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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)
Entrust Global Partners
3601
Entrust Global Partners
New York
USD 363 M +USD 92.3 M +34% 0.98% 82.3% 16 75% 0.2
WESCAP Management Group
3602
WESCAP Management Group
California
USD 362 M +USD 18.4 M +5% 3.81% 45.7% 90 7.78% 3.3
Glovista Investments
3603
Glovista Investments
New Jersey
USD 362 M +USD 19.2 M +6% 0.69% 2.48% 83 50.6% 1.7
IAA
3604
Ironsides Asset Advisors
North Carolina
USD 362 M +USD 45.3 M +14% 15.1% 49.3% 99 12.12% 2.4
Cornerstone Management
3605
Cornerstone Management
Georgia
USD 362 M -USD 17.4 M -5% 5.02% 43.6% 234 78.21% 0.7
Systelligence LLC
3606
Systelligence LLC
Minnesota
USD 362 M -USD 13.9 M -4% 4.57% 58.3% 35 0% 1
Journey Advisory Group
3607
Journey Advisory Group
Kentucky
USD 362 M +USD 53.3 M +17% 11.1% 74.9% 211 8.53% 0.9
Mount Capital
3608
Mount Capital
United Kingdom
USD 362 M – – 1.24% 34.4% 35 – 0
Moon Capital Management
3609
Moon Capital Management
New York
USD 361 M +USD 37.6 M +12% 0.15% 76.3% 28 64.29% 1.4
Integral Health Asset Management
3610
Integral Health Asset Management
New York
USD 361 M +USD 13.5 M +4% 11.4% 564% 92 46.74% 0.6
Blue Fin Capital
3611
Blue Fin Capital
Rhode Island
USD 361 M +USD 33.5 M +10% 11.6% 147% 135 8.15% 4.9
Ellenbecker Investment Group
3612
Ellenbecker Investment Group
Wisconsin
USD 361 M +USD 41 M +13% 8.97% 56.3% 91 21.98% 2.1
Cary Street Partners Investment Advisory
3613
Cary Street Partners Investment Advisory
Virginia
USD 361 M +USD 55.6 M +18% 8.58% 84.1% 271 15.87% 1.3
SF
3614
Symphony Financial
Texas
USD 360 M +USD 73.3 M +26% 9.48% 95.7% 192 20.31% 1.1
Progressive Investment Management
3615
Progressive Investment Management
Oregon
USD 360 M +USD 23.3 M +7% 9.56% 139% 57 5.26% 3.1
EEP
3616
Edgehill Endowment Partners
Connecticut
USD 360 M +USD 13.8 M +4% 3.79% 11.6% 7 0% 2.6
BCM
3617
BlueMar Capital Management
Florida
USD 360 M -USD 23.2 M -6% 1.7% 27.4% 60 26.67% 1.2
J.H. Whitney Equity Partners VII
3618
J.H. Whitney Equity Partners VII
Connecticut
USD 360 M – – 7.73% 407% 1 – 0
FCA
3619
FLC Capital Advisors
California
USD 360 M +USD 20.8 M +6% 6.15% 59.3% 180 11.11% 1.9
Metis Global Partners
3620
Metis Global Partners
California
USD 360 M – – 12.4% 117% 376 – 0
Aegon USA Investment Management
3621
Aegon USA Investment Management
Iowa
USD 360 M +USD 28.8 M +9% 6.62% 44.9% 49 20.41% 1.5
Kabouter Management
3622
Kabouter Management
Illinois
USD 359 M +USD 182 M +103% 0.5% 12.9% 10 30% 0.6
Bensler
3623
Bensler
Washington
USD 359 M – – 8.43% 109% 84 – 0
Wellspring Financial Advisors
3624
Wellspring Financial Advisors
Ohio
USD 359 M +USD 26.9 M +8% 8.11% 77.2% 112 10.71% 1.2
Boston Standard Wealth Management
3625
Boston Standard Wealth Management
Massachusetts
USD 359 M +USD 23.9 M +7% 4.5% 47.1% 40 2.5% 3.8