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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)
OA
3226
Outfitter Advisors
Virginia
USD 221 M +USD 1.86 M +0.8% 3.67% 35.6% 128 7.03% 3.7
Black Diamond Capital Management
3227
Black Diamond Capital Management
Connecticut
USD 221 M +USD 29.4 M +15% 15.4% 28.3% 4 25% 2.4
Kalos Management
3228
Kalos Management
Georgia
USD 221 M +USD 51.4 M +30% 2.91% 48.5% 218 50% 0.6
Black Swift Group
3229
Black Swift Group
Colorado
USD 220 M +USD 81.8 M +59% 9.24% 139% 64 57.81% 0.4
Xponance
3230
Xponance
Pennsylvania
USD 220 M -USD 17.2 M -7% 5.41% 144% 108 43.52% 0.4
Blue Bell Private Wealth Management
3231
Blue Bell Private Wealth Management
Pennsylvania
USD 220 M -USD 7.71 M -3% 2.21% 62.5% 239 10.46% 3.5
Oarsman Capital
3232
Oarsman Capital
Wisconsin
USD 220 M +USD 402 k +0.2% 0.84% 70.6% 185 5.41% 3.5
U.S. Global Investors (USGI)
3233
U.S. Global Investors (USGI)
Texas
USD 220 M +USD 57.2 M +35% 1.17% 151% 173 56.65% 0.7
Founders Capital Management (Connecticut)
3234
Founders Capital Management (Connecticut)
Connecticut
USD 219 M +USD 1.72 M +0.8% 1.32% 88.9% 53 9.43% 3.4
DCCA
3235
D.C. Capital Advisors
New York
USD 219 M +USD 14.4 M +7% 10.7% 59.9% 30 20% 1.6
Argus Investors Counsel
3236
Argus Investors Counsel
New York
USD 219 M +USD 17 M +8% 1.8% 132% 71 30.99% 3.4
Eversept Partners
3237
Eversept Partners
New York
USD 219 M +USD 3.33 M +2% 13.5% 321% 80 38.75% 0.3
Trust Company
3238
Trust Company
Kansas
USD 219 M -USD 52.2 M -19% 2.96% 40.6% 367 7.9% 2.2
Stockman Wealth Management
3239
Stockman Wealth Management
Montana
USD 219 M +USD 27 k +0% 2.53% 73.5% 162 11.73% 1.8
Bank Pictet & Cie (Asia)
3240
Bank Pictet & Cie (Asia)
Singapore
USD 218 M +USD 6.74 M +3% 2.9% 30.4% 104 48.08% 1
SC
3241
Saybrook Capital
North Carolina
USD 218 M +USD 6.66 M +3% 2.69% 67.1% 51 1.96% 3.9
RCM
3242
RVB Capital Management
New York
USD 218 M +USD 51.6 M +31% 6.83% 10.4% 52 59.62% 0.2
Domani Wealth
3243
Domani Wealth
Pennsylvania
USD 218 M -USD 15.6 M -7% 1.68% 48.6% 105 5.71% 2.4
Kora Management
3244
Kora Management
New York
USD 218 M -USD 8.79 M -4% 11.2% 307% 8 25% 1.2
SV Health Investors
3245
SV Health Investors
Massachusetts
USD 218 M +USD 84.5 M +63% 46% 97.4% 9 33.33% 1.7
GIM
3246
Greystone Investment Management
Ohio
USD 218 M +USD 2.64 M +1% 3.33% 32.8% 51 9.8% 3.1
HA
3247
Hamel Associates
New Jersey
USD 218 M -USD 1273 M -85% 1.34% 50.6% 98 10.2% 2.8
Ipswich Investment Management
3248
Ipswich Investment Management
Massachusetts
USD 218 M -USD 19.5 M -8% 4.78% 104% 155 49.68% 3.5
Valicenti Advisory Services
3249
Valicenti Advisory Services
New York
USD 217 M +USD 5.71 M +3% 3.79% 119% 65 10.77% 3
Brickley Wealth Management
3250
Brickley Wealth Management
California
USD 217 M +USD 19.5 M +10% 1.39% 62.6% 29 24.14% 0.4