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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)
NewSquare Capital
2251
NewSquare Capital
Pennsylvania
USD 437 M +USD 19.5 M +5% 3.83% 76.5% 380 26.84% 2.3
Stonebridge Capital Advisors
2252
Stonebridge Capital Advisors
Minnesota
USD 437 M +USD 30.2 M +7% 7.24% 80.1% 187 9.09% 2.7
Alpha Wave Global
2253
Alpha Wave Global
New York
USD 437 M +USD 35.6 M +9% 1.87% 226% 25 48% 0.9
Tompkins Financial
2254
Tompkins Financial
New York
USD 436 M +USD 14 M +3% 4.43% 84.4% 461 23.43% 3
Narwhal Capital Management
2255
Narwhal Capital Management
Georgia
USD 435 M +USD 31.6 M +8% 5.25% 93.8% 157 12.74% 2.8
Cynosure Advisors
2256
Cynosure Advisors
Utah
USD 435 M – – 2.63% – 224 – 0
Rutabaga Capital Management
2257
Rutabaga Capital Management
Massachusetts
USD 435 M -USD 34.2 M -7% 15.8% 57% 56 19.64% 2
Vantage Investment Advisors
2258
Vantage Investment Advisors
Pennsylvania
USD 435 M +USD 45.8 M +12% 5.82% 56.3% 993 16.72% 2.4
GVO Asset Management
2259
GVO Asset Management
Switzerland
USD 434 M -USD 52.4 M -11% 7.28% 71.2% 19 36.84% 1.2
Institute for Wealth Management
2260
Institute for Wealth Management
Colorado
USD 433 M +USD 126 M +41% 7.01% 137% 426 48.59% 0.4
CPWM LLC
2261
CPWM LLC
Washington
USD 433 M +USD 7.85 M +2% 5.15% 36.6% 256 14.84% 2.6
RP
2262
RBS Partners
Florida
USD 433 M -USD 79.3 M -15% 8.12% 210% 6 0% 3.7
J.M. Forbes & Co
2263
J.M. Forbes & Co
Massachusetts
USD 433 M +USD 32.1 M +8% 6.9% 112% 114 10.53% 3
Think Investments
2264
Think Investments
California
USD 433 M +USD 39.2 M +10% 6.49% 285% 21 47.62% 0.7
Arrow Financial
2265
Arrow Financial
New York
USD 433 M +USD 11.1 M +3% 6.14% 66.5% 352 9.94% 3.5
SPC Financial Inc
2266
SPC Financial Inc
Maryland
USD 432 M +USD 28 M +7% 5.6% 65.1% 122 4.1% 2.2
MRCM
2267
M&R Capital Management
New Jersey
USD 431 M +USD 16.9 M +4% 5.93% 52.6% 588 7.65% 2
REMS
2268
Real Estate Management Services
USD 431 M -USD 55.3 M -11% 2.63% 67.2% 31 16.13% 1.9
3AM
2269
3D Asset Management
Connecticut
USD 430 M +USD 9.5 M +2% 3.46% 0.82% 53 3.77% 3.3
CCM
2270
Cohen Capital Management
California
USD 430 M +USD 17.1 M +4% 4.88% 91.5% 145 7.59% 3.2
Greenwood Capital Associates
2271
Greenwood Capital Associates
South Carolina
USD 429 M +USD 27 M +7% 7.07% 81.3% 246 31.3% 1.4
Wintrust Investments
2272
Wintrust Investments
Illinois
USD 428 M +USD 32.7 M +8% 4.76% 27.5% 292 11.3% 1
Oberweis Asset Management
2273
Oberweis Asset Management
Illinois
USD 428 M +USD 68.2 M +19% 7.92% 485% 256 42.58% 0.8
Jordan Park Group
2274
Jordan Park Group
California
USD 427 M – – 3.22% 43.2% 30 – 0
GTC
2275
Ghost Tree Capital
New York
USD 426 M -USD 44.5 M -9% 23.2% 265% 88 72.73% 0.4