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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)
Point72 Europe
5026
Point72 Europe
United Kingdom
USD 87.1 M +USD 29.5 M +51% 22.6% 95.4% 25 64% 0.1
SCM
5027
Stormborn Capital Management
Connecticut
USD 86.9 M +USD 81 M +1,390% 56.9% 256% 25 96% 0
Charter Research & Investment Group
5028
Charter Research & Investment Group
Connecticut
USD 86.7 M +USD 10.8 M +14% 18.1% 82.3% 76 6.58% 4.2
LifeSteps Financial
5029
LifeSteps Financial
California
USD 86.6 M -USD 258 k -0.3% 19.4% 98.4% 86 27.91% 0.4
NovaQuest Capital Management
5030
NovaQuest Capital Management
North Carolina
USD 86.3 M +USD 51.2 M +146% 155% 45.1% 2 0% 2.5
Essex Private Wealth Management
5031
Essex Private Wealth Management
Massachusetts
USD 86.2 M +USD 9.6 M +12% 16.6% 29.3% 60 15% 0.4
Portland Investment Counsel
5032
Portland Investment Counsel
Ontario, Canada
USD 86.2 M +USD 6.6 M +8% 20.5% 108% 35 34.29% 3.2
Rainey & Randall Wealth Advisors
5033
Rainey & Randall Wealth Advisors
Florida
USD 86.1 M +USD 22.2 M +35% 14.9% 52.3% 22 31.82% 1.8
Norwest Venture Partners XII
5034
Norwest Venture Partners XII
California
USD 86 M +USD 16.2 M +23% 31.3% – 2 0% 0.4
Islay Capital Management
5035
Islay Capital Management
Texas
USD 86 M +USD 9.6 M +13% 17.6% 72% 325 42.77% 0.4
West Bancorporation
5036
West Bancorporation
Iowa
USD 86 M +USD 14 M +19% 20.3% 64.4% 313 16.61% 0.4
Stringer Asset Management
5037
Stringer Asset Management
Tennessee
USD 85.9 M +USD 26 M +43% 16.2% 16.4% 40 60% 0.8
Vanguard Capital Wealth Advisors
5038
Vanguard Capital Wealth Advisors
Colorado
USD 85.7 M – – 35% 234% 118 – 1.5
Dean Capital Management
5039
Dean Capital Management
Kansas
USD 85.7 M +USD 18.4 M +27% 23.9% 89.7% 167 43.71% 0.7
RHS Financial
5040
RHS Financial
California
USD 85.5 M +USD 10.9 M +15% 11.4% 65.6% 64 14.06% 1.2
Endicott Management
5041
Endicott Management
New York
USD 85.5 M +USD 14 M +20% 22.9% 229% 14 100% 0
LDR Capital Management
5042
LDR Capital Management
New York
USD 85.5 M +USD 27.8 M +48% 16.8% 28.4% 16 31.25% 1
EFEM
5043
Eos Focused Equity Management
New York
USD 85.5 M +USD 18.4 M +27% 29.1% 55.7% 39 51.28% 0.7
Mork Capital Management
5044
Mork Capital Management
California
USD 85.1 M +USD 12.1 M +17% 28.9% 61.9% 99 15.15% 2.2
Aldebaran Financial
5045
Aldebaran Financial
USD 85.1 M -USD 17.3 M -17% 20.7% 89.7% 89 13.48% 4.4
Cynosure Group
5046
Cynosure Group
Utah
USD 85 M -USD 54.8 M -39% 14.4% 56.8% 68 79.41% 1.1
Spinnaker Capital
5047
Spinnaker Capital
Massachusetts
USD 84.7 M +USD 21.5 M +34% 34.1% 12.4% 2 0% 2.5
Legacy Wealth Planning
5048
Legacy Wealth Planning
Nevada
USD 84 M +USD 21.5 M +34% 16.6% 14.6% 85 24.71% 0.4
Blackhawk Capital Partners
5049
Blackhawk Capital Partners
Wisconsin
USD 83.9 M -USD 28.2 M -25% 18% 87.2% 108 57.41% 1
WGA
5050
Weather Gauge Advisory
Virginia
USD 83.8 M +USD 1.06 M +1% 15.6% 39.9% 81 6.17% 1.4