 1% 24.9% 169 10.65% 0.2
G2 Investment Partners Management
2950
G2 Investment Partners Management
New York
USD 254 M -USD 4.88 M -2% 14% 1,145% 97 55.67% 0.6