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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)
KB Financial Partners
3401
KB Financial Partners
New Jersey
USD 340 M +USD 47.4 M +16% 6.16% – 610 7.87% 1.3
VC
3402
Vision Capital
Ontario, Canada
USD 340 M -USD 195 M -36% 6.03% 19.8% 14 50% 1.1
NAMP
3403
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 340 M +USD 23.2 M +7% 9.39% 90.2% 149 8.05% 5.6
Legion Partners Asset Management
3404
Legion Partners Asset Management
California
USD 340 M +USD 13.7 M +4% 16.4% 206% 16 18.75% 2.2
Mandatum Life Insurance Company
3405
Mandatum Life Insurance Company
Finland
USD 340 M +USD 10.4 M +3% 8.81% 108% 72 12.5% 4.6
ADW Capital Management
3406
ADW Capital Management
Florida
USD 340 M +USD 70.4 M +26% 12.7% 78.2% 8 12.5% 2.7
MONECO Advisors
3407
MONECO Advisors
Connecticut
USD 340 M +USD 63.3 M +23% 6.02% 77.7% 331 21.45% 1.9
True North Advisors
3408
True North Advisors
Texas
USD 340 M +USD 46.7 M +16% 5.51% 82.9% 209 23.92% 1.8
PTB
3409
Pioneer Trust Bank
Oregon
USD 340 M +USD 9.9 M +3% 4.93% 61.4% 78 1.28% 6.4
Monetary Management Group
3410
Monetary Management Group
Missouri
USD 340 M +USD 19.6 M +6% 9.56% 138% 351 7.41% 5.6
RC
3411
Reik & Co
New York
USD 340 M -USD 7.52 M -2% 3.44% 47.2% 52 3.85% 7
KMWM
3412
Keudell/Morrison Wealth Management
Oregon
USD 340 M +USD 27.9 M +9% 4.11% – 197 13.71% 2.7
Independent Solutions Wealth Management
3413
Independent Solutions Wealth Management
New York
USD 339 M +USD 11 M +3% 7.02% 125% 228 14.47% 2.2
Engine Capital Management
3414
Engine Capital Management
New York
USD 339 M -USD 3.55 M -1% 10.3% 21.1% 46 30.43% 1.2
Callodine Capital Management
3415
Callodine Capital Management
Massachusetts
USD 339 M +USD 3.08 M +0.9% 3.49% 53.8% 50 24% 1.5
HT Partners
3416
HT Partners
Connecticut
USD 339 M +USD 34.3 M +11% 5.91% 71.1% 53 16.98% 3.9
Alpha DNA Investment Management
3417
Alpha DNA Investment Management
Maryland
USD 339 M +USD 55.7 M +20% 8.15% 134% 217 63.59% 0.4
Gries Financial
3418
Gries Financial
Ohio
USD 338 M +USD 37.1 M +12% 4.4% 71.3% 174 19.54% 1.2
GTC
3419
Ghost Tree Capital
New York
USD 338 M +USD 104 M +44% 10.9% 265% 65 56.92% 0.7
Mitchell Sinkler & Starr
3420
Mitchell Sinkler & Starr
Pennsylvania
USD 338 M +USD 27.6 M +9% 4.07% 85.6% 160 24.38% 4.3
Kerrisdale Advisers
3421
Kerrisdale Advisers
Florida
USD 338 M +USD 528 k +0.2% 3.59% 78.8% 112 41.96% 0.7
Wellspring Financial Advisors
3422
Wellspring Financial Advisors
Ohio
USD 337 M +USD 36.4 M +12% 4.9% 77.2% 135 11.11% 1.7
Vector Capital Management
3423
Vector Capital Management
California
USD 337 M -USD 61.8 M -15% 9.8% 42.7% 7 14.29% 1.3
CRA Financial Services
3424
CRA Financial Services
New Jersey
USD 337 M +USD 31.2 M +10% 9.21% 91.9% 213 8.45% 2.7
Berkshire Bank
3425
Berkshire Bank
Massachusetts
USD 337 M +USD 9.5 M +3% 6.87% 76.2% 138 6.52% 2