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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)
Foresite Capital Management III
2276
Foresite Capital Management III
California
USD 453 M -USD 11.2 M -2% 1.61% 444% 26 15.38% 1.3
Summit Trail Advisors
2277
Summit Trail Advisors
New York
USD 453 M +USD 167 M +58% 5.58% 74.8% 534 58.05% 0.5
Lutz Financial Services
2278
Lutz Financial Services
Nebraska
USD 453 M +USD 102 M +29% 2.77% 35.3% 54 25.93% 0.6
Berkshire Money Management
2279
Berkshire Money Management
Massachusetts
USD 453 M +USD 24 M +6% 6.92% 61.8% 27 22.22% 2.4
Equitec Specialists
2280
Equitec Specialists
Illinois
USD 453 M -USD 481 M -52% 11.1% 65.4% 103 47.57% 0.7
Raub Brock Capital Management
2281
Raub Brock Capital Management
California
USD 453 M +USD 29.2 M +7% 8.12% 54.7% 46 10.87% 2.6
TIM
2282
Total Investment Management
Arizona
USD 453 M +USD 19.2 M +4% 4.51% 44.4% 49 12.24% 1.3
CWA Asset Management Group
2283
CWA Asset Management Group
Florida
USD 452 M +USD 24.2 M +6% 7.09% – 228 17.11% 1.5
Kirr Marbach & Co
2284
Kirr Marbach & Co
Indiana
USD 452 M -USD 9.32 M -2% 5.11% 121% 86 33.72% 2.8
Kentucky Retirement Systems Insurance Trust Fund
2285
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 452 M +USD 32.9 M +8% 8.36% 115% 426 6.81% 4.2
Beach Point Capital Management
2286
Beach Point Capital Management
California
USD 452 M -USD 39.4 M -8% 1.47% 84.1% 39 28.21% 1.2
Chemung Canal Trust
2287
Chemung Canal Trust
New York
USD 451 M +USD 35.9 M +9% 8.28% 80.9% 122 13.11% 3.7
Basso Capital Management
2288
Basso Capital Management
Connecticut
USD 451 M -USD 73.9 M -14% 0.86% 85.5% 208 33.65% 0.5
Arete Wealth Advisors
2289
Arete Wealth Advisors
Illinois
USD 451 M +USD 31.2 M +7% 5.27% 85.3% 410 23.17% 1.4
Toth Financial Advisory
2290
Toth Financial Advisory
Virginia
USD 451 M +USD 24.1 M +6% 8.4% 90.4% 475 18.74% 1.5
Brightworth
2291
Brightworth
Georgia
USD 450 M +USD 34.2 M +8% 8.03% 21.7% 98 12.24% 1.2
OCMI
2292
Oaktop Capital Management II
New Jersey
USD 449 M -USD 7.43 M -2% 0.44% 451% 18 0% 3.8
First American Trust
2293
First American Trust
California
USD 448 M +USD 22.9 M +5% 7.73% 84.6% 142 21.83% 2.7
Van Cleef Asset Management
2294
Van Cleef Asset Management
Ohio
USD 448 M +USD 30.1 M +7% 9.13% 104% 118 3.39% 3.8
Fort LP
2295
Fort LP
Maryland
USD 448 M +USD 24.7 M +6% 8.5% 56.8% 435 45.75% 0.3
PAM
2296
Premier Asset Management
Illinois
USD 447 M +USD 22.2 M +5% 7.77% 104% 123 13.01% 2.8
KM
2297
Kylin Management
New York
USD 447 M -USD 201 M -31% 8.87% 126% 12 25% 1.4
10-15 Associates
2298
10-15 Associates
New York
USD 446 M +USD 1.2 M +0.3% 5.23% 33% 113 14.16% 3
SG
2299
Swarthmore Group
Pennsylvania
USD 446 M +USD 31.6 M +8% 7.37% 44.2% 34 11.76% 1.7
Dakota Wealth Management
2300
Dakota Wealth Management
Florida
USD 445 M +USD 85.3 M +24% 5.27% 112% 302 40.4% 0.8