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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)
Northwest Wealth Management
4051
Northwest Wealth Management
Iowa
USD 134 M +USD 564 k +0.4% 3.87% 63.4% 558 8.78% 0.6
Worth Venture Partners
4052
Worth Venture Partners
New Jersey
USD 133 M +USD 12.3 M +10% 1.73% 105% 198 67.68% 0.3
Pin Oak Investment Advisors
4053
Pin Oak Investment Advisors
Texas
USD 133 M -USD 3.08 M -2% 4.27% 62.7% 463 17.71% 0.7
Denver PWM
4054
Denver PWM
Colorado
USD 133 M – – 3.86% 48.6% 68 – 0.6
BIMC
4055
Benson Investment Management Company
Virginia
USD 133 M +USD 5.93 M +5% 7.5% 99.8% 79 27.85% 0.9
Wheatland Advisors
4056
Wheatland Advisors
Pennsylvania
USD 133 M +USD 9.3 M +8% 7.18% 30.5% 99 4.04% 3.8
SL
4057
SOF Ltd
Cayman Islands
USD 133 M -USD 22 M -14% 14.2% 42.3% 1 0% 1.8
BCA
4058
Benchmark Capital Advisors
New York
USD 133 M +USD 759 k +0.6% 5.55% 29.5% 141 12.06% 3
Lesa Sroufe & Co
4059
Lesa Sroufe & Co
Washington
USD 133 M -USD 2.8 M -2% 1.36% – 64 6.25% 2.4
Arjuna Capital
4060
Arjuna Capital
North Carolina
USD 133 M +USD 10.2 M +8% 8.68% 105% 98 12.24% 0.6
FBT
4061
First Bank & Trust
South Dakota
USD 133 M +USD 2.6 M +2% 4.82% 85.6% 269 2.23% 1.5
RPg Family Wealth Advisory
4062
RPg Family Wealth Advisory
Massachusetts
USD 133 M +USD 4.01 M +3% 6.84% 117% 283 29.68% 1.2
FA
4063
Financial Advantage
Maryland
USD 133 M +USD 930 k +0.7% 3.96% 24.3% 33 9.09% 3.1
VHCP Management III
4064
VHCP Management III
New York
USD 132 M – – 50.2% – 13 – 0
LA
4065
LFL Advisers
Illinois
USD 132 M +USD 6.94 M +6% 7.36% 83% 10 20% 1.8
DeDora Capital
4066
DeDora Capital
California
USD 132 M +USD 5.09 M +4% 7.22% 91.2% 95 16.84% 0.7
University of Tennessee
4067
University of Tennessee
Tennessee
USD 132 M +USD 3.88 M +3% 2.15% – 2 0% 0.8
Marvin & Palmer Associates
4068
Marvin & Palmer Associates
Delaware
USD 132 M +USD 30.3 M +30% 8.47% 392% 33 51.52% 1
SCC
4069
Steel Canyon Capital
Arizona
USD 132 M +USD 6.27 M +5% 1.91% 62.8% 21 33.33% 0.6
Taylor Frigon Capital Management
4070
Taylor Frigon Capital Management
Arizona
USD 132 M -USD 5.78 M -4% 9.89% 152% 85 8.24% 2.5
Madrona Financial Services
4071
Madrona Financial Services
Washington
USD 132 M +USD 7.3 M +6% 3.69% 85.1% 43 6.98% 2.2
Tiemann Investment Advisors
4072
Tiemann Investment Advisors
California
USD 132 M +USD 6.73 M +5% 6.83% 77% 182 7.14% 3.4
Bishop & Co Investment Management
4073
Bishop & Co Investment Management
Pennsylvania
USD 132 M +USD 7.44 M +6% 3.26% 47.6% 22 4.55% 1.9
Toscafund Asset Management
4074
Toscafund Asset Management
United Kingdom
USD 131 M -USD 31.9 M -20% 0.7% 80.9% 7 42.86% 2
GAMC
4075
Garner Asset Management Corp
Texas
USD 131 M +USD 4.15 M +3% 3.3% 95.3% 165 10.91% 1.1