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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)
FCPM III Services
3076
FCPM III Services
Netherlands
USD 750 M +USD 28.2 M +4% 17% – 11 9.09% 1.5
Cercano Management
3077
Cercano Management
Washington
USD 750 M -USD 1566 M -68% 14.9% 101% 164 32.93% 1.5
Bienville Capital Management
3078
Bienville Capital Management
New York
USD 750 M +USD 200 M +36% 17.7% 36.3% 106 40.57% 2.6
Virtue Capital Management
3079
Virtue Capital Management
Tennessee
USD 749 M +USD 91.7 M +14% 23.8% 97.9% 393 30.79% 2.1
JLB & Associates
3080
JLB & Associates
Michigan
USD 748 M +USD 51.9 M +7% 15.8% 69.9% 80 27.5% 7.1
Defilade Capital Management
3081
Defilade Capital Management
California
USD 747 M +USD 34.8 M +5% 5.84% – 50 60% 0.2
Permanent Capital Management
3082
Permanent Capital Management
Illinois
USD 747 M +USD 104 M +16% 12% – 221 34.39% 0.7
ECM
3083
EagleClaw Capital Management
Massachusetts
USD 745 M +USD 31.3 M +4% 8.83% 104% 154 11.69% 7.1
Auxier Asset Management
3084
Auxier Asset Management
Oregon
USD 745 M +USD 48.9 M +7% 13.1% 71.7% 186 6.45% 8.3
Insight Wealth Partners
3085
Insight Wealth Partners
Texas
USD 745 M +USD 31.8 M +4% 15.8% 56.2% 143 21.68% 2.4
CIBC Capital Markets (Europe)
3086
CIBC Capital Markets (Europe)
Luxembourg
USD 745 M – – 15.5% – 10 – 1.5
Heritage Investment Group
3087
Heritage Investment Group
Florida
USD 744 M +USD 83.6 M +13% 12.1% 54.5% 138 13.04% 2.8
Commonwealth Financial Services
3088
Commonwealth Financial Services
West Virginia
USD 744 M +USD 113 M +18% 15.3% 64.2% 345 27.54% 2.9
Helix Partners Management
3089
Helix Partners Management
New York
USD 744 M +USD 370 M +99% 28% – 21 66.67% 0.6
Regatta Capital Group
3090
Regatta Capital Group
California
USD 744 M +USD 82.9 M +13% 12.3% 78.1% 239 16.74% 2.8
Well Done LLC
3091
Well Done LLC
Michigan
USD 743 M +USD 62.6 M +9% 13.1% 80.4% 219 17.81% 4.5
BFCFSI
3092
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
USD 743 M +USD 2.68 M +0.4% 19% – 2,593 13.34% 1.4
Southernsun Asset Management
3093
Southernsun Asset Management
Tennessee
USD 743 M +USD 52.9 M +8% 15.4% 54.7% 31 6.45% 5.3
CFO4Life Group
3094
CFO4Life Group
Texas
USD 743 M +USD 86.8 M +13% 14.8% 56.7% 245 17.55% 3.7
Wilkins Investment Counsel
3095
Wilkins Investment Counsel
Massachusetts
USD 742 M +USD 43.8 M +6% 9.17% 71.3% 122 4.92% 6.5
Tolleson Wealth Management
3096
Tolleson Wealth Management
Texas
USD 742 M +USD 56.9 M +8% 11% 56.2% 99 10.1% 4.2
Northcape Capital
3097
Northcape Capital
Australia
USD 742 M -USD 125 M -14% 1.41% – 8 0% 9.2
Consolidated Planning Corp
3098
Consolidated Planning Corp
Georgia
USD 742 M +USD 125 M +20% 13.3% 84.6% 165 16.36% 2.6
SFE Investment Counsel
3099
SFE Investment Counsel
California
USD 742 M +USD 107 M +17% 24.7% 114% 158 13.29% 5.3
Lebenthal Global Advisors
3100
Lebenthal Global Advisors
New York
USD 741 M +USD 53.7 M +8% 15.3% 57.2% 222 21.62% 2.1