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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)
Half Sky Capital (UK)
5101
Half Sky Capital (UK)
United Kingdom
USD 156 M +USD 1.53 M +1% 13.9% 13% 10 30% 0.8
Pinnbrook Capital Management
5102
Pinnbrook Capital Management
New York
USD 156 M -USD 7.95 M -5% 17.8% 913% 68 82.35% 0.2
Exane Asset Management
5103
Exane Asset Management
France
USD 156 M +USD 6.11 M +4% 14.7% 74.5% 11 63.64% 1.1
Blue Square Asset Management
5104
Blue Square Asset Management
New York
USD 156 M +USD 8.67 M +6% 0.66% 104% 35 54.29% 1.3
Whitford Management
5105
Whitford Management
New York
USD 156 M – – 8.95% 76.2% 30 – 0
WHAM
5106
Windmill Hill Asset Management
United Kingdom
USD 156 M -USD 15.8 M -9% 5.99% 98.1% 33 36.36% 0.6
Bayshore Asset Management
5107
Bayshore Asset Management
Florida
USD 155 M +USD 23 M +17% 11.5% 62.3% 31 6.45% 0.8
Harbor Group
5108
Harbor Group
New Hampshire
USD 155 M +USD 17.7 M +13% 7.64% 43% 59 18.64% 1.4
Peoples Bank (Ohio)
5109
Peoples Bank (Ohio)
Ohio
USD 155 M +USD 5.99 M +4% 7.92% 78.9% 128 20.31% 3.7
Tradewinds LLC
5110
Tradewinds LLC
North Carolina
USD 155 M +USD 17.5 M +13% 4.78% – 215 95.81% 0
Slocum, Gordon & Co
5111
Slocum, Gordon & Co
Rhode Island
USD 155 M – – 14.7% 65.3% 142 – 0
TL
5112
TowerView LLC
New York
USD 155 M -USD 18.8 M -11% 14.3% 17.9% 38 50% 3
Field & Main Bank
5113
Field & Main Bank
Kentucky
USD 155 M +USD 6.19 M +4% 9.86% 107% 277 9.39% 4.5
1492 Capital Management
5114
1492 Capital Management
Wisconsin
USD 155 M +USD 16.2 M +12% 19% 332% 127 34.65% 1.4
Laurel Wealth Planning
5115
Laurel Wealth Planning
Minnesota
USD 155 M +USD 19.2 M +14% 8.46% 53.1% 224 4.02% 1.4
Two Point Capital Management
5116
Two Point Capital Management
New York
USD 155 M – – 11.6% – 22 – 0
AAG
5117
Avalon Advisory Group
Pennsylvania
USD 155 M -USD 4.66 M -3% 4.75% 46% 9 22.22% 2.9
Newton One Investments
5118
Newton One Investments
Delaware
USD 155 M +USD 14.5 M +10% 6.27% 42% 124 8.06% 1.6
Greenhaven Road Investment Management
5119
Greenhaven Road Investment Management
Connecticut
USD 155 M -USD 11.4 M -7% 1.81% 70.2% 43 25.58% 1.4
Bouvel Investment Partners
5120
Bouvel Investment Partners
Pennsylvania
USD 155 M +USD 4.95 M +3% 5.54% 199% 69 5.8% 1.6
Soundmark Wealth Management
5121
Soundmark Wealth Management
Washington
USD 155 M +USD 12.3 M +9% 8.85% 17.2% 61 9.84% 1.6
MBE Wealth Management
5122
MBE Wealth Management
Wisconsin
USD 155 M +USD 17.9 M +13% 6.81% 66.5% 67 11.94% 1.8
Catterton Management Company
5123
Catterton Management Company
Connecticut
USD 155 M -USD 167 M -52% 15.9% 13.2% 3 0% 1.8
GoalVest Advisory
5124
GoalVest Advisory
New York
USD 155 M +USD 12.3 M +9% 7.86% 94.8% 274 16.42% 1.3
FSA
5125
Financial Services Advisory
Maryland
USD 155 M +USD 127 M +465% 6.8% 82.5% 35 77.14% 0.4