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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)
First Interstate Bank
2251
First Interstate Bank
Montana
USD 452 M +USD 9.22 M +2% 2.84% 48.2% 718 12.26% 2.2
KG Funds Management
2252
KG Funds Management
New York
USD 451 M +USD 21.4 M +5% 8.81% 45.8% 9 22.22% 1.4
Jaffetilchin Investment Partners
2253
Jaffetilchin Investment Partners
Florida
USD 450 M +USD 3.76 M +0.8% 4.13% 88.1% 387 42.38% 1.1
LLC
2254
Latimer Light Capital
New York
USD 449 M +USD 91.8 M +26% 11% 134% 22 36.36% 0.7
Bain Capital Venture Investors
2255
Bain Capital Venture Investors
Massachusetts
USD 449 M +USD 249 M +125% 20.1% 34.2% 5 40% 0.8
HEC
2256
Hudson Executive Capital
New York
USD 449 M +USD 110 M +32% 18.8% 127% 9 44.44% 1.2
Cabot Wealth Management
2257
Cabot Wealth Management
Massachusetts
USD 449 M +USD 1.4 M +0.3% 1.61% 69.3% 133 13.53% 3
Cobalt Capital Management
2258
Cobalt Capital Management
New Jersey
USD 448 M -USD 33.9 M -7% 5.8% 235% 57 57.89% 0.5
Maple Rock Capital Partners
2259
Maple Rock Capital Partners
Ontario, Canada
USD 448 M +USD 46.3 M +12% 4.9% 602% 21 42.86% 0.8
Sentinel Trust
2260
Sentinel Trust
Texas
USD 447 M -USD 26.2 M -6% 2.44% 79.2% 125 22.4% 2.7
Ironvine Capital Partners
2261
Ironvine Capital Partners
Nebraska
USD 447 M +USD 31.7 M +8% 2.47% 58.8% 83 19.28% 0.5
BerganKDV Wealth Management
2262
BerganKDV Wealth Management
Minnesota
USD 447 M +USD 81.5 M +22% 0.99% 27.9% 660 66.52% 0.4
Corsair Capital Management
2263
Corsair Capital Management
New York
USD 447 M -USD 91.7 M -17% 0.41% 435% 70 34.29% 1.9
J.M. Forbes & Co
2264
J.M. Forbes & Co
Massachusetts
USD 447 M +USD 17.3 M +4% 4.23% 112% 109 3.67% 3.6
RI
2265
RPTC Inc
Wyoming
USD 446 M -USD 144 M -24% 5.39% 66.4% 14 0% 0.7
Arrow Financial
2266
Arrow Financial
New York
USD 445 M +USD 13.8 M +3% 4.42% 66.5% 352 7.1% 3.7
Stanley-Laman Group
2267
Stanley-Laman Group
Pennsylvania
USD 445 M +USD 6.22 M +1% 2.94% 114% 285 15.79% 1.2
10-15 Associates
2268
10-15 Associates
New York
USD 445 M +USD 24.4 M +6% 3.34% 33% 112 9.82% 2.8
Apriem Advisors
2269
Apriem Advisors
California
USD 445 M +USD 35.3 M +9% 2.41% 74.3% 449 68.82% 1.1
RIA
2270
RPG Investment Advisory
California
USD 445 M +USD 7.74 M +2% 3.7% 186% 365 20.55% 1.2
BCM
2271
Bayesian Capital Management
New York
USD 445 M +USD 51.4 M +13% 12% 107% 846 66.43% 0.2
Shepherd Financial Partners
2272
Shepherd Financial Partners
Massachusetts
USD 445 M +USD 38.5 M +9% 3.66% 78% 138 25.36% 1
Avior Wealth Management
2273
Avior Wealth Management
Nebraska
USD 444 M +USD 11.3 M +3% 2.67% 71.4% 890 21.57% 1.8
Mizuho Trust & Banking
2274
Mizuho Trust & Banking
Japan
USD 444 M +USD 132 M +42% 1.17% 36.1% 17 52.94% 0.6
Evanston Advisors
2275
Evanston Advisors
Illinois
USD 443 M +USD 13.6 M +3% 1.88% 16% 74 12.16% 1.8