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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)
RB Capital Management
4026
RB Capital Management
Nevada
USD 127 M -USD 13.2 M -9% 1.73% 79.4% 144 8.33% 1
Cascade Investment Advisors
4027
Cascade Investment Advisors
Oregon
USD 127 M +USD 1.01 M +0.8% 2.27% 71.4% 226 22.57% 1.1
River Oaks Capital
4028
River Oaks Capital
Minnesota
USD 127 M +USD 1.8 M +1% 3.2% – 62 9.68% 1.1
ACM
4029
ADI Capital Management
New York
USD 127 M -USD 20 M -14% 5.73% 113% 22 63.64% 0.5
Global Trust Asset Management
4030
Global Trust Asset Management
Florida
USD 127 M -USD 13.9 M -10% 1.06% 178% 415 10.6% 0.2
OH
4031
Oikos Holdings
New York
USD 127 M -USD 45.7 M -26% 27.3% 5.54% 10 20% 0.2
Point72 Europe
4032
Point72 Europe
United Kingdom
USD 127 M -USD 24.2 M -16% 0.57% 95.4% 34 70.59% 0.3
Kemper Corp Master Retirement Trust
4033
Kemper Corp Master Retirement Trust
Illinois
USD 127 M -USD 49.4 M -28% 1.54% 21.9% 91 57.14% 4.2
BCA
4034
Benchmark Capital Advisors
New York
USD 127 M -USD 1.68 M -1% 0.83% 29.5% 142 11.97% 2.9
LSCM
4035
LaSalle Street Capital Management
Illinois
USD 126 M -USD 18.7 M -13% 2.51% 30.5% 112 18.75% 1.9
AllSquare Wealth Management
4036
AllSquare Wealth Management
New York
USD 126 M -USD 715 k -0.6% 1.38% 62.4% 434 13.13% 1.2
Hamilton Lane Advisors
4037
Hamilton Lane Advisors
Pennsylvania
USD 126 M -USD 67.6 M -35% 12.9% 167% 65 52.31% 0.8
USAdvisors Wealth Management
4038
USAdvisors Wealth Management
Minnesota
USD 126 M +USD 9.04 M +8% 0.51% 59.6% 76 38.16% 0.2
Rosenthal Henry Capital Advisors
4039
Rosenthal Henry Capital Advisors
Indiana
USD 126 M -USD 1.06 M -0.8% 1.73% 91.9% 63 6.35% 0.9
Physicians Financial Services
4040
Physicians Financial Services
North Carolina
USD 126 M -USD 5.11 M -4% 0.93% 100% 118 21.19% 2
Loudon Investment Management
4041
Loudon Investment Management
New Hampshire
USD 126 M -USD 6.34 M -5% 2.14% 61.6% 88 4.55% 3.2
Kathryn A. Hall
4042
Kathryn A. Hall
USD 126 M +USD 4.45 M +4% 8.28% 95.2% 7 42.86% 2.2
Madrona Financial Services
4043
Madrona Financial Services
Washington
USD 126 M +USD 7.24 M +6% 0.32% 85.1% 46 19.57% 1.8
Rezny Wealth Management
4044
Rezny Wealth Management
Florida
USD 126 M -USD 10.7 M -8% 0.96% 99.6% 14 28.57% 2.2
RiverGlades Family Offices
4045
RiverGlades Family Offices
Florida
USD 125 M +USD 3.63 M +3% 1.08% – 86 30.23% 0.2
Copernicus Capital Management
4046
Copernicus Capital Management
California
USD 125 M -USD 8.83 M -7% 2.79% 126% 30 56.67% 0.2
Mill Road Capital Management
4047
Mill Road Capital Management
Connecticut
USD 125 M +USD 20.7 M +20% 24% 85.1% 13 23.08% 2.1
Ballast Inc
4048
Ballast Inc
Kentucky
USD 125 M +USD 6.87 M +6% 1.11% 71.3% 87 8.05% 0.2
CCM
4049
Consolidated Capital Management
California
USD 125 M +USD 28.4 M +29% 0.53% 166% 58 34.48% 0.9
BOCM
4050
Bontempo Ohly Capital Management
Maryland
USD 125 M -USD 2.96 M -2% 2.53% 49.6% 29 0% 2.1