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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)
BFS
2426
Bard Financial Services
Connecticut
USD 834 M -USD 13.4 M -2% 0.43% 90.1% 216 5.09% 3.2
Winthrop Advisory Group
2427
Winthrop Advisory Group
Massachusetts
USD 833 M +USD 24.3 M +3% 2.67% 78.3% 171 19.88% 3.5
Kohmann Bosshard Financial Services
2428
Kohmann Bosshard Financial Services
Ohio
USD 833 M +USD 27.9 M +3% 1.34% 42.8% 784 74.49% 1
Leuthold Group
2429
Leuthold Group
Minnesota
USD 833 M -USD 67 M -7% 0.8% 126% 217 32.72% 1.7
Savvy Advisors Inc
2430
Savvy Advisors Inc
New York
USD 832 M +USD 339 M +69% 3.09% – 483 33.95% 0.5
LVW Advisors
2431
LVW Advisors
New York
USD 831 M +USD 45 M +6% 1.41% 79.1% 334 14.07% 3.1
IMA Advisory Services
2432
IMA Advisory Services
Colorado
USD 830 M +USD 371 M +81% 0.53% 74.5% 297 55.22% 1.6
Cooper Financial Group
2433
Cooper Financial Group
California
USD 830 M +USD 60.1 M +8% 2.86% 87.2% 413 14.04% 2.3
Naviter Wealth
2434
Naviter Wealth
Arkansas
USD 829 M +USD 111 M +15% 0.59% 87.1% 307 30.29% 1.5
Melqart Asset Management
2435
Melqart Asset Management
United Kingdom
USD 828 M -USD 278 M -25% 8.3% 250% 67 55.22% 0.7
DLD Asset Management
2436
DLD Asset Management
New York
USD 827 M +USD 105 M +15% 1.27% 10.3% 85 45.88% 0.4
Parthenon LLC
2437
Parthenon LLC
Kentucky
USD 827 M -USD 10.7 M -1% 0.56% 93.3% 127 4.72% 7.9
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
2438
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
USD 826 M +USD 106 M +15% 14.3% 1,119% 58 27.59% 1.1
Lincluden Management
2439
Lincluden Management
Ontario, Canada
USD 826 M -USD 90.7 M -10% 5.49% 67.7% 74 4.05% 6.5
Octavia Wealth Advisors
2440
Octavia Wealth Advisors
Ohio
USD 824 M +USD 12.6 M +2% 0.42% 67.9% 236 11.86% 2.5
TRUE Private Wealth Advisors
2441
TRUE Private Wealth Advisors
Oregon
USD 824 M -USD 14.4 M -2% 1.07% 89.2% 242 18.6% 4.3
Kadensa Capital
2442
Kadensa Capital
Hong Kong
USD 824 M +USD 442 M +116% 10.6% 191% 64 70.31% 0.3
North of South Capital
2443
North of South Capital
United Kingdom
USD 823 M +USD 164 M +25% 1.35% – 19 15.79% 0.4
NJ State Employees Deferred Compensation Plan
2444
NJ State Employees Deferred Compensation Plan
New Jersey
USD 823 M -USD 19.1 M -2% 1.73% 127% 478 4.18% 7.4
INVST
2445
INVST
Indiana
USD 823 M -USD 3.47 M -0.4% 1.36% 78.5% 270 14.07% 2.1
Isthmus Partners
2446
Isthmus Partners
Wisconsin
USD 823 M -USD 19 M -2% 1.17% 73.7% 219 11.87% 3.1
Intrinsic Edge Capital Management
2447
Intrinsic Edge Capital Management
Illinois
USD 823 M -USD 5.26 M -0.6% 8.38% 283% 145 59.31% 0.6
AIC
2448
AWM Investment Company
New York
USD 821 M -USD 4.54 M -0.5% 31.1% 778% 103 20.39% 3.5
RW Investment Management
2449
RW Investment Management
Idaho
USD 821 M +USD 16.9 M +2% 1.8% – 103 9.71% 1.6
Maple-Brown Abbott
2450
Maple-Brown Abbott
Australia
USD 820 M -USD 188 M -19% 1.75% 7.92% 16 0% 4.6