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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)
Oakworth Capital
2326
Oakworth Capital
Alabama
USD 419 M -USD 6.42 M -2% 1.03% 70% 683 15.37% 2.8
Trustees of General Electric Pension Trust
2327
Trustees of General Electric Pension Trust
Connecticut
USD 418 M -USD 123 M -23% 22.8% 184% 1 0% 1.3
Bruderman Asset Management
2328
Bruderman Asset Management
New York
USD 418 M +USD 24 M +6% 0.32% 31.7% 353 66.01% 0.8
Catawba Capital Management
2329
Catawba Capital Management
Virginia
USD 417 M -USD 26.1 M -6% 1.83% 33.1% 217 7.83% 3.4
Penobscot Investment Management
2330
Penobscot Investment Management
Massachusetts
USD 417 M +USD 55.2 M +15% 0.78% 114% 200 8.5% 3.4
Sheets Smith Wealth Management
2331
Sheets Smith Wealth Management
North Carolina
USD 416 M -USD 8.03 M -2% 1.52% 83.4% 349 20.34% 2.4
Teza Capital Management
2332
Teza Capital Management
Illinois
USD 416 M +USD 250 M +151% 1.13% 133% 526 67.11% 0.2
Stillwater Capital Advisors
2333
Stillwater Capital Advisors
Pennsylvania
USD 416 M -USD 9.17 M -2% 1.8% 121% 76 7.89% 3
Fort LP
2334
Fort LP
Maryland
USD 416 M -USD 9.33 M -2% 1.98% 56.8% 56 19.64% 1.2
QCMC
2335
Quantum Capital Management (California)
California
USD 416 M -USD 2.42 M -0.6% 0.5% 53.7% 222 20.72% 2
Ironvine Capital Partners
2336
Ironvine Capital Partners
Nebraska
USD 416 M +USD 94.9 M +30% 1.72% 58.8% 90 17.78% 0.2
VCU Investment Management
2337
VCU Investment Management
Virginia
USD 415 M +USD 7.31 M +2% 0.53% – 12 41.67% 0.6
Verdence Capital Advisors
2338
Verdence Capital Advisors
Maryland
USD 415 M -USD 4.32 M -1% 2.53% 104% 328 21.04% 0.2
USA Financial Formulas
2339
USA Financial Formulas
Michigan
USD 415 M -USD 5.87 M -1% 6.78% 104% 447 74.72% 0.2
VHCP Management II
2340
VHCP Management II
New York
USD 414 M -USD 2.79 M -0.7% 28.4% 2,334% 21 33.33% 0.8
CC
2341
Carbonado Capital
New York
USD 413 M -USD 37.8 M -8% 3.14% 62.2% 12 16.67% 1
Oracle Investment Management
2342
Oracle Investment Management
Connecticut
USD 413 M -USD 90.6 M -18% 0.61% 865% 26 26.92% 2.9
FRM
2343
Fox Run Management
Connecticut
USD 413 M +USD 71 M +21% 1.81% 64% 1,069 76.33% 0.2
Krensavage Asset Management
2344
Krensavage Asset Management
New York
USD 412 M +USD 91.4 M +28% 2.57% 124% 18 22.22% 2.3
First American Trust
2345
First American Trust
California
USD 412 M +USD 5.64 M +1% 0.9% 84.6% 136 19.12% 2.4
Toth Financial Advisory
2346
Toth Financial Advisory
Virginia
USD 411 M -USD 10.8 M -3% 0.65% 90.4% 482 20.33% 1.1
GCM Grosvenor
2347
GCM Grosvenor
Illinois
USD 411 M +USD 149 M +57% 4.17% – 13 23.08% 0.4
Greenwood Capital Associates
2348
Greenwood Capital Associates
South Carolina
USD 410 M -USD 19 M -4% 0.2% 81.3% 246 36.18% 1.4
Apriem Advisors
2349
Apriem Advisors
California
USD 410 M +USD 6.37 M +2% 1.12% 74.3% 155 18.71% 3.1
Summit Securities Group
2350
Summit Securities Group
New York
USD 409 M -USD 432 M -51% 2.35% 136% 261 83.91% 0.2