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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)
Glynn Capital Management
3001
Glynn Capital Management
California
USD 451 M +USD 30.8 M +7% 22.1% 252% 46 10.87% 5.8
Strategy Asset Managers
3002
Strategy Asset Managers
California
USD 450 M +USD 40.2 M +10% 5.76% 115% 259 12.74% 2.4
1SP
3003
140 Summer Partners
New York
USD 450 M -USD 108 M -19% 3.86% 202% 11 18.18% 0.7
Linden Thomas Advisory Services
3004
Linden Thomas Advisory Services
North Carolina
USD 450 M +USD 47.1 M +12% 6.92% 149% 405 29.38% 0.4
Bulltick Wealth Management
3005
Bulltick Wealth Management
Florida
USD 450 M +USD 64.6 M +17% 5.55% 58.2% 145 26.9% 1.3
GA
3006
GFS Advisors
Texas
USD 450 M +USD 15 M +3% 6.28% 97.9% 141 7.09% 5
Fractal Investments
3007
Fractal Investments
Connecticut
USD 449 M +USD 18.6 M +4% 3.19% 86.4% 108 15.74% 0.9
WPI
3008
Walter Public Investments
Canada
USD 449 M +USD 118 M +36% 6.35% 72.7% 48 37.5% 0.7
Falcon Wealth Planning
3009
Falcon Wealth Planning
California
USD 449 M +USD 48.2 M +12% 5.16% 52.7% 110 14.55% 1.6
Founders Capital Management (Connecticut)
3010
Founders Capital Management (Connecticut)
Connecticut
USD 449 M +USD 47.4 M +12% 11.4% 99.9% 78 8.97% 4.9
Klaas Financial Asset Advisors
3011
Klaas Financial Asset Advisors
Illinois
USD 449 M +USD 16.4 M +4% 2.23% 39.5% 47 4.26% 1.8
Marotta Asset Management
3012
Marotta Asset Management
Virginia
USD 448 M – – 2.8% 51% 112 – 2.5
Citizens Business Bank
3013
Citizens Business Bank
California
USD 448 M +USD 14.1 M +3% 6.19% 108% 121 22.31% 5.7
VHMC
3014
Value Holdings Management Company
New York
USD 448 M +USD 27.4 M +7% 9.08% 125% 32 15.63% 6.4
TA
3015
TCM Advisors
West Virginia
USD 448 M -USD 91.5 M -17% 4.12% 56.1% 68 0% 0.9
Insight Advisors
3016
Insight Advisors
Pennsylvania
USD 448 M +USD 21.9 M +5% 6.66% 74% 318 16.04% 1.8
Duncker Streett & Co
3017
Duncker Streett & Co
Missouri
USD 447 M +USD 27.3 M +6% 6.67% 90.9% 509 5.7% 5.6
Capital Insight Partners
3018
Capital Insight Partners
Arizona
USD 447 M +USD 21.6 M +5% 5.2% 51.7% 185 19.46% 2.8
Albar Capital
3019
Albar Capital
United Kingdom
USD 447 M -USD 85.2 M -16% 15.1% 163% 60 65% 0.2
Sector Gamma AS
3020
Sector Gamma AS
Norway
USD 447 M +USD 34.4 M +8% 4.28% 35.3% 36 33.33% 2.4
Oak Harvest Investment Services
3021
Oak Harvest Investment Services
Texas
USD 446 M +USD 12.2 M +3% 4.41% 120% 124 28.23% 1.5
Relyea Zuckerberg Hanson
3022
Relyea Zuckerberg Hanson
Connecticut
USD 445 M +USD 35.5 M +9% 7.34% 95.9% 203 12.81% 2.1
Ironwood Investment Counsel
3023
Ironwood Investment Counsel
Arizona
USD 445 M +USD 24.6 M +6% 7.07% 64% 229 13.97% 4.6
Eudaimonia Partners
3024
Eudaimonia Partners
Tennessee
USD 444 M +USD 28.8 M +7% 6.94% – 380 15.53% 2.1
Sapience Investments
3025
Sapience Investments
California
USD 444 M +USD 11.9 M +3% 3.78% 54.9% 83 16.87% 3.2