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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)
Narus Financial Partners
4276
Narus Financial Partners
Utah
USD 129 M – – 9.92% 85.3% 72 – 1.8
SCM
4277
Stormborn Capital Management
Connecticut
USD 129 M -USD 10.4 M -7% 0.98% 256% 37 54.05% 0.4
Phoenician Capital
4278
Phoenician Capital
New York
USD 129 M +USD 6.89 M +6% 0.33% 41.1% 17 0% 0.4
Sterling Investment Management
4279
Sterling Investment Management
Arizona
USD 129 M +USD 167 k +0.1% 3.1% 45.3% 61 4.92% 3
Susquehanna Foundation
4280
Susquehanna Foundation
Pennsylvania
USD 129 M +USD 3.83 M +3% 3.38% 36.7% 4 0% 1.3
PAM
4281
Pegasus Asset Management
New York
USD 129 M +USD 7.82 M +6% 2.77% 89% 69 5.8% 1.3
Strategic Family Wealth Counselors
4282
Strategic Family Wealth Counselors
New Jersey
USD 129 M +USD 5.45 M +4% 2.13% 72.3% 69 5.8% 0.5
WIM
4283
Wilen Investment Management
Florida
USD 129 M -USD 2.58 M -2% 2.16% 79.9% 63 4.76% 4.4
SWM
4284
Strategic Wealth Management
Washington
USD 129 M +USD 20 M +18% 1.5% 52.8% 31 48.39% 1.4
American Trust Investment Advisors
4285
American Trust Investment Advisors
New Hampshire
USD 129 M -USD 1.16 M -0.9% 3.88% 91% 88 26.14% 2
SIG
4286
Schaller Investment Group
North Carolina
USD 129 M -USD 6.35 M -5% 2.22% 21.9% 38 15.79% 4.4
AIS
4287
AlphaOne Investment Services
Pennsylvania
USD 129 M -USD 38.3 M -23% 4.59% 77.1% 222 28.38% 2.1
Pin Oak Investment Advisors
4288
Pin Oak Investment Advisors
Texas
USD 128 M +USD 3.5 M +3% 2.86% 62.7% 491 18.94% 1.1
OFG
4289
OTA Financial Group
New York
USD 128 M +USD 11.8 M +10% 17.7% 320% 68 76.47% 0.3
JPC
4290
Jabodon PT Co
Nevada
USD 128 M +USD 9.45 M +8% 2.89% 61.9% 29 51.72% 0.6
Family Legacy Inc
4291
Family Legacy Inc
South Carolina
USD 128 M +USD 4.86 M +4% 3.35% 89% 110 7.27% 1.6
IBOK
4292
Independence Bank of Kentucky
Kentucky
USD 128 M +USD 5.78 M +5% 2.79% 80.6% 352 6.53% 1.2
Ironwood Investment Management
4293
Ironwood Investment Management
Massachusetts
USD 128 M +USD 4.84 M +4% 6.11% 164% 157 7.64% 4.1
Riverstone Advisors
4294
Riverstone Advisors
Texas
USD 128 M +USD 9.07 M +8% 5.47% 104% 43 13.95% 0.4
United Bank (Georgia)
4295
United Bank (Georgia)
Georgia
USD 128 M +USD 2.26 M +2% 3.38% 81.2% 80 7.5% 2
Ridgewood Investments
4296
Ridgewood Investments
New Jersey
USD 128 M +USD 6.31 M +5% 2.83% – 202 14.36% 1.6
Bernardo Wealth Planning
4297
Bernardo Wealth Planning
Pennsylvania
USD 128 M +USD 1.47 M +1% 3.74% 50.7% 157 11.46% 0.4
William Marsh Rice University
4298
William Marsh Rice University
Texas
USD 128 M +USD 29.4 M +30% 12% 4.44% 8 75% 1.7
Searcy Financial Services
4299
Searcy Financial Services
Kansas
USD 127 M +USD 5.39 M +4% 4.07% 60.2% 15 0% 0.4
Polaris Venture Management Co V
4300
Polaris Venture Management Co V
Massachusetts
USD 127 M +USD 9.13 M +8% 23.4% 281% 12 0% 3.5