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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)
JGP Wealth Management
2926
JGP Wealth Management
Oregon
USD 288 M +USD 6.24 M +2% 3.48% 87.8% 133 7.52% 1.1
NFAM
2927
North Fourth Asset Management
New Jersey
USD 288 M -USD 286 M -50% 5.91% 104% 82 82.93% 0.1
Certified Advisory Corp
2928
Certified Advisory Corp
Florida
USD 288 M +USD 18.9 M +7% 1.7% 62.9% 855 9.94% 1.4
TrinityPoint Wealth
2929
TrinityPoint Wealth
Connecticut
USD 287 M +USD 78.5 M +38% 1.08% 28.4% 211 21.33% 0.6
Burleson & Co
2930
Burleson & Co
California
USD 287 M +USD 49.3 M +21% 1.56% 49.1% 110 12.73% 1.4
CPH
2931
C Partners Holding
Switzerland
USD 287 M -USD 18.7 M -6% 0.27% 25.6% 24 4.17% 2.3
IIA
2932
IPG Investment Advisors
California
USD 286 M +USD 11.8 M +4% 0.11% 126% 161 28.57% 2.1
Monarch Capital Management
2933
Monarch Capital Management
Indiana
USD 286 M +USD 6.15 M +2% 2.99% 77% 101 4.95% 4.9
Community Bank of Raymore
2934
Community Bank of Raymore
Missouri
USD 286 M -USD 30.4 M -10% 3.36% 91.9% 59 11.86% 3.4
Ellevest Inc
2935
Ellevest Inc
New York
USD 286 M +USD 34 M +14% 0.26% 73.8% 645 46.82% 0.3
CCPM
2936
Cooper Creek Partners Management
New York
USD 285 M +USD 23.6 M +9% 1.31% 86.4% 107 71.96% 0.3
Atlantic Investment Management
2937
Atlantic Investment Management
New York
USD 285 M -USD 86.5 M -23% 22.2% 28.8% 25 68% 1.1
Patriot Financial Partners
2938
Patriot Financial Partners
Pennsylvania
USD 285 M +USD 31.8 M +13% 3.53% 16.6% 22 50% 0.9
Forest Hill Capital
2939
Forest Hill Capital
Arkansas
USD 284 M -USD 1.75 M -0.6% 0.29% 112% 49 4.08% 3.7
PI
2940
Pennant Investors
New Jersey
USD 284 M +USD 57.1 M +25% 3.54% 372% 22 36.36% 0.5
Greencape Capital
2941
Greencape Capital
Australia
USD 283 M +USD 999 k +0.4% 1.53% 98.1% 7 14.29% 1.7
AAM
2942
AR Asset Management
California
USD 283 M +USD 7.15 M +3% 2.35% 64.9% 117 3.42% 5
WA
2943
WealthTrust Axiom
Pennsylvania
USD 283 M -USD 4.77 M -2% 0.45% 125% 246 5.69% 4.1
Diameter Capital Partners
2944
Diameter Capital Partners
New York
USD 283 M -USD 208 M -42% 0.05% 378% 25 60% 0.4
Slow Capital
2945
Slow Capital
California
USD 283 M +USD 40.4 M +17% 0.93% 156% 178 13.48% 1.3
Gould Asset Management
2946
Gould Asset Management
California
USD 283 M +USD 5.63 M +2% 1.28% 42.8% 148 7.43% 3.3
Rutabaga Capital Management
2947
Rutabaga Capital Management
Massachusetts
USD 283 M -USD 67.9 M -19% 4.1% 57% 50 6% 2.4
Northside Capital Management
2948
Northside Capital Management
Oregon
USD 283 M +USD 27.9 M +11% 0.04% 99.6% 96 34.38% 2.4
Canal Insurance Company
2949
Canal Insurance Company
South Carolina
USD 283 M -USD 21.4 M -7% 1.37% 114% 77 28.57% 3.9
Ausdal Financial Partners
2950
Ausdal Financial Partners
Iowa
USD 283 M +USD 21.9 M +8% 0.89% 63.2% 320 10.94% 2.1