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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)
BCM Advisors
3501
BCM Advisors
Louisiana
USD 191 M +USD 9.7 M +5% 1.97% 59.3% 39 15.38% 1.3
Enterprise Financial Services Corp (EFSC)
3502
Enterprise Financial Services Corp (EFSC)
Missouri
USD 191 M -USD 6.43 M -3% 5.28% 100% 1,089 16.16% 3.4
VIA
3503
Vantis Investment Advisers
Florida
USD 191 M -USD 23.2 M -11% 0.64% 39.6% 22 72.73% 0.3
Chanos & Company
3504
Chanos & Company
New York
USD 191 M +USD 30.8 M +19% 5.3% – 51 33.33% 1.2
American National Registered Investment Advisor
3505
American National Registered Investment Advisor
Texas
USD 190 M -USD 18.4 M -9% 8.01% 95.8% 243 11.11% 4.1
Sterling Investment Advisors (Pennsylvania)
3506
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 190 M +USD 20.9 M +12% 7.18% 97.5% 449 12.25% 1.2
CWM
3507
Cedar Wealth Management
California
USD 190 M +USD 12 M +7% 2.95% 68.1% 243 38.27% 1.4
Shine Investment Advisory Services
3508
Shine Investment Advisory Services
Colorado
USD 190 M -USD 5.49 M -3% 5.56% 29% 686 11.66% 1.2
University of Chicago
3509
University of Chicago
Illinois
USD 190 M -USD 23.5 M -11% 4.2% 62.3% 4 0% 1.7
ELCO Management
3510
ELCO Management
New York
USD 190 M +USD 3.75 M +2% 3.76% 98.3% 150 10.67% 1.5
LJHT
3511
Laurie J. Hall Trustee
USD 190 M +USD 15.7 M +9% 8.57% 105% 358 2.79% 2.6
Pinnacle Family Advisors
3512
Pinnacle Family Advisors
Missouri
USD 189 M +USD 1.36 M +0.7% 6.18% 85.8% 78 38.46% 0.9
Fernwood Investment Management
3513
Fernwood Investment Management
Massachusetts
USD 189 M +USD 3.94 M +2% 4.15% 83.4% 175 15.43% 2.5
American Financial Network Advisory Services
3514
American Financial Network Advisory Services
California
USD 189 M +USD 4.93 M +3% 5.37% – 182 6.04% 0.9
Thomas Story & Son
3515
Thomas Story & Son
Indiana
USD 189 M +USD 16.6 M +10% 10.1% 101% 56 5.36% 3.7
Segantii Capital Management
3516
Segantii Capital Management
Hong Kong
USD 189 M -USD 52.5 M -22% 3.66% 33.1% 42 73.81% 0.3
Atlas Venture Associates IX
3517
Atlas Venture Associates IX
Massachusetts
USD 189 M -USD 38.3 M -17% 6.8% 89.8% 7 0% 0.8
Black Diamond Capital Management
3518
Black Diamond Capital Management
Connecticut
USD 189 M -USD 31.9 M -14% 11.7% 28.3% 6 50% 1.2
Ironwood Financial
3519
Ironwood Financial
Arizona
USD 188 M +USD 15.7 M +9% 3.13% 54.1% 384 24.74% 2.3
Triangle Securities Wealth Management
3520
Triangle Securities Wealth Management
North Carolina
USD 188 M +USD 9.32 M +5% 7.55% 83.6% 141 3.55% 3.6
SevenBridge Financial Group
3521
SevenBridge Financial Group
Pennsylvania
USD 188 M +USD 8.61 M +5% 8.51% 81.7% 638 8.78% 1.9
FIM
3522
Farmhouse Investment Management
California
USD 188 M +USD 24.9 M +15% 8.08% – 19 15.79% 1
AC
3523
Athos Capital
Hong Kong
USD 188 M -USD 107 M -36% 0.16% 110% 40 55% 0.4
MCM
3524
McMillion Capital Management
North Carolina
USD 188 M +USD 11.2 M +6% 8.16% 59.3% 76 14.47% 3.3
Strategic Wealth Partners
3525
Strategic Wealth Partners
Ohio
USD 188 M +USD 14.9 M +9% 5.42% – 736 13.59% 0.7