¡Ya estamos en ! Descubre más

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)
Montecito Bank & Trust
3026
Montecito Bank & Trust
California
USD 427 M -USD 13.5 M -3% 2.44% – 248 9.27% 5.4
Blue Grotto Capital
3027
Blue Grotto Capital
Georgia
USD 426 M +USD 6.66 M +2% 2.43% 296% 27 40.74% 1
Bourgeon Capital Management
3028
Bourgeon Capital Management
Connecticut
USD 426 M -USD 2.7 M -0.6% 0.14% 121% 425 26.82% 2.5
First Fiduciary Investment Counsel
3029
First Fiduciary Investment Counsel
Ohio
USD 426 M -USD 34.2 M -7% 5.09% 60% 64 6.25% 4.5
Crescent Park Management
3030
Crescent Park Management
California
USD 426 M +USD 83.7 M +24% 0.99% 87% 36 33.33% 1.7
PM Capital
3031
PM Capital
Australia
USD 426 M -USD 52.6 M -11% 4.37% 105% 10 20% 5.7
PAM
3032
Private Asset Management
California
USD 426 M -USD 94.4 M -18% 3.19% 38.2% 134 11.19% 6.8
Hutchinson Capital Management
3033
Hutchinson Capital Management
California
USD 426 M -USD 636 k -0.1% 0.37% 52.6% 80 5% 4.6
Citizens Business Bank
3034
Citizens Business Bank
California
USD 426 M -USD 22.8 M -5% 1.21% 108% 113 11.5% 5.6
Honeycomb Asset Management
3035
Honeycomb Asset Management
New York
USD 425 M -USD 220 M -34% 2.01% 49% 38 65.79% 0.4
Legacy Financial Group (Iowa)
3036
Legacy Financial Group (Iowa)
Iowa
USD 425 M +USD 37.2 M +10% 3.72% 44.3% 553 91.32% 0.2
CCA
3037
Castle Creek Arbitrage
Colorado
USD 425 M -USD 381 M -47% 1.22% 17.2% 390 34.62% 1.3
Huber Capital Management
3038
Huber Capital Management
California
USD 425 M +USD 9.04 M +2% 3.42% 70.4% 110 27.27% 4.2
NWF Advisory Services
3039
NWF Advisory Services
California
USD 425 M -USD 6.79 M -2% 3.43% 120% 305 10.82% 0.5
Susquehanna International Group (Ireland)
3040
Susquehanna International Group (Ireland)
Ireland
USD 425 M +USD 300 M +242% 3.74% 5.25% 86 65.12% 0.4
Ophir Asset Management
3041
Ophir Asset Management
Australia
USD 424 M -USD 55.7 M -12% 6.6% 282% 31 32.26% 0.6
PWW
3042
Pettyjohn Wood & White
Virginia
USD 424 M -USD 10.9 M -3% 3.04% 70.9% 181 5.52% 5.9
MA Private Wealth
3043
MA Private Wealth
California
USD 423 M -USD 8.02 M -2% 3.71% 57.5% 75 12% 2.6
StepStone Group
3044
StepStone Group
California
USD 423 M -USD 118 M -22% 6.4% 107% 28 35.71% 1.3
Kelman-Lazarov Inc
3045
Kelman-Lazarov Inc
Tennessee
USD 423 M +USD 7.03 M +2% 3.03% 46.6% 99 5.05% 4.4
Shah Capital Management
3046
Shah Capital Management
North Carolina
USD 423 M +USD 29.2 M +7% 9.15% 287% 15 6.67% 3.8
RK Capital Management (Colorado)
3047
RK Capital Management (Colorado)
Colorado
USD 423 M -USD 43.3 M -9% 3.71% 89% 55 29.09% 2.3
Benjamin Edwards Inc
3048
Benjamin Edwards Inc
Missouri
USD 422 M -USD 8.28 M -2% 2.93% 66.5% 699 10.3% 2.3
WPI
3049
Walter Public Investments
Canada
USD 422 M -USD 26.9 M -6% 1.79% 85.1% 44 6.82% 1
NG
3050
Northstar Group
New York
USD 422 M -USD 4.67 M -1% 1.07% 63.9% 151 7.28% 5.8