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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)
Doliver Advisors
3101
Doliver Advisors
Texas
USD 239 M +USD 9.24 M +4% 4.5% 92.3% 393 37.15% 0.8
Tradewinds Capital Management
3102
Tradewinds Capital Management
Washington
USD 239 M +USD 15.5 M +7% 3.91% 85.2% 718 12.26% 2.8
Dumont & Blake Investment Advisors
3103
Dumont & Blake Investment Advisors
New Jersey
USD 238 M +USD 3.91 M +2% 2.47% 78.3% 202 10.89% 3.4
CNO Financial Group
3104
CNO Financial Group
Indiana
USD 238 M -USD 121 M -34% 1.24% – 22 31.82% 0.5
Symmetry Partners
3105
Symmetry Partners
Connecticut
USD 238 M +USD 3.06 M +1% 0.2% 58.5% 36 11.11% 1.4
New Silk Road Investment
3106
New Silk Road Investment
Singapore
USD 238 M +USD 24.5 M +11% 1.3% 21.2% 10 50% 0.8
Nicolet Bankshares
3107
Nicolet Bankshares
Wisconsin
USD 238 M +USD 2.88 M +1% 2.49% 75.5% 194 7.73% 1.9
Chubb Ltd
3108
Chubb Ltd
Switzerland
USD 238 M +USD 7.98 M +3% 3.68% 64.2% 21 4.76% 2
Prime Capital Investment Advisors
3109
Prime Capital Investment Advisors
Kansas
USD 238 M +USD 96.7 M +68% 0.78% 78.7% 386 46.63% 0.3
Icon Wealth Partners
3110
Icon Wealth Partners
Texas
USD 238 M +USD 51.3 M +27% 4.21% – 841 70.27% 0.1
Covenant Multifamily Offices
3111
Covenant Multifamily Offices
Texas
USD 238 M +USD 71 M +43% 0.57% 38.3% 52 23.08% 1.1
Cutler Capital Management
3112
Cutler Capital Management
Massachusetts
USD 237 M -USD 9.7 M -4% 3.03% 39.7% 103 16.5% 2.2
Ferris Capital
3113
Ferris Capital
Massachusetts
USD 237 M -USD 10.4 M -4% 2.83% 67% 730 7.81% 0.4
Oakwood Capital Management
3114
Oakwood Capital Management
California
USD 237 M +USD 3.02 M +1% 3.57% 72.7% 48 6.25% 2.8
Versant Capital Management
3115
Versant Capital Management
Arizona
USD 237 M -USD 4.87 M -2% 0.67% 97.3% 1,754 4.45% 2.1
Rainier Group Investment Advisory
3116
Rainier Group Investment Advisory
Washington
USD 237 M +USD 18.6 M +9% 2.46% 41.4% 47 23.4% 1.3
HSG Holding
3117
HSG Holding
Hong Kong
USD 237 M -USD 101 M -30% 6.44% 2.94% 6 33.33% 3.2
Portland Hill Asset Management
3118
Portland Hill Asset Management
United Kingdom
USD 237 M +USD 9.02 M +4% 4.74% 30.2% 21 4.76% 1.3
Northwest Bancshares
3119
Northwest Bancshares
Pennsylvania
USD 237 M -USD 6.41 M -3% 0.27% 84.8% 153 9.15% 0.5
Wittenberg Investment Management
3120
Wittenberg Investment Management
Massachusetts
USD 237 M +USD 4.64 M +2% 4.21% 89.9% 83 9.64% 1.3
Goldstein Munger & Associates
3121
Goldstein Munger & Associates
California
USD 237 M +USD 4.62 M +2% 1.76% 11.9% 36 2.78% 3.6
InterWest Venture Management
3122
InterWest Venture Management
California
USD 237 M -USD 617 k -0.3% 5.38% 57.6% 12 8.33% 1.3
Schnieders Capital Management
3123
Schnieders Capital Management
California
USD 237 M +USD 4.79 M +2% 3.69% 103% 157 7.64% 3.1
Harfst & Associates
3124
Harfst & Associates
Wyoming
USD 237 M -USD 8.42 M -3% 1.45% 88.1% 86 12.79% 1.7
CCM
3125
Compton Capital Management
Rhode Island
USD 236 M +USD 546 k +0.2% 2.08% 75.6% 156 10.26% 3.8