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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)
WESCAP Management Group
3076
WESCAP Management Group
California
USD 212 M +USD 6.93 M +3% 2.48% 45.7% 64 14.06% 1.1
Point72 Asia (Singapore)
3077
Point72 Asia (Singapore)
Singapore
USD 212 M -USD 32.7 M -13% 8.86% – 34 79.41% 0.1
PLFAM
3078
Pineno Levin & Ford Asset Management
Virginia
USD 212 M +USD 760 k +0.4% 1.88% 81.6% 95 6.32% 2.9
MA
3079
Marshwinds Advisory
Georgia
USD 211 M -USD 3.71 M -2% 1.83% 32.9% 140 5.71% 3.4
Covalent Partners
3080
Covalent Partners
Massachusetts
USD 211 M -USD 49.3 M -19% 4.89% 36.6% 33 33.33% 1.3
Roanoke Asset Management
3081
Roanoke Asset Management
New Jersey
USD 211 M +USD 797 k +0.4% 3.19% 50.3% 111 10.81% 2.9
Stillwater Investment Management (Minnesota)
3082
Stillwater Investment Management (Minnesota)
Minnesota
USD 211 M +USD 1.99 M +1% 2.6% 72.3% 78 7.69% 3.1
Cutler Capital Management
3083
Cutler Capital Management
Massachusetts
USD 211 M -USD 9.1 M -4% 0.55% 39.7% 91 19.78% 2
Court Place Advisors
3084
Court Place Advisors
Maryland
USD 211 M +USD 7.14 M +4% 2.38% 92% 163 5.52% 2.5
Bank Pictet & Cie (Asia)
3085
Bank Pictet & Cie (Asia)
Singapore
USD 211 M -USD 10.2 M -5% 5.76% 30.4% 70 20% 1.2
General Electric
3086
General Electric
Ohio
USD 211 M +USD 45.8 M +28% 4.95% 47.5% 5 40% 0.9
Sio Capital Management
3087
Sio Capital Management
New York
USD 210 M +USD 31.7 M +18% 12.3% 564% 75 61.33% 0.3
CII
3088
Chapter IV Investors
North Carolina
USD 210 M -USD 31.3 M -13% 2.33% 4.15% 10 30% 2.9
FIM
3089
Farmhouse Investment Management
California
USD 210 M +USD 8.73 M +4% 1.47% – 32 3.13% 0.2
Barnett & Company
3090
Barnett & Company
Tennessee
USD 210 M +USD 27.8 M +15% 2.6% 65.9% 397 18.14% 1.7
Smith & Howard Wealth Management
3091
Smith & Howard Wealth Management
Georgia
USD 210 M +USD 1.28 M +0.6% 2.82% 40.4% 64 18.75% 1.8
Highland Private Wealth Management
3092
Highland Private Wealth Management
Washington
USD 209 M +USD 15 M +8% 3.96% 19% 91 25.27% 1
Confluence Wealth Management
3093
Confluence Wealth Management
Oregon
USD 209 M +USD 6.33 M +3% 2.52% 31.9% 128 0.78% 2.2
Arax Advisory Partners
3094
Arax Advisory Partners
Colorado
USD 209 M +USD 1.21 M +0.6% 2.45% 64.7% 547 7.86% 0.5
Omnia Family Wealth
3095
Omnia Family Wealth
Florida
USD 209 M +USD 2.76 M +1% 2.9% 80.6% 769 12.22% 0.5
Mathes Company
3096
Mathes Company
New York
USD 209 M +USD 20.8 M +11% 4.43% 121% 146 14.38% 2.5
Iowa State Bank
3097
Iowa State Bank
Iowa
USD 209 M +USD 4.64 M +2% 1.29% 85.7% 98 11.22% 2.6
BP Capital Fund Advisors
3098
BP Capital Fund Advisors
Texas
USD 209 M -USD 9.08 M -4% 8.78% 17.9% 58 27.59% 0.9
S. Muoio & Co
3099
S. Muoio & Co
New York
USD 209 M -USD 7.12 M -3% 2.01% 327% 117 42.74% 1.1
Roble Belko & Company
3100
Roble Belko & Company
Pennsylvania
USD 209 M +USD 6.53 M +3% 1.78% 53.3% 377 23.08% 1.4