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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)
Bedell Frazier Investment Counselling
3376
Bedell Frazier Investment Counselling
California
USD 250 M -USD 6.87 M -3% 8.41% 72.5% 56 3.57% 2.2
ShawSpring Partners
3377
ShawSpring Partners
Massachusetts
USD 250 M +USD 96.4 M +63% 28.3% 3.53% 5 0% 0.9
MM
3378
Meridian Management
Arkansas
USD 249 M +USD 25.6 M +11% 7.88% 57.8% 76 9.21% 3.5
Income Research & Management
3379
Income Research & Management
Massachusetts
USD 249 M +USD 43.2 M +21% 0.12% 1.19% 22 31.82% 2.4
QCI
3380
Quaker Capital Investments
Pennsylvania
USD 249 M +USD 21.3 M +9% 9.21% 107% 28 14.29% 3.1
Invenomic Capital Management
3381
Invenomic Capital Management
Massachusetts
USD 249 M – – 6.87% 6.61% 125 – 0
FA
3382
FMA Advisory
Pennsylvania
USD 249 M +USD 18.6 M +8% 8.05% 46.7% 156 7.69% 2.1
Mitsubishi UFJ Asset Management (UK)
3383
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 249 M +USD 34.9 M +16% 4.54% 151% 96 44.79% 1
Biltmore Family Office
3384
Biltmore Family Office
North Carolina
USD 249 M +USD 17.2 M +7% 6.59% 78.1% 220 25.91% 1.2
Vectors Research Management
3385
Vectors Research Management
New York
USD 249 M +USD 45 M +22% 5.96% 67.3% 583 21.44% 0.8
Mosaic Family Wealth
3386
Mosaic Family Wealth
Missouri
USD 248 M +USD 5.92 M +2% 7.18% 85.2% 174 13.22% 3.4
22CM
3387
20/20 Capital Management
California
USD 248 M – – 5.61% – 142 – 0
Blue Bell Private Wealth Management
3388
Blue Bell Private Wealth Management
Pennsylvania
USD 248 M +USD 30.7 M +14% 6.51% 62.5% 211 17.06% 4.5
Mirador Capital Partners
3389
Mirador Capital Partners
California
USD 248 M +USD 24.1 M +11% 7.15% 120% 193 22.28% 1.8
LCP
3390
Legacy Capital Partners
Wisconsin
USD 248 M +USD 19.7 M +9% 9.12% 85.6% 161 10.56% 3.5
Hellman & Friedman
3391
Hellman & Friedman
California
USD 248 M – – 35.7% – 1 – 0
Nightview Capital
3392
Nightview Capital
Texas
USD 248 M +USD 56.4 M +29% 45.1% 170% 9 11.11% 1.3
Cedar Mountain Advisors
3393
Cedar Mountain Advisors
Oregon
USD 248 M – – 6.81% 57.7% 255 – 0
Riggs Asset Management
3394
Riggs Asset Management
Pennsylvania
USD 248 M +USD 52.9 M +27% 9.9% 207% 310 21.29% 2.8
Anfield Capital Management
3395
Anfield Capital Management
California
USD 248 M – – 3.9% 65.3% 415 – 0
RHFI
3396
Reilly Herbert Faulkner III
USD 248 M +USD 9.34 M +4% 6.65% 80.6% 50 6% 4.5
Stordahl Capital Management
3397
Stordahl Capital Management
Colorado
USD 247 M -USD 3.23 M -1% 6.3% 54% 46 4.35% 1.7
Princeton Global Asset Management
3398
Princeton Global Asset Management
New Jersey
USD 247 M +USD 71.9 M +41% 8.62% 110% 517 35.4% 0.5
FinTrust Capital Advisors
3399
FinTrust Capital Advisors
South Carolina
USD 247 M -USD 45.6 M -16% 6.54% 23.6% 1,159 14.32% 0.9
TrueWealth LLC
3400
TrueWealth LLC
Georgia
USD 247 M +USD 15.3 M +7% 5.56% – 776 7.35% 1.8