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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)
GCM
2376
Grisanti Capital Management
New York
USD 217 M -USD 872 k -0.4% 2.2% 17.9% 55 38.18% 0.2
Virtus Investment Advisers
2377
Virtus Investment Advisers
Connecticut
USD 216 M +USD 14 M +7% 6.47% 172% 32 43.75% 0.2
DAM
2378
Davis Asset Management
California
USD 216 M +USD 7.97 M +4% 1.95% 97.3% 20 5% 0.3
Estate Counselors
2379
Estate Counselors
Wisconsin
USD 216 M +USD 18.5 M +9% 4.06% 60% 61 18.03% 0.2
Kerrisdale Advisers
2380
Kerrisdale Advisers
Florida
USD 215 M -USD 1.74 M -0.8% 6.52% 78.8% 84 40.48% 0.2
Planning Alternatives
2381
Planning Alternatives
Michigan
USD 215 M +USD 40.2 M +23% 6.85% 69.6% 27 18.52% 0.2
Dynamo Internacional Gestao de Recursos
2382
Dynamo Internacional Gestao de Recursos
Brazil
USD 215 M +USD 24.4 M +13% 6.65% 34.1% 9 0% 0.3
Rock Point Advisors
2383
Rock Point Advisors
Vermont
USD 215 M +USD 18.2 M +9% 7.88% 82.8% 84 13.1% 0.2
Archon Capital Management
2384
Archon Capital Management
Washington
USD 215 M -USD 4.77 M -2% 20.7% 222% 31 38.71% 0.2
Patriot Financial Partners
2385
Patriot Financial Partners
Pennsylvania
USD 215 M +USD 18.5 M +9% 9.88% 16.6% 13 7.69% 0.2
Annex Advisory Services
2386
Annex Advisory Services
Wisconsin
USD 215 M +USD 33.5 M +18% 4.43% 85.8% 104 13.46% 0.2
Brevan Howard Capital Management
2387
Brevan Howard Capital Management
Jersey
USD 214 M -USD 359 M -63% 2.4% 148% 37 35.14% 0.2
JFS Wealth Advisors
2388
JFS Wealth Advisors
Pennsylvania
USD 214 M +USD 14.8 M +7% 5.2% 54.8% 135 25.19% 0.2
Aviance Capital Partners
2389
Aviance Capital Partners
Florida
USD 214 M +USD 28.7 M +15% 5.23% 98.2% 220 16.82% 0.2
Raub Brock Capital Management
2390
Raub Brock Capital Management
California
USD 214 M +USD 19.1 M +10% 5.75% 54.7% 35 11.43% 0.2
SkyTop Capital Management
2391
SkyTop Capital Management
New Jersey
USD 214 M +USD 26.3 M +14% 7.83% 50.2% 24 50% 0.1
Exencial Wealth Advisors
2392
Exencial Wealth Advisors
Oklahoma
USD 213 M +USD 11.8 M +6% 5.86% 58% 143 7.69% 0.2
Toth Financial Advisory
2393
Toth Financial Advisory
Virginia
USD 213 M +USD 10.3 M +5% 5.54% 90.4% 110 12.73% 0.2
Lathrop Investment Management
2394
Lathrop Investment Management
Arkansas
USD 213 M +USD 15.9 M +8% 7.88% 72.2% 56 8.93% 0.2
BRR OpCo
2395
BRR OpCo
Ohio
USD 213 M +USD 4.74 M +2% 3.01% 23.6% 91 7.69% 0.2
Bar Harbor Trust Services
2396
Bar Harbor Trust Services
Maine
USD 213 M +USD 22.2 M +12% 3.18% 86.4% 86 15.12% 0.2
Rothschild Capital Partners
2397
Rothschild Capital Partners
New York
USD 212 M +USD 32.9 M +18% 16.7% 90.8% 52 32.69% 0.2
Baystate Wealth Management
2398
Baystate Wealth Management
Massachusetts
USD 212 M +USD 8.36 M +4% 6.78% 14.6% 295 91.53% 0.2
Giralda Advisors
2399
Giralda Advisors
New York
USD 211 M – – 5.5% 36.8% 8 – 0
Ativo Capital Management
2400
Ativo Capital Management
Illinois
USD 211 M +USD 17.7 M +9% 12% 63.8% 219 33.79% 0.2