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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)
Virtus Wealth Solutions
4126
Virtus Wealth Solutions
New Jersey
USD 330 M -USD 94.9 M -22% 6.61% – 46 17.39% 0.3
MorganRosel Wealth Management
4127
MorganRosel Wealth Management
Colorado
USD 329 M +USD 24.7 M +8% 0.46% 67.5% 352 71.31% 0.8
Lead Edge Capital Management
4128
Lead Edge Capital Management
New York
USD 329 M +USD 33.6 M +11% 6.9% 20.2% 10 10% 1.2
Portland Investment Counsel
4129
Portland Investment Counsel
Ontario, Canada
USD 329 M -USD 60.6 M -16% 3.3% 108% 57 22.81% 2.6
Packer & Co
4130
Packer & Co
Australia
USD 329 M +USD 16.2 M +5% 12.7% – 11 54.55% 1.4
Cyrus Capital Partners
4131
Cyrus Capital Partners
New York
USD 329 M -USD 14.1 M -4% 4.25% 163% 7 42.86% 1
Winmill & Co
4132
Winmill & Co
New Hampshire
USD 329 M +USD 20 M +6% 2.72% 146% 58 6.9% 3.1
Boltwood Capital Management
4133
Boltwood Capital Management
California
USD 329 M +USD 791 k +0.2% 0.5% 63% 175 5.71% 6.2
MKC
4134
M. Kraus & Co
Vermont
USD 329 M -USD 4.43 M -1% 0.08% 65.9% 83 6.02% 6.1
Allegiance Financial Group Advisory Services
4135
Allegiance Financial Group Advisory Services
Virginia
USD 329 M +USD 20 M +6% 0.09% 71.1% 161 42.86% 1
Wendel SE
4136
Wendel SE
USD 329 M – – 78.8% – 1 – 0
GFG Capital
4137
GFG Capital
Florida
USD 329 M -USD 43.5 M -12% 2.82% 152% 129 20.93% 2.5
Capital Today Evergreen Fund
4138
Capital Today Evergreen Fund
Cayman Islands
USD 329 M +USD 46.8 M +17% 18.2% 0.74% 3 0% 1.8
WA
4139
WealthTrust Axiom
Pennsylvania
USD 328 M -USD 7.19 M -2% 2.38% 125% 268 9.7% 6.2
Vista Investment Partners
4140
Vista Investment Partners
Oklahoma
USD 328 M +USD 7.67 M +2% 3.33% 112% 169 20.71% 1
HCM
4141
Hudson Capital Management
New Jersey
USD 328 M +USD 6.33 M +2% 0.27% 66.8% 68 7.35% 4.1
SCM
4142
Stonehill Capital Management
New York
USD 328 M +USD 91.6 M +39% 6.95% 117% 13 30.77% 1
Goodman Advisory Group
4143
Goodman Advisory Group
Massachusetts
USD 328 M -USD 11 M -3% 2.42% 101% 182 71.43% 0.5
Roberts, Glore & Co
4144
Roberts, Glore & Co
Illinois
USD 328 M -USD 9.02 M -3% 1.61% 72.3% 213 7.98% 6.6
Westmount Partners
4145
Westmount Partners
California
USD 328 M -USD 1.3 M -0.4% 4.06% 101% 250 17.2% 1.7
MCG
4146
McCollum Christoferson Group
New York
USD 328 M -USD 10.7 M -3% 1.43% 59.4% 70 4.29% 4.5
Eldred Rock Partners
4147
Eldred Rock Partners
Texas
USD 328 M +USD 36.2 M +12% 4.2% 109% 31 9.68% 1.1
Guidance Capital
4148
Guidance Capital
Kentucky
USD 327 M +USD 618 k +0.2% 0.4% 63.7% 207 12.56% 1
Coyle Financial Counsel
4149
Coyle Financial Counsel
Illinois
USD 327 M +USD 11.5 M +4% 0.36% 67.3% 78 8.97% 3.5
Atlantic Edge Private Wealth Management
4150
Atlantic Edge Private Wealth Management
Florida
USD 327 M +USD 4.08 M +1% 1.09% 84.4% 525 12.38% 1