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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)
L & S Advisors
1701
L & S Advisors
California
USD 757 M +USD 13.9 M +2% 4.99% 231% 362 17.68% 1.4
Strategic Financial Services
1702
Strategic Financial Services
New York
USD 757 M +USD 33.7 M +5% 2.97% 58.7% 140 7.14% 3.2
Guardian Capital Advisors (Canada)
1703
Guardian Capital Advisors (Canada)
Ontario, Canada
USD 757 M +USD 8.36 M +1% 3.32% 26.1% 170 11.18% 4
WC
1704
Walthausen & Co
New York
USD 757 M -USD 12.8 M -2% 3.71% 63.3% 153 20.92% 1.9
Raffa Wealth Management
1705
Raffa Wealth Management
District of Columbia
USD 756 M +USD 509 M +205% 0.01% 35.8% 1,446 99.93% 0
Swiss Re
1706
Swiss Re
Switzerland
USD 755 M -USD 203 M -21% 3.51% – 6 33.33% 2.8
Connors Investor Services
1707
Connors Investor Services
Pennsylvania
USD 754 M +USD 20 M +3% 3.75% 125% 155 12.26% 3.6
Goodnow Investment Group
1708
Goodnow Investment Group
Connecticut
USD 753 M +USD 28.8 M +4% 5.13% 131% 28 21.43% 2.6
IFLIT
1709
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
USD 752 M +USD 21.7 M +3% 2.3% 45.7% 18 16.67% 3.4
MRCP
1710
Manor Road Capital Partners
New York
USD 751 M +USD 178 M +31% 8.81% 78.3% 15 33.33% 1.1
Clearstead Advisors
1711
Clearstead Advisors
Ohio
USD 751 M +USD 25.8 M +4% 3.18% 71.4% 282 13.12% 1.8
Vigilant Capital Management
1712
Vigilant Capital Management
Maine
USD 749 M +USD 32.2 M +4% 4.76% 48.8% 501 33.73% 2.3
Ledyard National Bank
1713
Ledyard National Bank
USD 747 M -USD 9.18 M -1% 3.47% 80.7% 276 12.68% 4.7
Rheos Capital Works
1714
Rheos Capital Works
Japan
USD 747 M -USD 75.2 M -9% 4.57% 220% 14 14.29% 0.9
ProVise Management Group
1715
ProVise Management Group
Florida
USD 747 M +USD 34.4 M +5% 3.67% 66.8% 326 11.66% 3.6
Kanawha Capital Management
1716
Kanawha Capital Management
Virginia
USD 747 M +USD 34.2 M +5% 3.06% 74.5% 185 13.51% 4.5
Ashford Capital Management
1717
Ashford Capital Management
Delaware
USD 747 M +USD 61.5 M +9% 11.2% 150% 103 11.65% 3.2
Biglari Capital Corp
1718
Biglari Capital Corp
Texas
USD 746 M -USD 129 M -15% 3.31% 72.7% 11 9.09% 2.8
ACG Wealth
1719
ACG Wealth
Georgia
USD 745 M -USD 1.21 M -0.2% 2.18% 45.5% 363 12.4% 2.7
Atlantic Union Bankshares
1720
Atlantic Union Bankshares
Virginia
USD 744 M +USD 383 M +106% 5.12% 78.9% 277 59.21% 1.8
Crestline Management
1721
Crestline Management
Texas
USD 743 M +USD 281 M +61% 5.86% 80.2% 84 98.81% 0
Alerus Financial
1722
Alerus Financial
North Dakota
USD 741 M +USD 23.7 M +3% 4.1% 97.1% 155 7.1% 2
Calamos Wealth Management
1723
Calamos Wealth Management
Illinois
USD 741 M +USD 41.1 M +6% 4.72% 102% 245 8.57% 2.3
Sepio Capital
1724
Sepio Capital
Utah
USD 741 M -USD 469 k -0.1% 4.07% 92% 227 9.69% 0.4
Atwood & Palmer
1725
Atwood & Palmer
Missouri
USD 740 M +USD 34.1 M +5% 5.82% 90% 350 17.71% 3.5