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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)
Quest Investment Management
2176
Quest Investment Management
Oregon
USD 904 M +USD 8.32 M +0.9% 7.33% 105% 94 14.89% 5.5
Suncoast Equity Management
2177
Suncoast Equity Management
Florida
USD 904 M +USD 51.3 M +6% 4.72% 82.9% 74 6.76% 3.4
Caldwell Trust
2178
Caldwell Trust
Florida
USD 904 M +USD 44.6 M +5% 4.64% 87% 724 7.73% 3.7
Fort Baker Capital Management
2179
Fort Baker Capital Management
California
USD 904 M +USD 169 M +23% 0.07% 46.3% 91 30.77% 0.6
Telos Capital Management
2180
Telos Capital Management
California
USD 902 M +USD 15.3 M +2% 2.28% 71.1% 203 9.85% 6
Townsend & Associates
2181
Townsend & Associates
Colorado
USD 901 M +USD 43.5 M +5% 3.04% 58% 106 3.77% 2
Tower Bridge Advisors
2182
Tower Bridge Advisors
Pennsylvania
USD 900 M -USD 82.8 M -8% 2.47% 78.9% 204 12.25% 6.4
Knollwood Investment Advisory
2183
Knollwood Investment Advisory
Maryland
USD 899 M +USD 346 M +62% 5.49% 160% 356 43.54% 0.5
Amplius Wealth Advisors
2184
Amplius Wealth Advisors
Pennsylvania
USD 899 M +USD 6.63 M +0.7% 1.79% 58% 187 15.51% 1.8
Private Capital Advisors
2185
Private Capital Advisors
Connecticut
USD 898 M +USD 94.9 M +12% 11% 132% 96 25% 5.2
Salomon & Ludwin
2186
Salomon & Ludwin
Virginia
USD 896 M -USD 267 M -23% 1.53% 52.6% 856 14.6% 1.2
MBL Wealth
2187
MBL Wealth
North Carolina
USD 896 M +USD 14.4 M +2% 1.71% 52.7% 222 17.12% 1.7
Bank of Nova Scotia Trust
2188
Bank of Nova Scotia Trust
Ontario, Canada
USD 896 M -USD 33.4 M -4% 1.77% 61.4% 146 13.7% 5.7
Prospector Partners
2189
Prospector Partners
Connecticut
USD 895 M -USD 14.9 M -2% 1.92% 53.6% 101 5.94% 4.6
Canyon Capital Advisors
2190
Canyon Capital Advisors
Texas
USD 895 M -USD 41.4 M -4% 0.93% 78% 17 0% 2.5
Petredis Investment Advisors
2191
Petredis Investment Advisors
Pennsylvania
USD 894 M +USD 60.2 M +7% 6.71% 158% 103 3.88% 1.3
Cat Rock Capital Management
2192
Cat Rock Capital Management
Connecticut
USD 893 M +USD 19.4 M +2% 3.02% 66.7% 12 8.33% 2.1
Crewe Advisors
2193
Crewe Advisors
Utah
USD 892 M +USD 34.3 M +4% 1.88% 96.1% 1,057 23.75% 0.9
Symmetry Investments
2194
Symmetry Investments
Jersey
USD 892 M -USD 780 M -47% 4.33% 148% 268 71.27% 0.4
Technology Crossover Management VIII
2195
Technology Crossover Management VIII
California
USD 892 M -USD 8.03 M -0.9% 13.8% 77.9% 6 0% 4.1
PrairieView Partners
2196
PrairieView Partners
Minnesota
USD 891 M +USD 18.8 M +2% 0.25% 34% 417 8.39% 3.4
Magnus Financial Group
2197
Magnus Financial Group
New York
USD 890 M +USD 47.2 M +6% 1.67% 78.2% 338 13.02% 2.8
MV Capital Management
2198
MV Capital Management
Maryland
USD 889 M +USD 15.2 M +2% 2.06% 67.6% 1,037 19.96% 3
Insigneo Advisory Services
2199
Insigneo Advisory Services
Florida
USD 888 M +USD 46.7 M +6% 5.34% 119% 650 27.38% 0.8
Zweig-DiMenna Associates
2200
Zweig-DiMenna Associates
New York
USD 888 M -USD 257 M -22% 10.9% 561% 136 54.41% 1.7