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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)
PCMI
3226
Princeton Capital Management Inc
New Jersey
USD 125 M +USD 15.6 M +14% 11.2% 57.9% 75 10.67% 0.4
Keystone Financial Planning
3227
Keystone Financial Planning
Ohio
USD 125 M – – 8.26% 46% 99 – 0
Brave Asset Management
3228
Brave Asset Management
New Jersey
USD 125 M – – 8.3% 76.3% 431 – 0
DIS
3229
Diversified Investment Strategies
Louisiana
USD 125 M +USD 2 M +2% 2.9% 93.8% 78 21.79% 0.4
Oarsman Capital
3230
Oarsman Capital
Wisconsin
USD 125 M +USD 10 M +9% 7.68% 70.6% 166 8.43% 0.5
Capital Impact Advisors
3231
Capital Impact Advisors
Massachusetts
USD 124 M – – 10.5% – 93 – 0
Beck Capital Management
3232
Beck Capital Management
Texas
USD 124 M – – 19.6% 291% 144 – 0
Wolf Group Capital Advisors
3233
Wolf Group Capital Advisors
Virginia
USD 124 M – – 9.77% 28.2% 98 – 0
Yorkville Capital Management
3234
Yorkville Capital Management
New York
USD 124 M +USD 12.7 M +11% 13.4% – 60 21.67% 0.4
Alpha Capital Management
3235
Alpha Capital Management
Texas
USD 124 M +USD 11.7 M +10% 9.05% 88% 89 25.84% 0.4
Private Ocean
3236
Private Ocean
California
USD 124 M – – 1.98% 2.82% 225 – 0
BGA
3237
Belmont Global Advisors
Texas
USD 124 M – – 10.9% 81% 127 – 0
Peninsula Asset Management
3238
Peninsula Asset Management
Florida
USD 124 M +USD 12.6 M +11% 6.97% 44.1% 47 0% 0.5
Peloton Wealth Strategists
3239
Peloton Wealth Strategists
Indiana
USD 124 M +USD 4.45 M +4% 9.91% 51.3% 77 6.49% 0.5
Michael & Susan Dell Foundation
3240
Michael & Susan Dell Foundation
New York
USD 124 M – – 12.2% 238% 9 – 0
Quantitative Systematic Strategies
3241
Quantitative Systematic Strategies
Florida
USD 124 M – – 7.94% 133% 198 – 0
Adirondack Trust Company
3242
Adirondack Trust Company
New York
USD 123 M +USD 9.8 M +9% 8.19% 96.7% 314 7.64% 0.5
Triangle Securities Wealth Management
3243
Triangle Securities Wealth Management
North Carolina
USD 123 M +USD 8.44 M +7% 9.27% 83.6% 126 9.52% 0.5
Covenant Multifamily Offices
3244
Covenant Multifamily Offices
Texas
USD 123 M – – 7.09% 38.3% 45 – 0
NA
3245
NS Advisors
Connecticut
USD 123 M -USD 12.4 M -9% 7.46% 16.3% 19 42.11% 0.4
GC
3246
Gratia Capital
California
USD 123 M – – 12.4% 42.4% 33 – 0
Orca Investment Management
3247
Orca Investment Management
Oregon
USD 123 M – – 10.5% 139% 87 – 0
MKC
3248
M. Kraus & Co
Vermont
USD 123 M – – 9.18% 65.9% 49 – 0
Montgomery Investment Management
3249
Montgomery Investment Management
Maryland
USD 123 M -USD 61.1 M -33% 6.49% 105% 77 18.18% 0.5
Camarda Financial Advisors
3250
Camarda Financial Advisors
Florida
USD 123 M +USD 46.3 M +61% 6.67% 196% 202 60.4% 0.2