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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)
Eldridge Investment Advisors
3476
Eldridge Investment Advisors
New Hampshire
USD 478 M +USD 43.7 M +10% 7.05% 50.9% 167 13.77% 3.8
JFG Wealth Management
3477
JFG Wealth Management
Colorado
USD 478 M +USD 38 M +9% 9.76% 65.2% 82 26.83% 2.2
Manchester Financial
3478
Manchester Financial
California
USD 478 M +USD 33.9 M +8% 10.4% 73% 129 11.63% 3.1
High Ground Investment Management
3479
High Ground Investment Management
United Kingdom
USD 477 M +USD 48.8 M +11% 3.69% 25.9% 9 33.33% 1.8
Herold Advisors
3480
Herold Advisors
New York
USD 477 M +USD 21.6 M +5% 8.45% 90.2% 321 15.26% 2.3
Catalio Capital Management
3481
Catalio Capital Management
New York
USD 477 M +USD 65.8 M +16% 7.86% – 49 42.86% 0.3
TCM
3482
Trybe Capital Management
Connecticut
USD 477 M +USD 95 M +25% 35.4% 681% 11 27.27% 2.4
Long Run Wealth Advisors
3483
Long Run Wealth Advisors
New York
USD 477 M +USD 35.7 M +8% 7.29% 50.5% 111 13.51% 2.3
RAM Investment Partners
3484
RAM Investment Partners
Washington
USD 476 M +USD 71.4 M +18% 10.7% 61.9% 101 15.84% 1.5
Chemung Canal Trust
3485
Chemung Canal Trust
New York
USD 476 M +USD 21.2 M +5% 8.84% 80.9% 125 8% 7.7
Capco Asset Management
3486
Capco Asset Management
Florida
USD 475 M +USD 52.7 M +12% 17.8% 46.1% 27 33.33% 4.2
Orrstown Financial Services
3487
Orrstown Financial Services
Pennsylvania
USD 475 M +USD 54.6 M +13% 9.32% 73.7% 149 18.79% 3.1
Harbour Capital Advisors
3488
Harbour Capital Advisors
Virginia
USD 475 M +USD 70.1 M +17% 16.5% 168% 313 21.73% 2.9
EFL
3489
ERn Financial LLC
Wisconsin
USD 474 M -USD 159 M -25% 8.15% 55.9% 193 31.61% 3.8
RIS
3490
Richmond Investment Services
Wisconsin
USD 473 M +USD 289 M +157% 10.1% – 211 49.29% 0.2
Great Diamond Partners
3491
Great Diamond Partners
Maine
USD 473 M +USD 108 M +29% 10.5% 86.1% 238 30.25% 2.6
Engine Capital Management
3492
Engine Capital Management
New York
USD 473 M -USD 54.2 M -10% 4.42% 21.1% 35 25.71% 2
Patten Group
3493
Patten Group
Tennessee
USD 473 M +USD 37 M +8% 10.2% 99% 262 8.4% 6
MAM
3494
Milestone Asset Management
Pennsylvania
USD 473 M +USD 3.42 M +0.7% 8.43% 64.4% 253 37.55% 1
Sage Rhino Capital
3495
Sage Rhino Capital
California
USD 473 M +USD 41.9 M +10% 9.56% 86.8% 301 18.27% 3.2
RM
3496
Rudius Management
New York
USD 473 M -USD 13.8 M -3% 0.3% 8.92% 5 20% 3.3
Pilgrim Global Advisors
3497
Pilgrim Global Advisors
Nevada
USD 473 M -USD 56.7 M -11% 8.96% – 4 0% 1.3
Fulcrum Capital
3498
Fulcrum Capital
Washington
USD 473 M +USD 21.7 M +5% 13% 102% 110 13.64% 3.4
Garrett Wealth Advisory Group
3499
Garrett Wealth Advisory Group
Texas
USD 473 M +USD 25.5 M +6% 5.67% 74.6% 120 11.67% 2.4
Mudrick Capital Management
3500
Mudrick Capital Management
New York
USD 473 M +USD 183 M +63% 74% 212% 4 25% 0.2