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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)
Isthmus Partners
2426
Isthmus Partners
Wisconsin
USD 799 M -USD 23.9 M -3% 2.5% 73.7% 229 13.1% 3.3
Bensler
2427
Bensler
Washington
USD 799 M -USD 42.5 M -5% 2.53% 109% 173 14.45% 2.2
Talbot Financial
2428
Talbot Financial
Washington
USD 798 M -USD 42.6 M -5% 3.14% 118% 69 15.94% 1.7
Aprio Wealth Management
2429
Aprio Wealth Management
Georgia
USD 798 M +USD 113 M +16% 0.12% 66.1% 384 20.31% 1.4
Brigade Capital Management
2430
Brigade Capital Management
New York
USD 798 M +USD 467 M +141% 14.3% 42.7% 18 44.44% 1.4
L.J. Altfest & Co
2431
L.J. Altfest & Co
New York
USD 797 M +USD 13.4 M +2% 1.53% 95.6% 376 28.46% 3.6
Alley Investment Management Company
2432
Alley Investment Management Company
Illinois
USD 797 M +USD 6.57 M +0.8% 1.81% 54.6% 89 6.74% 2.6
NM
2433
NWI Management
New York
USD 796 M -USD 1475 M -65% 5.94% 230% 62 37.1% 2.4
Lodestar Private Asset Management
2434
Lodestar Private Asset Management
California
USD 795 M -USD 4.28 M -0.5% 1.75% 64.4% 219 4.57% 1.9
Avenir Tech
2435
Avenir Tech
Hong Kong
USD 795 M +USD 192 M +32% 10.3% – 26 73.08% 0.2
AIP LLC
2436
AIP LLC
New York
USD 795 M +USD 36.4 M +5% 5.19% 54.9% 2 0% 1.8
DiNuzzo Private Wealth
2437
DiNuzzo Private Wealth
Pennsylvania
USD 794 M +USD 4.33 M +0.5% 0.23% 42.7% 1,438 5.7% 1.2
Portland Global Advisors
2438
Portland Global Advisors
Maine
USD 794 M +USD 3.47 M +0.4% 0.03% 43.4% 135 4.44% 6.5
Cascade Financial Partners
2439
Cascade Financial Partners
California
USD 793 M +USD 25.9 M +3% 0.42% – 257 10.12% 0.9
8KM
2440
8 Knots Management
Texas
USD 793 M -USD 206 M -21% 11.5% – 20 25% 0.6
Synergy Asset Management
2441
Synergy Asset Management
Washington
USD 793 M -USD 499 M -39% 2.1% 113% 912 85.09% 1
Nemes Rush Group
2442
Nemes Rush Group
Michigan
USD 792 M -USD 17 M -2% 3.74% 126% 772 14.64% 1.3
KPF
2443
K2 Principal Fund
Ontario, Canada
USD 788 M -USD 112 M -12% 0.32% 76.5% 417 48.2% 0.4
James Investment Research
2444
James Investment Research
Ohio
USD 788 M -USD 52.2 M -6% 0.82% 110% 349 12.03% 5
Parkside Financial Bank & Trust
2445
Parkside Financial Bank & Trust
Missouri
USD 788 M +USD 30.4 M +4% 2.07% 85.4% 2,778 24.55% 3.8
Lincluden Management
2446
Lincluden Management
Ontario, Canada
USD 787 M -USD 39 M -5% 1.11% 67.7% 74 4.05% 6.7
Mason Street Advisors
2447
Mason Street Advisors
Wisconsin
USD 786 M +USD 13.5 M +2% 0.11% 32% 13 7.69% 2.9
United Bank (Virginia)
2448
United Bank (Virginia)
Virginia
USD 786 M -USD 52.9 M -6% 2.46% 76.1% 144 12.5% 5.4
Unison Advisors
2449
Unison Advisors
District of Columbia
USD 786 M -USD 54 M -6% 0.22% 57.8% 190 13.16% 3.3
Mattern Capital Management
2450
Mattern Capital Management
Colorado
USD 785 M +USD 18 M +2% 2.34% 39.8% 167 6.59% 3.2