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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)
Ferris Capital
2951
Ferris Capital
Massachusetts
USD 466 M +USD 211 M +83% 0.03% 67% 222 92.34% 0.3
Advanced Asset Management Advisors
2952
Advanced Asset Management Advisors
Ohio
USD 466 M -USD 6.78 M -1% 0.94% 93.6% 96 4.17% 2.4
JC
2953
JBF Capital
Colorado
USD 466 M +USD 33.8 M +8% 0.06% 93.6% 113 23.89% 1
KLCM Advisors
2954
KLCM Advisors
Wisconsin
USD 466 M +USD 13.6 M +3% 3.95% 122% 122 11.48% 3.6
CIA
2955
Covington Investment Advisors
Pennsylvania
USD 465 M +USD 9.32 M +2% 1.11% 100% 78 0% 5
SA
2956
Strategic Advisors
New York
USD 464 M +USD 79.9 M +21% 1.06% 106% 186 11.29% 3.2
Spirit of America Management Corp
2957
Spirit of America Management Corp
New York
USD 464 M -USD 3.56 M -0.8% 0.31% 113% 244 2.46% 4.6
Oak Grove Capital
2958
Oak Grove Capital
New Hampshire
USD 463 M +USD 16.1 M +4% 0.31% 470% 121 18.18% 1.3
JGP Wealth Management
2959
JGP Wealth Management
Oregon
USD 463 M -USD 2.21 M -0.5% 0.07% 87.8% 160 6.25% 2.1
Minot Wealth Management
2960
Minot Wealth Management
Massachusetts
USD 463 M +USD 5.02 M +1% 0.49% – 221 14.93% 1.1
Meridian Wealth Partners
2961
Meridian Wealth Partners
Pennsylvania
USD 462 M +USD 33.9 M +8% 1.34% 54.2% 82 12.2% 1.5
Cardinal Capital Management Inc (North Carolina)
2962
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 462 M -USD 11.8 M -2% 0.66% 86.4% 143 2.1% 5.7
VCM
2963
Vivaldi Capital Management
Illinois
USD 462 M -USD 36.5 M -7% 0.83% 69.2% 401 30.42% 1.6
Amia Capital
2964
Amia Capital
United Kingdom
USD 462 M +USD 181 M +64% 2.52% 30.1% 26 61.54% 0.5
Overbrook Management Corp
2965
Overbrook Management Corp
New York
USD 461 M -USD 17.8 M -4% 0.25% 157% 91 6.59% 3.5
Fagan Associates
2966
Fagan Associates
New York
USD 460 M -USD 8.08 M -2% 0.36% 127% 131 10.69% 3.3
Capital Insight Partners
2967
Capital Insight Partners
Arizona
USD 460 M +USD 17.4 M +4% 0.18% 51.7% 154 4.55% 2.4
GA
2968
GFS Advisors
Texas
USD 460 M +USD 15.9 M +4% 3.02% 109% 180 20.56% 3.5
Advisor OS
2969
Advisor OS
Illinois
USD 460 M -USD 21.9 M -5% 0.41% 68.8% 233 9.44% 0.7
3G Capital Partners
2970
3G Capital Partners
New York
USD 460 M +USD 72.8 M +19% 24.8% 351% 17 5.88% 1.2
Golden State Wealth Management
2971
Golden State Wealth Management
California
USD 460 M +USD 6.25 M +1% 0.22% – 335 16.72% 0.9
Medicxi Ventures Management
2972
Medicxi Ventures Management
Jersey
USD 460 M -USD 98.4 M -18% 15.6% 369% 6 0% 1.3
NFC Investments
2973
NFC Investments
Tennessee
USD 460 M +USD 79.2 M +21% 3.02% – 49 16.33% 3.7
Thames Capital Management
2974
Thames Capital Management
New Jersey
USD 459 M +USD 32.1 M +8% 2.1% 1,177% 62 41.94% 1.1
Columbia Asset Management
2975
Columbia Asset Management
Michigan
USD 458 M +USD 7.81 M +2% 1.09% 94.1% 189 12.17% 4.4