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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)
Tradewinds Capital Management
3251
Tradewinds Capital Management
Washington
USD 203 M -USD 57.5 M -22% 13.3% 96.9% 723 18.12% 3.1
Raab & Moskowitz Asset Management
3252
Raab & Moskowitz Asset Management
New Jersey
USD 203 M -USD 37.8 M -16% 10.6% 75% 581 73.32% 3
Peak Financial Management
3253
Peak Financial Management
Massachusetts
USD 203 M -USD 19.1 M -9% 9.48% 58.2% 59 23.73% 1.6
FinTrust Capital Advisors
3254
FinTrust Capital Advisors
South Carolina
USD 203 M – – 11.7% 23.6% 1,339 – 0
Lindbrook Capital
3255
Lindbrook Capital
California
USD 203 M – – 13.3% 35.8% 1,483 – 0
FC
3256
Fore Capital
New York
USD 203 M -USD 124 M -38% 1.44% 25.4% 80 53.75% 0.3
Shine Investment Advisory Services
3257
Shine Investment Advisory Services
Colorado
USD 203 M +USD 12.7 M +7% 13.8% 29% 702 10.83% 1.3
Benedict Financial Advisors
3258
Benedict Financial Advisors
Georgia
USD 203 M -USD 20.5 M -9% 8.43% 72.4% 110 9.09% 3.3
SHA
3259
Shelter Harbor Advisors
Connecticut
USD 202 M +USD 76.5 M +61% 3.79% – 30 66.67% 0.2
Financial Planning & Information Services
3260
Financial Planning & Information Services
Wisconsin
USD 202 M -USD 56.6 M -22% 11.8% 13% 48 10.42% 3.4
Benin Management Corp
3261
Benin Management Corp
Connecticut
USD 202 M -USD 47.3 M -19% 13.7% 91.7% 98 10.2% 4.2
Versant Venture Management
3262
Versant Venture Management
California
USD 202 M -USD 92 M -31% 22.8% 409% 10 0% 2.3
Chesapeake Wealth Management
3263
Chesapeake Wealth Management
Virginia
USD 202 M -USD 23 M -10% 9.23% 65.9% 210 25.24% 0.6
Delphi Financial Group
3264
Delphi Financial Group
Delaware
USD 202 M -USD 56.1 M -22% 13.5% 66.3% 27 66.67% 1.2
Armbruster Capital Management
3265
Armbruster Capital Management
New York
USD 202 M -USD 27.1 M -12% 14.6% 66.7% 74 9.46% 2.8
Marathon Capital Management
3266
Marathon Capital Management
Maryland
USD 201 M -USD 56.7 M -22% 16% 74% 125 16.8% 2.2
Aurelius Capital Management
3267
Aurelius Capital Management
New York
USD 201 M – – 16.3% – 4 – 0
Harbour Capital Advisors
3268
Harbour Capital Advisors
Virginia
USD 201 M -USD 47 M -19% 13.1% 168% 245 42.04% 1.9
LDFR
3269
Lehman & Derafelo Financial Resources
Pennsylvania
USD 201 M – – 7.23% 37.5% 180 – 0
DAFNA Capital Management
3270
DAFNA Capital Management
California
USD 201 M -USD 42.4 M -17% 19.5% 313% 87 18.39% 1.7
D.B. Root & Company
3271
D.B. Root & Company
Pennsylvania
USD 201 M -USD 26 M -11% 10.1% 57.3% 222 20.72% 0.8
PL
3272
Polianta Ltd
Jersey
USD 201 M +USD 1.8 M +0.9% 12.2% 31.6% 106 73.58% 0.5
GenWealth Group
3273
GenWealth Group
New Jersey
USD 201 M -USD 16.3 M -8% 3.53% 73.9% 67 16.42% 1.3
Ashmore Group
3274
Ashmore Group
United Kingdom
USD 201 M +USD 49.1 M +32% 6.57% 103% 30 30% 1.1
Tekne Capital Management
3275
Tekne Capital Management
New York
USD 201 M -USD 185 M -48% 17% 516% 13 15.38% 1.6