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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)
MFGP
4101
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 331 M +USD 23 M +7% 6.65% 65.5% 57 12.28% 4.6
Compton Financial Group
4102
Compton Financial Group
Maryland
USD 331 M +USD 23.1 M +8% 5.58% 37.7% 34 11.76% 2.8
GTC
4103
Ghost Tree Capital
New York
USD 331 M +USD 11.7 M +4% 14.6% 265% 75 44% 0.7
BCM
4104
Bluefin Capital Management
New York
USD 331 M -USD 89.1 M -21% 1.26% – 162 54.32% 0.4
NTCM
4105
Nine Ten Capital Management
Illinois
USD 331 M +USD 71.1 M +27% 15.9% 166% 10 0% 3.4
Meridian Investment Counsel
4106
Meridian Investment Counsel
California
USD 331 M +USD 14.7 M +5% 6.71% 116% 222 8.56% 6.5
Hill Island Financial
4107
Hill Island Financial
Michigan
USD 331 M +USD 25 M +8% 6.63% 78.3% 74 10.81% 1.7
O'Keefe Stevens Advisory
4108
O'Keefe Stevens Advisory
New York
USD 331 M +USD 31.3 M +10% 8.81% 208% 76 14.47% 2.9
Keystone Financial Planning
4109
Keystone Financial Planning
Ohio
USD 330 M +USD 28.2 M +9% 9.38% 46% 50 8% 5.6
Vectors Research Management
4110
Vectors Research Management
New York
USD 330 M +USD 4.66 M +1% 8.09% 67.3% 132 11.36% 4.2
Avalon Capital Management
4111
Avalon Capital Management
California
USD 330 M +USD 14.8 M +5% 5.71% 163% 144 26.39% 1.4
Beam Wealth Advisors
4112
Beam Wealth Advisors
Louisiana
USD 330 M +USD 29.6 M +10% 5.15% 69.2% 108 10.19% 1.7
Sector Gamma AS
4113
Sector Gamma AS
Norway
USD 330 M +USD 61.9 M +23% 9.2% 35.3% 32 21.88% 3
Greenlea Lane Capital Management
4114
Greenlea Lane Capital Management
Connecticut
USD 330 M -USD 36.9 M -10% 13.6% 99.7% 9 0% 3.1
SRH Advisors
4115
SRH Advisors
Kansas
USD 329 M +USD 30.7 M +10% 10.6% 55.7% 296 5.74% 6.5
Helen Stephens Group
4116
Helen Stephens Group
Texas
USD 329 M +USD 40.2 M +14% 5.9% 53.4% 93 15.05% 1.8
Hilltop National Bank
4117
Hilltop National Bank
Wyoming
USD 329 M +USD 18.4 M +6% 6.69% – 863 8.92% 0.5
Walter & Keenan Wealth Management
4118
Walter & Keenan Wealth Management
Indiana
USD 329 M +USD 15.1 M +5% 6.89% 92% 153 6.54% 4.5
Brown, Lisle/Cummings
4119
Brown, Lisle/Cummings
Rhode Island
USD 329 M +USD 22.2 M +7% 6.78% 82.3% 639 7.04% 2.1
CCM
4120
Contrarian Capital Management
Connecticut
USD 329 M +USD 10.6 M +3% 6.7% 29.4% 34 26.47% 2.5
Wellington Shields & Co
4121
Wellington Shields & Co
New York
USD 329 M +USD 21.9 M +7% 9.03% 127% 325 11.08% 3.4
CPA
4122
Capital Performance Advisors
California
USD 329 M +USD 65.6 M +25% 7.04% 71% 2,901 96.55% 0
ECP ControlCo
4123
ECP ControlCo
New Jersey
USD 329 M +USD 4.87 M +2% 14.2% 42.5% 7 14.29% 3.3
Atlantic Edge Private Wealth Management
4124
Atlantic Edge Private Wealth Management
Florida
USD 329 M +USD 29.2 M +10% 6.13% 84.4% 517 10.06% 0.7
AGUR Provident & Training Funds Management
4125
AGUR Provident & Training Funds Management
Israel
USD 329 M -USD 18.4 M -5% 4.54% – 24 0% 1.9